Category Archive: Equities

Constructive Ideas For Singapore Markets : GLP and MLT

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Some readers may have noticed that I pulled the post on the idea of how some bonds could be issued more profitably for some than others. As it turned out, opinions were that… Continue reading

Groundhog Day : The Jaws Of Death & Hindenburg Again ? May 2014 Edition

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2 people told me today that they are a tad confused about what to do in the markets and that they cannot see any clear trend developing. What about the 10Y US treasuries… Continue reading

Don’t Forget The Election Hangover And Post Vesak Violence

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Elections results in India this Friday, the 16th, and Indonesia over last weekend. Vesak holidays tomorrow may also herald the end of peaceful protests. Elections Remember Malaysia and Pakistan last year, as I… Continue reading

Ad Hoc Commentary – sell in May and come back in Jun

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The S&P500 seems to be topping up here, and we probably need a rest before rallying higher. If you plot UST10y yields versus S&P500 (USGG10YR Index SPX Index HS on your Bloomberg), you… Continue reading

Hard Choices (not the book) – SMRT, Starhub, delistings and the SGX

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Hard Choices : Challenging the Singaporean Consensus is the latest book hot off the press from our elite think tank incubators. This is not the be confused with Hillary Clinton’s memoir of the… Continue reading

Singapore Stock Market Trivia – April Edition

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I was playing around with some statistics on the STI and the second board, Catalist, when I discovered that over 300 listed companies do not pay ordinary dividends. That is about 40% of… Continue reading

That April Fool’s Feeling In The Stock Market

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I have been laying off markets for the past few days. Friends in town, paid a visit to the hospital, more friends in town and catching up with other old friends. Today is… Continue reading

Part Three – I Am Not Crazy, Do You Watch Movies ? The Investment Ideas

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I believe that in every generation, there are always people born out of their “time”. Far ahead into the future, slightly ahead, or behind. Jules Verne imagined us trawling the ocean depths but… Continue reading

A Chinese Astrology Perspective : Shorting On Elon Musk

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There is nothing mythical or occultish about fengshui or bazi, which I just discovered have nothing to do with divination. But it delivers an important end goal that we all seek – balance and… Continue reading

The Trades According To Greed – China and Ukraine

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Over coffee and chats on Viber, yes, I use Viber now because I can chat from my desktop using my phone number, I managed to glean a little of what is going through… Continue reading