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. I’m “free” that I can write about anything as long I think it is realistic and can help my investors make some money to pay off…
Author: YH Wong
Exploring the world of global macro investing
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…
Back from the road
I’m now back at the workstation after a short but fruitful trip. It was refreshing to step away briefly and engage with new prospects, and I’m excited to share some positive outcomes from the meetings. During the trip, I had the opportunity to connect with some promising prospects, and the discussions were incredibly encouraging. I…
Selamat Hari Raya Aidilfitri and happy holidays
Today marks the celebration of Eid al-Fitr, widely known as Hari Raya Aidilfitri in Malaysia and Singapore. Both countries are known for their cultural diversity, with people from various ethnic backgrounds coexisting harmoniously. The celebration marks the end of Ramadan, the Islamic holy month of fasting. During Eid al-Fitr, Muslims gather with family and friends…
Beware of high inflation
Is it reasonable to trust the data? I understand why anyone would maintain a level of skepticism across the board regarding the reliability of data claiming to provide meaningful insights into the cost of living globally. In this part of the world where I live and work, key costs like grocery prices and housing costs…
Weekly breakfast
I will keep this post short and sweet as usual. My favorite benchmark S&P 500 posted its worst weekly performance of the year and only its fourth overall negative week of 2024. The decline was primarily driven by strong economic data on the labor market, which increased bets that the Federal Reserve would be in…
The world is your portfolio
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 diversification for those interested in navigating the global markets. Over the years, I have delivered presentations on global market opportunities at numerous events. Typically, I pose…
Is it too late to take a renewed interest in gold?
This article on gold from Portfolio Adviser might capture the interest of some of my investors, especially those who have been taken aback by the recent surge in the value of the yellow metal. Yeah, you can probably write a better story for yourself if you have a fondness for glittering treasures and who have…
Battle of bulls and bears
Based on some emails, some people are expressing frustration simply because the market and economy aren’t conforming to their expectations. That is not supposed to be funny. Indeed, markets often defy our expectations. The financial markets are influenced by a myriad of factors and these factors can interact in complex ways, leading to outcomes that…
Dark and delicious
Sometimes, you come across something and think, wait, that can’t possibly be right! Well, I have got another money maker for you in case you missed it. Throughout the first quarter of 2024, cocoa emerged as the undisputed leader among soft commodities and the entire commodities asset class. In a Bloomberg article, supply shortages…