Category Archive: Views & Commentaries

Demystifying The Financial Anomaly – Shortage of USD And Basis Swaps

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    I have been perplexed reading about the USD shortages in the negative rate world because the DXY (USD) Index has not gained in the year which means there couldn’t be that… Continue reading

Investing in Austerity – Chasing Michelin Hawkers

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You do not need GDP numbers to talk to you to know that the economy is roughing it out just from the observation of the sore absence of birds-nest gold-flaked mooncakes in Change… Continue reading

Singapore Real Estate : A Landlord’s Insights 2016

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Photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Back in 2013, friends and I arrived at the conclusion that the anchor of Singapore’s wealth lay in the thousands per square foot… Continue reading

Not To Worry If We Are Not FAB50

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photo courtesy of The Discerning Lush, B.C., Canada   Someone commented to me that I should not have been overly alarmed at the estimated 20% loss we wrote about 2 weeks back on… Continue reading

SGD Monthly Snapshot : Screwed Up

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    Economic Data in August 2 Aug Jul PMI 49.3 vs 49.5 expected Jul Electronics Sector Index 49.7 vs 49.0 previous 3 Aug Jul Nikkei Singapore PMI 50.7 v 52.3 previous 8… Continue reading

The USDJPY Punching Bag

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“what will it accomplish to say that you will be more stimulative. If the current level of stimulus is not working, saying you will do more won’t get people to buy those inflation… Continue reading

Market Thoughts : The US Fed and The Welcome Change of Tact

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Photo courtesy of Mr K.C., Boston.   Playing to forget Drowzee (rare Pokemon) markets with volatility grinding to a halt until Fed chair Yellen spoke on Friday to give world markets direction from… Continue reading

Bargain Hunting Through Schizophrenic Highs and Lows in SGD Bonds

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Photo courtesy of Mr K.C., Mount Rainier, Seattle.   A new friend with a SGD 6 mio bond portfolio and we would imagine he would be sufficiently diversified with that with 20 names,… Continue reading

SG 51 & Pokemon On My Mind

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  How dreary but there is nothing but Pokemon on my mind this weekend ahead of National Day. A short walk to the stores turned into a 5 km roundabout trek, exploring the… Continue reading

Behind Every Default Was Once A Darling – Swiber

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.     Emotions are running high after an eventful week which ended with the release of the European Banking Authority’s stress test results on… Continue reading