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The Big Short | Clip: Ryan Gosling stars in The Big Short in UK Cinemas Now | Paramount Pictures UK - YouTube 2019-07-18 09-50-07

“How are you ****ing us?” — The Big Short

ON A RECENT FLIGHT BACK TO SINGAPORE I HAD THE PLEASURE OF WATCHING THE MOVIE “THE BIG SHORT”

Money from several countries

Is your Portfolio in line with Consensus Views?

AT THE BEGINNING OF EVERY YEAR IT’S A USEFUL EXERCISE TO GATHER THE MARKET CONSENSUS OF CHIEF ECONOMISTS AND CHIEF INVESTMENT OFFICERS, IN ORDER TO ASSESS WHERE YOUR OWN MARKET POSITIONING STANDS AGAINST THE PREVAILING VIEW

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It’s Always 1979 Somewhere

1979 GAVE INVESTORS AN ORIGIN FOR ANOTHER INDICATOR FOR CONTRARIAN SENTIMENT, WHICH WAS LATER DUBBED THE MAGAZINE COVER INDICATOR

A guaranteed loss over five years

A guaranteed loss over five years

WHY WOULD ANYONE DECIDE TO MAKE SUCH AN INVESTMENT? HISTORICALLY ECONOMISTS HAVE DEBATED NEGATIVE INTEREST RATES, BUT ONLY IN THEORY

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Proper Planning

NORMALLY THE END OF THE YEAR IS PRIME TIME FOR FORECASTERS TO GIVE US THEIR BEST IDEAS FOR NEXT 12 MONTHS

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Euro yields

10-YEAR SPANISH BONDS YIELDS JUST HIT A YIELD OF 2.17% P.A. AS I WRITE THIS. THIS IS THE LOWEST BORROWING COSTS THE COUNTRY HAS EXPERIENCED IN THE LAST 200 YEARS, WHEN EUROPE WAS LED BY MONARCHIES AND NAPOLEON WAS PLOTTING HIS CONQUEST OF SPAIN

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Modi-Mania

THE FIRST LINE OF RUDYARD KIPLING’S POEM ABOUT STOICISM IN THE FACE OF ADVERSITY HAS BECOME AN INVESTMENT TRUISM: “KEEP YOUR HEAD WHEN ALL ABOUT YOU ARE LOSING THEIRS”

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Leverage

MY FIRST INVESTMENT PORTFOLIO BLEW UP DUE TO EXCESSIVE LEVERAGE WHEN I WAS 19 YEARS OLD. HAVING CONCLUDED THAT I WAS UNLUCKY, I PROCEEDED TO BLOW UP MY SECOND PORTFOLIO THREE YEARS LATER