Where the economy is going? How should one invest? While there are market news that you can get from the Internet, newspapers and friends, it is too easy to be overwhelmed by the large amount of information. It does not help that many of these information contradicts each other.

In a video presentation I made on July 2011 this year for investment clients, the following topics were covered:

1. Monetary policies across the globe;
2. Inflationary trend across the globe;
3. Jobless rate across the globe;
4. Systemic risks; and
5. Conclusions and recommendations on existing portfolios.

Although time sensitive information are no longer useful, the educational value remains timeless.

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