Meanwhile … USD/CHF…or Gold .. or UST ?
Actually, it’s been IDR for 2014 after Gold and Silver, of course. There’s a flock of black swans coming at us now and luckily, the positioning is at the lightest. CHF hit a… Continue reading
Actually, it’s been IDR for 2014 after Gold and Silver, of course. There’s a flock of black swans coming at us now and luckily, the positioning is at the lightest. CHF hit a… Continue reading
If you are feeling confused, lost, disoriented, bewildered, fatigued and the like, rest assured that you are not alone. It is real and happening. The markets are muddled. If you are feeling comfortable… Continue reading
I have been taking it easy for over a month now, spending time with the boy and handling our lives without foreign labour. Trying to get back into the swing of things has… Continue reading
Down to the wire on this balmy public holiday in Singapore and the world is sitting on edge. It’s the Reuters article this morning that is giving the markets a boost, that a… Continue reading
I have been silent on gold for some time now for I realise it has become an emotional topic even amongst friends, and it is not a subject for light hearted discussions with… Continue reading
It’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading