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

It has been exactly 2 years ago in Mar 2020 that we started to shut down because of Covid. It will be no April fool’s joke on 01 Apr that our country is finally telling the world that we are reopening for business and pleasure/vacation now! With a pre-flight negative test result, a totally vaccinated…

It has been more than 3 weeks since Russia invaded Ukraine. Where are we now and what is the long end game objectives of all parties? Multiple discussions had been waged on how it is developing and where is this going from here as we try to filter out the noise. Russia is finding that…

Nickel prices shot up like crazy in a matter of days in the global markets. It created a firestorm of panic and margin calls which we have not seen before. This is an interesting and developing story that has many different levels and implications. Some background first. Nickel prices had been climbing up to all-time…

It has been a tense week as the world watched in horror at the invasion as it advanced in real-time. It is like a sickening movie that is unravelling where no one knows what the ending will be like. The online media has been bombarded with images and stories about how the Ukraine war waged…

And the orange one called Putin a genius this week. It made me want to understand more and dig deeper into the background as I listen to numerous Clubhouse chats and read about the arguments from all sides. There are really 2 sides to every story and depending on how it is framed, the good…

Just when the Western world is showing a drop in cases and more relaxation of restrictions, Omicron hit Asia like a ton of bricks. The delayed wave swept over most Asian countries in a matter of days as new records were made every day. Authorities have been warning about this for weeks and we had…

So much talk of Russia invading Ukraine for the whole week has been keeping markets on their toes. Even the speech of the Fed’s more aggressive tightening had been sidelined. The slow recovery of the US equities on the back of stronger financial results had just been eroded last night when the call was made…

Given the expected surge of Omicron cases into Feb, strict restrictions have been in place since the beginning of 2022 which limited the annual CNY celebrations this week. All households are limited to just 5 unique visitors a day. Reunion dinners have to be called off or adjusted to work around this requirement. It was…