I’m back
Wednesday, 02 April 2008 | 6:49 am
I’m back from a pretty intense investment project and will (hopefully) have more time to put my thoughts down to magnetic media…
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Civilians At The Gate. Population Growth in Singapore
Saturday, 10 March 2007 | 12:00 am
The potential growth rate of an economy depends on a number of factors. It depends on land, manpower, capital and knowhow. Growth in land can be achieved by more efficient use of the available stock. Singapore has a very defined constraint on land. Growth in capital is achieved by investment. Growth in manpower can be
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Inflation. Deflation. Two things happening all at once and what a central bank might think of it all.
Friday, 16 February 2007 | 11:31 am
Two step economy: Its quite clear anecdotally at least that the bifurcation of the world economy into rich and poor has accelerated in recent years. Wealth creation has accelerated among the rich while the rest of the population has failed to catch up. This has occurred both between countries as well as within countries. Globalisation
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Trader’s Mentality. Let’s Play a Game
Saturday, 10 February 2007 | 5:09 am
You play Solitaire. The card game. Its not important what game is being played. This is just an example and Solitaire is convenient. It has an element of skill and luck. The luck bit is how the pack has been shuffled and the initial set of cards dealt. Let’s say that you have a strategy
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Asset Liability Management of a Hedge Fund
Friday, 09 February 2007 | 5:23 am
Yesterday we looked at how hedge funds resembled banks. In fact they look pretty much like the result of the dismemberment of banks. Now lets look in a bit closer, at the capital structure of a hedge fund. To a corporate treasurer, a hedge fund would look like a very strange animal. The hedge fund
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