Author Archive

2005-2019 – An Obsession With Plutonomy

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International Women’s Day came round and our favourite picture would be posted by CNBC’s Kayla Tausche on Twitter last month on the US-China trade talks, commenting, “There are only two women at the… Continue reading

Budget 2019 Aside, Spare a Thought for Vickers, Hyflux and SGX (Warren Buffet, Please Respond)

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You are staring in trepidation at the ERP gantry at exactly 8 am, stuck at a red light as the gantry lights up leeringly and oh yes, we all have to do our… Continue reading

Marie Kondo and a little on Hyflux

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    It’s been some weeks for us now, simmering in this Chinese New Year heat wave with sapped spirits, waiting for some inspiration to strike for something meaningfully profitable to write about… Continue reading

Lunar New Year Special – Why the Only Pigs We Like are Dead Pigs

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Getting ready to usher in the lunar new year of the Pig, in a severely disconnected world with US cities as cold as the Arctic, with an angry Summer in Australia, with snow… Continue reading

Market Thoughts : Feeling Grateful for Bad News

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Difficult markets which are tough enough for us to shake our heads for we do not really know (or care) what to complain about anymore. Frustration rules Twitter finance talk with comments like… Continue reading

Market Thoughts : All The Stupid Things To Say About 2019

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  Halfway into January of 2019 and if you feel a little stupid, stunned or sheepish from the shell-shock of 2018, you should not feel alone. We can only console ourselves with mild… Continue reading

2019 Singapore Corporate Bonds – Lessons from 2018

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We said 2018 was Not Time to be Bullish on Singapore Corporate Bonds earlier this year and we had the opportunity to speak to market people who gave us blank faces when we… Continue reading

Singapore Bonds and Rates : Ssssh… 2019 is Coming

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  No one is happy with anything this year and it is difficult to even start figuring out how everything went wrong or if we are in an existential crisis that we mentioned… Continue reading

Psychopaths Needed in Dealing with Market Panic and Evil Algos

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It’s been a bad week and thus, time for a light hearted post about evil algos and psychopaths.   Panic! At the Market Disco There has been panic in the markets that is… Continue reading

Just Thinking About Asset-Rich Cash-Poor Markets

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We were in no mood to wonder who would have been in the mood for Black Friday sales when the week of 19th November would have been, arguably, the worst week for markets… Continue reading