The Big Short – No One Really Knows What Is Going On

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Photo courtesy of Mr KC Kan, on a mission in Nepal.   This post was published first in http://www.ezfx.com and reproduced with permission.   I watched The Big Short for the first time… Continue reading

Who Dares To Write About The Singapore Bond Market

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Photo courtesy of Mr P., in Tokyo where it snows every 54 years in November.   Shock and awe? We can’t blame Trump for it all. Singapore bonds are ratcheting, towards their day… Continue reading

Deep Market Thoughts : Post Traumatic Stress Disorder and 64 million Unhappy Americans on Black Friday

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We have had press overdose which we cannot really blame them for, watching in incredulity as each moment unfolds daily as the new US Presidency takes shape, loss for words and not knowing… Continue reading

Ad Hoc Commentary – be very vigilant of the US Treasury markets

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Back in Feb 2013, after seeing 1.3% handle on the US government bond yields in the preceding summer, yours truly asserted: “…yours truly thinks that the 2012 low in UST 10y yields is… Continue reading

Locker Room Talk : Trump’EM Down but Not Out for Singapore

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  Brexit times five or Brexit times ten ? Feels like that moment in that Rocky movie with Stallone floored, bruised and bloodied. And we have been warned on Brexit by Moody’s and… Continue reading

Ad Hoc Commentary – First Brexit, Next Trump. France and Germany are next in line.

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In our last post, we mentioned that: “…the majority seems to believe a Trump presidency is bad for SPX. This means that the SPX probable 10%-20% sell-off on a Trump presidency is going… Continue reading

US Elections : To Win The Battle And Lose The War

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Point Lobos photo courtesy of Ms Jeannie Tan, S.F.     Happy Guy Fawkes Day on November the 5th ! Remember, remember! The fifth of November, The Gunpowder treason and plot; I know… Continue reading

The US Vice Presidential Election and The Future of USD

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This post was published first in http://www.ezfx.com and reproduced with permission.   We know that the US elections is affecting more people than ever this time when Singaporean and Malaysian taxi drivers have… Continue reading

Halloween Trade Idea : Don’t Study So Hard, Learn To Think Instead

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Photo courtesy of Ms Jeannie Tan, S.F.   On the hot topic of education, a dear friend of mine recounted to me how she, oddly, felt suicidal when the kid flunked Math in… Continue reading

Picking The Contrarian Moment – Currency Talk

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Photo courtesy of Ms Jeannie Tan, S.F.   There is not a better this entire year to tinker around our thoughts than now, if you are a thinker of course, because we finally… Continue reading