Enzio's Clock - Changed Global Economic Time: Changed Sectors - Comments

Dear Sammyg123,How

Enzio — Wed, 08 Oct 2008 17:33:31 +0800

Dear Sammyg123,

How encouraging of you. I'm usually 6 months early and certainly make mistakes, but am delighted that you find value in my work. Timing is not my strength; that is why, for my forthcoming fund, I am teaming up with an erstwhile colleague who is far better at timing.

Best of investing fortunes, and greetings from Hong Kong, Enzio

Cheers, Enzio

sammyg123 — Wed, 08 Oct 2008 00:01:29 +0800

I subscribed this time last year - and I'm so glad to have done so. Your strategies are excellent. I don't always agree with your timing, but thankfully you are mostly early. Great work! Very Respectfully, sammyg123

Changed Global Economic Time: Changed Sectors

Enzio — Tue, 07 Oct 2008 16:51:12 +0800

Intro-Teaser:

Investors following our advice would have gained about five percent primarily since November of last year - while the S&P 500 has plunged by 30%.

Today, after considerable musing, I have decided "officially" to change the global Economic Time™ and thus exit specific sectors and other instruments related to these sectors. All of these switches are very much because the credit crises have morphed into credibility crises - from the Ratings Agencies down to your local "safe" bank where you keep your money.

Topics Covered:

Deflation means ™a different stagflation
Logical sector switches
How to protect your money off these ideas