Category Archive: Views & Commentaries

Poor Barbie. I Don’t Want To Be Smart, Jackie.

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I am not smart. My maid is. A pile of Lego blocks, of assorted colours and sizes. (Photo credit: Wikipedia) She does not know what a can-opener is but she does not need… Continue reading

Bernanke Doesn’t Understand Gold…. or Diamonds or… Tesla ?

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Bernanke says he does not understand Gold. What about Tesla ? For a company that expects to sell 21,000 cars a year, its market capitalisation has surpassed Mazda which sells 1.3 million cars… Continue reading

Singapore Banks Headache & The USDSGD

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July 15 (Bloomberg) — Singapore’s June home sales rose for a second month to the highest since a March record as Moody’s Investors Service cut its outlook for the city’s banking system on… Continue reading

Ad Hoc Commentary – France, the fly in search of a windscreen

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The FT had been showing a graphic on the burden of public debt: Comparing the burden of public debt http://www.ft.com/intl/cms/s/0/bc1fb5f0-e057-11df-99a3-00144feabdc0.html The perspectives they had were: 1. net debt as a % of GDP… Continue reading

Weekend Credit Headlines

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France was cut by one step to AA+ from AAA, Fitch said today, joining Moody’s Investors Service and Standard & Poor’s in removing France from the shrinking club of top-rated governments. The outlook… Continue reading

Sunday Musings : Social Tears, Suicides and S&P 500

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“Suicides in Singapore hit an all-time high of 487 in 2012 as more young people bogged down by stress and relationship woes took their own lives, a charity group dealing with the problem… Continue reading

Singapore Real Estate Menopause

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In a truly bizarre twist whilst reading about this Jurong East condo, J Gateway, sell out and having conversation with some old friends about their impending male menopause, I came to a personal… Continue reading

Ad Hoc Commentary – America’s large budget surplus, capital smiles on America

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In our last post, we said that capital will give America two good years. Overnight, America posted the largest budget surplus since the depth of the crisis in 2009. Capital will smile upon… Continue reading

The theory of minimum variance

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With five central banks meeting this week in the region and none had eased policy or expected to do so – Bank of Thailand met yesterday, Bank of Korea, Bank Negara Malaysia, Bank Indonesia and Bank… Continue reading

Anti Instinct Trading In Taper On And Taper Off (updated)

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Journalists and analysts all writing to save their lives. Reports swinging wildly between Taper and Taper Not after the FOMC minutes depending on where the Dow was. RATES: Treasuries Fall After FOMC Minutes;… Continue reading