ALL OUR PUBLICATIONs
ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
“Sell in May and Go Away”
INVESTING IS FULL OF MEMORABLE ONE-LINERS WHICH PURPORT TO GIVE GOOD INVESTMENT ADVICE THAT IS ALSO EASY TO REMEMBER.
“How are you ****ing us?” — The Big Short
ON A RECENT FLIGHT BACK TO SINGAPORE I HAD THE PLEASURE OF WATCHING THE MOVIE “THE BIG SHORT”
Is your Portfolio in line with Consensus Views?
AT THE BEGINNING OF EVERY YEAR IT’S A USEFUL EXERCISE TO GATHER THE MARKET CONSENSUS OF CHIEF ECONOMISTS AND CHIEF INVESTMENT OFFICERS, IN ORDER TO ASSESS WHERE YOUR OWN MARKET POSITIONING STANDS AGAINST THE PREVAILING VIEW
It’s Always 1979 Somewhere
1979 GAVE INVESTORS AN ORIGIN FOR ANOTHER INDICATOR FOR CONTRARIAN SENTIMENT, WHICH WAS LATER DUBBED THE MAGAZINE COVER INDICATOR
A guaranteed loss over five years
WHY WOULD ANYONE DECIDE TO MAKE SUCH AN INVESTMENT? HISTORICALLY ECONOMISTS HAVE DEBATED NEGATIVE INTEREST RATES, BUT ONLY IN THEORY
Proper Planning
NORMALLY THE END OF THE YEAR IS PRIME TIME FOR FORECASTERS TO GIVE US THEIR BEST IDEAS FOR NEXT 12 MONTHS
Euro yields
10-YEAR SPANISH BONDS YIELDS JUST HIT A YIELD OF 2.17% P.A. AS I WRITE THIS. THIS IS THE LOWEST BORROWING COSTS THE COUNTRY HAS EXPERIENCED IN THE LAST 200 YEARS, WHEN EUROPE WAS LED BY MONARCHIES AND NAPOLEON WAS PLOTTING HIS CONQUEST OF SPAIN
