Another Year Passes – June 2022

Tunnel of darkest essence A fugitive on a moonlit trail Contaminating the cradle in the sky I was once a star up there Confidence fading into someone else’s tears Whispers of a new-found decay Whirlwinds pulling me into every direction except up Leaderless bees rest in my honeycomb mind Gliding on life’s broken wing TooContinue reading “Another Year Passes – June 2022”

Australia’s Housing Market – May 2022

Australia’s housing market is about to burst. Inflation and inflation expectations are both going up and becoming slowly entrenched causing Australia’s central bank to worry about its effect on consumer prices and raising interest rates to try to tame it. Rate increases along with a high percentage of variable-rate mortgages are set to deflate houseContinue reading “Australia’s Housing Market – May 2022”

Italian Bonds Upcoming Crisis – May 2022

Italian bonds are headed towards trouble. A possible ending of bond-buying and higher interest rates by the European Central Bank has brought fresh light into Italy’s government debt. Low employment rate, stagnant productivity, lack of investment in education and technology, an extensive bureaucracy and a north-south divide have affected Italy’s ability to reform in pastContinue reading “Italian Bonds Upcoming Crisis – May 2022”

Hounds – May 2022

Redemption lies beneath the sunsetTied to a dog’s tailUnable to reachUnable to floatShoebox of tricksDraining the colour out of my eyes and faceShuffled cards under my thumbTable colder than a look in the mirrorOne small wishTo have hounds instead of numbersAnother opportunity to lose more than I’d bet Pills and inverse pillsA battle between emptyContinue reading “Hounds – May 2022”

Russian Foreign Debt Default Possible by May 4 2022

Al-Jazeera says that Russia and Russian companies owe about $150bn in foreign-currency debt. According to Globe and Mail, Russia has until May fourth to fix its payment method on foreign bonds otherwise Moodys might consider it a default. Russian bonds are traded at a deep discount, some offering returns of over 100% in 18 months.Continue reading “Russian Foreign Debt Default Possible by May 4 2022”

Autumn-burnt eyes – March 2022

Fire of fruit From the local pharmacy Lid tight like a bow I am ready Blue-blooded nights meet Sun-kissed lips A masterful dive into the world below One last memory for the ignorant side of me Current stream digs too deep Into the crease of my mind With hills parched like sun-dried salmon Please stopContinue reading “Autumn-burnt eyes – March 2022”

Nutrien Analysis – March 2022

Nutrien (TSX:NTR, NYSE: NTR) is a publicly-listed potash, nitrogen and phosphate producer. With all three being above their ten-year average price, potash and nitrogen are set to gain further (phosphate may gain a little too but to a lesser extent). Belarus and Russia are the second and third, respectively, biggest producers of potash worldwide behindContinue reading “Nutrien Analysis – March 2022”

Last embers – March 2022

Heart diving into heavy clay Forever bound and lost in this kettle of earth Poison, sweet as apple pie, spreading through my head Like wildflowers in a field Reach into my mind like a jar of candy And bleach it clean Eyes drifting into a new place An unwinding dream Filming stars in my defeatedContinue reading “Last embers – March 2022”

Will the Japanese Yen become a safe-haven asset again? – March 2022

The Japanese Yen was for some time considered a safe-haven currency kind of like the Swiss Franc. It has low interest rates, a strong net foreign asset position, liquid markets and is backed by a stable economy. The currency of the worlds third largest economy with more than 100 million people has not been doingContinue reading “Will the Japanese Yen become a safe-haven asset again? – March 2022”

Sea Limited Analysis – March 2022

Sea limited (NYSE:SE) is a publicly listed company  based in Singapore that operates in mainly in Southeast Asia. It is currently trading around $93, down from a peak of $372. Is it a buying opportunity? They have 3 running segments: gaming, e-commerce and fintech. Gaming is its powerhouse, the only segment generating a profit. CalledContinue reading “Sea Limited Analysis – March 2022”