Category Archives: Uncategorized

24-08-10: Bought TBT@32.10

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20-08-10: Waiting for TLT to turn and to initiate some short bond positions

See this post from Mad Hedge Fund Trader. http://www.madhedgefundtrader.com/july-29-2010.html
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IYT

Could IYT (transport) be a leading indicator? This has been signalling weakness since May. BDI (baltic) is also looking weak as of June. TLT (Bonds) also shot up in April.
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On Hiatus – Back in June / July

Dirtydog is taking a break from blogging to focus on restructuring his Malaysian and International portfolios and to prepare for his CFA level II exams (wish me luck!). Although events have occurred thick and fast this year, and I have not had the time to make many comments, that does not mean that I don’t [...]
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The Malaysian Financial System – Should We Be Concerned?

During a recent trip back home, I was happy to have a chance to talk with many locals about the state of affairs. The #1 question still seems to be how all this will really affect Malaysia. In order to analyse this question it is necessary to understand the relationships between several key components of [...]
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Still around..

Lately I’ve been busy working on the IT side of things and meeting with commercial people about this site,  so I have not been able to blog that much lately. But I have been doing some interesting research I hope to share with you all soon once things quieten down a bit. Take care and [...]
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It’s okay to be bumped off a flight – according to SIA

Imagine you went to a tyre company and purchased 600 tyres for your car plant for next Tuesday. When you go to collect next Tuesday you’re told that the company cannot deliver. And the reason for that is because they had to give your 600 tyres to another buyer (either because they were a more [...]
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It’s okay to be bumped off a flight – according to SIA

Imagine you went to a tyre company and purchased 600 tyres for your car plant for next Tuesday. When you go to collect next Tuesday you’re told that the company cannot deliver. And the reason for that is because they had to give your 600 tyres to another buyer (either because they were a more [...]
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Dearly Departed..

Due to a death in the family, I have not been able to post recently. We saw this coming but yet, we were not prepared for it. I supposed one is never ready to accept the death of a loved one. However there were many things which I should have said and done, but did [...]
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Namaste!

What do Cambodia and India have in common? Hinduism. That ancient polytheistic religion which spawned not only the architectural style of Angkor Watt but also countless other temples across South East Asia. During one of our temple inspections our local tour guide, a devout young Hindu himself pointed out some intricate carvings of the Karma [...]
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