"Economy" Posts
Investment Outlook 2019 According to STOPD
By LawrenceHere is the PowerPoint version of my Jan 7, 2019 live presentation at Rotary Club Kowloon Tong, Hong Kong meeting. Some of the key points in the video that need more explanation are related to the forecasts I made with STOPD on various markets: Hong Kong Real Estate – expect at least 2 to 3 […]
US Election, French Election and German Election
By Lawrence
US election in countdown mode now. Most people including traders cannot help but focus on the potential outcomes of this election. But this election is just the first messed up election among G8. Whatever happens now and after the US election in the United States will likely be mirrored if not exceeded in terms of […]
Thanksgiving Turkey, Post Election Trading and 2017 Outlook
By Lawrence
Last weekend, during dinner with friends and family on Canadian Thanksgiving, the very topic of turkey prices was raised. The discussion was very interesting and I have put some thoughts about it after. Should be something nice to share here. Turkey Pricing The main occasions when turkeys are served are Canadian Thanksgiving in October, US […]
False Sense of Security and Reality
By Lawrence
Talked to many people lately who said they are now interested in buying a safe to put in their homes. Some of them heard the news about Japanese people have bought so many safes that many places are out of stock. Some of them learned that in Europe the trouble caused by the refugees has […]
Tough Trading In Coming Few Months
By Lawrence
US election is early November. Olympic occupies pretty much all August. Although they are completely independent events, yet their schedules are set to happen together every four years. This combination creates a very interesting trading environment that happens only once every four years. From August to October during US Election year, we usually experience exceptionally […]
Post Brexit World
By Lawrence
As of this time on Friday, S&P500 has repaired all its losses after Brexit. Yet, British Pound is trading near the post Brexit low which is some 12% lower while Euro has repaired half of its losses. The volatility index (VIX) has its steepest decline within a week over the past 20 years. What is […]
Brexit and Its Immediate Impacts
By Lawrence
So much buzz on Brexit yet majority of people are not even aware of what it is. Seriously, many people I talked to this week do not even know about it. Maybe it is due to lack of interest of current events (i.e. record low viewership on news programs). Maybe normal people are just not […]
Robert Palmer: The Panama Papers Exposed a Huge Global Problem
By Lawrence
A good video on why the Panama Papers is so important. Understand that it is a global problem affecting everyone is just the start. For example, tax evasion at the top means structural disadvantage to normal people who earn salary based income for which they are taxed more than their fair share. Until we see […]
The Hidden Inflation and the Coming Titanic Event
By Lawrence
Talking to a friend the other day, he mentioned that vegetables have doubled or even several times higher in price in just half a year. We are not talking about exotic food here. His observations include basic vegetables like celery and carrots. We can partly blame this development on the weak Canadian dollar and that […]
Is 2016 Year of Surprises
By Lawrence
What a way for the year to start. In Asia, China acted decisively to devalue its currency and then speculators panic selling stocks in response. In Europe, EU looking to establish its own army while talks of Britain leaving EU getting a lot of attention. In America, US dollar continues to strengthen and Canadian dollar […]
