Enzio's Clock

Markets are riveted by the trilogy of moral turpitude sorrounding Goldmans, Greece and the rating agencies.  We look more at one particular sector, suggesting how to make money off this turpitude.

Topics Covered

1. The two faces of moral turpitude

We recently issued a note on why the property market in China must continue racing along. Today we drill down into yesterday's important government edict - and tell you which property stocks, thus,  to focus on. 

Topics Covered

1. Yesterday's edict
2. What this means
3. How to make money off this idea
   

Yesterday's Financial Times headline was festooned with "Beijing looks at severing dollar peg".  We discuss the undercurrents swirling around this issue, and suggest how to make money off this. 

Topics Covered

1. Political undercurrents
2. How to make money off this idea

Currently you are paying about USD 1.36/Euro.  So why will the Euro rise by another five per cent?  We submit three reasons and then suggest how to make money off this idea. 

Topics Covered

1. Greek tug-of-war
2. The IMF
3. Europe's Economic Time®
4. How to make money off this idea
   

Recently we discussed the near-term direction of the dollar, and told you how to make money off this. Currently it stands at about US$1.36/Euro.  Is the Euro headed up - or down? Why so? How do you make money off this near-term trend?

Topics Covered

1. Overall trend of the dollar
2. Why the Euro will keep softening
3. How to make money off this idea
   

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
   

Recent press reports here in Asia are forecasting a tightening of policy towards the property sector.  We delve beneath the surface and see how you can profit from this snowstorm.

Topics Covered

1. Bubble - or squeak?
2. The real problems
3. How to make money off this idea