Thursday, September 08, 2016

Radio Show: USA and EU

Why we get mixed signals from America's economy - and terrible vibes off Brussels' Diktats.  USA The latest Federal Reserve Beige Book re... 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 >>

Thursday, July 21, 2016

The Debt Time Bomb: radio show

America's leveraged corporate debt is more dangerous than China's unleveraged domestic debt.  Investment implications. DEBT TIME BOMB Ratin... Read More >>

Friday, January 22, 2016

Bloomberg Show: Investment Strategies

How not to/ to invest your money: losers and winners on a national and sectoral level. Market Outlook  is the market rout over? Have we seen ... Read More >>

Tuesday, January 12, 2016

Hong Kong: Circuit breakers in June

We all know what havoc China's recent circuit breakers wreaked.  Expect the same for  Hong Kong this June. Investment implication. ... Read More >>

Monday, January 26, 2015

Greek elections: plus ca meme chose

Tactical volte face.  Readers know that just this Friday, 23rd January, we caved-in to the market reality stronger European bourses, cour... Read More >>

Friday, November 07, 2014

China: How fiscal policies amplify business cycles

Structural flaws in monetary policy.  Just yesterday we suggested that there are various structural flaws in China's monetary policy, fla... 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 >>

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 >>

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 >>

Thursday, April 24, 2014

Bond yields: but the sick man IS (southern) Europe!

Adieu, business cycle.  On 29th March 2014,  we penned blog on just how Europe as voted herself out of a business cycle. No amo... 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 >>