Jared Seah

We need more short sellers to help build up our muscles?

September 4, 2013 by Jared Seah
You know what? After watching the short selling saga of both Olam and China Minzhong, I have a thought (I know, I shocked myself too!). Imagine if these 2 short-sellers had stress-tested our SGX stocks a few years earlier? Before the blow-up of the long string of questionable and fraudulent S-chips AND Singapore born and [...]

in Categories: Investing

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Value Trap and Margin of Safety

September 2, 2013 by Jared Seah
This “Margin of Safety” concept popularised by Benjamin Graham has hurt many “so called newbie value investors”. Not that the theory or concept is bad; it’s great! What could be wrong in buying something with an “intrinsic value” of $1 for 60 cents? And If I ask where did you get that “intrinsic value”? 99% [...]

in Categories: Investing

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Context and Perspective

August 29, 2013 by Jared Seah
Views and opinions are a dime a dozen these days. Especially when markets are euphoric or downright gloomy… Listening to the advice of others can be misleading and confusing if we don’t know the context and perspective of the speaker. Buy and hold; don’t sell at the high and buy back at lower prices. Makes [...]

in Categories: Investing

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Low probability of success; high demand

July 24, 2013 by Jared Seah
As a followup on my previous post: The Art of Goal Setting, the practical manifestation can be observed as follows: The more limited the places and the harder it is to get in, the more we desire to apply to that primary school, faculty, or university. If we can help it, we do our best [...]
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Common Ways to Earn More

July 18, 2013 by Jared Seah
For someone who earns below $1,000 per month, it can be patronizing to tell this person to save more…  To get out of the poverty trap, the long term solution is to earn more. That’s why micro-financing is so much better in helping others help themselves. Compare this to the destructive effects of subsidy and [...]
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Earn more or Save more?

July 17, 2013 by Jared Seah
We all know the secret to having more money is either to earn more or save more. And doing both together is even better! As a saver myself, it’s not my intention to slap my own face or to belittle the savers. But we need to see things in context and have a proper perspective [...]
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The Haze – Did you notice your emotional reactions?

June 28, 2013 by Jared Seah
I find some of the reactions of our fellow Singaporeans to the recent haze quite interesting.  It’s a parallel I can infer and apply to trading in the markets – after all, the market is made up of people; with it’s tug if war between emotions and rationality. If you never had any respiratory problems [...]
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10,000 hours, 10 years, 10,000 trades

June 26, 2013 by Jared Seah
10,000 hours A common theme that appears in Malcolm Gladwell’s book – Outliers: The Story of Success – is this “10,000-Hour Rule”.  We know it kind of intuitively don’t we? Hardcore gaming friends that that play Starcraft and CounterStrike day and night will beat the pants off us casual gamers. The same it goes with [...]
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Orthodoxy vs Orthopraxy

April 1, 2013 by Jared Seah
It’s a holiday! Just thought I’ll write something more celebral today (or so I think). Let’s introduce 2 big words: Orthodoxy – correct belief Orthopraxy – correct practice No, I’m not giving a religious sermon today. Don’t worry. Just using these two spiritual words as moot points to explain how some traders and investors apply [...]
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Is Gold considered as investment or insurance?

March 24, 2013 by Jared Seah
It is quite interesting to listen to intellectual debates on whether Gold can be considered an investment (when it has no cash flow) or is it an insurance. Investment I remember around 2005, I remember reading in the Sunday Times about how a Singaporean investor became a millionaire by investing in Gold.  He had sunk [...]
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How to amass a small fortune?

February 28, 2013 by Jared Seah
Start with a big fortune. This way, if you mess up, fall for scams, or the global economy implodes, you may still end up with at least a small fortune. And that’s if you are lucky! Now who says size does not matter? Sarcasm aside, there is a message between the lines. Just look at [...]
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Don’t forget number 1

February 21, 2013 by Jared Seah
I had a Taiwanese colleague who is the “unofficial” leader in the office in Taiwan. We call her “Da Jie” (Big Sister). At that time, all the official heads of our offices in Asia Pacific were either a Swede or a Dane. You know how it is when we worked in a European MNC. (It [...]
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Stop worrying about CPI

December 22, 2012 by Jared Seah
Recently, it’s fashionable to talk and fret about the increasing CPI statistic – but what has that got to do with you personally? Do you understand what and how CPI is measured? (Count me in as those not knowing what talking me if a reporter were to ask me the same question that I’ve asked [...]
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Zealot, Atheist, and Agnostic

December 1, 2012 by Jared Seah
Have you wondered which one is you when it comes to your investment/trading beliefs? Zealot and Atheis A Zealot and an Atheist are on opposite side of the spectrum. But they are very much similar than you think – both their cups are full; and they both think they are right and the other person [...]
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Memory good for longer term positions; bad for short term trades

November 28, 2012 by Jared Seah
After 12 odd years stumbling, falling, and muddling through in the markets, I would like to share this reflection of mine. But don’t get me wrong. I am constantly struggling in the implementation. It’s like we know too much fried food is bad for us; but it’s hard not to nibble or be in denial [...]
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Dr Richard Teo Keng Siang

October 23, 2012 by Jared Seah
The advantage of Facebook is I sometimes get very inspirational sharing from friends. Here is one such story that I would like to help spread the message: Memorial of Dr Richard Teo Keng Siang I do not know Dr Teo personally, but I guess there’s a little bit of Dr Teo in all of us when [...]
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Are you a sportsperson? (Why it’s a great foundation for investing and trading)

October 12, 2012 by Jared Seah
I am glad I played table-tennis for our school team during my secondary school days.  I played the doubles and act as a sparring partner to the “star” singles players. That’s where I learnt how to contribute to a team as the supporting cast Big corporations, when doing recruitment, do look at the extra-curricular achievements [...]
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Reflective Mind and Listening Heart (Stop-loss)

October 11, 2012 by Jared Seah
No, this is not a religious post. Last Friday night, I got stopped-out of my Dollar/Yen trade. The whip-splash was so quick that the fill was at a greater loss than my stop-loss point. Ouch! What’s worse than a loss? It’s discovering on Monday afternoon that the price action has swung back; and if I [...]

in Categories: Active Trading

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