Wednesday, July 26, 2017

Bloomberg TV: the Fed and Horse Buggy Repair Manuals

All central banks are trying to move forward by squinting into their rear-view mirrors. Market implications. Fed preview: decision due the... Read More >>

Wednesday, July 19, 2017

Retail sales: clicks instead of bricks

Just who does NOT shop online?  Ever thought about what this means for growth in an economy and for Fed policy? 22ND JULY '17: WE HAVE ADDED S... Read More >>

Thursday, July 13, 2017

Radio Show Notes: Repairing a Tesla with a horse-buggy manual

Central bankers are fighting yesteryears' wars: inflation bouts.  They run the risk of making severe policy mistakes which could trigger a mar... Read More >>

Thursday, February 02, 2017

USA: The Fed and long bond yields

Even though the Fed won't raise short rates until mid-June, watch the long end of the curve! U.S.  The Fed has left interest rates on hold. ... Read More >>

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 >>

Wednesday, January 04, 2017

Greater China: Rising tensions

It is pointless wasting your time on the Greater China markets: their Economic Time® is bad, and geopolitical tensions are rising R... Read More >>

Friday, December 16, 2016

USA & China: Risks of a change in Economic Time

America's Economic Time® keeps improving; China's keeps worsening. America's Economic Time®.  For the past year, America's Econom... Read More >>