Enzio's Clock

We all have been a little surprised at the dollar's rise and gold's demise.  Today we put the pieces of this puzzle together, and tell you how to make money with it.

Topics Covered

1. The puzzle
   
2. Putting the pieces together
3. How to make money off this idea
   

We all know that some stocks are bigger than others. So for the sake of convenience, we today crudely will differentiate for you between "large caps" - the Goliaths - and the "small caps' - the Davids. What we want to do is to give you some guidance as to which caps to be out of at this stage of the Economic Time®.

Topics Covered

1. Fund management 101
2. Why you want to be in smaller caps at this juncture
3. How to make money off this idea

According to the Financial Times (FT) of  24th January 2010, "...loans in the first two weeks of the year surged to an unprecedented RMB 1,100 (...US$160 bn...). At that rate loans would triple from last year's record, which at RMB 9,600 bn, was already double the level of 2008.  Beijing this month started tweaking reserve requirements in an effort to cool things down."

An more recently everyone read that the "bad" banks - those who have been particularly enthusiastic lenders - had their reserve ratios increased by another 50 basis points, to 16.5%.

Well, do you buy or sell Chinese banks off the back of this news?

Topics Covered

1. Growth worriers vs. growth warriors
2. Questionable market reaction
3. How to make & save money off this idea
   

We all are sufficiently "in the fog" about what is going to happen to US banks. But what about the global ramifications? The bottom line: do you climb in - or climb out? 

Topics Covered

1. Piercing the fog
2. The politics of fog
3. Banking on fog
4. How to make money off this idea