So Long, August

Today marks the end of August 2019 and wow, it has been one of the most volatile month for stocks that I've seen. The direction of the market is overly reliant on presidential tweets and demonstrations in Hong Kong. The biggest news in SGX would probably be the missing Yangzijiang CEO incident, which sparked a … Continue reading So Long, August

Math is the Simple Part

Last week, we had a little drama in Singapore's investing landscape when Yangzijiang Shipbuilding(SGX:BS6) plunged more than 20% from $1.29 to hit a 2.5 year low at $0.86. It has then recovered to about $1.01 currently. For more info, you can click on the link below; https://www.businesstimes.com.sg/companies-markets/yangzijiang-hits-rough-waters-amid-beijings-probe-into-individual-linked-to-firm It has stirred up tons of discussions among … Continue reading Math is the Simple Part

5 Things I Learned From Fooled by Randomness

Nassim Taleb’s Fooled by Randomness is about “luck disguised and perceived as non-luck (that is, skills) and, more generally, randomness disguised and perceived as non-randomness (that is, determinism).” It’s an enlightening read in its entirety, but here are 5 things that I find worth sharing with you guys from the book. 1. Beware the Hindsight Bias … Continue reading 5 Things I Learned From Fooled by Randomness

The Safe Bet Here is Continued Uncertainty

With the trade war escalating, stock markets globally have taken a severe hit. Inability to answer all these questions related to market behaviour, policy and economics with conviction at this stage is reflective of the clouds of uncertainty hanging over markets, policies and the economy. One way to handle this is to question if it's a … Continue reading The Safe Bet Here is Continued Uncertainty

Why You Should Take Analyst Recommendations With A Sentosa-Sized Grain of Salt

Analytical models are just a way to express your thoughts. Analysts spend so much time building highly complex models, complete with revenue builds and an absurd number of line-items to determine their price targets. Now, although these are absolutely useful in understanding a company's financial condition, margins, growth, etc, I feel that they are extremely … Continue reading Why You Should Take Analyst Recommendations With A Sentosa-Sized Grain of Salt

Sweden Economic Outlook – Financial Crisis or Recession?

I’ve noticed a tendency, particularly among younger people, to think about “financial crisis” as being interchangeable with “recessions.” In the US, many people describe the 2008 recession as a “financial crisis” and have think that we needed to bail out the banks in order to save the economy. But in reality, the financial sector in … Continue reading Sweden Economic Outlook – Financial Crisis or Recession?

The Most Unloved Bull Market in Living Memory

From the ruins of the 2008 financial crisis, a bull market is born and on August 22 2018, it has become the longest bull market in history. Underpinned by ultra-loose monetary policy at central banks and later accelerated by the global economic recovery, the bull market has surged in an upwards trajectory uninterrupted. Legendary investor … Continue reading The Most Unloved Bull Market in Living Memory