Author Archive

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

Warning – Hedging is Hard Work

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Excuse us for being just a little paranoid but it has been a tough week that has continued from 2 weeks ago when we were vacillating between feeling gloom or doom after an… Continue reading

We All Love to Hate the Bond Market

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We have decided that hating everything is about all we will do for a while. Just review the week, for instance, and the ugly US midterm elections and the anger in the air… Continue reading

Market Thoughts – Vacillating between Just Gloom or a Worse Doom ?

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What better way to spoil a friendship, for the lack of “lunch kaki’s”, most of whom are too depressed to eat and overwrought to talk, than to start a lunch conversation by innocuously… Continue reading

Going for value or going for broke in Singapore real estate ?

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All is Not as Good as Singapore We got this amazing photo of natural disasters mapped for the region and it looks like Singapore (and most parts of Malaysia) is truly blessed from… Continue reading

The Singapore Monetary Policy Statement and the Thankless Job of Central Banking – Thank You, MAS !

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photo courtesy of Ms Su Tan of HK, taken on a wine tour of Sicily.   October is looking to be a painful month with an estimated US$ 876 billion wiped off bond… Continue reading

Do We Have To Retire and Worry About Living to 100 ?

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photo courtesy of Ms E Wong, of Perth W.A., somewhere in Georgia this week.   Into the final quarter of the year and we saw the 3rd US rate hike with Indonesia and… Continue reading