Introducing : The Cow Report on Chicken Little and Perps
I do not need to introduce the Cow, who has kindly allowed me to publish one of his old pieces just as a pre-cursor to more Cow Reports to come. The Cow is… Continue reading
I do not need to introduce the Cow, who has kindly allowed me to publish one of his old pieces just as a pre-cursor to more Cow Reports to come. The Cow is… Continue reading
ugliest angpow i have seen We have to talk about this in case you have not seen any market headline with ROTATION in it. Rotation is in vogue now. Rotation from bonds to… Continue reading
Before I start, an old cliche, “What goes up, must come down.” Interest rates are unexcepted and for that reason, bonds as well. Feb. 5 (Bloomberg) — Asia is leading the worldwide… Continue reading
Warning : Read this forgivingly, for this ignoramus is unworthy to be making any judgements on the opinions of experts. I make it a point never to read the Straits Times but for… Continue reading
Bond Sales Globally Reach Busiest January After Record Year : Bloomberg But the biggest news of the week is probably the Reliance Industries USD Perpetual which tanked immediately upon issuance and never gave… Continue reading
Dear all, One of my favorite signals is the realized volatility of S&P. Once this hits a low or new low, it usually means that the turn around in the market is coming.… Continue reading
The overstretching of the fx markets in the month of Jan has left the world now vulnerable to a mega move. That EURJPY has appreciated 10% in the month of January is surely… Continue reading
Someone just reminded me about my interview with the former trader and that he forecasted EUR/USD to break above 1.3550 before plunging down to 1.26 eventually. It is starting to look that way… Continue reading
It is 94/95.50 this morning so I thought I would write about it. We, in Singapore, like to believe that bonds cannot go wrong especially for bonds like Reliance Industries, a good proxy… Continue reading
These posts will serve me, primarily, as my archive of daily musings I mete out to my chatrooms because some of the headlines are just too fantastic to forget. Warning : Will also… Continue reading