It is harder to grow revenues and easy to grow valuations. In the past 5 years, we learnt the easy way – valuations. Same old company, same old house, same old building, same… Continue reading
In a G Zero world, there is no leadership but one big vacuum. When the Fed tells us that they do not exist for global good, people and countries start looking inwards. “You… Continue reading
Month end on Thursday, 31st October and we have 2 big central bank meetings that are poised to be non events. BOJ BOJ rate decision day and a glimpse into 2014 monetary base… Continue reading
It is easy to ease but hard to taper – just look at the Fed. The mini liquidity crunch in China appears to be expected even as CNY fixes to a new record… Continue reading
302 HK – had my eye on it at HKD 78 thinking it was a good takeover target but missed out because I thought I would have had more time. Last done HKD… Continue reading
One big slap for that ego when you find out that financial literacy does not work ! According to this paper mentioned in a Motley Fool post, Why You Are So Bad With… Continue reading
It was just a fortnight ago that I wrote about the richest man in Asia. Sellers’ Largesse Continues With Li Ka Shing (tradehaven.net) 04/10/13 He is at it again in a short time.… Continue reading
We had a Hunter’s moon today. It is also known as the Blood moon. We also had a lunar eclipse earlier today just around moon set time at dawn. Eclipses are supposed to… Continue reading
Existing Homes Sales Import Prices Industrial Production CPI Wholesale Inventories Non Farm Payroll PPI Retail Sales Factory Orders Trade Balance Unemployment Rate Capacity Utilisation CPI Business Inventories Building Permits Housing Starts TIC Flows… Continue reading