Author: YH Wong

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…

While taking a break from my work, I stumbled upon an interesting piece from another regular source. While social media can provide benefits such as staying connected with friends and family, accessing information, and networking, its overuse can lead to several dangers. Here’s a summary that I think will capture your interest. Psychologist Jean Twenge…

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…

Here is another interesting piece by the esteemed Howard Marks of Oaktree. His articles always make a lot of sense to me. His profound understanding of the economy and financial markets, coupled with his exceptional investment philosophy and approach, is remarkable to me. In this article, Marks wrote about the role of sacrifice in investing…

Jim Simons, a mathematician who founded the most successful quantitative hedge fund of all time, passed away in New York City recently. A Wall Street legend I deeply respect has profoundly influenced my financial career, shaping my approach to market analysis. His quote, “The secret sauce is hiring great people, providing a great infrastructure, collaborating…

We need to be cautious when commenting on local politics to avoid upsetting certain people. Considering this, I have conducted a scenario analysis for several potential outcomes and their impact on the economy at the request of some of my investors who are understandably concerned about the country’s long-term direction in the next webinar. All…

If you are still bullish on risk assets like me, you should be cheering on US stocks, plain and simple. Hey, not everyone is a bull on Wall Street. Prominent Billionaires such as Jamie Dimon of JP Morgan and Warren Buffett of Berkshire Hathaway have recently signaled that the market is overvalued and may be due for a…

I’m so thrilled to announce that I’m back to writing the blog today after a “long” break. It feels great to reconnect with all of you and share what has been happening behind the scenes in the coming days. During my time away, I had the opportunity to meet some incredible people who share the…

I wanted to inform you that I will be on the road over the next couple of days, and during this time, my ability to publish regular blog posts will be limited due to the internet connectivity. While I’m away, my highly reliable TM-IM system will help in managing the multiple positions, ensuring investors of…