Phenomenal Silver

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The speculators are back. 15% returns in a week ! 6 consecutive Up days. Silver has left Copper, Aluminium, Gold and gang behind. Check out the price vs the positioning chart dated 13… Continue reading

Beware Soros Is Maxing Out ! – S&P 500 Shorts

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George Soros’ biggest holdings these days, 13% of his fund to be exact, is a bearish put option on the S&P 500. Read it here. http://blogs.marketwatch.com/thetell/2013/08/15/soross-biggest-holding-a-bearish-call-on-the-sp-500/ Ok. The man is not a saint… Continue reading

Macro Outlook & Flows : Fear Overtakes Greed

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Do Not Feel Alone. It is ugly out there. Imagine Citi FX Headlines going Tough Times – Position Cutting in G10, EM Undiversified. It is true. “The costs of holding risk is increasing,… Continue reading

Breeding A Generation Of Angry Young People

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“According to a new report by the U.S. Department of Agriculture, middle class parents of a baby born in 2012 will spend about $241,000, raising their child from birth to age 18 –… Continue reading

Singapore Market Developments & Implications

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  Heavy week with heavy repercussions on the domestic front. We started with a bang and a resounding 2Q GDP but forecasts of a slowdown going ahead. “·         MTI forecast raised to 2.5-3.5%,… Continue reading

Disneyland – The Singapore Government Bond Market

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To be read with a pinch of salt and huge dose of compassion.   Introduction Growing up with the bond market when Singapore was just a wee player in the big ball park,… Continue reading

Tradehaven’s Not So Original Disclaimer

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Unveiling a not so original disclaimer. Feedback welcomed !   [Tradehaven.net] is an independently-owned site and all views expressed in [TradeHaven.net] are those of the authors. We cannot and do not accept liability… Continue reading

Bonds In Conversation : LOST

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It is an Uneven, UnCorrelated and UnPredictable world out there. Look at the stock indices year to date. Some up and some down. DOW JONES INDUS. AVG 18.55% S&P 500 INDEX 20.18% NASDAQ… Continue reading

Mind Warp : S&P 500 Hindenburg Again

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We get these headlines. *DEERE SAYS CONSTRUCTION MARKET IS SOFTER THAN EXPECTED. Then we have this. AMM [Reg]: Deere posts record earnings on strong equipment sales MACY’S INC <M.N> CFO SAYS THAT MUCH… Continue reading

Ad Hoc Commentary – Paulson cuts gold stake 53%. Smart money to come for the remaining 47% after the summer?

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“…Billionaire hedge fund manager John Paulson, who told investors as recently as last month that they should own gold, cut his holdings in the metal by more than half as prices plunged into… Continue reading