Trading is not like the old days, information, analyse, act and react by a human brain. It is about PARSING and analysing the number of times the word “inflation” appears or “bubble” and… Continue reading
It was a year ago when my friend, Dialastrategist, wrote a piece on Catastrophe bonds and how nicely they would fit into a portfolio, for the random uncorrelated risk that they present. One… Continue reading
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – John Templeton We are between stage 3 and 4 ? My mind hazy from all the… Continue reading
I read the Asiaone website when I need to feel safe and closeted from the world out there. The warm news of home, scandals and all, is comforting to that extent. The main… Continue reading
NEW ISSUE: NOBLE US$ REGS PerpNC5 | IPG: 6.000% AREA NOT FOR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES OR IN ANY OTHER JURISDICTION IN WHICH SUCH DISTRIBUTION WOULD BE… Continue reading
An alarming development today which may have escaped some investors who are not concerned that Noble’s 8.5% USD perpetual has crashed in price terms. This is apparently due to an option used by… Continue reading
The Rupee is finally taking a breather and it is because of Iraq and maybe Ukraine. Modi’s uproarious win is put on the back burner as profit taking tempers the Nifty’s post election… Continue reading
Sometimes I wonder why life is so carefree for a child or teenager like my son. And so I drew it out. For him, things that he can control, he really cannot be… Continue reading
2012 was a golden year for SGD corporate bonds, setting many records that have not been broken since. 1. Total corporate bonds issued SGD 31 bio. 2. The largest ever corporate issue –… Continue reading
Australian stocks at at 3 1/2 week low and AUD/USD at a 6 month high. Mind warp ? Poor jobs data out on Wed failed to deter the currency from stampeding past 0.94… Continue reading