Author: YH Wong

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 global macro investing for those interested in navigating the global markets. A new performance chart has been added to the post. Have fun! Over the years, I…

Some of my clients are well aware of my exposure to gold. The long-term outlook for the yellow metal remains strong, but investors should avoid succumbing to emotional biases and arbitrary price targets. I anticipate a slight decrease in gold prices from their current levels over the next few weeks or months, but there is…

Two out of three Americans say they are concerned that political violence could follow the November election rematch between Joe Biden and Donald Trump, a recent Reuters/Ipsos poll found.  The survey of 3,934 US adults found widespread worries that the US could see a repeat of the unrest that followed Trump’s 2020 election defeat, when…

Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…

TM-IM manages a range of models to suit different profiles of investors. By leveraging TM-IM’s analytical prowess, I can navigate the complexities of the markets with greater efficiency and accuracy. TM-IM utilizes a unique system that has significantly simplified my role in investing, serving as a powerful tool that streamlines processes and augments decision-making. Our…

I’m writing this post from the stunning lobby, biding my time before taking the stage at an exclusive gathering. I will be speaking on the long-term trends shaping the global economy and markets and my slides are ready to go. Wall Street’s bears remain dormant. Some famous bears have either capitulated or conceded that the…

While in India early this year, I engaged in a rather long conversation with an experienced meditator and teacher from France to inquire about the ease of introducing Transcendental Meditation (TM) in her home country. She pointed out that the initial reluctance of individuals to delve into TM often stems from cost considerations. I conveyed…

With the US election under six months away, it is only natural to be concerned about the market implications of different outcomes. How might markets react to a sweep, or alternatively, the promise of gridlock under a divided government? How might various policy objectives affect different asset classes or sectors in the equity market? How…

Everyone and his dog is now familiar with Nvidia. We have taken profits on it, and we continue to hold a long-term position in the TM-IM portfolio. It remains a clear winner of the AI boom. I recently came across this AI report from Goldman Sachs. Here is a section: So far, investor optimism isn’t…

I will skip the weekly breakfast and instead dig into a partner’s balanced comments regarding the potential ramifications of Trump’s conviction on the upcoming US election. Yeah, yeah, if you are wondering, I’m not one of those die-hard Trump supporters. Eric Lach, in his piece for The New Yorker, described the moments leading up to…