Category Archive: Equities

Asset Inflation Except Gold And Silver

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Gold and Silver are the worst performing asset class this year. Corn has lost out by a mile too but who’s counting ? All this talk about asset inflation got me thinking about… Continue reading

Ad Hoc Commentary – Monetarists should sit back and let Keynesians do infrastructure

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Larry Summers, perhaps best known for making foot-in-mouth remarks about women while a Harvard president, had recently remarked in polite circles that: “…we may well need in the years ahead to think about… Continue reading

It’s Official – Asset Bubbles Are Back

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We have had a lot of mentions of “BUBBLES” in the headlines for the past week which started with Larry Summers at the IMF and Nobel laureate Paul Krugman who came out immediately… Continue reading

Penny Stocks (Dengue) Fever

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Penny stocks fever turned into dengue – haemorrhage. As a follow up to my post in September, I decided to revisit that list of biggest gains to see where they are now.  https://tradehaven.net/market/small-caps-heaven-in-singapore/… Continue reading

Repeat After Me, APPLE Is Not A Tech Stock

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Zico has a few tricks up his sleeve – his Dirty Dozen stocks, for he is not a believer of diversified portfolio management and, the latest one he is sharing with me, his… Continue reading

Greenspan & The S&P

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“In the U.S. stock market, EPS this year may be nearly 30% above 2007’s level, yet share prices are just over 10% higher than 2007’s peak.” taken from a private banking report. What… Continue reading

Op Ed : 13 Billion and It’s Still Better To Lie ?

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JPMorgan Said to Reach $13 Billion U.S. Mortgage-Bond Settlement : Bloomberg It does not matter. This is below the line i.e. Income Statement Profits Before Extraordinary Items. It does not affect the usual… Continue reading

Let’s Pretend That This Episode Is Over – Shutdown to Slowdown

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Tired of being buffeted around in the markets because of this debt ceiling deadlock, why not pretend it is over ? What’s next ? Shutdown to slowdown ?   US economic data has… Continue reading

Shadow Banking & Other Scary Stuff In Stock Markets

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I was reading a WSJ article on how a Chinese think tank estimates that shadow banking activities amount to about 40%of GDP last year. Within the article, it was mentioned that Fitch Ratings… Continue reading

Getting Rich On Penny Stocks ?

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Penny stock fever is in the air. Being fortunate to be acquainted with some people who actually make a livelihood trading in penny stocks in an amateur capacity, I sat down with a… Continue reading