Read this. “Japan’s debt burden is extraordinary. Total debt to GDP tops 500%. Government expenditure is 20x government revenues. Interest on government debt is 25% of government revenue.” http://www.forbes.com/sites/jamesgruber/2014/04/27/japan-deflation-to-end/ It is not that… Continue reading
“Godzilla’s exact origins vary, but it is generally depicted as an enormous, violent, prehistoric sea monster awakened and empowered by nuclear radiation.” Source : Wikipedia “TOKYO—Deep beneath Fukushima’s crippled nuclear power station, a… 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
It feels like the end of the world is upon us here in Asia. Perspective. Equity hit hard because it is usually the last to go. Just look at Jakarta Composite down 11… Continue reading
My hair is standing. Another Gravestone ? Not to be alarmed. AsianMacro says monthly candles are just like checking the weather and no big deal. Besides the last one managed to convert itself… Continue reading
The Age of Giants in the Sharing Economy – To Eat, To Shop, To Invest or To Read Chinese Literature
by tradehaven* 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 →