Nicholas KohWhen choosing to invest, Evidence or Philosophy?Absence Of Evidence Is Not Evidence Of AbsenceMar 2, 2019Mar 2, 2019
Nicholas KohDollar In The Doldrums?The dollar has entered its fourth 15-year down cycle. On average, according to research by A.G. Bisset, the dollar dropped 39% against the…Jan 21, 2018Jan 21, 2018
Nicholas Koh2018 Global-Macro PointsUnit labor costs — wage growth adjusted for productivity gain; matter for price inflation. Unit labor cost inflation is likely to remain…Dec 12, 2017Dec 12, 2017
Nicholas KohThe “Dynamic Duo”Will Short EURUSD & Long USDSGD be the trade of the year into 2018?Nov 5, 2017Nov 5, 2017
Nicholas KohChina, Russia and the U.S. are running neck-and-neck in an AI military arms race.“Man is so intelligent that he feels impelled to invent theories to account for what happens in the world. Unfortunately, he is not quite…Oct 29, 2017Oct 29, 2017
Nicholas KohBig-Brother is coming.“The individual has always had to struggle to keep from being overwhelmed by the tribe. If you try it, you will be lonely often, and…Sep 10, 2017Sep 10, 2017
Nicholas KohCreative Destruction“The three most harmful addictions are heroin, carbohydrates, and a monthly salary.”Aug 27, 2017Aug 27, 2017
