The Economic Time™ and Tide™ Wait for N…

Asian economies are in technical recession. Investors have discounted this mess for the past six months Thus, I am making no major change to my investment strategy/asset allocation. Investment themes up to the first half 2009: The next bubbles that have to burst are long-dated bonds, on account of the rising US and other budget deficits and the dollar itself.

Read →

Comments on this post are for paying subscribers