Global sentiments are not hot. The Citi US Economic Surprise Index (CESIUSD) is at an 18 month low notwithstanding the S&P 500 and bond yields. Given the way markets are reacting, we would… Continue reading
“…the [Russian] Ministry of Defense said it would consider stopping international inspections of its nuclear weapons in response to threatened sanctions from the West…” http://www.washingtonpost.com/world/in-crimea-interim-government-says-it-has-no-plans-to-cede-to-russia/2014/03/08/df1261d0-a6c3-11e3-9cff-b1406de784f0_story.html At first sight, it seems like America and… Continue reading
“Citizens and public officials typically under-appreciated the gigantic financial tapeworm that was born when promises were made,” Buffett wrote in his annual report to shareholders of Berkshire Hathaway Inc. released on March 1.… Continue reading
Enough talk on Ukraine. I claim the right to rant about what my Singaporean friends (who will not leave Hong Kong) say about Hong Kong investors being leaps and bounds ahead in sophistication… Continue reading
Over coffee and chats on Viber, yes, I use Viber now because I can chat from my desktop using my phone number, I managed to glean a little of what is going through… Continue reading
YOLO to you. My smug son informed me YOLO stands for You Only Live Once, after a rapper Yolo MCSwaggin who rode the YOLO phrase to his success and popularity amongst the young.… Continue reading
Everyone is focused on the American Federal Reserve’s tapering, and too few are focused on the possibility of Europe embarking on quantitative easing (QE), i.e. printing money. The most important data point this… Continue reading
Now that Ukraine is going into civil war, the West should remember that Kiev is the first capital of Kievan Rus, the forerunner of the Russian Empire. Even Nina Khrushchev, the granddaughter of… Continue reading
Lunch With Legends, The Take On USDJPY And More
byIt makes me feel important when I spend time in the company of market legends because their aura rubs a little off onto little old me and I feel taller sometimes, which had… Continue reading →