US imports from china had been dropping significantly since September.
US imports from EU had been dropping significantly since June.
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2022
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December
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- Our most significant hit and miss for 2022.
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December
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Singapore Macro Strategist
- Eric Ho
- A pundit of the third realm, a sapient, unflappable and nonpareil homosapien, with monumental fortitude and tremendous tenacity, one who has been through the vicissitudes of life, and has mastered great dexterity and virtuosity to discern between verisimilitude and actual reality.
Received Top 75 Singapore Investment Blog Award in July 2017
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Received Top Singapore Investment Blog Award in March 2025
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