Enzio's Clock

In order to confound: the dreaded "R" word is NOT "recession".  It is "rights". This  has  become an antonym to  "responsibility". Today we rehearse why some old-fashioned views must prevail, trashing the child's view that : "Mom, this time it's different". Oh dear: is it - really?  Did the Golden Rule ever dissapate?

Topics Covered

1. Pattern repetitions
2. "Was tun"?
3. How to make money off this idea
   

We are unsurprised at current market rebounds. Now punters believe that things are "overdone". Well, exactly who "over-did" things in the first place?

What follows is our advice on how to earn of this instability.

Topics Covered

1. "Value" is emerging - or is it submerging?
2. How to earn off market jitters
   

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

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

Yesterday we specified how commercial banks create an excess demand for money (EDM) within the context of our framework, The Economic Clock™.

Today we trace how this EDM affects various sectors - and give you fourn investment ideas.

Topics Covered

1. Retailers
2. Industrial metals
3. Farm equipment
4. Banks
5. How to make money off this idea
   

We are going to be very brief as you know most of this anyway. We are just tracing through how the excess demand for money can translate specifically into an excess supply of goods. 

Our fountain of knowledge today is the business section of yesterday's South China Morning Post (SCMP).

Charles Lamb once quipped that gullibility is the weakness of men and the virtue of children. Time that we grew up...I'll discuss one myth and give you a safe investment idea that generates steady income streams..Also have a look at today's TV comments on who is to blame for this crisis - and who is conveniently keeping their head low..

Topics Covered

1. Fool's gold
2. How to make money off this: a safe investment idea
   

If you feel like it, read my show notes of today for an acerbic left-field view of what is happening. Below, I briefly discuss what you must NOT be invested in....I am harping on the deceptive mendacity of this instrument.

Topics Covered

1. Deceptive mendacity and Dale Carnegie
   
2. How to protect your money

Yesterday we aired our views about three seductresses.  Today we drill just a little deeper and suggest an intriguing long/short idea.

Topics Covered

1. Oil companies and politics
2. How to make money off this idea

In Greek mythology, "Sirens" were three  women cooing seductively, luring the attracted into traps. The market is cooing softly with "the dollar is strong, oil is weak and so you must buy the markets..." Well, you can guess what we think - or can you? How do you save money of such strident siren calls?

Topics Covered

1. Sirens
2. The dollar
3. Oil
4. Credit Markets
   
5. George's Georgia
6. How to save money off these ideas
   

Monday morning quarterbacks are now unanimous in the mantra, "recession"...so why even bother with commodities? We have made plenty of wrong calls, but we did call stagflation back in Spring of 2006.  Perhaps because they are listening to over-paid, erudite  crooks on Wall Street?: are you - perhaps - trading their  book?  Here is how the asset tripod  makes you money in the near term...Profit off this morning's brain waves...

Topics Covered

1. Commodities & the Delympics
2. The Dollar
3. Stock markets
4. How to make money off these ideas

Random Thoughts™ cannot be put into a "box" - but can be put into your piggy-bank - and into that of your childrens' and grand childrens'...

This Monday  we gave you our views on investment implications of the renewed cold war. Because this is so important to portfolio strategy, we are giving you a crisp update today.

Topics Covered

1. Updates
2. Superpower currency implications
3. How to save  money off this idea