Category Archive: Op-Eds

Central Banks : What Are They Not Telling Us ?

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** After 18 years in the markets and a few crises along… Continue reading

Markets Thoughts : Politics And More Politics Ahead

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Looking at the days ahead. China’s Xi will make his inaugural visit to the US on 22 Sep, his first since assuming power in Mar 2013.   China bashing has stopped for a… Continue reading

Ad Hoc Commentary – Yellen honeymoon ends

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Can we have a show of hands? Who believes the official unemployment numbers? Who believes the official inflation rate? Who believes that a group of very intelligent individuals uses the above to determine… Continue reading

Ad Hoc Commentary – the sovereign debt crisis oscillates back to Japan

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Japan was downgraded by S&P from A+ to AA-. We said many times before that the sovereign debt crisis will center around Europe, Japan, and America. Europe is the ugliest, and America is… Continue reading

Op-Ed : Services, Service Standards And Economic Redemption

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** I am back from a trip to the land Down Under… Continue reading

The Wealth Gap And The Tall Poppies

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It is elections time in Singapore and time to bring up the problems of the poor which is timely, I would suppose, even if Singapore does not really have a severe problem with… Continue reading

Ad Hoc Commentary – waiting on Yellen hike and government shutdown

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Yours truly relocated to America and am settling down here. Four months of silence gave Mr Market time to validate what we were saying. Firstly, the equity markets kind of made a short… Continue reading

Want To Always Make Money ? Try High Frequency Trading !

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Imagine you always have the winning hand, what a life that would be. A business where you never run a loss, or perhaps just one day of loss in 5 years ? I… Continue reading

The New Era Is In Private Wealth And The Power Of The Unburnt Class

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** There is a reason to be nosy when a good friend… Continue reading

Do Long Term Investors Always Win ?

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It is apt that I am writing about this today which could turn out to be the worst day for markets in many years, from before and from now. Try this exercise. Type… Continue reading