Monday, December 25, 2006

Prudent Investor’s Hits and Misses; Projections for 2007

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``All man's troubles come from not knowing how to sit still in one room.” Blaise Pascal While I remain bullish over the long term wi...
Wednesday, December 20, 2006

On Thailand's Financial Markets Bloodbath

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One of the fundamental risks in today’s world is the rising tide of protectionism. As in the case of Thailand which prospered under more li...
Sunday, December 17, 2006

Phisix have been Driven by Mostly Macro Not by Micro Forces; Evolving Role of Financial Markets

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``Accuracy of observation is the equivalent of accuracy of thinking." Wallace Stevens, American Poet, (1879-1955) Correlation doesn...
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PNOC’s Debut Lures More Foreign Money; Rising Dow, Buoyant Peso Lifts Phisix

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``Each believes easily what he fears and what he desires."-Jean de La Fontaine French Poet (1621-1695) As of today, the bullish r...
Sunday, December 10, 2006

Foreign Money Drives Phisix Higher; Purchasing Power Reflects on Government Policies

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``The precipitous drop in the dollar shows how investors around the globe are very concerned about American deficits and debt. When governm...

Watching Global Liquidity Amidst A World Economic Slowdown

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``Political risk is no respecter of boundaries, and First World country politics could get increasingly ugly in the coming years as demagog...

Dow Theory: The Emergence of a Divergence?

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``Fools try to prove they are right. Wise men try to find when they are wrong.”-Dickson G. Watts Finally, in my past edition, Exces...
Sunday, December 03, 2006

Falling US Dollar Fuels Rising Oil Prices!

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``So gold went down because of Volcker and high interest rates and oil went down because of increased supply and also high interest rates. ...

Oil’s Supply Side Constraints

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``Nixon Administration officials were convinced that cutting the dollar's tie to gold and devaluing it against other currencies would in...

Menace of Peak-Oil!

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``Nobody likes the idea of Peak Oil. Firstly, you have the politicians. Naturally, a politician will never say that there is such a thing as...
Sunday, November 26, 2006

Asia’s Soaring Markets: A Matter of Decoupling from the US?

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``Cycles in markets do exist, but it's impossible to pinpoint how long they will last with any precision. Much depends on the actions of...