Category Archive: Op-Eds

Taking Stock : Post Election – Obama Advantage Trades

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The last time Obama won the elections in 2008, the Dow slid 486 points. Yesterday, after the results, the Dow dropped 369 points before closing at 313 points down. Source : WSJ Should… Continue reading

Do Not Die In Peace In Singapore – GE Policies Suck Big Time

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A few of my close friends may know my mother passed away while hiking in Tibet in May this year. She was 58 years old. Now, she bought several insurance policies before she… Continue reading

Bonds In Conversation : Throwing Pearls AT Swine ! Why No Inflation linked bonds in Singapore ?

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Inflation linked bonds ? How about a perpetual instead ? A credible source informed me that inflation linked bonds (aka “linkers”) will not be a public feature anytime soon. By punishing the savers, the… Continue reading

A Commodity Love Affair : Sandy and Obama

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” Investors should recognize that asset and currency prices ultimately rest on the ability of a real economy to grow. If growth cannot be boosted by monetary policy, and fiscal policy is in the… Continue reading

Lunch With A Fund Manager : Worry For Singapore Bonds and Other Thoughts on Equities

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Had coffee with a hedge fund chap and then lunch with a bond fund manager and now I do not remember which planet I am from. A joke of course. Hedge fund hugely… Continue reading

GUEST POST : Zico For Stocks Column – The US elections do matter for stock investors

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The US Presidential elections is now front and centre of everything. Barring some electoral deadlock where the results are inconclusive, there could be more days of uncertainty. Why does it matter? Well, a… Continue reading

Bash or Bow to China ?

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I have been wondering why my negative attitude towards mainland China has been festering like a pus wound these days. It is particularly troublesome for me, who is working hard with my life… Continue reading

Friday Philosophy : Most Singaporeans Should Go To Heaven

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I often marvel at my life and the happy Utopia of this beautiful place I call home. Why not ? Unemployment is 1.9% announced just.  The main things the 98.1%, like me, worry… Continue reading

New Issue Review : Ying Li International Real Estate SGD 4Y 7% Senior Bond

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Chong Qing Attacks ! with Bo Xilai nicely incarcerated, the market turns to a SGD bond issue. Reasons : For refinancing / including their convertible bond which has a call in 2013 /… Continue reading

Daily Wisdom from the FoF (Father of Five) Chap : Gold Open Interest

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Gents and Ladies, Take note.  There is also seasonal strength from 2nd week nov onwards to around 3rd week December.   Was wondering whether a natural disaster will cause the Fed to further ease… Continue reading