Musings of a 50+ year old boy – a halftime journey

‘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.…

We look back to the latest UK political tragedy this week as Prime Minister Truss was forced to resign after just 44 days in office. The humiliation was even greater when the British Daily Star tabloid launched a live stream of an unrefrigerated head of lettuce with a blunt question for the title: “Can Liz…

There is so much crazy volatility in the equity markets this week that we see 2+% moves up and down every other day while the general trend seems to still be trending down. The erratic moves are making it hard for traders to decide what to do as we head into the year-end period where…

It looks like the 2+ years of Covid is finally over. S’pore is open for business as usual and ramping up aggressively. The annual F1 night race happened last weekend with the largest crowd ever. There were about 302,000 who attended, making it the biggest turnout ever in its history. 49% were overseas visitors. Just…