Ad Hoc Commentary – Uncle Sam, the new tax haven
“The U.S. government has been issuing more debt, but it’s not getting more foreign buyers in the door. As a result, U.S. investors have so far financed all of this year’s increase in… Continue reading
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Ad Hoc Commentary – fears of China overtaking the West is largely exaggerated
Demographics and energy flows impose fundamental limits to the business cycle. Human intellect and energy conversion is always necessary to accomplish economic activity. Even though favorable demographics and abundance of energy does not… Continue reading
Worth Musing Over The First SGD Corporate Bond ETF
How can we expect others to spend more time and money on Facebook when our personal usage has declined sharply in the past year, with barely time to check on all our Whatsapp… Continue reading
Cognitive Dissonance in Global Markets
One just cannot but feel something is wrong, cognitively, when we get, for instance, hit by someone from behind on the road to have the offender vehemently insisting that it was our fault.… Continue reading
On Black Boxes, Trade Wars and the ABSD
Black Boxes In our pursuit of knowledge, there is nothing more frustrating than ignorance and the inability to figure out what is going on. No, we are not talking about the crazy market… Continue reading
Move Over Banks, We Have the A New Singularity in Our Lives – Too Big To Fail Tech
Bleary eyed from World Cup matches which are the best distraction for the madness in the markets that is behaving like soccer hooligans are in the driver’s seat, the trade war can wait… Continue reading
Singapore Bonds Mid Year Review : A Case of Sobriety in the Shrinking Bond Markets
It is impossible these days to talk about financial markets without talking about politics and since it is impossible to talk about politics given the fluidity in the global balance that would… Continue reading
Ad Hoc Commentary – the Italian Job
“Sometimes it is the people no one can imagine anything of who do the things no one can imagine.” Alan Turing The populists in Italy whom no one thought anything about are now… Continue reading
A Tribute to the Traders of the Singapore Bond Market
photo courtesy of Mr P.Tham Who would have thought that chopping onions would be the perfect catalyst for the inspiration to write a post to applaud the Singapore bond market traders? Yes,… Continue reading
The Question of Our Privacies, Facebook or Tencent ?
It would have been just perfect, on hindsight, to have taken that Easter break in the past week, to go sweep the ancestral tombs and spend the rest of the time off-line instead… Continue reading