The Question of Our Privacies, Facebook or Tencent ?
It would have been just perfect, on hindsight, to have taken that Easter break in the past week, to go sweep the ancestral tombs and spend the rest of the time off-line instead… Continue reading
Category Archive: Equities
Lunar New Year Special : Let The Dogs Out
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
The Great Humbling – Markets Are Always Right
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
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
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
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
Investment Takes : Are You A Loser If You Are Not Up 30% in 2017 ?
* 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
* 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
Op Ed : Crazy New Normal of Economic Prosperity in Disruption and Dystopia
photo courtesy of Mr KC Kan, in 黄山, China *A year ago, we said that Donald Trump is not the cause but a manifestation of changes that have been building up… Continue reading
Warning – Hedging is Hard Work
by tradehavenExcuse 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 →