Malaysian Bond Yields Are Lower than Gilts
Not only does Malaysia have a lower cost of borrowing than the UK, its currency, the Ringgit (MYR), has beaten the pound since the Asia crisis in 1997/8.
TMAI
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Yodel
Switzerland is a European democracy, except that, unlike the UK, it is a well-managed democracy. They vote on everything, stay out of trouble, and, above all, they balance their budgets, only embracing deficits during major events such as the pandemic.
A Penny for Your Thoughts
Index funds are one of the greatest financial innovations of all time. They offer a cheap and simple solution for large quantities of money to mimic market returns.
Chinatown
I’m getting very excited about this chart, which shows high-volatility stocks —the epicentre of the market bubble —and low-volatility stocks, which still haven’t noticed there’s been a bull market. The riskiest stocks have taken the lead, which is rarely a good thing.
Clarification on the Hong Kong Trade
Following today’s update of The Multi-Asset Investor, “Boring Is Beautiful”, this information may be useful when trading.
Boring Is Beautiful
The NASDAQ team, namely NVIDIA, Apple, Microsoft, etc., has reached 55% of the US cap. There can be no doubt that this is a major bubble.