Archive

Market Review and Trends

Realization and Lesson Learnt

October 27, 2008 by Drizzt
By: Drizzt Never will i realize that i will learn in 2 months what i expect that i will learn in my 4 years in the market. In 2 months, the S&P500 fell 32%. Truth to be told, that is a very respectable figure, compare to what emerging market countries’ indices are facing. Numerous emerging [...]
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Random Thoughts on the Current Market

October 27, 2008 by Derek Lim
Everything is slippery and red By: Level13 Besides the most obvious clue that the stock prices are dropping like stones, lets count the number of ways to spot the blood in stock markets: 1) Brokers and investors committing suicide after losing a fortune. 2) Friends seeking advice if they should pull out their money from [...]
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What could have happened?

October 26, 2008 by 8percentpa
A hypothetical pessimistic scenario painted by Jay on what could have happened. It’s like comparing the worst with the current situation now and one will feel that it’s actually not that bad after all. By: Jay The past few weeks actually went passed normally for most people NOT reading this blog. Common folks getting on [...]
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Reflection on the financial turmoil

October 19, 2008 by Alen
By: Alen For the past 1 year, the global financial market was in turmoil. Now, it is still very unstable. It started as an US problem and later the contagious effect spread to the whole world. It started long way back when US housing market was booming. The bank packaged many creative product like subprime [...]
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Stock Markets – Predictors of the Future ?

October 18, 2008 by Musicwhiz
By: musicwhiz As I was journeying on the bus and the MRT, I was thinking of how accurate the stock market is as a predictor of things to come. The market started its bear run in Oct 2007, and now Singapore is in a technical recession because of 2Q and 3Q 2008 GDP. So in [...]
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Opinion piece by Warren Buffett

October 18, 2008 by La Papillion
By: La Papillion With the STI coming down to 1880 and DJ showing no signs of breaking down from its fast and rapid decline southwards, there is plenty of fear in the market. Once, I had heard of people talking about stocks and shares..but now, the library is full of books on investing that nobody [...]
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Market will go down further (opinion)

October 15, 2008 by Wilfred Ling
By: Wilfred Ling My opinion is that the stock market will go down further although there is a good chance of a very strong bear rally happening soon. My reasoning is this: Governments in the world are thinking of injecting cash into banks through equity stakes. If these banks “suddenly” have new major shareholders, what would happen [...]
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A Value Investor’s Test of Resolve

October 14, 2008 by Musicwhiz
By: musicwhiz I shall type this post purely from scratch and this is based on the thoughts that I had rationalized over the last week as the stock market had taken probably the worst slide in the last 21 years (since the 1987 market crash). I intend to cover a few areas so please bear [...]
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Confidence Crisis

October 13, 2008 by Adrian Khiat
By: Adrian Khiat A mortgage crisis became a credit crisis and a credit crisis turned into a confidence crisis. It was panic and a sea of red everywhere on the street. I had never seen anything like this since I joined the industry in 2003 when it was the end of the last bear market. [...]
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Global Financial Crisis – subprime loans

October 13, 2008 by Tan Kin Lian
By: Tan Kin Lian Dear Mr Tan, Thank you for your effort in seeking justifications for innocent investors. While investigations do help, much could have been done to prevent this crisis from happening which started in the United States last year. At the onset, many financial institutions had been trying to cover up their losses [...]
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It’s official, Singapore slips into recession

October 12, 2008 by Patrick Lim
By: Patrick Lim On Friday, the ministry of trade and industry released the latest GDP data showing our economy declined for a second straight quarter, which signaled that our nation has entered a recession for the first time in six years. Which means Singapore ‘earned’ the dubious distinction of being the first Asian economy to [...]
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Weekly Roundup and possible next shoe to drop

October 7, 2008 by Drizzt
By: Drizzt Another difficult working week, another difficult stock market to navigate. My portfolio have been taking a fair bit of the blunt lately and so far it has bled 15% in all. Quite a small figure compare to the broad market carnage but its understandable consider i am 50% vested right now. The bailout [...]
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Understating Risk, Overstating Benefits

October 3, 2008 by Adrian Khiat
By: Adrian Khiat Blood on the street / Maximum Pessimism??? There was blood everywhere round the world. The Financial markets are flushed with a sea of red. There is so much fear and uncertainty that the market becomes psychologically driven. There was also a lot of frustration and unhappiness on all the mis-sellings of certain [...]
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Are we at the bottom yet?

October 1, 2008 by 8percentpa
By: Jay The short answer is no, but… 1. In terms of magnitude, yes it’s pretty scaring, some markets are close to 70% from the previous peak, China is down 50%, India is down 40%. But the US, where everything started, is down only 28%, and Footsie down 27%. Developed Asia-wise, STI is also quite [...]
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It shall soon pass

September 23, 2008 by La Papillion
By: La Papillion It’s been a while since I blogged because I am too busy with work to do anything. There’s so much happening in the world today that I had barely enough time to catch up on the major developments unfolding right now. There is no shred of doubt that we’re all sitting right [...]
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How far more for the ST Index to fall?

September 19, 2008 by Tan Kin Lian
By: Tan Kin Lian Someone asked me, “What is the lowest point that the ST Index can go down to?” I do not know the answer. I don’t think that anybody knows. But I can make a guess. And I wish to caution that this is just an opinion. Here are the high and low [...]
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The Pendulum Swings from Irrational Optimism to Brooding Pessimism

September 16, 2008 by Musicwhiz
By: musicwhiz We have now come to a stage in the economic cycle which can best be described as “unbridled pessimism”, if such a term actually exists. A few investing blogs such as Jeflin’s have written about such events and how it has translated into pervasive fear in the stock markets. One would recall that [...]
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Economic Effects of a Bear Market on Companies

September 9, 2008 by Musicwhiz
By: musicwhiz I think by now, any normal man on the street will be all too aware of the effects of an economic slowdown coming to our shores, as well as feel the effects of heightened inflation. The newspaper has been blaring the news out almost every day in a non-stop stomach-churning litany of bad [...]
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