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Category: asia

In Asia: Free Fall

October 25, 2018October 25, 2018

Grab a parachute.

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This Hasn’t Happened To Asian Stocks In 16 Years – So Is It Time To Buy?

September 12, 2018

More falling knives.

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Foreign Money Is Fleeing Asian Stocks At The 3rd Fastest Pace In 16 Years

July 4, 2018July 6, 2018

“…next only to selling during the 2008 global financial crisis (US$93bn) and the 2H 2015 China crash.”

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It’s All Overbought! Here, Look…

January 8, 2018January 8, 2018

So is there anything that’s not overbought?

Well, yes.

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4 Comments on It’s All Overbought! Here, Look…

Phew, That’s Over – Now Go Get Drunk.

November 22, 2017

Well, what can you say?

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‘Can It Continue? Yes.’ Asian Stocks Push To Records As Hang Seng Dusts 30,000

November 22, 2017

Fade it? Not yet.

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Can You Feel The Tension?

November 7, 2017

Nobody strike a match.

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oil, OPEC4 Comments on Can You Feel The Tension?

‘People Can Get Quite Complacent’: They’re Asleep In Asia Too, By The Way

August 6, 2017

“The market is not always rational.”

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Asian Stocks Soar To 9-Year High: ‘The Bar Has Reopened And People Are Getting Drunk’

July 17, 2017July 17, 2017

“It’s like the bar has reopened and people are coming back again for drinks,” BDO’s Jonathan Ravelas added. “There is no threat coming from inflation so the risk of another interest rate hike in the U.S. has diminished significantly.”

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Monthly Letter+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Jobs, Jobs, Jobs

May 28, 2023May 30, 2023

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

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  • War Comes Home For Russian Civilians
    War Comes Home For Russian Civilians
  • Jobs, Jobs, Jobs
    Jobs, Jobs, Jobs
  • Deterioration, Dissolution And Default
    Deterioration, Dissolution And Default

Recent Comments

  • Tootalltom on Running Toward Extinction
  • Motox181 on US Home Prices Bottom Near Record Highs
  • fredm421 on War Comes Home For Russian Civilians
  • John Banjo on War Comes Home For Russian Civilians
  • derek on Desensitized Americans Ponder Stagflation In Confidence ‘Beat’

Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

March 11, 2023April 29, 2023

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