Tag Archive: CENTRAL BANKS

The Singapore Monetary Policy Statement and the Thankless Job of Central Banking – Thank You, MAS !

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photo courtesy of Ms Su Tan of HK, taken on a wine tour of Sicily.   October is looking to be a painful month with an estimated US$ 876 billion wiped off bond… Continue reading

2018, Eat, Sleep, Sh*t and Shop … But Don’t Forget to Breathe and Think

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photo courtesy of Mr Percy T., Poland 2017.   2017 has been a year of epic proportions and no storm, wind, hail, flood, fire or Godly wrath of any sort has been large… Continue reading

Ad Hoc Commentary – are we on the verge of a stock market selloff?

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About 11 months ago, we wrote: “…a Trump presidency coupled with US dollar strength will cause the S&P500 to jump, doubling or even quadrupling. This is mainly because the Donald has the willingness… Continue reading

2016 into 2017 : Alice In Wonderland

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Photo courtesy of Mr KC Kan, in HK  “But I don’t want to go among mad people,” Alice remarked. “Oh, you can’t help that,” said the Cat: “we’re all mad here. I’m mad.… Continue reading

Q4: More of the Same?

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Photo courtesy of Ms Eleanor W., Perth, W.A..   Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading

Central Banks : What Are They Not Telling Us ?

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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… ******************************** After 18 years in the markets and a few crises along… Continue reading

Mid Year Musings : Engineering A Perfect Market At A Price

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My son deceived me into borrowing Season 1 and 2 of the Game of Thrones before I realised that they were both rated M18 and bordered very closely, to my limited understanding, on… Continue reading

Father Knows Best ? Not Always – Market Thoughts

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Sometimes I wonder why life is so carefree for a child or teenager like my son. And so I drew it out. For him, things that he can control, he really cannot be… Continue reading

Playing Mr and Missus Nice – Central Banks and Living It Up On Leverage in Singapore

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Traders and investors all have the same prayer to their gods – that inflation continues to fall and central banks around the world will keep up with their stimulus for stocks and bonds… Continue reading

Round Of Applause For China – Exiting The Currency War They Had Started

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Humour me as I try and piece this all together. China started this currency war game in 1995 when they pegged their currency to the USD. That lasted for 10 years. During that… Continue reading