Category Archive: Views & Commentaries

Satyajit Says …. Leading To Mid Year Reflections

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In any bond trader’s library, we need to have the Fabozzi bible. Next you need Hull for options. But the funky look is only complete with Satyajit Das’s Derivative Products & Pricing and/or… Continue reading

No Ideas ? New Valuation Paradigms in a 3 Speed Recovery

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I have been spending some time on the herb and vegetables. Sweet potatoes flourishing but under savage attack by the relentless white fly army, same for the chilli and chilli padi. Rosemary sprouting… Continue reading

Presenting Generation E : The Really Entitled Ones

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The Millenials (Gen Y) – 1980s-90s, the children of the late Baby Boomers. As a member of Gen X, empathy and antipathy results in a certain apathy for the next generation. I suppose… Continue reading

Singapore Housing and the $2 million sweet spot

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As a follow up to Wealth Fallacy of Singapore Property written in January. We had a slew of new rules, the latest being the Total Debt Servicing Ratio to cap at 60% while… Continue reading

Nailing it on U.S. employment day … better be lucky than smart

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My futures broker was calling to congratulate me for putting on the TYQ3 put condor before the economic figure release … but with humility, I told him I was probably more lucky than… Continue reading

REHASH : The Economists in Feb Said USDSGD at 1.2 ! GDP Next Week

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In early Feb, I wrote Sunday Times, Coffee and Slight Nausea. Tired of reading the same old “piece of mind numbing happy utopia calls, I will protest at the Toto salaries they are… Continue reading

Sovereign wealth fund rankings – money is not everything

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The main local headline here today was “Temasek’s assets surge to a record on recovery in stock markets“. It triggered the usual debate on how much is attributed to new money and FX… Continue reading

Making a home run

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Asianmacro has not posted since the 1st week of May to smell the roses into early summer and also in travels across Europe. ¬†Looking back in the past where I have been in… Continue reading

Why Temasek, Why ?

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There are some days where I wonder what would actually happen had I been smart enough to join the civil service ? I shudder. Probably running a mail room in a remote part… Continue reading

Central Bank Mafia – Fed, ECB, BoJ Battle of the Balance Sheets

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I believe we have a new pecking order for central banks. DON Bernanke. Hitman Abe. And Cheerleader Draghi. Now the racket has been exposed. It is the game of beggar thy neighbour and… Continue reading