Move over the Magnificent Seven or bitcoin, Singapore is currently buzzing with anticipation as Taylor Swift gets ready to make a splash in the super clean city! With a global reputation as a renowned singer-songwriter and a massive fan base which includes my young daughter, any news about her visits or performances sparks excitement. The…
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Exploring the world of global macro investing
Over the years, I have acquired a reputation as being a huge fan of global macro funds within the framework of my alternative investment model. As we navigate the complex landscape of investments, the historical track record of my carefully-picked global macro stands out prominently in our show business. Their names might not ring a…
Seizing the extra day
It is Leap Day today. While we can’t buy more time, today marks the rare occasion that we will get an extra day in a year. A leap year occurs every four years to compensate for the fact that the Earth’s orbit around the sun takes approximately 365.25 days. To keep our calendar year synchronized with the astronomical…
On the road again!
I will be on the road for the next couple of days, and my blog might be taking a little break due to some iffy internet. Think of it as my posts going on a mini-vacation while I’m out and about. In the meantime, I will be hustling hard, not just for myself but to…
Music for the mind, body and environment
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…
Lessons beyond the man who broke the Bank of England
I must confess that my investment approach is influenced by the renowned macro investor George Soros. I possess a complete set of his authored books. Soros, the mastermind behind the iconic Quantum Fund, achieved a remarkable +32% compounded return from 1969 to 2000, spanning over three decades. This makes Soros arguably one of the most…
Understanding alternative investments
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 on alternative investments caters to savvy investors is one such example. When I first started in the financial services industry in this part of the world nearly 30 years ago,…
Beware of FOMO
I nailed the bull run on Wall Street while some of my fishing buddies have remained in the bear camp. Are people getting carried away? US stocks have experienced a remarkable bull market, fueled by a change in sentiment, increasing AI revenues, a resilient economy, and the Federal Reserve’s shift toward a more accessible monetary…
Too risky or an opportunity?
The gloom that characterized China at the end of 2023 extended into January, fueled by weak macro data released midway through the month. Additionally, mounting frustration appears to have shifted from offshore concerns to onshore issues, evident as local investors withdrew from domestic Chinese exposure, adding to the selling pressure on A-shares. In my humble…
Why is Transcendental Meditation “expensive”?
While in India last month, 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 to…