Weekly Thoughts

As external anxieties grow, Japan equities look increasingly attractiveIn the US, growing anxieties about the post-election outcome, especially in terms of handover of power should the current president be voted out, has…

US stocks drift lower while Japanese market remains well supportedIt was rather a dull week with US stocks drifting lower led by FANG names, leading NASDAQ below its 50-day moving average once…

We continue to suggesting switching from techs to cyclicalsAlthough the VIX fear gauge seems to have shown signs of stabilising and cash parked in US money market funds continue to trend lower,…

We retain our negative stance in Japan’s tech stocks for nowIf ever there was good anecdotal evidence of gauging whether valuations of US technology stocks had entered dangerously inflated territory, it was…

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…

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.…

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…

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…

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…

Markets rattled by piling negative developments As we had feared the US stock market is starting to get rattled by number of overlapping negative developments. First and foremost, the fiscal cliffs related…