Explore. Dream. Discover.

This late afternoon, I was about to leave the last section of Tech in Asia Start-up conference – then a group of 2 men walked into the stage and started to present their business idea – “we are creating a dating site for gay”. I stopped. The conference had some …

Explore

Pressure from the financial markets

Weeks ago when the EU debt crisis had started spreading, I had relatively tense arguments with my investing partner about the power of government(s) in coping with challenging situations in time of crisis.  The traditional stand point holds the power of governments in settling things under political power – including various …

Explore

Simplify the EU debt crisis

I believe that the today’s EU debt crisis is somehow more difficult to invest if comparing to previous 2008 US financial crisis.  Don’t get me wrong, I didn’t invest around 2008, my first time of joining the market is 2009, and I don’t mean just simply looking at the chart …

Explore

A risky gold position

Quick thought on gold prices correlation with risky asset recently.  As I active watch the markets recently, between US Treasury, gold, advanced countries listed equity, forex Mundo pairs.  I’ve reached some preliminary conclusions on gold price’s behavior.  I don’t know when these characteristics would change (and when they change they would …

Explore

Don’t panic on gold

Just a sudden thinking during a few minutes before London opens, I think people spent too much time talking on gold. Just looking at the gold prices, it’s terrific: all of the fears floating around, safe hard assets accumulating, influx into the US money market in the short-term and not-known-place-yet …

Explore

The curious case of US credit downgrade

It has been one week since S&P downgraded US credit and stock markets around the world has gone through one of their most volatile weeks ever. I’ve stayed close to the markets during this exciting week and in this note I’ll reveal some from my observations. Let’s stop here for …

Explore

Is US system a mega Ponzi scheme?

Recently I think about the idea of my Professor, Tom Nguyen, of whether US is a mega Ponzi scheme. The main argument is: US almost always pays old debts with new debts (and an increase in debt ceiling), moreover, default is not an option toward US’s debts. I did keep …

Explore