Category Archive: Equities

Equity Thursday : Er, We Have 2 Hindenburgs. Thank You BABA US !

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I told you Alibaba was up to no good. 10 Sept Equity Wednesday – Getting Ready for Apple Baba https://tradehaven.net/market/equity-wednesday-getting-ready-for-apple-baba/ 18 July Equity Wrap – The Ali Baba Jinx, Choose Carefully https://tradehaven.net/market/equity-wrap-the-ali-baba-jinx-bradley-turn-and-business-ideas/ 10… Continue reading

Equity Wednesday : A Volcanado On Its Way ? Asset Bubbles ? Not Again ?

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I learnt a new word today. A Volcanado, which has yet to find its way into the dictionary, because it is a new concept of a tornado caused by a volcanic eruption.  http://www.slate.com/blogs/bad_astronomy.html… Continue reading

Welcome to The EM Rattlesnake Round-Up

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Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading

Who’s Afraid Of The Big Bad Fed ?

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Only the little folks it seems. I got an interesting chart from a friend this morning that suggests that the high yield bond ETF, HYG US, is leading the way for a lower… Continue reading

Equity Wednesday : Getting Ready For Apple-Baba

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Some lessons from the top 20. We know we had a banking crisis when we check the top 20 market caps of the world over 7 years and find that the number of… Continue reading

Equity Thursday : Systemically Importance Institutions Are Good

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I really do not have too much to say about the state of equity markets right now floating in the whimsical highs of cloud number 9 which coincidentally is the month of September… Continue reading

Ad Hoc Commentary – calling the S&P500 bluff

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Now that our favorite S&P500 had closed above 2000 for the first time ever, yours truly is calling it bluff. Yes, we had been saying all these while that long term it is… Continue reading

Equity Tuesday : “Are We There Yet ?” Markets

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If you are a parent, you would know the sound of that endless drone from that pesky 4 year old on a journey, “Are we there yet ?” repeated a thousand times. Initially… Continue reading

Equity Thursday : Bad Vibes For Reits

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The FTSE Straits Times Real Estate Investment Trust Index is  up 7.2 % on the year and 179% higher than its low back in Mar 2009. 10Y Chart of SREITS and their dividends… Continue reading

Market Thoughts – How About Secular Complacency ?

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The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading