Hedge Fund Perspectives : A Very Happy Halloween
It felt like ages since I caught up with this hedge fund friend of mine and it has been. For you see, it is easy to drift apart from good friends who have… Continue reading
Category Archive: Op-Eds
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Ad Hoc Commentary – two bears went for a walk
Two bears went for a walk in the forest and they both fell into a bear trap dug out by a hunter. The nimble bear soon realized the hopelessness of the situation and prayed… Continue reading
The Changing Face Of Employment & The Lost Purpose Of Life
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
Grief Strickened, I Can Only Write About A Life Extraordinaire
I am not here with a long eulogy to extol your virtues, achievements, accomplishments, philanthropy, generosity or document our long friendship for each memory that I carry in my heart. You have touched… Continue reading
Ad Hoc Commentary – www is for Wealth, War and Wisdom
In my humble opinion, the best book written on the crisis is Tim Geithner’s Stress Test. Someone recommended me that book recently, and it was a very good read. You should read it… Continue reading
Mama Mia – ECB QE Druggie
Mama Mia… there we go again. Fed then ECB then Fed then ECB then BoJ then ECB… And this is what the Big 3 central banks’ balance sheets look like now. Remember it… Continue reading
Ad Hoc Commentary – European economic suicide via sanctions on Russia
“…German Chancellor Angela Merkel said the European Union will press ahead with tougher sanctions against Russia as evidence mounts that President Vladimir Putin is behind “attacks” on Ukraine…” http://www.bloomberg.com/news/2014-09-01/merkel-says-europe-won-t-allow-russia-attack-on-ukraine.html Who are businesses in… Continue reading
Singapore Default Alert : Jasper Investments Ltd
Ugly. Chart : Jasper Investments 8 year price chart Market cap SGD 63.4 mio, falling another 6.2% at the open today after they announced they could not raise funds to take delivery of… Continue reading
Bonds In Conversation : To Blame and To Carry On
Chirpy Friday opening after a massive rally this week for credits to bounce right back as German 10Y bunds rally under 1% in yield which should go into textbooks as prices hit 150… Continue reading
Cold Turkey In The Arctic – Market Thoughts
I am back after nearly 2 weeks cold turkey, without the internet and 3G. It has definitely made me smarter as I spent my time talking to various scientists on their areas of… Continue reading