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…

In today’s blog post, I will skip the weekly breakfast. As many of you may already know, Iran carried out missile strikes targeting Israel over the weekend. These strikes mark the latest developments in a series of escalations involving Iran and its affiliated groups, pitted against Israel and the US. According to media accounts, the…

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. I’m “free” that I can write about anything as long I think it is realistic and can help my investors make some money to pay off…