Category Archive: Views & Commentaries

Singapore Bonds 2016 : The Unforgiving Monsoon

by

The markets are nearly as tragic as the weather in their worst start to any year if the Dow is anything to go by, notching its worst 5 day start ever on record,… Continue reading

2016 Singapore Rates Outlook : Diminished Prospects Is Like “Alamak, It’s Buay Pai But Sian”

by

2016 requires a lot more contemplation than any year in the past decade, just in case you have not thought too hard about it, emerging bleary eyed from 2015 that had ended on… Continue reading

Ad Hoc Commentary – wrapping up 2015

by

Our outlook for 2015 can be found here: https://tradehaven.net/ad-hoc-commentary-2015-outlook-destroying-europe-and-another-bank-bailout/   We were pretty spot on except on the S&P500. But we remember that we got out of our S&P500 on late Feb: “…In… Continue reading

2016, By The Ghost Of Christmas Yet To Come

by

2015 is ending in one fine flux, on a bittersweet melody after the whipsaw love-hate years of “taper tantrums” since June 2013 which it was first broached. 30 months later in December 2015,… Continue reading

2015 by The Ghost of Christmas Present

by

PHOTO COURTESY OF WILDLIFE PHOTOGRAPHER, SIMON GOODMAN *********** This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… *********** 30,000 feet up… Continue reading

Ad Hoc Commentary – fintechs are probably the darling in the next two years

by

The probable Dec rate hike by the Federal Reserve would probably be interpreted as a vote of confidence from the Federal Reserve on the strength of the US economy. This is probably good… Continue reading

Ad Hoc Commentary – financing the sustainable development goals

by

The sustainable development goals (SDGs) agreed by world leaders in Sep 2015 are ambitious. It comes with a hefty price tag, and experts caution that the funding shortfall could be as large as… Continue reading

Deeper and Deeper In The Widening Gyre – The World of Derivatives

by

This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** A sharp intern who had worked in the risk department of… Continue reading

The Social Media Investment Lesson From Ashley Madison

by

This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** Warren Buffet said he would not invest in anything he did… Continue reading

A Milken Moment : To Whom, The Duty Of Care ?

by

This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ********************************   A good friend of mine runs a pretty popular local… Continue reading