Looking at Uranium
The uranium sector was hit hard in the aftermath of the 2008 Financial Crisis, then came another crisis in 2011, when a massive earthquake damaged nuclear facilities in Japan. That caused another big… Continue reading
Author Archive
Ad Hoc Commentary – Yellen and the hike that is not supposed to be a hike
As we look into the initial rate hike, it becomes clearer that Yellen honeymoon had ended: “…If the Fed does not move by December, then probably the phrase lame duck is going to… Continue reading
Singapore Fortnightly : Dismantle the Speed Cameras
Economic Data Sep Industrial Production +0.5% MoM, expected +1.2% Sep Industrial Production -4.8% YoY, expected -4.5% 3Q15 Unemployment Rate 2%, expected 2.1% Oct PMI 48.9, expected 48.9 Oct Electronics Sector Index 48.6, expected… Continue reading
Deeper and Deeper In The Widening Gyre – The World of Derivatives
This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** A sharp intern who had worked in the risk department of… Continue reading
Ad Hoc Commentary – the boy who cried ‘debt ceiling’ wolf, beware those debt instruments
“…Boehner was elevated to the speakership thanks to the power of tea party candidates in 2010 and then limited by what he could accomplish because of them. The conservative bloc of lawmakers consistently… Continue reading
Weekend Wondering: Mentors, Corporate Bonds and Returns
DISCLAIMER: the following does not constitute investment advice, the information is provided on best-effort basis and the author is not liable for accuracy of the information presented There are few simple yet important… Continue reading
Singapore Rates Weekly : Bucking The Trend
Singapore always has to be different. Global rates down, Singapore rates up (for the year). Currencies weaken, Singapore weakens bit more. Bonds rally, Singapore government bonds sell off. Therefore, would anyone be surprised… Continue reading
SGD New Issue: Indorama 10y 3.73% (195 mio)
INDORAMA VENTURES PCL – SGD CGIF G’TEED BONDS – YTM 3.73% Deal Summary ISSUER IVL Singapore Pte. Ltd., a subsidiary of Indorama Ventures Public Company Limited (“IVL”) GUARANTOR Credit Guarantee and Investment Facility… Continue reading
Ad Hoc Commentary – Syria escalating into a Russia-US proxy war
“…The most likely outcome from American assistance to rebels is Putin using it as a public relations campaign against America’s destabilizing actions, and to wage a proxy war. Syria will hold the balance… Continue reading
Announcement : Tradehaven’s First Technical Analysis Seminar
All of us have some form of brush up with technical analysis in our everyday lives. From comparing prices of fish and meat in the market or noting petrol prices, our minds are… Continue reading