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

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…

I am amazed that it’s now already week 100. I started tracking the development of Covid numerically since I write my own blog on a weekly basis. I really wish that we are nearing the finishing line of this 2+ years nightmare as the whole world was turned inside out and upside down over the…

Spoken too soon in my blog last week, I thought that it was an opportunity to buy on dips after a terrible start to the year. But the financial markets continued on its bloodbath this week. All markets were down as technical levels melt like butter within the last 24 hours after holding on for…

This has been a hot topic for analysts for the last 1 month. There were various discussions that the inflation monster is finally here after waiting patiently for 13 years since the 2008 GFC (Global Financial Crisis). The markets were spooked last week when the Fed Dec minutes revealed a more hawkish stance than previously…

The beginning of the year has been filled with a lot of volatility in the markets. One moment it was happy days again, then the rest of the week we had blood all over the floor. The Dec Fed minutes was the turning point mid-week as it showed that they were more hawkish on rates…

2022 is upon us. The last 2 years have been weird for each and every soul on planet Earth. We literally compressed so many once in a hundred years events into the last 24 months thanks to Covid. I will spend this week reviewing my 2021 New Year resolutions and give myself a scorecard before…