Category: Uncategorized
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My 2023 KPIs
Instead of my regular new year resolutions statements for the beginning of the year, I have decided to call them my 2023 KPIs (Key Performance Indicators) now. I have been doing this annual goal setting for a few years now. The exercise helps me to focus on a to-do list instead of wasting the year…
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Year End 2022 KPIs Review
As an annual tradition for a number of years, I would put out a set of new year’s resolutions KPIs every year in early Jan. Before that, I would review my previous year’s list. This week, I look back to my year in 2022 to grade myself according to the goals I had set out…
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And 2022 is Coming to an End
Yes, folks, we are into the last 2 weeks of the year. What a year it has been for investors. All the sins of the past came home to roost in 2022 after 14 years of excesses from the last 2008 GFC banking crisis. What had changed? The central banks, the last defence of sensibility,…
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A Profound and Fundamental Economic and Financial Shift is Happening
Something from ex-PIMCO economist Mohamed El Erian caught my eye this week as his recent post perfectly articulated some of the points I was blogging about previously about the changes taking place around us. Thanks to the Covid event trigger, the world is moving into a brave new world with no historical precedence or past…
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China Protests: A Déjà Vu Moment – Haven’t We Seen This Before In Other Countries?
A strange thing happened last week. Protests erupted all over China against the strict lockdowns they have been experiencing. People from all walks of life, mainly the younger ones, took to the streets holding blank white sheets of paper as a sign of being fed up with the unreasonable Covid restrictions. This was really a…
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Giving Thanks
‘Tis the week of Thanksgiving in America. These are big family meal events filled with turkey and pumpkin pie. This annual tradition of giving thanks date back to the origin of celebrating a good harvest which began a few hundred years ago. The “First Thanksgiving” happened after the first harvest by the American Pilgrims in…
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Pre and Post-Covid as Benchmarks, FTX Fiasco Deepens
In the future, history lessons will refer to the old and new normals as pre-Covid and post-Covid eras. They will be reference point benchmarks as to where we were previously and what happens after the great reset. It is hard to forecast where we will be post-Covid. Things that happened and functioned normally before 2020…
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Mid-terms, FTX and Equity Rally?What the %$#@&^%$*&?
What a week of excitement! The weak-hearted probably would have had a heart attack by now as the financial world went haywire and into all unexpected directions. The media buildup to Tuesday’s US mid-term elections was another confirmation that poll results cannot be trusted anymore. The expected Republican red wave did not happen and the…