This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** Help, my son wants to read Economics for his GCSE examinations… Continue reading
What a week and what a time for renewal. Renewed selling in Chinese stocks, renewed EM bashing, renewal in Malaysia with a fire that destroyed evidence and hopefully, they can start afresh, and… Continue reading
An economics professor who is not an economist. Imagine my exasperation at our conversation, complete with disdain on his part ? For he has no cares about the state of the markets from… Continue reading
We had a change of month and a change of heart, it seems, in the markets. Alibaba timed the market high this round and we are down over 3% from that fateful 18th… Continue reading
The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading
It was a year ago when my friend, Dialastrategist, wrote a piece on Catastrophe bonds and how nicely they would fit into a portfolio, for the random uncorrelated risk that they present. One… Continue reading
