Author Archive

Ad Hoc Commentary – China is overreacting to Soros, should shed light on currency policy instead

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“Lee has a toy factory. He sells his toys in equal volumes to Jacques and Joe. One day, Jacques committed suicide, and Lee soon lost 50% of his export market. Lee soon ran… Continue reading

Immature Markets ? Monkey Trading ? Look Who Is Talking ?

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** On the off chance that some readers may not be aware that we… Continue reading

All Hail America – Going Into The US Primaries

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President Obama said in his final State of the Union address last week that the U.S. has the strongest economy and they are by far the strongest nation on the planet, adding that… Continue reading

Ad Hoc Commentary – Yellen’s Dec 2015 rate hike is NOT a repeat of Trichet’s Jul 2008 rate hike

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“…In July, 2008, on the eve of the biggest financial crisis in memory, the European Central Bank did something both predictable and stupid: it raised interest rates. The move was predictable because the… Continue reading

Random Market Thoughts : Time For A Selfie

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Running scared, worried, troubled or sleepless as you watch the market systematically decimate your Keppel blue chip stock without pausing to take a breath for the first 10 trading days of 2016 ?… Continue reading

No Surprises for Australia

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Let’s do a 12 month review of the situation in the US. 12 months ago, there was some element of hope. 12 months later, ugly is a better word, if we note the… Continue reading

Ad Hoc Commentary – junior doctors will probably be one of the first to be computerized

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In our wrap-up for 2015, we briefly mentioned that the awakening of robots will be the main drama of the coming years: “…Productivity gains in both white-collar and blue-collar work would surprise many.… Continue reading

Singapore Bonds 2016 : The Unforgiving Monsoon

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The markets are nearly as tragic as the weather in their worst start to any year if the Dow is anything to go by, notching its worst 5 day start ever on record,… Continue reading

Ad Hoc Commentary – China’s equity sell-off is driven by USDCNY outlook, not growth outlook; Yellen beware.

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Probably one of the most misunderstood factor driving the equity markets is the impact of foreign exchange. In yours truly mind, the selloff in the Chinese markets has very little to do with… Continue reading

Ad Hoc Commentary – Saudi Arabia vs Iran, WTI should stay supported at 35

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In our 2015 wrap-up, we mentioned that: “…Now that oil is at 35 dollars, we would likely see Saudi Arabia getting embroiled in some external geopolitics to distract the masses…” https://tradehaven.net/ad-hoc-commentary-wrapping-up-2015/   That… Continue reading