Category Archive: Views & Commentaries

No Business Like The Bond Business As The Curtains Fall

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March 14, 2016 This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** If there is no business like show business then the… Continue reading

Equity Markets : Decluttering for Trades

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Sometimes you can stare at that ceiling crack for years and or watch… Continue reading

MARKET THOUGHTS – TO KNOW YOUR IRONIES

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Times are changing faster than we blink and if you do not believe… Continue reading

Guest Post : The Basic Risks of Real Estate Mezzanine Financing

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http://www.rentsmalloffice.com.sg   Foreword Occasionally we get that educational post from an industry expert that is a stroke of luck for us and readers because such information and explanation is never generally available especially,… Continue reading

Market Views : Negative Rates, Pillow Talk and Gold

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  What we wrote in 2014. https://tradehaven.net/fx-thoughts-a-new-era-of-megalomaniac-central-bankers/ “We all struggle to rationalise in our heads. 1. Is spending a lot more than you earn a good thing ? 2. Is printing money the… Continue reading

Ad Hoc Commentary – Yellen keeps the faith

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Those who stampeded out of US stocks on a panic will probably regret it by the end of the year. Yours truly have much more confidence in Fed Chairwoman Janet Yellen than most… Continue reading

Monkey Madness : The Death of A Salesman And Central Banks

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All good if you had Not Read a single strategy piece for 2016 because Goldman Sachs has just abandoned 5 out of 6 of their top 2016 top trade picks, 5 weeks into… Continue reading

Year of The Monkey Market Advice : To Tame That Monkey Mind

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“Buddha described the human mind as being filled with drunken monkeys, jumping around, screeching, chattering, carrying on endlessly. We all have monkey minds, Buddha said, with dozens of monkeys all clamoring for attention.… Continue reading

An Obituary For QE + QT = QF ?

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First they cut and cut until there was nothing left to cut. Then they bought and bought till the yields turned negative and we mean 40% of Europe government bonds are now yielding… Continue reading

All Hail America – Going Into The US Primaries

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President Obama said in his final State of the Union address last week that the U.S. has the strongest economy and they are by far the strongest nation on the planet, adding that… Continue reading