Thursday, January 21, 2016

Radio interview: Market Crash/ Fed/Oil

There is more to the market crash than China's slowdown.  Investment implications. Market crash: is it the slowdown in China or is that just... Read More >>

Thursday, June 18, 2015

El Nino strikes: which sectors?

This El Nino will be on par with 1997's muscular one. What sectors to go short and long of. Weather According to the Financial Times (FT) o... Read More >>

Wednesday, April 22, 2015

Hong Kong/China & oil: today's radio show

Why you must buy China and Hong Kong stocks - and why you must short oil.     Have a listen at http://programme.rthk.hk/channel/radi... Read More >>

Saturday, January 17, 2015

Lower oil defines stronger dollar: why?

Less petro-dollar revenues. Back on 29th November we pixeled a piece, "Dollar: Simple take-aways".  In point two we noted that "...when t... Read More >>

Saturday, November 29, 2014

Dollar: Simple take-aways

Winners & losers. Recently we wrote a piece identifying winners and losers when it comes to the lower oil price. Dollar & oil.&nbs... Read More >>