Category Archive: Market

2014 : The Weight Of Expectations

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2013 has been a big fat hairy year. Record highs in stock markets and rising real estate prices have made folks feel content this Christmas and not too worried about what lies ahead… Continue reading →

Winter Solstice – 21st December and Chilblains In Our Brains

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It is the Winter’s solstice on December 21 at 17:11 (UTC). The shortest day of the year in the northern hemisphere and the longest in the south. We get ready to eat sticky… Continue reading →

Bonds In Conversation : A Moment Of Silence

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A moment of silence. An ex colleague of mine had passed away 2 days ago. She was only 35 and succumbed to cancer. Perhaps it is not possible to attribute it to the… Continue reading →

Dangerous Markets and Didier’s Formula

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Dangerous Markets and Didier’s Formula   In 1923 an earthquake devastated Tokyo and became known as the Great Kanto earthquake. This mega earthquake was preceded by several years of increased incidents of intermediate… Continue reading →

New Leadership Paradigm – Kicking The Can, Starting With The Fed

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The Fed’s balance sheets have swelled over 1 trillion USD in the past year to exceed USD 4 trillion which is causing some angst amongst lawmakers despite an oblivious President. http://www.bloomberg.com/news/2013-12-17/fed-s-4-trillion-assets-draw-lawmaker-ire-amid-bubble-concern.html We know… Continue reading →

The Odds Of Snow In Egypt, DecTaper and A Taxi Giving Way

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What are the odds of a traffic jam at the airport at 1 am in the morning ?Just about as good as the odds of a taxi giving way to you. That is… Continue reading →

The End Of The Foreign Affair

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No, this is not about the ex-bf. Inspired to write this after my stint at ironing and feeling humbled by the mere iron because I realise that I had forgotten how to iron… Continue reading →

Radiation Risks In Japan for 2014

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BOJ: BANKS IN INDONESIA CAN GET RUPIAH AGAINST JGB COLLATERAL “Nothing pains some people more than having to think.” Martin Luther King, Jr. From past crises, we know that the Indonesian banks need… Continue reading →

Bonds In Conversation : The Belief System

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  What a week it has been – riots in Singapore, Thailand going to the polls, China’s controversial new airzone and Korea seconding the claim with their airlines complying, USDJPY at a new… Continue reading →

The Weakest Link In Real Estate Markets

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This is too interesting not to share with folks so I will try my best. Had a long lunch with my old insurance friend who runs a pretty big portfolio and he had… Continue reading →