Friday, November 25, 2016

USA: Why inflation is overrated by the bond market

Inflationary fears are overdone in the bond market. That's why you should buy bonds on dips. Firecrackers The  headlines of 23r... Read More >>

Tuesday, September 20, 2016

Finance: What to be scared of

Don't worry about China's banks; do worry about America's student and car loans! China's banks According to the Bank for Internatio... Read More >>

Thursday, January 28, 2016

Radio notes: of turnover addiction; circuit breakers and normal market turbulence

Market turbulence is goaded by profit-driven banks; Ominously, Hong Kong wants to introduce market circuit breakers this June... MARKETS DRIVEN B... Read More >>

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 >>

Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... Read More >>

Thursday, June 25, 2015

Drachma Drama: Buying opportunity

Even if Tsipras probably will be ousted  as of 5th July, the Greeks have won the game of chicken: Europeans are so desperate to keep them in t... Read More >>

Tuesday, May 26, 2015

Bloomberg TV: USA, Japan and Greece

My Bloomberg TV shows on why the Fed will raise rates in September, that Japan's growth recovery is a myth and that Greece is playing a game of chi... Read More >>

Friday, May 22, 2015

Global: where do I put my money?

Why you must go with the flow - and where. These are my notes for a Bloomberg TV show this Monday, 25th May 2015, 11:00 - 11:50 AM, Hong Kong time:... Read More >>

Wednesday, April 22, 2015

Roadmaps: Grexit and a crash this Fall

Here is how much Greece must pay whom and by when, followed by an overall roadmap for that market tumble this Fall. Greece's  payment de... Read More >>

Tuesday, April 21, 2015

No Grexit: by the recalcitrant child

 Some more on Athens-fried chicken: why there won't be a Grexit, and why the child remains recalcitrant Cooped-up chickens.  Just a ... Read More >>

Wednesday, March 11, 2015

Dollar strength: The crunch cometh

    How  exploding debt-servicing could infect global markets    Looming Emerging M... Read More >>

Tuesday, January 06, 2015

June outlook:cheap gold in the mush of 1H15

Our coverage of oil.  More recently,  we have issued four blogs on this slippery subject. In the first piece  on 8th ... Read More >>

Sunday, September 21, 2014

Interest rates vs interest rate futures: connecting the dots

Forecasts.  (For the sake of convenience, remember that the Fed instituted its near-zero Fed Funds rates in December 2008.)  &nb... Read More >>

Sunday, September 21, 2014

In Gold we trust: it's insurance only!

Insurance only. At the end of this May, we  advised that you view gold as insurance and not as investment.  The key reasons are... Read More >>

Monday, June 30, 2014

Hong Kong: Cutting ourselves in the foot

Here are some notes that I have compiled for a CCTV show which will run world wide as of tomorrow, 1st July.  It has a great deal to do with t... Read More >>

Monday, June 02, 2014

Bond yields and income inequality

Stronger inflation. The Fed's preferred measure of inflation is the price index for personal consumption expenditure (PCE).  It rose by a... Read More >>

Saturday, March 15, 2014

The fallacy of deflation

Nothing much to write about this.    "Inflation is dead". Oh really? Then how come food prices are going through the roof? How come ... Read More >>

Monday, January 27, 2014

Trash Crash: yes. Chinese banking earthquake: no!

I need not tell you what is happening in the markets. My guess is that just about any news is bad news, except for that ICBC morning ray of light. ... Read More >>