Author: YH Wong

I recently met with a number of fund partners across different meetings, who together bring a collective 200 years of market experience and let me just say the bulls were out in full force. Despite the bullish enthusiasm, there was also a healthy dose of skepticism. Risk assets including cryptos were getting plenty of love….

I was talking with a prospect who happened to mention the movie The Big Short, and it reminded me just how well it captures the madness of financial markets. If you have not watched it, you are missing out on one of the best finance movies ever made. Based on Michael Lewis’s book of the…

I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…

In today’s market environment, elevated valuations, increasing stock-bond correlations, and concentrated equity markets are challenging the effectiveness of traditional investment approaches. In this webinar, I will explore strategies for investors looking to achieve greater diversification, resilience, and long-term growth in an expanding and evolving investment landscape. If you are one of our investors reading this…

I’m not losing sleep over whether prices are up or down. After 30 years in the markets, I’m basically numb to it. Come on, markets go up, markets go down, sometimes for good reasons, sometimes for no reason at all, and sometimes just to mess with us. After two straight years of double-digit gains, a…

While reviewing my emails, I came across another interesting short post by Denise Chisholm from Fidelity Investments. Denise is undoubtedly one of the sharpest minds in the field. Here is a section: The recent buzz around a certain AI company is another reminder of how technological advancements shape markets. While I’m not tech expert (I…

Love it or hate it! Bitcoin has been nearly impossible to overlook as an investment over the past decade. While challenges like volatility, regulatory uncertainty, and competition persist, recent developments such as President Trump’s supportive stance on crypto and talks of a Bitcoin reserve could further strengthen its position and drive broader adoption. As we…

Transcendental Meditation (TM) is often described as a simple, natural, and effortless technique, yet its effects are profound. To help convey the essence of TM and make its principles more accessible, a variety of analogies are commonly used. These analogies draw on everyday experiences and familiar concepts, allowing us to better understand how TM works…

As an investment professional with 30 years of experience under my belt (and a few more gray hairs to prove it), I have had the privilege of advising and managing substantial assets for a wide range of investors from the exceptionally wealthy to hardworking individuals looking to grow their hard-earned savings. Well, a few of them actually…

With Trump back in the White House, market uncertainty and unpredictability are on the rise. Concerns over tariffs potentially fueling higher inflation and slowing economic growth are weighing on investor sentiment. While tariffs on Canada and Mexico have been postponed by a month, the US proceeded with a 10% tariff on China, prompting immediate retaliation…