Category Archive: Market

Macro Outlook – Limbo Rock

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There is an almost certain lack of direction in the markets, Great Rotation or not and everything seems to be hanging in limbo. That is how I perceive the situation to be after… Continue reading →

The STI 52 Week Lows Wrap Up For August.. And Their Bonds

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Following the previous post that I did not manage to complete, I decide to embark on the larger scale project of compiling the list of stocks that breached their 52 week lows in… Continue reading →

Watch The Clock This Month End

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“The same pattern — a sudden surge minutes before 4 p.m. in London on the last trading day of the month, followed by a quick reversal — occurred 31 percent of the time… Continue reading →

Singapore Reits And Their Bonds – A Game Changer

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Something to share that is of significance to bond investors. Citibank equity research just sent out a piece on Singapore Reits, a good 67 pages chock a block full of data and information.… Continue reading →

Bonds In Conversation : War Games

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  An interesting observation from the recent wars is that they start in March. http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2013/08-2/20130828_war.jpg So the west is going to war with Syria/Russia. https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ India is grappling with a currency war this… Continue reading →

Ad Hoc Commentary – the many short term benefits of restarting the Cold War through Syria

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Reagan and Gorbachev ended the Cold War. If Obama bombs Syria, he would likely be remembered in history as the president that restarted the Cold War. Let us put aside our conscience for… Continue reading →

Singapore Government Bonds – Not Safe Haven ?

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Not so safe haven is apparent in the new 20Y auction yesterday which did not go down well at all. The new 20Y SGS auction results. Cut off Yield    3.40% Average Yield  3.23%… Continue reading →

52 Week Lows For These Stocks – What About Their Bonds ?

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39 stocks in a day breached their 52 week lows. That is the largest number for this year. Many of them have recently issued bonds too. I will have to work on their… Continue reading →

What To Expect In Asia

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No more time for niceties and S&P is taking the lead asserting that while this may not evolve into a full blown Asian crisis, the most likely scenario is the following. “Weak or… Continue reading →

FED UP OF THE FED

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So now we are on our own ? The world, I mean. Without the Fed. Because .. SURPRISE, the FED DOES NOT WORK FOR THE GLOBAL GOOD !! “You have to remember that… Continue reading →