I do not remember a time when Japan was not recessionary in my entire career. We have grown to used to their underperforming growth that we pay scant heed to any negative news… Continue reading →

Mr Market didn’t disappoint us again. Risk sold off as we maintained our bearishness into year end: https://tradehaven.net/2012/10/22/ad-hoc-commentary-regional-banks-resurgence-and-a-rerun-of-capital-flight-of-the-1930s/ Yours truly believe that the Democrats will drive off the fiscal cliff. Intentions matters. If… Continue reading →

The last time Obama won the elections in 2008, the Dow slid 486 points. Yesterday, after the results, the Dow dropped 369 points before closing at 313 points down. Source : WSJ Should… Continue reading →

A few of my close friends may know my mother passed away while hiking in Tibet in May this year. She was 58 years old. Now, she bought several insurance policies before she… Continue reading →

Inflation linked bonds ? How about a perpetual instead ? A credible source informed me that inflation linked bonds (aka “linkers”) will not be a public feature anytime soon. By punishing the savers, the… Continue reading →

” Investors should recognize that asset and currency prices ultimately rest on the ability of a real economy to grow. If growth cannot be boosted by monetary policy, and fiscal policy is in the… Continue reading →

Had coffee with a hedge fund chap and then lunch with a bond fund manager and now I do not remember which planet I am from. A joke of course. Hedge fund hugely… Continue reading →

The US Presidential elections is now front and centre of everything. Barring some electoral deadlock where the results are inconclusive, there could be more days of uncertainty. Why does it matter? Well, a… Continue reading →

I have been wondering why my negative attitude towards mainland China has been festering like a pus wound these days. It is particularly troublesome for me, who is working hard with my life… Continue reading →

I often marvel at my life and the happy Utopia of this beautiful place I call home. Why not ? Unemployment is 1.9% announced just.  The main things the 98.1%, like me, worry… Continue reading →