Month / August 2020
-
Abe’s departure unlikely to change policy missteps
Although there is no shortage of accolade in the media for the outgoing and longest serving Japan’s PM, Shinzo Abe, it is no secret that we at Asymmetric Advisors have held a…
August 29, 2020 -
As signs of bubble in US stock market becomes more evident, we suggest selling tech stocks
Stock markets facing bubble trouble US stock market indices continue to march higher led by a narrow band of big tech names that have propelled the rally ever since the bottom in March.…
August 23, 2020 -
We’ve become increasingly nervous of stocks given weak near-term demand outlook in tech space
US stocks edges higher but we feel all is not well in the near term Although US stocks continued to edge higher pulling up Japanese shares with them, we stick with our newly…
August 15, 2020 -
We turn cautious on tech names for first time since Jan 2019
Calm before the storm as there is little good news on the near term horizonUS stock market have remained calm in the face of most economic data, pointing to weakening outlook as…
August 9, 2020 -
Failure to act by US and Japan policy makers leave stock markets vulnerable in short term
US fiscal policy paralysis signalling dangers ahead Despite growing concerns about the current deadlock in extending the Covid relief bills, US stock markets have remained remarkably calm. We feel this was partly supported…
August 2, 2020