Tuesday, January 24, 2017

1Q17: What to buy and sell

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 >>

Thursday, August 04, 2016

Market Outlook: August - December 2016

Global Economic Time is stabilizing: buy the G3 plus Greater China What are your top 3 investment ideas?  -     &... Read More >>

Tuesday, June 07, 2016

Where markets are headed

 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 >>

Tuesday, September 29, 2015

Bloomberg Show: China, Japan & the Fed

Why you should be buying into weakness: China, Japan and America. Yesterday's Bloomberg TV shows. CHINA: earnings-driven "buy" Shrin... 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, February 25, 2015

USA: Yellen Tantrum

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 >>

Tuesday, December 09, 2014

Submerging markets' worsening Economic Time

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 >>

Wednesday, November 19, 2014

Japan: Gross Depressed Product

Recent blues.  Just this Monday, we all discovered that  Japan's GDP contracted by an annualized 1.6% during 3Q14; this co... Read More >>

Saturday, November 01, 2014

Yen/Dollar: Exporters and sector strategies

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 >>

Wednesday, October 22, 2014

China: "New normal" growth rates not abnormal

Etymology.   "New normal" was penned originally by Bill Gross, I believe. "Abnormal" stems from Latin: ab ("off, away from") and nor... Read More >>

Tuesday, August 05, 2014

Asset Allocation: Third Quarter 2014

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 >>

Tuesday, April 29, 2014

Where to invest: US, China, Japan & Defense

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 >>

Tuesday, April 01, 2014

Investment strategy going in to quarter II 2014

 I have compiled this for my show on Bloomberg tomorrow, Wednesday, 2nd April, at 11:40 AM Hong Kong time     Asia-Pacific... Read More >>

Tuesday, February 18, 2014

The Economic Clock: Which sector?

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 >>

Monday, June 24, 2013

Changing Economic Time®: So, how do I invest now?

How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... Read More >>