Category: Uncategorized

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,…

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…

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…

‘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…

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…

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…

Is a new world paradigm shift coming again? After Covid hit us in 2020 and caused the world to turn upside down, is 2022 the year of reckoning that things are afoot where the world we knew previously is in for a dramatic change again?Or are we just reverting back to the long-term norm that…

Within the last few weeks, we have seen many conflicting signals moving in opposite directions of the earlier views quite quickly. It was negative, then positive, or previously looking down, then up. Investors are confused about the medium-term trend as we head into a highly likely volatile year-end. First, let’s look at the microchip sector.…