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Weekly Notes With Tiho

by | May 13 2017

Weekly Notes With Tiho — Issue 6  Location: Bangkok, Thailand No. I’m not calling the final top in this bull market. Even if does top here, there is no way anyone in our industry has the ability and the foresight to correctly and consistently predict calls like that. You could speculate on it, though. Put […]

Weekly Notes With Tiho — Issue 6  Location: Bangkok, Thailand No. I’m not calling the final top in this bull market. Even if does top here, there is no way anyone in our industry has the ability and the foresight to correctly and consistently predict calls like that. You could speculate on it, though. Put […]

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by | May 2 2017

Weekly Notes With Tiho — Issue 5 Location: Ho Chi Minh City, Vietnam The global stock market made a new record high last week. And it’s continuing to rally this week. That’s good news, right? Not necessarily. It is said that the stock market climbs a wall of worry. And it has been climbing this wall since […]

Weekly Notes With Tiho — Issue 5 Location: Ho Chi Minh City, Vietnam The global stock market made a new record high last week. And it’s continuing to rally this week. That’s good news, right? Not necessarily. It is said that the stock market climbs a wall of worry. And it has been climbing this wall since […]

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by | Apr 19 2017

Weekly Notes With Tiho — Issue 4  Location: Kuala Lumper, Malaysia Let’s start with a simple question… What do both of these economies have in common? Considering their geographical location, maybe the first thing that comes to mind is humidity. Being a fan of cooler weather, I can tell you that I definitely felt the […]

Weekly Notes With Tiho — Issue 4  Location: Kuala Lumper, Malaysia Let’s start with a simple question… What do both of these economies have in common? Considering their geographical location, maybe the first thing that comes to mind is humidity. Being a fan of cooler weather, I can tell you that I definitely felt the […]

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by | Apr 10 2017

Weekly Notes With Tiho — Issue 3  Location: Ho Chi Minh City, Vietnam Trump’s election win wasn’t kind to the Treasury market. Initial clues of bond market weakness came in July of last year. Writing for the old blog (Short Side of Long), I alerted my readers that Treasuries, together with other defensive sectors, were […]

Weekly Notes With Tiho — Issue 3  Location: Ho Chi Minh City, Vietnam Trump’s election win wasn’t kind to the Treasury market. Initial clues of bond market weakness came in July of last year. Writing for the old blog (Short Side of Long), I alerted my readers that Treasuries, together with other defensive sectors, were […]

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by | Apr 7 2017

Weekly Notes With Tiho — Issue 2  Location: Ho Chi Minh City, Vietnam Happy anniversary. Last month the bull market turned eight. That’s older than someone’s child. That’s older than someone’s career on the desk of a Wall Street bank. That’s probably too long of a time to spend on the desk of a Wall […]

Weekly Notes With Tiho — Issue 2  Location: Ho Chi Minh City, Vietnam Happy anniversary. Last month the bull market turned eight. That’s older than someone’s child. That’s older than someone’s career on the desk of a Wall Street bank. That’s probably too long of a time to spend on the desk of a Wall […]

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by | Apr 5 2017

Weekly Notes With Tiho — Issue 1 Location: Singapore, Singapore It’s good to be back and writing again. My last publication was in September 2016 on the old website called the Short Side of Long. That was a free blog I ran for years, building a meaningful following and meeting plenty of friends along the […]

Weekly Notes With Tiho — Issue 1 Location: Singapore, Singapore It’s good to be back and writing again. My last publication was in September 2016 on the old website called the Short Side of Long. That was a free blog I ran for years, building a meaningful following and meeting plenty of friends along the […]

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