Blogs about: Investment Weekly
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#1 Investment Weekly - No Du bye-bye
Not very many people know this, but, Dubai is a sister/twin city of Hong Kong. I think that is a little cheeky, since we are supposed to be competitors. However, leaving that aside, as a sister we in … more →
Thirty Eight Thoughts
#1 Investment Weekly - No Du bye-bye
steventhompson38 wrote 1 day ago: Not very many people know this, but, Dubai is a sister/twin city of Hong Kong. I think that is a lit … more →
#1 Investment Weekly - Evolution of a market
steventhompson38 wrote 1 week ago: This Tuesday is the 150th anniversary of the publication of Darwin’s Origin of Species and the 40th … more →
#1 Investment Weekly - Banking back to basics
steventhompson38 wrote 2 weeks ago: Hong Kong based banks have been in the thick of the news recently, with out-of-character optimism, a … more →
#1 Investment Weekly - Equities over property
steventhompson38 wrote 3 weeks ago: I’ve just spent the last two weeks moving home (from owned to rented). The sale of my flat in Kowloo … more →
#1 Investment Weekly - Better than alternative
steventhompson38 wrote 1 month ago: Hong Kong should follow Australia’s example and start raising local interest rates, but it can’t. In … more →
#1 Investment Weekly - All the world's a stage
steventhompson38 wrote 1 month ago: I spent a good two hours watching the celebrations marking the 60th anniversary of the founding of t … more →
#1 Investment Weekly - Cynics everywhere
steventhompson38 wrote 2 months ago: Oscar Wilde described a cynic as a person that knows the price of everything and the value of nothin … more →
#1 Investment Weekly - A global peg?
steventhompson38 wrote 2 months ago: Hong Kong’s leaders are constantly harping on about how they want the SAR to be a global financial c … more →
#1 Investment Weekly - Harmony and stability
steventhompson38 wrote 2 months ago: I’m not sure how seriously the market took the news that China’s main financial regulator (SASAC) ha … more →
#1 Investment Weekly - Can't beat squiffy Beidaihe
steventhompson38 wrote 2 months ago: Most investors know the saying “Don’t fight the Fed”, but we in Asia have a more potent catchphrase: … more →
#1 Investment Weekly - What recession/bear market
steventhompson38 wrote 3 months ago: The whole financial world has gone mad. Apparently, while I was away on my usual summer holidays, a … more →
#1 Investment Weekly - The divvy on dividends
steventhompson38 wrote 6 months ago: If a bank in Hong Kong wants to do almost anything, it must first either inform or ask permission fr … more →
#1 Investment Weekly - Three strategies (L.M.ST)
steventhompson38 wrote 7 months ago: This newsletter’s model portfolio cannot be classified as available for sale or trading, because the … more →
#1 Investment Weekly - Let's get sentimental
steventhompson38 wrote 7 months ago: A name-sake of mine at Portales Partners was quoted by Reuters as saying that the changes in mark-to … more →
#1 Investment Weekly - Amber light
steventhompson38 wrote 8 months ago: The three parts of a financial markets (up or down) cycle can be visualized as a traffic light (just … more →
#1 Investment Weekly - Right to mark dates
steventhompson38 wrote 8 months ago: There are three dates coming up that investors should pay particular attention to. Two of the days a … more →
#1 Investment Weekly - Can't be a pimp and a prostitute too
steventhompson38 wrote 8 months ago: “What! Americans! Nothin’ better to do? Why don’t you kick yourselves out, you’re an immigrant … more →
#1 Investment Weekly - Careful what you wish for
steventhompson38 wrote 8 months ago: There is a real possibility that if the shorts are not careful, they could end up with everything, b … more →
#1 Investment Weekly - No PIIGS to SPRIIIGs
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steventhompson38 wrote 9 months ago: For the Spanish speaking peoples of the world, this has been a rough siete dias. The bad news starte … more →
