Category Archive: Market

Fx Thoughts : Gold, Bitcoins And The Mighty Dollar – Animal Spirits Forever !

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I read an interesting UBS report on why Gold is coiled to spring higher from here. Using their in house model on the probability that the Fed would reflate in 6-12 months that… Continue reading →

Australia Focus : You’re Unbelievable

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http://www.youtube.com/watch?gl=SG&v=waacof2saZw&hl=en-GB Chorus : The things, you sayYour purple prose just gives you awayThe things, you sayYou’re unbelievable Unbelievable stories from Australia : Boozy Feral Pig Steals Beer From Campers, Gets Drunk and Starts… Continue reading →

The Changing Face Of Employment & The Lost Purpose Of Life

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Fantastic headlines which managed to wipe the October blues away in one clean sweep for the USD rally to continue unchallenged. The feedback from all professional fronts on the latest American job numbers… Continue reading →

China Focus : To Smote The Little Pearl Of The Orient

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Not sure if anyone has noticed that the CNH/CNY spread is widest in 2 years. It has always been CNH the stronger and CNY tempering it’s strength but it is not since the… Continue reading →

Zico Files : After the stand-off – The Hang Seng Buy list

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Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading →

Bonds In Conversation : Change of Month, Change of Heart

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We had a change of month and a change of heart, it seems, in the markets. Alibaba timed the market high this round and we are down over 3% from that fateful 18th… Continue reading →

Ad Hoc Commentary – corrupting America’s ‘Praetorian Guard’?

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“…The Praetorian Guard wasn’t the only elite unit to protect Roman rulers. Early emperors also relied on the Imperial German Bodyguard, a special corps of Germanic tribesmen native to the Rhine River region.… Continue reading →

Singapore Stock Alert : Hyflux

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I thought I better point out that Hyflux has taken a dip recently with their share price approaching their 5 year low back in Dec 2011. Share price is down 12% year to… Continue reading →

ECB Today – Winter Is Coming

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We have been so caught up in the month end USD frenzy that I clean forgot about the ECB today ! And what a day it will be because they are expected to… Continue reading →

SGD New Issue Review : Tuan Sing 5Y 4.75%

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TUAN SING HOLDINGS LIMITED 5Y SGD Tuan Sing Holdings Limited New 5y SGD announced post investor meetings. Deal is anchored. – Initial price guidance: 4.75% area – Comps: Wing Tai 4 2021 at… Continue reading →