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
photo courtesy of Mr Eric Chong, Okinawa 2017. Why Think So Much And Be Too Smart ? The Great Humbling began when we spoke to a portfolio manager last week who told… Continue reading
photo courtesy of Mr Percy T., Auschwtiz 2017. * 2017 was a rare recording-breaking year where sell-signals did not work, that has left us at a loss for words, a volatile… Continue reading
* Talking to folks about 2017, one proclaims that if you are not up at least 30% in 2017, you are a loser. * Friends in HongKong gripe about 30% returns on their… Continue reading
* We are still living in the dream in the record stock market rally even though we hit some snags last week observing the first signs of volatility in a while * JPM… Continue reading
The summer stock rally is finally losing its resilience Russell 2000 Index has fallen below its 200 day moving average Depression is now the world’s most widespread disease Politics, terrorism, debt and despair… Continue reading
This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** I would sound pretty irrelevant or even irreverent if I did not mention… Continue reading
I read an interesting UBS report on why Gold is coiled to spring higher from here. Using their in house model on the probability that the Fed would reflate in 6-12 months that… Continue reading
Midsummer at exactly 6: 51 pm today as we mark the summer solstice and the longest day of the year. The weather does the day credit with the warm breeze that is blowing… Continue reading
