Category Archive: Equities

Hello July 2017 and Remembering The 1997 Asian Crisis

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Midsummer has passed and long hot days are back to haunt us, drain the spirit and enfeeble the mind. Over lunch with a friend, we could not wait to pour out our grief… Continue reading

Random Thoughts on China and Investing Made Complicated

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Politics Bash It is politics not financial markets hogging the limelight but stunned markets are rising above it all, in defiance of the Federal Reserve’s threats to hike rates again and reduce their… Continue reading

Market Defiance Part 2 : The Covfefe Conundrum and The Crash To Come

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Market Bash : Trump Tribute A heartfelt thank you to Donald Trump for the word of the week, month and possibly, the year – COVFEFE, because there is not getting over this week… Continue reading

Stock Market Defiance and The Coming Crash

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“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” Sir John Templeton   We can finally confirm we are living in dystopia this week with global… Continue reading

Ad Hoc Commentary – are we on the verge of a stock market selloff?

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About 11 months ago, we wrote: “…a Trump presidency coupled with US dollar strength will cause the S&P500 to jump, doubling or even quadrupling. This is mainly because the Donald has the willingness… Continue reading

A Pre Summer Review of SGD Bond Markets – What Goes Up May Come Down

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Weekly Market Bash On the MCE expressway and you get to wondering why Lane 4 to the exit is suffering a single lane congestion, finding out as you dart opportunistically into Lane 5… Continue reading

A Suicidal Time For the Markets

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Mental Health Problems – Continued Suicide has been quite the theme for parents this week as a dear friend informed me that her parent group chat has been abuzz with interest, on the… Continue reading

Food for Thought : Sell Stocks or Sell Bonds

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    The Business Times has spoken again, Singapore bonds are screaming happy days with the recent Commerzbank SGD Tier 2 issue 4 times oversubscribed, for the bond price to rally nearly 2%… Continue reading

Should I Chase The Rally – Greenspan Was Wrong Then Right On Animal Spirits

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Photo courtesy of Ms Jeannie Tan, S.F.   People are calling and chatrooms are buzzing with friends saying they were cashing out of their DBS stocks at SGD 18, after the steepest rally… Continue reading

Deep Market Thoughts : Post Traumatic Stress Disorder and 64 million Unhappy Americans on Black Friday

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We have had press overdose which we cannot really blame them for, watching in incredulity as each moment unfolds daily as the new US Presidency takes shape, loss for words and not knowing… Continue reading