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Ten Seconds Into The Future

A look at investments, hedge funds, economics, finance and the irrational economic human being
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Archive for February 1st, 2010

World Trade 2010

 
In the latter part of 2008, the value of world trade plummeted as availability of trade finance evaporated at the same time that global economic growth slowed drastically. 2008 saw a reversal of globalization as the developed world consumer retrenched after a protracted period of operating too low a savings rate accumulating unsustainable levels of [...]

Its All Greek To Me

January 2010 was a bad month for investing. Markets fell from equities to credit to commodities. The USD was strong by default. Fears of a sovereign default by Greece was blamed for the general de-risking.
Markets fluctuate. The almost constant rise of risky assets since March 2008 has muted volatility and confounded the sceptics and perma-bears. [...]

 

February 2010
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Disclosure

This blog is produced by Bryan Goh, Head of Due Diligence at First Avenue Partners. First Avenue Partners does not review or approve materials presented herein. By viewing or participating in discussion on this blog, you understand that the opinions expressed within do not reflect the opinions or recommendations of First Avenue Partners, but are the opinions of the author and individual participants. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security or other instrument. Before investing, consider your investment objectives, risks, charges and expenses. Any purchase or sale activity in any securities instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. First Avenue Partners is authorised and regulated by the Financial Services Authority.

About Bryan Goh

Greetings. I am responsible for hedge fund research and manager selection at First Avenue Partners LLP an alternative investments advisory firm based in London. Prior to this I managed the hedge fund portfolio of the OAKS Family Office in Singapore. I started my career in 1994 Singapore trading Asia Pacific equities and originating structured products. I later moved to London and managed equity and balanced funds in addition to originating alternative investment products from fund of hedge funds to real estate funds. My professional interests lie in the application of mathematical rigour to investment management and economic analysis. My hobbies include tennis, watch collecting and trail running, particularly along the banks of the Thames.

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