Tipping Into Turmoil – Be Safe, Keep Cash
Jumbled headlines out there. 1. Beijing’s toxicity in air breaks the topside of the scale. A Breakdown Of What Exactly Is In Beijing’s Filthy Air 2. Caterpillar writes off half a quarter of… Continue reading
Jumbled headlines out there. 1. Beijing’s toxicity in air breaks the topside of the scale. A Breakdown Of What Exactly Is In Beijing’s Filthy Air 2. Caterpillar writes off half a quarter of… Continue reading
Every year, its the same drill. Bonus day, which we used to call Profit Sharing (PS) day. Some happy faces, some looking doleful and the rest, the impenetrable poker face and then back… Continue reading
New Year Brings Bumper Crop of Bonds in Euro Zone : NY Times Fed concerned about overheated markets amid record bond-buying : Bloomberg Let’s suppose if the authorities were to ask me casually,… Continue reading
*Illustration of OECD countries exports as % of GDP (2000, 2008, 2009) Once upon a time before Asianmacro became a beach bum, he was one of the bigger swinging d*** in town. The… Continue reading
It is easy to dismiss the conundrum in the Japanese Yen market over the past few days as a typical Japanese political bantering among cabinet ministers to put up a show for the influential… Continue reading
Old firm (Market Cap SGD 486 mio) trying to capitalise as much as they can on their asset price gains to raise cash. I will not elaborate on the company as OCBC did an… Continue reading
The founder of Stratfor, George Friedman, recently wrote a piece on the crisis of the middle class and linked it to the erosion of American hegemony: “If we move to a system where… Continue reading
”You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time”… Continue reading
I write this for all my friends who have been subject to my barrage of chatter on the topic of the rapid deterioration of our financial states despite the ballooning of asset worth.… Continue reading
*Credit Suisse Asian Bond Corporate Spread over Swap (2002-2013) Even 5 years ago in 2007, any respectable investor other than specialised credit traders & fund managers, will not be caught putting money to… Continue reading