Author: YH Wong

The past couple of weeks have felt like a buffet of unexpected challenges for global investors: the US election, rate cuts, and a fresh round of stimulus in China have all appeared like courses in a meal nobody quite ordered. Fortunately, my range of portfolios has been holding up well especially our multi-assets model. Building…

Bitcoin finally crashed the USD80,000 party over the weekend, cementing itself as the new “Trump Trade” of 2024! Back on the campaign trail, now President-elect Donald Trump became crypto’s biggest cheerleader, pledging to create a Bitcoin Strategic Reserve, battle the “big, bad CBDCs,” and protect every citizen’s God-given right to self-custody. The real juice? Trump’s…

Cryptocurrencies have come a long way since Bitcoin made its humble debut in January 2009. What started as a digital experiment has snowballed into a wild ride of an asset class, capturing the imaginations of everyone from weekend traders to global financial institutions and probably confusing a few governments along the way. Despite its meteoric…

Transcendental Meditation (TM), rooted in ancient Indian traditions and integrated into the Yoga system and Ayurveda, has a rich history dating back thousands of years. The teachings of great spiritual figures, such as Lord Krishna, Lord Buddha, and Christ, all share the essence of TM as a path to inner transcendence and peace. TM has…

I have just finished another insightful article by Howard Marks from Oaktree, one of my favorite financial writers (few others come close). His deep understanding of the complexities of economics and financial markets always leaves a lasting impression on me. Here is a section: When I moved from Citibank’s equity research department to its bond…

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?”…

He is back! Donald Trump just pulled off what might go down as one of the most unlikely political comebacks ever. Just a couple of years back, he was practically running a gift shop at his seaside resort, peddling hats and memorabilia. Then came the headlines: raided, indicted, arraigned, sued – rinse and repeat. It…

Today, I’m taking a more serious turn in my writing. This is not a political commentary forum. I seldom touch on politics in my commentary but this topic calls for reflection. Leaders, in many ways, serve as mirrors of the societies that elevate them. They reflect the values, concerns, and aspirations of those who put…

This past weekend, a revered spiritual teacher arrived from India, and my family and I feel incredibly blessed to host him during his stay. He will spend time with us, sharing his profound wisdom on mindfulness, compassion, and peaceful living. Over the years, he has traveled to many parts of the world, visiting disciples who…

I will skip the usual Monday survey today. Well, this week is shaping up to be a real nail-biter for Wall Street. The outcome of the US presidential election on Tuesday has markets collectively holding their breath as Vice President Kamala Harris and Former President Donald Trump duke it out in a tight race. Polls…