Published with the permission of Desaque Macro Research http://www.desaque.com The Global Economic Outlook Gets Messier The reversal in sentiment towards emerging markets has been dramatic during 2013. These economies have witnessed major capital… Continue reading
Burning question on what to invest in on the top of our minds. I am torn between the rosy growth picture painted in the economic numbers that is severely tampered by the chain… Continue reading
Sept. 4 (Bloomberg) — According to person familiar with the matter. Borrower: Mencast Holdings Ltd. Format: Reg. S, S.274 & S.275 Singapore SFA Coupon: 5.75% semi-annual Issue price: 100% Maturity: 12 Sept. 2016… Continue reading
” Sept. 2 (Bloomberg) — Singapore stocks tumbled by the most among developed markets last month as investors pulled cash from Southeast Asia on concern about the future of global stimulus.” Caught between… Continue reading
Economic News Jul Money Supply M1 14.7% vs previous 18.3% Jul Money Supply M2 7.4% vs previous 9.1% Jul Bank Loans and Advances 17.6% vs previous 17.7% IRS Liquidity tap running at full… Continue reading
RBA today and elections on Sunday. Sept. 2 (Bloomberg) — The Reserve Bank of Australia will cut interest rates within 100 days of the Sept. 7 election, credit markets show, a boost for… Continue reading
There is an almost certain lack of direction in the markets, Great Rotation or not and everything seems to be hanging in limbo. That is how I perceive the situation to be after… Continue reading
As we concern ourselves with the Great Unwind, Great Rotation or Great Whatever, none of us can be really trying too hard to look for investment opportunities in these times of grave uncertainty.… Continue reading
Following the previous post that I did not manage to complete, I decide to embark on the larger scale project of compiling the list of stocks that breached their 52 week lows in… Continue reading
Ad Hoc Commentary – important: Pakistan nuclear weapons in Taliban hands will be the likely unintended consequence of the Syrian war
byYours truly maintains that Pakistan will be the Achilles heel of the American empire: https://tradehaven.net/2013/04/25/ad-hoc-commentary-drone-happy-america-should-beware-pakistan/ We have noted the myopic benefits of the Syrian war: https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ We know that Pakistani Taliban and Syria… Continue reading →