Random Thoughts
Currencies: the Swiss Franc and the Renmimbi
Given recent developments. where are these two currencies headed? We give you our thoughts.
Please do not renew your subscription anymore; soon, we will be shutting this website down.
We are launching an Economic Time® Bond Fund, and thus have to focus our efforts on this undertaking. Our goal is to achieve safe, re-invested income at a reasonable price. If you are interested in generating about 10% a year in gross income off US dollar bonds, then please contact me and I will send you the relevant information. Otherwise have a look at our website www.etbf-ci.com for more information on our performance over the past 11 years. We will be sending out a monthly newsletter to subscribers to the fund, should you wish to subscribe, and our Economic Clock® thoughts will have a new platform.
Global Markets: Quo Vadis?
With market volatility having bottomed two months ago, markets are in confusion. Where next? Do you buy or sell?
RMB: What next?
Are you still buying RMB in the hopes that it will keep appreciating? We just released a piece on the Euro, one which has implications for the RMB
Euro: What next?
Just last week we issued a note on three trading strategies pertaining to the squall in Europe. Today one of those ideas already has been breached, so we provide further guidance on how to make money off European bickering....
Europe: Three trading ideas
How do you rate recent Continental budget "disciipline? How do you make money off your views?
Greece: The unanswered question
We all have read too much about Greece. But there is one question that remains unanswered, one that is pretty critical to your portfolio.
China: RMB Clatter
We recently issued a more substantial note on our views, none of which have changed. In light of recent developments we update these very briefly for you.
China & Europe: Two hidden trends
USA: Will her debt go the way of Japan's?
Many people, including myself, are concerned about the level of the US federal government budget deficit. after all, is not a "blow-out" imminent? But maybe we are too worried? Does Japan provide worry-parallels? How do you save your money off this idea?
Budgets: Three exit strategies (Singapore, Hong Kong, India) & tomorrow's Thailand
Striking is that when it comes to the U.S., everyone - correctly - is focused on her monetary policy. Her fiscal policy plays second or third fiddle. Meanwhile, in Asia, the fewest focus on monetary policy, while her fiscal policy gets a little more attention. Yesterday we were meant to do a CNBC TV show on three budgets this week. Today, we outline some broad conclusions - and how to make money off these. You can see a video of the show by clicking here. We also share our brief thoughts on what you should be doing in your portfolio about Thailand, given tomorrow's important event.


