I will be on the road for the next couple of days, meeting up with a few potential partners and having some interesting conversations along the way. So, the blog will be taking a brief nap. I’m not fleeing the markets. I’m simply stepping away for a short while to meet people, exchange ideas and…
Author: YH Wong
Do rate hikes call for defense?
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…
Corner me if you can
35 charts, 6 tables and two hours of presentation, sitting across the table from 5 business prospects in their 60s and 70s who were clearly trying their best to corner me. One of them had even used AI beforehand to check out my work. I actually thought that was quite funny. These days, everyone does…
China: Learning to see the positives
My latest piece on China just went live in The Armchair Trader newsletter. Established in 2010, The Armchair Trader is a UK-based financial publication that provides independent commentary on global markets, covering everything from stocks and commodities to ETFs, cryptocurrencies, and derivatives. Despite its name, the content is not written for people sitting in armchairs…
October is coming
Oil keeps bouncing around with every geopolitical headline. The big AI companies keep launching their “flagship” products while, at the same time, asking regulators to regulate them. Funny how that also happens to help with product liability claims. Bond yields are shooting up around the world while stocks keep jumping whenever yields do. Go figure….
Quality over quantity
Oh well, I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When it comes…
Ray Dalio’s meditation journey
I came across this interesting article from CNBC while googling for some market information. Here is the article which has been modified slightly. At the age of 12, billionaire Ray Dalio bought his first stock for less than $5 a share with money he made while caddying in Queens, New York. “I got lucky, because the…
Back on the road!
I will be on the road for the next couple of days, so the blog will be taking a brief nap. No worries because I’m not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. I will be meeting with some investors and…
The real world does not care about your titles
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…
Then and now
More than 25 years ago when I first spoke about family offices in this part of the world where I live and work, people would lean forward, eyes wide, as though I had just revealed a secret passage behind the bookshelf. It was niche, unfamiliar and genuinely intriguing. Fast forward to today and things have…