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A client recently asked about the Economic Time "Down Under." So what is it? And importantly, what do we do about it?

Australia's Economic Time is characterized by an

• excess supply of money, and an
• excess demand for goods

Subscribers know that whenever there is an excess supply of money, it must go into asset markets. After all, all other needs have been taken care of.

An excess demand for goods means that in Australia, turnover and margins rise, so up go profits.

How to Make Money Off This Idea
Buy the market!

Within this, buy resource stocks: China's and India's voracious demand is a trend who is our friend.

Also, at this stage, keep buying banks, property companies, brokers and retailers.

Source: Crikey! Time To Buy the Australian Market