What to go long of and what to short this quarter
Top 3 investment tips/themes (e.g. sell the yen, avoid oil)
- ... Read More >>
Global Economic Time is stabilizing: buy the G3 plus Greater China
What are your top 3 investment ideas?
- &... Read More >>
Rate rises in America won't influence Hong Kong, whose Economic Time is miserable.
1. is a weaker jobs report a green light for... Read More >>
Why you should be buying into weakness: China, Japan and America. Yesterday's Bloomberg TV shows.
CHINA: earnings-driven "buy"
Shrin... Read More >>
This El Nino will be on par with 1997's muscular one. What sectors to go short and long of.
According to the Financial Times (FT) o... Read More >>
Even though the Fed probably will raise rates by September, we do NOT foresee life-threatening inflation, so real rates rise. However, we do forese... Read More >>
Take-aways. On 29th November we released pixels arguing that a) a weaker oil prices drives up the dollar and b) a stronger do... Read More >>
Recent blues. Just this Monday, we all discovered that Japan's GDP contracted by an annualized 1.6% during 3Q14; this co... Read More >>
Japan's monetary base. As you know, just this Thursday the Bank of Japan (BoJ) decided to expand its monetary base by an average 24%, to... Read More >>
Etymology. "New normal" was penned originally by Bill Gross, I believe. "Abnormal" stems from Latin: ab ("off, away from") and nor... Read More >>
Here are some notes prepared for my TV show on Bloomberg and a radio show on Hong Kong's RTHK
Investment strategy. Sectors you like/don't like... Read More >>
1. Fed meeting, US economy, forward guidance etc
a. Keynes cannot work in post-democracies: locals don’t want to build roads and bridges!
b... Read More >>
I have compiled this for my show on Bloomberg tomorrow, Wednesday, 2nd April, at 11:40 AM Hong Kong time
Asia-Pacific... Read More >>
By far, our most popular piece has been our most fundamental one: what the Economic Clock® is, and how to tell the Economic Time® with it w... Read More >>
How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... Read More >>
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With more than 30 years' experience in global i... Read More >>