Category Archive: Op-Eds

Hey Retired Trader, You Could Write This – On Traders and Trading

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Just a short post to share my favourite weekend read. Pinocchio Investors: How Investors Lie to Themselves Washington Post, 24th Feb 2013. “……a small segment of active traders who misread what the discussion… Continue reading

Missing Themes

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I write this as a personal reminder of some of the themes I wish to cover in the following weeks and threw in some humourous headlines I wish to save for posterity. Warning… Continue reading

SGD Bond Alert : Swiber Glaring At Me

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It wasn’t me because I am usually not the most attentive person around which makes it good to have old friends who are complementary partners to my life. Swiber came up over lunch… Continue reading

Bonds In Conversation : Grinding To A Halt At Crossroads

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Wealthy Friend’s 25th marriage anniversary coming up and I thought, 25 years ? That is a long time. Almost a lifetime and more than half my son’s life time for that matter. It… Continue reading

Ad Hoc Commentary – Paulson, the Hunt brothers of our time?

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“In response to the Hunts’ failure to pay variation margin, their brokers began closing out their outstanding futures position and selling some of the bullion they held as collateral. Most of the selling… Continue reading

Wrestling With A Widow Maker – EUR/JPY

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I cannot fathom for the life of me why presumably intelligent, sane and reasonable people like me would want to trade the EUR/JPY ? Perhaps its just the long standing grudge against the… Continue reading

World without worries … when Laos, Vietnam, Dubai & Ghana rules!

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*Illustration of top 10 best & worst performing equity indices out of 95 traded stock markets tracked by Bloomberg worldwide Not too long ago, elections in Europe or debt ceiling worries or spending… Continue reading

Not About Elections – things that make you go hmmmm

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For some months now, I have been badgering my few economist friends to write something about the Malaysian elections announcement which has dragged on for too long.  They have been unusually reticent and… Continue reading

This Is Not A Drill : SGD Corporate Bond Update & Raffles Education New Issue Review

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I just got this from the grapevine. Apparently, Reuters is reporting that the HDB 10Y new bond sale has been scrapped. “HDB’s planned 10-year bond sale cancelled – But the bankers struggled to… Continue reading

This Currency War Business – Singapore Sitting Duck

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This currency war business has made it possible for Romania(Baa3/BB+/BBB-) to issue a 10Y USD paper at 4.625%. Do not be dismayed because Philippines 2021 is trading at 2.5%. That makes Romania a… Continue reading