Category Archive: Views & Commentaries

CANDLES TO CELEBRATE NATIONAL DAY – USDSGD

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A pleasant surprise on Hari Raya Puasa and the National Day , Singapore was rewarded with a big black candle in the USDSGD chart. We have broken into the Ichimoku cloud ! “Aug.… Continue reading

Of Countries and Banks – It’s A Gangster World Out There

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“Power tends to corrupt, and absolute power corrupts absolutely. Great men are almost always bad men.” ~ John Dalberg-Acton Zimbawee The first thing Mugabe did when he returned to power was to seize… Continue reading

Currency Crisis : India, Indonesia and …

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“JAKARTA, Indonesia—Investors are souring on Indonesia as growth slows and a contentious election approaches. Some investors see more trouble ahead. Indonesia is one of several emerging markets dealing with slowing growth, high inflation… Continue reading

Grand Dreams in Property

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The Trend “Rich Asian individuals are snapping up luxury residential properties and even office towers in the West. But Asia’s biggest investors, including sovereign wealth funds, insurance funds and pension funds, are only… Continue reading

Ad Hoc Commentary – death of proprietary trading

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JP Morgan’s exit from commodities trading will probably be remembered as the beginning of the true exit from proprietary trading by big banks. Cynics are probably right for alleging that, until recently, the… Continue reading

Global Flows And Data – Hard To Trade

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Global Purchasing Managers Index “The global manufacturing sector made a subdued start to the third quarter. At 50.8 in July, the JPMorgan Global Manufacturing PMI ™ – a composite index* produced by JPMorgan… Continue reading

The New Generation Google Economy – Living By You Tube

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My son made a cryptic comment which caught my attention. He said, “They live by You Tube.” I asked him what he meant. I notice the You Tube craze these day, he does… Continue reading

Cashing Out Time (Updated)

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Facebook & Apple NYU Prof Damodaran who correctly called for a FB buy at $18 now says says sell at $38. He also said sell AAPL at $700. “Syncapse, the social media marketing… Continue reading

Ad Hoc Commentary – the 47.5% haircut; still staying away from equities

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The Cyprus bail-in is confirmed at 47.5%: “…Deposits above the guaranteed limit of €100,000 will face a 47.5 per cent haircut…” http://www.ft.com/intl/cms/s/0/85eb3cea-f943-11e2-a6ef-00144feabdc0.html For those with deposits in banks, you might want to check… Continue reading

US Tax Reforms Is Bad For Us But Are Americans Are Losing Their Homes ?

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HIA (Homeland Investment Act) is back in Obama’s 2nd of 7 speeches last night. It looks like the 2 trillion held offshore by US companies will be taxed whether it goes home or… Continue reading