I am not sure which planet some private bankers are from but I am seeing headlines that Yellen is dovish in the in-box whilst strategy pieces that are meant for distribution only to… Continue reading
As our heart goes out to the victims of an unbelievable plane tragedy, the world readies to pay the price. Price to insurance companies – Annual aviation war risks premium total $60-70m globally.… Continue reading
The wonder of a perfectly engineered market that is devoid of the unexpected that sustains historic record lows in volatility, is that it allows the imagination to flourish a little. My reverie today… Continue reading
JOKES. Draghi speaks on Monday night. Market Mood Monitor. Yellen spoke last night. Market Mood Monitor. The market was waiting for the reports/interpretations and the reporters/interpreters were waiting for the market to decide… Continue reading
Trading is not like the old days, information, analyse, act and react by a human brain. It is about PARSING and analysing the number of times the word “inflation” appears or “bubble” and… Continue reading
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” – John Templeton We are between stage 3 and 4 ? My mind hazy from all the… Continue reading
I do not really bother about all those editorials we read about America losing her political clout on planet Earth. Bernie’s analogy of the Romance of the 3 Kingdoms in his Ad Hoc… Continue reading
The Jewish Pesach (Passover) started yesterday along with the full moon (eclipse) and Janet Yellen gave us nosebleed by not mentioning anything about monetary policy in her speech, leaving the market LOST and… Continue reading
Market Thoughts on CNY : Little Bo Peep, Don't Lose Your Sheep
byBaa Baa Black Sheep Have You Any Clue ? Not really except that the bond market is a little stuck these days with investors mostly shut out of the good stuff which are… Continue reading →