Thursday, June 30, 2016

BREXIT Radio Interview: Investment Implications

How will BREXIT drive markets in the third quarter? Any good investment ideas? 1.  What will drive the markets in the third quarter? Turmoil... Read More >>

Tuesday, June 09, 2015

America's Economic Clock: Rates up and markets - first - down

America's Economic Time is improving; that is why we expect a rate hike as of September. On average , the market has fallen peripatetically &n... 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, October 22, 2014

Bloomberg: Show notes for 23/10, 11:40 AM HK Time

1. Japan outlook those scandals have not exactly enhanced Abe's popularity -Abe must decide by the end of this CY if he wants to increase ... 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 >>