Author: YH Wong

I was sitting across from a prospect recently. Sharp guy, done well for himself. About ten minutes in, he leaned back and asked me: “Why would I put money into a multi-strategy portfolio compounding at double digits a year (oh yeah) when I could just ride the AI wave and make money hand over fist…

Up, up, and away! US equities marched to fresh record highs after the latest payrolls numbers, with the S&P 500 chalking up its sixth consecutive weekly gain, its best run since October 2024. The Nasdaq 100 joined the party with a sixth straight weekly advance, while small-caps quietly stretched their winning streak to seven weeks….

My latest piece on gold (without all the technical jargon and charts) just went live in The Armchair Trader newsletter, one of my favourite reads in the space, and one of the few that manages to write for both retail readers and serious investors without dumbing either one down. That is harder than it sounds….

From where I sit and work in Kuala Lumpur, the inflation problem is far worse than what official numbers are telling us. On paper, it still looks manageable. In real life, almost nobody I speak to feels that way anymore. Food prices are up. Insurance is up. Rentals are up. Utilities are up. Labour costs…

One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…

Come on, I have written quite a number of pieces over the years on why some people (professional gloom and doomers) often sound permanently bearish, or at least cautiously pessimistic. The topic came up again recently during a conversation with a few prospects who seemed permanently plugged into social media accounts forecasting financial Armageddon every…

“Is Transcendental Meditation (TM) a religion”? I have been asked this question many times. Well, certain people may perceive the TM program as religious rather than scientific due to its association with terms like “meditation,” “pure awareness,” and “transcendence,” or because it was introduced from India by a teacher with a monastic background. However, philosophers…

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

A number of signals in my models are starting to turn, not dramatic, but enough to tell me markets are getting more challenging in the short term. On the surface, things still look fine. Wall Street pushed to new all-time highs in April, helped along by small caps and a solid Q1 earnings season. Yes,…

For most of 2025, the dollar looked expensive and tired. The American exceptionalism story had run its course, and the greenback was drifting lower against most major currencies, not collapsing just fading. So the real question is not complicated at all: is this another crisis-driven bounce that fades with the headlines, or does it have…