23 March 2010
Peak in Commodity Cycle
Best reverse indicator. Housewife wave coming. Just need to give it some time to work. [For proof : Google "Temasek + Barclays" - Bought Jul07 & Sold Dec08/Jan09]
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2 comments:
Heh...
TS, its quite clear that you probably did not subscribe to any of the Temasek 10-yr bonds when the Ho..ho..housewife raised some serious ka-Ching with her bond placements.
:D
Don
I think we (the country) missed the chance for a much needed big management shakeup in there with the recovery in markets. Too bad. Now it seems like status quo and therefore, expect more of the same kind of silly losses when the next black swan comes around.
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