Investors today are grappling with one of the most ambiguous environments since the pandemic. On the surface, that sounds like bad news, after all, rampant uncertainty tends to give decision-makers heartburn, especially when figuring out where to park spare cash. However, if the pandemic taught us anything, it is that investors can be remarkably nimble,…
Author: YH Wong
The outcast dance show returns
Please forget about the ups and downs in markets for a while, there is something far more uplifting (and far less volatile) happening on stage. Over the years, I have had the privilege of working with clients from all walks of life. One of them, a long-time friend and an incredibly gifted professional dancer is…
Hosting friends and investors
I will be taking a short break from blogging over the next couple of days as I host some guests visiting from far and wide. It is always a joy and a bit of a scheduling puzzle to welcome friends and fellow investors from abroad. I have known them for a very long time. Between…
The Bhagavad Gita
My exposure to the Bhagavad Gita has also been an integral part of my Transcendental Meditation (TM) journey as a Sidha. As I have deepened my meditation practice, the teachings of the Gita have taken on even greater significance. The Bhagavad Gita is a timeless conversation between Lord Krishna and the warrior Arjuna, set on…
Behind the numbers
Despite what the government tells us like historically low unemployment and low inflation, many people feel like they are living in a nation of would-be hustlers, juggling two, three, even four jobs just to make ends meet. There are lies, damn lies, and statistics. While official data often capture headlines and comfort policymakers, they do…
Anything is possible
US stocks just wrapped up the first half of 2025 at fresh all-time highs, a far cry from the gloom-and-doom sentiment just three months ago. If you are feeling whiplashed, you are not alone. After tiptoeing dangerously close to a bear market in early April, the S&P 500 has staged a stunning rebound. Back then,…
Survey Monday
I have never had an Instagram account. Even the Facebook profile I recently deleted was created a couple of years ago for a specific club registration. TikTok was never part of my world. While I maintain a minimum presence on LinkedIn, it is out of job-related compliance. I have not even bothered to verify my…
Nobody should work on a Sunday
It is early Sunday morning and I find myself thinking about the economy and the markets. I know I probably should not be but hey, some habits are harder to break than others. This poor soul remains hooked. Investing, at times, feels like discussing money with your spouse. It can be uncomfortable, occasionally messy, but…
Five things to watch in the second half
I came across this interesting piece by Mark Haefele of UBS. You do not have to agree with everything he says, but it is a worthwhile read for anyone trying to make sense of what might come next this year, crystal ball not required. Mark is certainly one of the smartest guys out there, even…
The asymmetric oil story
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…