Something is about to happen. Something big. 4 asset classes – Real Estate, Bonds, Equities and Commodities. Even as Gold hits its highs as we speak, and Silver too, I believe that when… Continue reading
What do we do with Money ? As the days pass, it looks like money is increasingly buying little, except orange juice and maybe coffee which has crashed since 1 Feb. Gold and… Continue reading
S&P Posts Highest Close in Nearly 4 Years abeit lower volumes. Yet the Bulls Snifff Out Plenty of Reasons to Be Optimistic. http://www.ft.com/intl/cms/s/0/5ec70d94-5e65-11e1-85f6-00144feabdc0.html#axzz1nNgD39xU The lack of conviction could be seen in the recent… Continue reading
Two years on and counting, if the Greek contagion can no longer be contained, would we start to see a split in the performance of Asia’s local bond markets? We caught a glimpse… Continue reading
We have US Consumer Sentiment Tonight. Beware the shadow of Oil & Gas. With pump prices in the US soaring with the S&P, hard to see people keeping their spirits up unless …… Continue reading
Feels like the market is trading past the recession and running before it even walks. The PMIs have just arrested a downslide and S&P is nearing its 4 year high. Its on blue moons… Continue reading
Headlines patchy and sounding real repetitive. I turned the boat around yesterday. Squared out short UST ETFs (TBT US and PST US). Squared out the SILV long for the interim, looking to re-enter… Continue reading
The headlines all say it. Skeptical of EUR. Yet EUR/USD rose to highs intraday. USD/JPY broke 80.00 like many wouldn’t believe and AUD/SGD tried for 1.07 even after a crisis of confidence in… Continue reading
This sums up how I feel year to date. “Bond and Currency markets are now so rigged by policy makers that I have no meaningful insights to offer, other than my bubble fears.”… Continue reading
Just chanced upon the above while doing a daily summary. And I proceeded to do the Gold-Silver differential graph (courtesy Bloomberg). While I am not in a position to start off any commodity debate… Continue reading