Category: Uncategorized

For many of my investors, owning an automobile is a necessity in this part of the world but depreciation and other rising costs almost ensure that it is also a poor investment. That is not always the case for wealthy individuals (I count some of my clients in this privilege group) who have been jumping…

It was a “lively” coffee session with my team today. The meeting had a dynamic start, with the team members representing diverse backgrounds and expertise engaged in discussion and exchanging ideas on various investment strategies. The session was not just a platform for sharing information but also an opportunity for relationship-building. The call lasted for…

There is a lot of doom and gloom and markets are nervous with all sorts of things happening around the world. Some may move to cash for years and wait for the right timing that probably never comes. Many others and please count me in as one of them will continue to invest in the…

We invest in a diversified pool of uncorrelated funds with the aim of providing stable capital appreciation and a low correlation to traditional stock and fixed income markets which can be particularly valuable in times of market stress. A monthly manager report landed in my inbox. It is one of our macro funds that has…

Thanks to an investor for this interesting article by Ray Dalio on the on-going conflict in the Middle East region. Meanwhile, capital markets are calm although anxiety continues to run high. Spend, spend, spend. From my conversation with people in other parts of the world, airports are packed and restaurants are still quite busy. Here…

I know what most people do with their spare time these days. They waste it on social media for instant gratification. So, what is the problem? As more information becomes available via smartphones and other devices, some people are getting lazy or no longer have patience or desire to process complex issues, let alone think…

The markets are anything but predictable. The good news is there are funds which can do well both in good and bad markets. A fund report grabbed my attention today. The long-short fund performed well within my expectation last month. The fund lost 1% in its long book but made 2.6% in its short book….

It seems that everyone is an economist these days. Everyone I speak with has a strong opinion on the economy. Most are convinced things will get worse in the coming months and that inflation is here to going to crush them. Yeah, inflation impacts how much money people can spend on everyday items. Inflation is the…

Heightened geopolitical risk has become the new normal in our brave new world, one of the driving forces behind financial market volatility and sentiment. Paul Tudor Jones was on CNBC and is predicting a bleak future for the economy and stocks heading into 2024. One of the concerns highlighted by the famed billionaire money manager…

Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Every traditional investor faces the same dilemma. Shoot for huge returns and you put way…