Soros, Reflexivity & the Aussie Housing Market (Quick Thoughts)

I once learnt futures trading under an ex-investment professional who was with Temasek and later in the hedge fund industry. While I adapted my style and strategy over the years, there was one valuable piece of advise that I held to heart till this day. Over lunch once, he talked about the famous macro investor … Continue reading Soros, Reflexivity & the Aussie Housing Market (Quick Thoughts)

The Greenback’s bull run may not be over… yet

Year-to-date, the US Dollar has weakened against many currencies, including the Japanese Yen, the Swiss Franc and commodity currencies like the Canadian, Australian and New Zealand Dollars. This weakness has led to some commentators saying that the USD's rise since 2014 is now over. However, there exists a high probability that the greenback may roar back to … Continue reading The Greenback’s bull run may not be over… yet

Something’s melting Down Under

"Don't worry about the world ending today, it's already tomorrow in Australia" ~ Charles Schulz Australia is a beautiful country, blessed with abundant resources and natural wealth, and was once an important outpost of Imperialist Britain in the Far East a century ago during the Victorian Era - forging an identity for the basis of the … Continue reading Something’s melting Down Under