I’m back! Oh well, I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Check out this post that I believe may capture the interest of those who have recently joined our community of investors. Quantity does not always translate to quality. When…

I will be on the road for the next couple of days, and my blog might be a bit quiet thanks to some questionable internet connectivity. It is like my posts are going on a mini vacation. My favorite S&P 500 fell for a fourth consecutive trading session to what has now been a 4%…

I don’t assess my portfolio’s performance on a weekly or monthly basis. Instead, I focus on evaluating how much I can potentially gain over a cycle in term of years. The period must be long enough to smooth out short-term volatility and capture the broader trends of market cycle. This approach can often lead to…

The strength of the US dollar can indeed have significant implications for the global economy and markets. It is not just the Yen or Ringgit. Currencies around the world are down against the greenback this year, and that trend has accelerated in recent weeks. Well, my clients are well aware of my position on the US…

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. Institutional investors continuously seek alternative funds and strategies capable of delivering uncorrelated returns and surpassing…