Monthly Archives: December 2014

The Greatest Crash In History Revisited

Sometimes It Doesn’t Pay to Catch a Falling Knife … We like to think that a contrarian investment approach works best in the long term. Contrarian does not necessarily mean that one simply tries to fight every trend. It is more about attempting to recognize when a trend has gone too far. In practice this…

Brent Drops To 4-Year Low

Brent extended losses from a four-year low as Saudi Arabia offered customers in Asia record discounts on its crude, bolstering speculation it’s defending market share. West Texas Intermediate dropped in New York. Futures fell as much as 0.7 percent in London and are headed for a second weekly decline. State-run Saudi Arabian Oil Co. cut…

Euro – More To It Than Just Watching The Printing Machine

Why the bounce in the Euro? There is resistance appearing within the Governing Council that is far larger than previously believed. There is no majority within the 6 member Executive Board raising some hope that massive flooding of euros may subside. Lautenschläger, Mersch and Coeure are opposing Draghi’s plans to blow-out the money supply. Other council…

Recovering From A Cold

Getting back up to speed after a head cold. Not a whole lot to report, despite the roller coaster ride in European markets yesterday. The S&P is primed to push to new highs, yesterday’s doji left it pressuring resistance. The Nasdaq may be shaping a ‘bear flag’, which may give shorts something to work with…

How To Guard Against Inflation

Inflation has been quiescent the last few years, and the world’s monetary authorities are convinced that, in spite of their extreme money printing, it’ll stay that way. But we should regard all such predictions with the deepest suspicion and structure our portfolios accordingly. Specifically, we need to see how sensitive our portfolio is to an upsurge…

5 Reasons Indonesia Should Use China As An Ecommerce Blueprint

Thoughts and ideas from a Startup Asia Jakarta 2014’s disscussion. Photocredit: Tech in Asia One of our discussions at Startup Asia Jakarta 2014 explored how Indonesia can learn from developed startup ecosystems overseas. During the panel, Tech in Asia had the opportunity to compare three very different ecommerce markets to the world’s largest archipelago: Japan, Silicon Valley,…