Author Archive

Getting Ideas from an UnderDOG Singapore Budget

by

Feasting away on the Lunar New Year of the Dog, we received the 2018 Singapore Budget with a shrug even if it has been described by official reports and blogs as a brilliant… Continue reading

Lunar New Year Special : Let The Dogs Out

by

The Real Face of 2018 What a difference a week makes when we have a dear friend of mine deciding she needed those 2-dollar notes for her ang pows after all.  She just… Continue reading

An Essay on Artificial Intelligence, Stupidity and the Markets

by

Photo courtesy of Mr Noah S., Italy 2017   When we wrote about our Great Humbling last week, it was in all intents to air our grievances against ourselves and our shortcomings in… Continue reading

The Great Humbling – Markets Are Always Right

by

photo courtesy of Mr Eric Chong, Okinawa 2017.   Why Think So Much And Be Too Smart ? The Great Humbling began when we spoke to a portfolio manager last week who told… Continue reading

Singapore Corporate Bonds 2018 : Not Time to be Bullish on Singapore Corporate Bonds

by

Photo courtesy of Mr KC Kan, Japan, 2018   Peak Year 2017 – A Recap We will remember 2017 as the peak default year for the Singapore corporate bond market with just under… Continue reading

2018, Eat, Sleep, Sh*t and Shop … But Don’t Forget to Breathe and Think

by

photo courtesy of Mr Percy T., Poland 2017.   2017 has been a year of epic proportions and no storm, wind, hail, flood, fire or Godly wrath of any sort has been large… Continue reading

2017 Into 2018, For All The Mad, Stupid, Evil and Greedy People in the World

by

photo courtesy of Mr Percy T., Auschwtiz 2017.     * 2017 was a rare recording-breaking year where sell-signals did not work, that has left us at a loss for words, a volatile… Continue reading

Singapore Rates and Currency Outlook 2018 : The Existential Crisis

by

photo courtesy of Mr Percy T., Poland * 2017 has been a good and bountiful year prospering many a Singaporean *  Singapore is a rare case in Asia where the currency has appreciated… Continue reading

Investment Takes : Are You A Loser If You Are Not Up 30% in 2017 ?

by

* Talking to folks about 2017, one proclaims that if you are not up at least 30% in 2017, you are a loser. *  Friends in HongKong gripe about 30% returns on their… Continue reading

The Age of Giants in the Sharing Economy – To Eat, To Shop, To Invest or To Read Chinese Literature

by

* We are still living in the dream in the record stock market rally even though we hit some snags last week observing the first signs of volatility in a while * JPM… Continue reading