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Enzio von Pfeil  

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  • China: 'New Normal' For Growth
    Yesterday, 9:51 AM FXI, PGJ, YINN 4 Comments
  • USA: Yellen Tantrum
    Thu, Feb. 26 RINF, INFL, UINF 1 Comment
  • China's January Prices: Does Inflation Equal Demand?
    Sat, Feb. 14 FXI, PGJ, YINN 12 Comments
  • Brussels And Minsk: Tales Of Two Cities
    Fri, Feb. 13 FXE, FEZ, ERO 6 Comments
  • Greek Elections: Plus Ca Meme Chose
    Tue, Jan. 27 FXE, EUO, GREK 1 Comment
  • June Outlook: Cheap Gold In The Mush Of 1H15
    Mon, Jan. 26 VGK, FEZ, FXF Comment!
  • Why Markets Will Crash (Video)
    Tue, Jan. 13 5 Comments
  • Commodities: A Supply-Side Idea
    Dec. 2, 2014 2 Comments
  • Peoples' Blank Of China: Nice Try, But...
    Nov. 24, 2014 FXI, PGJ, YINN 1 Comment
  • China: Why Looser Monetary Policy? Structural Reasons
    Nov. 6, 2014 CYB, CNY, DSUM Comment!
  • Yen/Dollar: Exporters And Sector Strategies
    Nov. 2, 2014 FXY, YCS, JYN Comment!
  • Europe - Short It: Monetary Policy Is A Non-Sticking Band-Aid
    Jun. 16, 2014 FXE, EUO, ERO 1 Comment
  • China: More Than A Change In Economic Time - Go Long
    Jun. 15, 2014 FXI, PGJ, GXC 10 Comments
  • Global View: China's Currency, Europe's Next Crisis, Iron Ore Contracts
    Mar. 31, 2010 CNY, CYB, FXE Comment!
  • Book Review and Author Q&A: Trade Myths
    Mar. 18, 2010 2 Comments
  • Global and China: Investment Strategies
    Jan. 18, 2010 DIA, SPY, QQQ 2 Comments
  • A Look at China's Policies and America's Influence
    Jan. 18, 2010 FXI 1 Comment
  • What Are Some Market Risks for 2010?
    Dec. 14, 2009 SPY, DIA 6 Comments
  • Korea: Tensions Between North and South
    Nov. 19, 2009 EWY, AIA Comment!
  • China's Third Quarter GDP Report: Warnings for Investors
    Oct. 22, 2009 FXI, PGJ 5 Comments
  • Global Strategy: Is the 'Store of Value' Threatened Only by Inflation?
    Oct. 12, 2009 Comment!
  • Asia Doesn't Need to Worry About an Exit Strategy
    Sep. 17, 2009 FXI, PGJ, AIA 2 Comments
  • Earnings Quality Is from Cost Cutting, Not Revenue Generation
    Jul. 30, 2009 SPY, DIA 2 Comments
  • Bright Spots for Investment After the Storm Has Hit
    Jul. 14, 2009 SPY, DIA, FXI Comment!
  • Expect a Market Crash and the Worsening of Global Economic Time
    Jul. 6, 2009 FXI, PGJ, SPY 9 Comments
  • Global Investment Strategies for Deflation
    Jun. 17, 2009 SPY, DIA, FXI Comment!
  • Is the Worst Over for Asian and U.S. Economies?
    May. 25, 2009 SPY, EWJ Comment!
  • Herd Mentality Is Behind the Gains in the Markets
    May. 7, 2009 BAC, C, GS 4 Comments
  • How Will the U.S. Stress Tests Impact Asia?
    Apr. 20, 2009 SPY, DIA, FXI 10 Comments
  • Grim Outlook for U.S., Japan, and China Markets
    Mar. 3, 2009 UUP, FXI, PGJ 5 Comments
  • Global Investment Strategy for First Quarter 2009
    Feb. 2, 2009 UUP, FXY, SPY 2 Comments
  • What Is the U.S. - China Economic Outlook Under Obama?
    Jan. 26, 2009 SPY, FXI, PGJ 7 Comments