Enzio's Clock - Profit from Cycles.

Global market strategy

Enzio — Tue, 10 Nov 2009 18:51:19 +0800

Location-Channel: CNBC

Day and Date: Tuesday, 10th November 2009

Hong Kong Time: 17:00

Global: So why worry about inflation?

Enzio — Tue, 10 Nov 2009 14:38:34 +0800

Teaser: How come some people are worried about inflation even though firms keep cutting costs to bolstering their profits? Yesterday we discussed what happens to the investor when corporates' earnings rise faster than their revenues. Today we drill a little deeper into the investment implications of the current inflation debate. and come up with what the market's subconscious might be "sniffing".

Topics Covered:

Inflation and the Economic Clock®
The big contradiction
The answer
How to make money off this idea

Earnings: What happens when earnings exceed revenues

Enzio — Mon, 09 Nov 2009 16:53:18 +0800

Teaser: There was a thoughtful article in today's Financial Times (FT), "US companies beating quarterly earnings forecasts at record rate" that is worthy of some linking to our Economic Clock® in order to divine a sensible investment strategy.

Topics Covered:

Earnings and the Economic Time®
What happens if earnings exceed revenues
How to make money off this idea

Global market strategies during high volatility

Enzio — Mon, 09 Nov 2009 16:40:10 +0800

Location-Channel: Z TV India

Day and Date: Wednesday, 11th November 2009

Hong Kong Time: 11:30

Precious Metals: Climb in or climb out? - II

Enzio — Sun, 08 Nov 2009 22:14:41 +0800

Intro-Teaser: We recently made some suggestions about this market segment that is so driven by psychology. More recent news on gold prompted us to add to our views.

Topics Covered:

Gold's September outlook
How to make money off this idea

Precious Metals: Climb in or climb out?

Enzio — Thu, 05 Nov 2009 22:16:32 +0800

Intro-Teaser: Recently we provided you with our view of base metals, of those that underpin industry and thus are strongly tied into the vagaries of the Economic Time®. Today we have a quick look at precious metals, which are driven by primarily psychological forces.

Topics Covered:

What is driving precious metals' prices?
Price outlook
How to make money off this idea

Investment Strategy: The looming crash

Enzio — Mon, 02 Nov 2009 10:39:57 +0800

Location-Channel: CNBC Asia

Day and Date: Monday, 2nd November 2009

Hong Kong Time: 13:10

Metals: Climb in or climb out?

Enzio — Sun, 01 Nov 2009 20:10:53 +0800

Intro-Teaser: We recently provided you with our fundamental view of what to do. Today, we polish these thoughts. but we keep gold and oil out of our thinking. Gold is "the" psychological asset of choice, and oil is driven very much by the politics of OPEC and of the Muddle East, as we all know.

Topics Covered:

Fundamentals worth remembering
How to save money off this idea

America: When do rates rise?

Enzio — Mon, 26 Oct 2009 20:08:30 +0800

Introduction: Right at the start of the many crises back in 2007 we hypothecated that rates would rise as of 2011. We are happy to see our views increasingly vindicated by markets. But, there is a fly in the ointment that you best had keep in mind if you have mortgages or are trading derivatives on interest rates..or are invested in the stock market.

America's Banks: "Crash for clunkers" ?

Enzio — Sun, 25 Oct 2009 17:26:15 +0800

Intro-Teaser: Readers know of my continued bearishness on banks, what with the Economic Time® remaining pretty horrible during this stage of America's business cycle. Staying with alphabet soup, we have dubbed this "America's recession in 'L' " We update our thoughts today, and tie this in with our over-riding concern about a market crash before Christmas - and, of course, suggest one way to make money off this idea of a "crash for clunkers".

Topics Covered:

Our concerns
Back to the Economic Clock®
How to make money off this idea