Author: YH Wong

You had better hide that statement from your spouse. The bears are celebrating and what started as a rotation into defensive sectors is beginning to look like a broader correction, and we believe the weakness could continue for a while. If that happens, even some of our highest-conviction trades may come under further pressure. A…

Like billions of people around the world, I have been following the FIFA World Cup and after 30 years in the industry, however, I have realized I have an occupational hazard. Whatever I’m watching, I somehow end up relating it back to investing. Watching the tournament has reminded me that football and investing share more…

While in India a couple of years ago, 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….

Buy the dip or buy the headache? Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in…

One of the best ways to understand meditation is to imagine explaining it to a five-year-old. A child understands rest. After running, the body gets tired. It needs to slow down. In the same way, the mind gets tired too. Meditation is simply how we let the mind rest. I often describe that meditation is…

According to Bank of America’s latest Global Fund Manager Survey, fear of an AI bubble has overtaken inflation as the biggest perceived tail risk among institutional investors. Nearly half of respondents now rank AI as their primary concern, a sharp jump from the previous month, while inflation worries have eased. What I found more interesting,…

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?”…

Ray Dalio is one of the brightest investment minds of our time. His decades of experience have created an extraordinary reservoir of knowledge, and I continue to learn from his insights as I refine my own thinking on markets, risk, and investing. I still remember a conversation with a senior banker who seemed genuinely surprised…

I will be away for a while and will not be posting any blog updates. Think of it as my posts taking a little nap while I’m out exploring. In the meantime, trying to time the market with quick in-and-out moves especially during these wild times will likely end in chaos. Short-term trading can be…

Is SpaceX worth the hype? SpaceX’s IPO has ignited tremendous investor enthusiasm, driven by its AI infrastructure ambitions, rapid expansion plans, and compelling long-term growth story. Are market expectations racing ahead of the fundamentals? Join us for an insightful webinar as we examine the opportunities, risks, and valuation behind one of the market’s most closely…