Market Thoughts : Feeling Grateful for Bad News

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Difficult markets which are tough enough for us to shake our heads for we do not really know (or care) what to complain about anymore. Frustration rules Twitter finance talk with comments like… Continue reading

Market Thoughts : All The Stupid Things To Say About 2019

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  Halfway into January of 2019 and if you feel a little stupid, stunned or sheepish from the shell-shock of 2018, you should not feel alone. We can only console ourselves with mild… Continue reading

2019 Singapore Corporate Bonds – Lessons from 2018

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We said 2018 was Not Time to be Bullish on Singapore Corporate Bonds earlier this year and we had the opportunity to speak to market people who gave us blank faces when we… Continue reading

Singapore Bonds and Rates : Ssssh… 2019 is Coming

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  No one is happy with anything this year and it is difficult to even start figuring out how everything went wrong or if we are in an existential crisis that we mentioned… Continue reading

Psychopaths Needed in Dealing with Market Panic and Evil Algos

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It’s been a bad week and thus, time for a light hearted post about evil algos and psychopaths.   Panic! At the Market Disco There has been panic in the markets that is… Continue reading

Just Thinking About Asset-Rich Cash-Poor Markets

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We were in no mood to wonder who would have been in the mood for Black Friday sales when the week of 19th November would have been, arguably, the worst week for markets… Continue reading

Warning – Hedging is Hard Work

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Excuse us for being just a little paranoid but it has been a tough week that has continued from 2 weeks ago when we were vacillating between feeling gloom or doom after an… Continue reading

We All Love to Hate the Bond Market

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We have decided that hating everything is about all we will do for a while. Just review the week, for instance, and the ugly US midterm elections and the anger in the air… Continue reading

Market Thoughts – Vacillating between Just Gloom or a Worse Doom ?

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What better way to spoil a friendship, for the lack of “lunch kaki’s”, most of whom are too depressed to eat and overwrought to talk, than to start a lunch conversation by innocuously… Continue reading

Going for value or going for broke in Singapore real estate ?

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All is Not as Good as Singapore We got this amazing photo of natural disasters mapped for the region and it looks like Singapore (and most parts of Malaysia) is truly blessed from… Continue reading