Category Archive: Equities

US Elections : To Win The Battle And Lose The War

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Point Lobos photo courtesy of Ms Jeannie Tan, S.F.     Happy Guy Fawkes Day on November the 5th ! Remember, remember! The fifth of November, The Gunpowder treason and plot; I know… Continue reading

Q4: More of the Same?

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Photo courtesy of Ms Eleanor W., Perth, W.A..   Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading

Wake Me Up When September Ends – The Uncertain Days Ahead and Gold

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Some days you will wake up in the morning and feel like you have not a single care in the world and nothing you can possibly do about anyway in our global problems;… Continue reading

Not To Worry If We Are Not FAB50

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photo courtesy of The Discerning Lush, B.C., Canada   Someone commented to me that I should not have been overly alarmed at the estimated 20% loss we wrote about 2 weeks back on… Continue reading

Imagine An Asset Light Model Into The US Presidentials

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Modern leap years all have the following in common – The US Presidential elections, the summer and winter Olympic Games and the European… Continue reading

1H16 Market Thoughts : Did Somebody Die ?

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With worries mounting daily, the latest being BREXIT fears, markets are mighty lucky mass hysteria has not broken out for the lack of a potential  hard landing for the global economy. Putting a… Continue reading

Till the Next Singapore Budget

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A good friend of mine was confiding that she was not so much worried that her son refers to his father’s new girlfriend as an “s” word, more than she was afraid that… Continue reading

Equity Markets : Decluttering for Trades

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Sometimes you can stare at that ceiling crack for years and or watch… Continue reading

Random Market Thoughts : Time For A Selfie

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Running scared, worried, troubled or sleepless as you watch the market systematically decimate your Keppel blue chip stock without pausing to take a breath for the first 10 trading days of 2016 ?… Continue reading

2016, By The Ghost Of Christmas Yet To Come

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2015 is ending in one fine flux, on a bittersweet melody after the whipsaw love-hate years of “taper tantrums” since June 2013 which it was first broached. 30 months later in December 2015,… Continue reading