SG 52 : Amazon Prime Has Arrived, Welcome To The Future

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Danger lurks if you are driving in the CBD on weekends from recent experience with roads chock-a-block full of private hire vehicles, pulling up abruptly along curbsides and weaving through traffic as if… Continue reading

It’s Obscene – Let Them Buy Real Estate, We Buy Real Estate Companies

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Market Bash : It’s An Obscene End To July It makes sense to end the month of July on an obscene high rather than a low because we have mostly forgotten what Low… Continue reading

Numbed by Politics, Numbed by Markets and Numb by Linkin Park

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Political Bash : Is there anywhere in the world you can feel safe these days? Not in China where their second richest man and owner of their largest real estate company, Wang Jianlin,… Continue reading

Dog Days For The US Dollar and Other Thoughts

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Dog Days of Summer – “the hot, sultry days of summer. They were historically the period following the heliacal rising of the star Sirius, which Greek and Roman astrology connected with heat, drought,… Continue reading

Welcome, 1% SIBOR. It Is For Real This Time.

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Appetide Cafe   It is Oxley on our minds this week when you can have the free papers devoting 10 pages to the Oxley saga that I am ashamed to admit I little… Continue reading

Hello July 2017 and Remembering The 1997 Asian Crisis

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Midsummer has passed and long hot days are back to haunt us, drain the spirit and enfeeble the mind. Over lunch with a friend, we could not wait to pour out our grief… Continue reading

Random Thoughts on China and Investing Made Complicated

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Politics Bash It is politics not financial markets hogging the limelight but stunned markets are rising above it all, in defiance of the Federal Reserve’s threats to hike rates again and reduce their… Continue reading

Singapore Bonds : Fact Checking The News

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Weekly Market Bash Is No Bash There is little to say about markets this week except to applaud at the KEEP CALM and CARRY ON behaviour, with no major terror incidents in the… Continue reading

Market Defiance Part 2 : The Covfefe Conundrum and The Crash To Come

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Market Bash : Trump Tribute A heartfelt thank you to Donald Trump for the word of the week, month and possibly, the year – COVFEFE, because there is not getting over this week… Continue reading

Stock Market Defiance and The Coming Crash

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“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” Sir John Templeton   We can finally confirm we are living in dystopia this week with global… Continue reading