SMK

Thinking about stuff.

Tuesday, January 3, 2017

Chinese reconfiguration of economy and preparation for cultural export

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Chinese programmes and media corporations have greatly filled their coffers these past few years with their tremendously popular song compet...
Wednesday, October 26, 2016

Is the Australia I once knew gone for good?

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sauce When I first started writing about the Australian property bubble in 2003 I knew it was big. But even I didn’t think it would rea...
Tuesday, October 25, 2016

Regret Minimization Framework by Jeff Bezos

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sauce Here’s the story as told by Brian Christian and Tom Griffiths, in their excellent book,  Algorithms to Live By: The Computer Scienc...
Sunday, October 2, 2016

Keep Calm and Carry on investing - Howard Marks

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90s were the best. and it doesn't get better. if it doesn't get better, then it gets worse.
Saturday, October 1, 2016

Today 5.5% yields are pretty good - Howard Marks

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Not Bubble Prices now - Howard Marks Good times or up cycle in the seventh inning, you could be in the eight or ninth but you don't ...
Friday, September 30, 2016

Future expected returns on pension funds

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when you buy a bond, you get interest, when you short a bond, you owe interest. when you short a bond, if it does nothing for a year, you a...
Thursday, September 29, 2016

Will Singapore CPF model go down the same path?

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granted singapore's cpf model is primarily based on individual savings so there is lesser chance of osmosis of your own savings efforts...
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