At ChatWithTraders.com, we are able to listen to wonderful interviews of successful traders and investors done via podcasts. It is an invaluable source of insights and a great asset to many of us actively involved in the markets! As a discretionary macro investor, an interview that stood out to me was the podcast with Dario … More Ways of a global macro trader: Interview with Dario Mofardin
In its September policy update, the Bank of Japan (BOJ) announced that it’s tweaking its framework to “Quantitative & Qualitative Easing with Yield Curve Control”, with 2 major components: Yield curve control: “the bank will control short-term and long-term interest rates” Inflation-overshooting commitment: “the bank commits itself to expanding the monetary base until the year-on-year … More The BOJ’s new framework may mean that the Yen may become Confetti some day…
With praises from market commentator Marc Faber, Byron Wien and Anthony Scaramucci, I had to snap up a copy for my own study and reference given the lack of books on global macro investing. I have to say that this particular one from money manager Greg Gliner is a neat, prescient and useful guide on the art of … More Review of ‘Global Macro Trading’ from Greg Gliner
As the legendary Soros declares above: investing is never about making predictions, it is about making probability-adjusted bets. Hence global macro investors tend to map out scenarios and devise action plans to deal with uncertainty in the financial markets. The US Dollar is a mega trend that has to be observed closely by virtue of the … More Portfolio strategy for 4Q 2016: Watch the USD for cues
Many commodity prices have somewhat rebounded in 2016 following a general decline in prices since 2013. While many investors have focused on crude oil as well as the shiny yellow metal gold, a commodity that may have been overlooked by the community is sugar. After a slow and gradual decline prices, sugar has bottomed in … More Sugar – Multi-year bull market or just an extended rally?
Legendary investor Jim Rogers is back with his sixth book: “Street Smarts – Adventures on the Road and in the Markets”! Published in the spring of 2013, this book is a recollection and a self-styled memoir of Rogers’ own life, investment experiences and his observations from his many travels around the globe. While there were … More Insights From “Street Smarts – Adventures on the Road & in the Markets”
When well-known talk show host Charlie Rose sat down with the late Lee Kuan Yew (the first Prime Minister of Singapore) back in early 2009, he asked Mr Lee what he would like to convey or ask the newly-elected US president Barrack Obama. Mr Lee’s question to President Obama was direct and surreptitiously grim: “How would you defend … More Is Defense a growth industry in Asia-Pacific?