“…In July, 2008, on the eve of the biggest financial crisis in memory, the European Central Bank did something both predictable and stupid: it raised interest rates. The move was predictable because the… Continue reading
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
In our wrap-up for 2015, we briefly mentioned that the awakening of robots will be the main drama of the coming years: “…Productivity gains in both white-collar and blue-collar work would surprise many.… Continue reading
So with global macro conditions stabilizing a bit, we have our first notable S$ issue of the year: ***NEW ISSUE: DBS GROUP HOLDINGS SGD 12NC7 TIER 2 NOTES*** ISSUER: DBS Group Holdings Ltd… Continue reading
The markets are nearly as tragic as the weather in their worst start to any year if the Dow is anything to go by, notching its worst 5 day start ever on record,… Continue reading
Just when we saw one of the worst weeks ever in US stock markets and thoughts of 2008 were racing through our minds over the weekend, we see the announcement of 2 new… Continue reading
Probably one of the most misunderstood factor driving the equity markets is the impact of foreign exchange. In yours truly mind, the selloff in the Chinese markets has very little to do with… Continue reading
In our 2015 wrap-up, we mentioned that: “…Now that oil is at 35 dollars, we would likely see Saudi Arabia getting embroiled in some external geopolitics to distract the masses…” https://tradehaven.net/ad-hoc-commentary-wrapping-up-2015/ That… Continue reading
2016 requires a lot more contemplation than any year in the past decade, just in case you have not thought too hard about it, emerging bleary eyed from 2015 that had ended on… Continue reading
Our outlook for 2015 can be found here: https://tradehaven.net/ad-hoc-commentary-2015-outlook-destroying-europe-and-another-bank-bailout/ We were pretty spot on except on the S&P500. But we remember that we got out of our S&P500 on late Feb: “…In… Continue reading
