Thursday, July 13, 2017

Radio Show Notes: Repairing a Tesla with a horse-buggy manual

Central bankers are fighting yesteryears' wars: inflation bouts.  They run the risk of making severe policy mistakes which could trigger a mar... Read More >>

Thursday, November 17, 2016

Radio Show: USA: Trump and Markets

Trump's infrastructure spending plans are ineffectual. Why you should buy in to the recent bond market sell-off.in America. US Donald Trump... Read More >>

Thursday, February 11, 2016

America's Fed: shifting sands

On 10th February, Dr Yellen re-emphasized just how much she shifts the sand and thus prevaricates... China's centrality In her state... Read More >>

Friday, August 07, 2015

Asset allocation in light of Fed Funds hike this September

Here is the recording of today's radio interview: Asset allocation in light of Fed Funds hike this September Better US Economic Time.... Read More >>

Tuesday, June 02, 2015

Rates, Earnings and The Economic Clock in structural slumps

What is the Economic Clock revealing about market direction in the US, China/Hong Kong & Europe? Asset allocation.  Keep overweightin... Read More >>

Thursday, April 30, 2015

The Economic Clock: China & America

Keep buying both, but overweight China  & Hong Kong. Sector ideas follow. Refreshing the Economic Clock®.  This is designed ... Read More >>

Thursday, March 19, 2015

Yellen heralds better Economic Time

So what crisis looms? A 1937-style convulsion or one predicated on avaricious currency mismatching? Good change to Economic Time®.  S... Read More >>

Tuesday, March 10, 2015

Exchange rates: why they don't determine trade flows

Multinationals, not exchange rates, drive trade flows! How multinationals influence trade balances.  At its simplest: as Coca-Cola  ... Read More >>

Thursday, February 12, 2015

China's January prices: Does inflation equal demand?

Globalisation means stronger growth AND lower inflation. The resulting excess supply of money bodes well for asset markets. January inflation.... Read More >>

Wednesday, May 21, 2014

Europe: Short it

Europe has voted itself out of a business cycle.  At the end of March we released this piece, arguing that the welfare state has given ri... Read More >>