Author: YH Wong

I first came across that famous quote by John Maynard Keynes more than three decades ago while studying finance and investments in the US: “When the facts change, I change my mind. What do you do, sir?” Over time, however, I have come to appreciate just how difficult it is to apply in practice. The…

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?”…

Oil was up. Gold was up. Treasuries were up. Stocks and crypto were down. If that feels familiar, it should. That is the classic knee-jerk response to conflict in the Middle East region, a textbook fear-based price action. The hammer fell on Iran! Indeed, the last couple of days gave us another loud cycle of…

On Saturday night, the US launched a coordinated military strike on three of Iran’s nuclear sites—Fordow, Natanz, and Isfahan, turning a tense weekend into a headline-grabbing geopolitical drama. President Donald Trump made the announcement first on social media then in a televised address that confirmed what many had already seen trending online. In light of…

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. During a recent family dinner at a restaurant, I found myself an unwilling spectator to a disheartening scene in the VIP dining room nearby. Our table…

Many of us have doubts about the official inflation numbers. Just talk to anyone working hard, raising a family, and footing the bill without much help from the government. To them, inflation is the shrinking portion sizes, the mysteriously expensive groceries (including your favorite fruits), and the feeling that your money just does not go…

As expected, the Federal Reserve held interest rates steady this week, a move that surprised absolutely no one including my neighbors. With economic data pointing in every direction at once and FOMC members holding views as diverse as a buffet line, the Fed’s decision to stand pat was less a bold move and more a…

“So, what are we really investing for?” That is a question I often ask, not just to clients, but to myself and my team or partners as well. Because for us, investing is not just about chasing numbers on a screen or admiring colorful charts on a dashboard (though some of them are quite pretty)….

A trusted partner, someone I have worked with for over 20 years and who has been as steady as a Swiss watch recently shared an update from Mark Haefele of UBS Global Wealth Management always a rational voice amid the noise of global markets. A worthwhile read for any serious investors looking to navigate today’s…

Opportunity or Hype? Private equity has long been associated with uncorrelated returns, access to unique deals, and portfolio diversification but is it living up to the promise? Or has the growing buzz outpaced the fundamentals? In this webinar, a long-time partner will cut through the noise to explore where the real opportunities lie in today’s…