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. Obtaining my first black belt in Tae Kwon Do more than 30 years ago marked a significant milestone, demonstrating my dedication and perseverance in the martial…
Author: YH Wong
Survey Monday
Gold is one of the best-performing asset classes so far this year, outperforming US and international equities and bonds, commodities and other real assets. Earlier in the year, gold’s strong returns were driven by continued central bank buying and escalating geopolitical tensions. More recently, the Fed’s shift in interest rate policy and renewed investment demand…
Don’t Stop Believin’
The winner of America’s Got Talent 2024 has been revealed because apparently, the talent was so big it could not stay hidden. Who says miracles do not happen? At 55, Richard Goodall has gone from mopping floors to rocking out! He got married, won a cool million dollars, and even performed “Don’t Stop Believin’” alongside…
Fed’s major rate cut a blunder
If you are buried under your own portfolio, or just find global markets as captivating as a reality TV show, you have probably heard three dozen hot takes on the recent Fed rate cut. The Fed is now on a path to cutting interest rates, and investors are cheering. It is easy to weigh in…
Back to school
Geopolitical risks always get a lot of attention. We see a lot of headlines. This time might be different. We never know. In this webinar, I will present a series of insightful charts to explore the current geopolitical tensions, particularly in the Middle East, and analyze their potential impact on global markets. I will also…
When conflict strikes
We are currently navigating a world fraught with multiple military conflicts, including the largest in Europe since World War II. JPMorgan CEO Jamie Dimon believes that too much attention is being given to the soft landing-hard landing debate, warning that geopolitical tensions are the real threat. In his view, these tensions could shape the free…
Empowering family offices
I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors. I want to talk about something that does not typically get a…
Expect the unexpected
Here is the reality: I do not have a crystal ball (if I did, I would be on a beach somewhere). I did not foresee the pandemic crash in 2020, and I certainly did not anticipate the wild rollercoaster of 2021-2022 that rattled some of our positions. Let us not forget the latest surprise which…
Survey Monday
Let the tailwinds blow! What a week it has been for the markets, plenty of action to keep us on our toes. First, the Federal Reserve kicked things off with a 50-basis point rate cut, like throwing a party for borrowers. Not to be outdone, China just dropped its biggest stimulus package since 2020, proving…
Transcendental Meditation is not a religion
“Is Transcendental Meditation (TM) a religion”? I have been asked this question many times. Well, certain people may perceive the TM program as religious rather than scientific due to its association with terms like “meditation,” “pure awareness,” and “transcendence,” or because it was introduced from India by a teacher with a monastic background. However, philosophers…