Category: Anecdotal
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The Macro Risk of a Collapse of the Iranian Regime is Greatly Underestimated
TLDR Gist: For the first time, the potential collapse of the Iranian regime is a real risk, which is not covered or reported at all on conventional media sites main pages at all. Narratives are entirely revolving around Venezuela and Greenland at the moment, and on oil, but the real largest macro event this year…
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A Decade of Compression
For the purposes of this article, a long-term triple sell-off refers not to net selling of US triple assets (dollars, stocks, bonds) but a slowdown/pullback in net buying of said assets; decade of compression refers to the belief the next 10 years will be characterised by weakened real equity market returns vis-à-vis the prior 10%…
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2025: Navigating the Decisive Decade of Competition
The world today is one marked by profound transformative developments as the global landscape continues to evolve at a blistering pace. As a global long term investor, we must contextualise the structural undercurrents and navigate the changing tides amidst the global landscape and geopolitical recession we find ourselves in. Each of these structural changes carries…
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Januar-Whee
After 4 years of vertigo, I think I speak for the lot when I say all we want is a little normalcy. In the spirit of keeping it light and embracing what should seem like a continuation of the vicissitudes of slaps to our faces, I’ll try and make this seem as nuanced as possible…
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American Foreign Policy
The world today is marked by elements of International Realism as we head into a decade of great power rivalries. As the dominant chaperone of the rules-based, international liberalistic world order, the US has seen increased proliferation in isolationist sentiments in much of the past decade, spurred by missteps in theatres across the world that…
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Thoughts in Uptober
As one can probably tell by now, I’ve been rather annoyed by constant market mispricings of rate cut expectations and retail getting ahead of themselves trying to get the money printer going “brrr” as fast as possible. Is it just me, or do those with no stake in the markets, i.e. the non-traders, the ones…
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Cut or No Cut???
(a short read) Is it just me, but do the markets always seem to be a host to a bunch of irrational swing traders who gamble life savings on the bets left right and centre? This year, the hot gamble has been the prospect of rate cuts. Where’s it going? I took a look at…
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The SGX: An Very Brief Overview
(15 minute informative read) Singaporeans are well aware of the meteoric rise it has had to the top of the financial world. The growth story behind Singapore’s financial sector was far from a miracle though. In the 80s, recognising the need to diversify from maritime trade, Singaporean leaders identified the financial sector as a key…
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The State We Are In (Part 2)
I’ve explored the current trends that are worrying, and clearly established that the America of today faces some very daunting and unprecedented threats. There are many investors who feel the same and have been looking for alternative markets to diversify risk. Conventionally, retail investors flock to the next big growth story (eg. China, India) because…
Palm Holdings 