Fx Thoughts : The Most Important FOMC Rate Decision of the 21st Century

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  The most important FOMC Rate Decision of the 21st century tomorrow night, 18 September 2015, 2 am Singapore time. For the record, I think it will happen be it Sept or before… Continue reading

SGD Weekly : Scratch Your Head And Miss The Boat

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After the electrifying elections (where I did warn was not going to be as bad as markets thought it would be), it is official – Singapore would contend to be the worst performing… Continue reading

Contemplating Bonds Ahead of The First Hike

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ********************************   When it began in 2008, all the world knew was… Continue reading

Op-Ed : Services, Service Standards And Economic Redemption

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** I am back from a trip to the land Down Under… Continue reading

The Wealth Gap And The Tall Poppies

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It is elections time in Singapore and time to bring up the problems of the poor which is timely, I would suppose, even if Singapore does not really have a severe problem with… Continue reading

CHINA FOCUS : WAR HEROES AND ENEMIES OF THE STATE

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A friend sent me this photo of the Chinese parade on Friday with incongruous blue coloured tanks which I thought would be a good camouflage assuming tanks could fly in the “blue sky”… Continue reading

Australia Focus : So Much For A Hard Landing

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The AUD charts look bad, bad, bad so its time to do some remembering. At 6 year lows, I feel a stab of pain recollecting “My personal experience back in 2008 was a… Continue reading

Tradehaven Technical Analysis Seminar

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When we did our first bond seminar a few weeks back, the intention was to be different and unlike any other seminar out there. We are glad we succeeded because most, if not… Continue reading

Ad Hoc Commentary – waiting on Yellen hike and government shutdown

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Yours truly relocated to America and am settling down here. Four months of silence gave Mr Market time to validate what we were saying. Firstly, the equity markets kind of made a short… Continue reading

Bonds In Conversation : High And Dry Markets and The Blaming Game

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Total global bond issuance has fallen 61.3% in the past 2 weeks and the backlog is growing which means that borrowing costs will have to rise to whet investor appetite. http://www.bloomberg.com/news/articles/2015-09-01/bond-sales-drought-in-august-swells-pipeline-with-m-a-debt-deals It is… Continue reading