As we wrote in on Aug 2: “…Once every few weeks—the next time is Friday—Nippon Television Network Corp airs a Ghibli movie in the prime Friday evening spot. During the trading session after… Continue reading
Gold is like a religion. You are a believer or you aren’t. It all started with Gold in April and now this belief system is imposed on almost all asset classes. To believe… Continue reading
“According to a new report by the U.S. Department of Agriculture, middle class parents of a baby born in 2012 will spend about $241,000, raising their child from birth to age 18 –… Continue reading
Heavy week with heavy repercussions on the domestic front. We started with a bang and a resounding 2Q GDP but forecasts of a slowdown going ahead. “· MTI forecast raised to 2.5-3.5%,… Continue reading
To be read with a pinch of salt and huge dose of compassion. Introduction Growing up with the bond market when Singapore was just a wee player in the big ball park,… Continue reading
Unveiling a not so original disclaimer. Feedback welcomed ! [Tradehaven.net] is an independently-owned site and all views expressed in [TradeHaven.net] are those of the authors. We cannot and do not accept liability… Continue reading
“SINGAPORE — Buying land at the prevailing high prices would be “suicidal”, City Developments (CDL) Executive Chairman Kwek Leng Beng said yesterday, as he forecast private home prices to decline 5 per cent… Continue reading
As we mentioned before: “…Abenomics thinks that inflation will chase money out of hoarding into investments. What he forgot is that the Senkaku-Diaoyu affair gives capital very little confidence to invest within Japan.… Continue reading
Insanity It is the Maddening of America and hardly a joyous read I can assure you. http://www.project-syndicate.org/commentary/america-s-global-leadership-in-serious-mental-disease-by-liah-greenfeld The article suggests, based on extensive studies, that “as many as 20% of American adults may… Continue reading
Disbanding the QE Herd – Judgment Day Is Coming
byIt’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading →