Author: YH Wong

I recently came across an insightful 17-page report on China by Louis-Vincent Gave. Based in Hong Kong, Louis is one of the strategic thinkers I follow closely. My clients are well aware of my long-term view on China and I found Louis’s perspectives particularly relevant to the broader narrative I have been sharing with them…

Scroll through LinkedIn on any given weekday and you will probably find no shortage of people who are “honored to speak,” “privileged to moderate,” or “humbled to receive recognition.” Sometimes all within the same week. Someone is always arriving at a summit, hosting a fireside chat, receiving an award, or posting a professionally photographed panel…

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…

I have practiced Transcendental Meditation (TM) consistently for years. The reason is not complicated, it works, and it is actually enjoyable to do. I say this as someone who spends a large part of life dealing with markets, risk, uncertainty, and occasionally listening to gurus confidently predict the future on social media five times a…

The 30-year Treasury yield topped 5.1% on Friday, the highest in nearly a year. The long bond jumped almost 11 basis points to 5.121%, while the 10-year surged nearly 14 basis points to 4.595%. Not exactly a small move, unless you have been meditating in a cave without Bloomberg access. Had an interesting conversation with…

I have been meeting some interesting people lately. Not all of them are the right fit. A couple of them are. What I am looking for is simple. Natural communicators. People who enjoy prospecting, building relationships, and opening doors, not because a motivational poster told them to, but because that is genuinely how they operate….

I have been fully home-based for more than 15 years now. Before that, hybrid. Before that, the full commute, the office parking politics, and the profound experience of sitting in traffic for forty minutes to attend a meeting that could have been an email. In my line of work, working from home is not a…

Over the next week or so, I will be less available, spending time meeting partners and fund managers. Behind the scenes, this is what the job actually looks like: exchanging views on markets, risks, opportunities, portfolio positioning, and how to survive modern investing without losing both money and sanity in the process. Every cycle comes…

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….