Monthly Archives: August 2014

Macro backdrop

Quick comment on each of the major asset classes, and their relative attractiveness vs. cash. I am agnostic about relative allocations and willing to go 100% cash if it is deemed to be the most attractive asset class. Stocks Stocks … Continue reading

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Rules of the game

From 1 September 2014 this blog will be used to chronicle investment ideas and the portfolio composition at any given time of my personal account. I am an analyst for a Singapore-based investment firm engaging primarily in long-term stock investing. … Continue reading

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