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) →

Weekly Observations: Central Bankers as Gamemasters

An excerpt from a week's journal: 20 August 2018: Observations & Thoughts Today was generally a risk-on environment, with Chinese equity indexes leading the way in Asia Pacific (Japan and South Korea lagged). Indian equities continued to climb higher. The Yuan has also somewhat stabilised and has strengthened against the USD since last week. Chinese … Continue reading Weekly Observations: Central Bankers as Gamemasters →

Thoughts & Observations from Hong Kong

I recently took a short trip to the Pearl of the Orient, checking out great food as well as the famous sights and of course, to assess the local economy. Upon landing, I put up at Prudential Hotel at Jordan (佐敦), which is an extremely convenient place for a foreigner to live in as its … Continue reading Thoughts & Observations from Hong Kong →

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 →