Enzio's Clock

Many people are worried about a "bursting" of the Chinese property bubble.  We are more relaxed about this, and tell you how to make money off the seeming contradiction that is on the horizon.

Topics Covered

1. Why the show must go on
2. That seeming contradiction
3. How to make money off this idea

We analyze this briefly against the backdrop of America's Economic Time® and then suggest how to make money off it.  In particular, we look at the Australian dollar.

Topics Covered

1. The discount rate and the Economic Clock®
2. Three  investment implications
3. How to make money off this idea
   

Just last Sunday we provided you with a cursory investment road map.  In it, we argued that you might want to wait - and until what key triggering event - before looking more closely at Greek bonds.  Today we refine this road map, providing you with another key investment date for your portfolio.  For overall advice on what to do about the bonds of all PIGS, have a look at another piece of ours this week. 

Topics Covered

1. Another date to watch out for
2. How to save money off this idea

Today we draw parallels between both places: in Greece, the unions are rocking the boat; in Hong Kong, it is the "democrats" - who cannot even account for their own expense accounts in their unending quest for 'transparency"!

We then provide you  our portfolio strategies for the first half of 2010. 

Topics Covered

• Greece
• the Euro
• the dollar
• portfolio strategies for 1H10
• concerns about Hong Kong
  

All of us have been following the fiscal shenanigans of Portugal, Italy, Greece and Spain, in short: the PIGS. As Obama said during the election campaign: even if you put lipstick on a pig, it's still a pig. We examine this proposition and tell you whether to buy or sell bonds issued by the PIGS.

Topics Covered

1. Why this is relevant to your portfolio
2. How to make money off this idea
   

All of us know a little about Greece now.  So do you buy Greek bonds?  If so, when? We ponder, putting some time lines on to our answer...

Topics Covered

1. Greek time Lines
2. How to save  money off this idea
   

Hard on the heels of China's recent hike in reserve requirements, India followed suit yesterday. We take a brief look at this act in the context of the Economic Clock® - and then tell you what to do about it, now that the Economic Time® is changing in at least three economies... 

Topics Covered

1. What happened
2. Implications for the Economic Time®
3. How to make money off this idea
   

We all know about the afflictions of China, Greece and Obama. There are three lesser-noticed sharks circling, ones that you might want to beware of when protecting your portfolio.  Today's thoughts build on those issued just yesterday. 

Topics Covered

1. Three more ides
2. How to make money off this idea

Bond yields piercing the veil in Greece; Chinese banks' lending being verboten, and "over-bonused" bankers griping on the Hill. What does this imply for the global Economic Time - and thus for your portfolio?

Topics Covered

1. Sense and nonsense
2. How to make money off this idea
   

We all know by now that Republican Scott Brown beat Democrat Martha Coakley by a margin of 52% to 47% in the Massachusetts Senate race. But what are some broader investment implications of this? We take a look at how these results should affect the Economic Time® of those Asian countries whose currencies are most strongly tied to the US dollar - and, thus,  how to make money off Mr. Brown's victory.  What we write is of trading nature today; America's triangle of trouble is not going to vanish must because a 50 year old Republican won a state Senate seat!

Topics Covered

1. Budget implications of Brown's victory
2. Effect on the dollar
3. Effect on Asia's monetary Economic Time®
4. How to make money off this idea