I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on global macro investing for those interested in navigating the global markets. A new performance chart has been added to the post. Have fun! Over the years, I…
Back from the road
I’m now back at the workstation after a short but fruitful trip. It was refreshing to step away briefly and engage with new prospects, and I’m excited to share some positive outcomes from the meetings. During the trip, I had the opportunity to connect with some promising prospects, and the discussions were incredibly encouraging. I…
Selamat Hari Raya Aidilfitri and happy holidays
Today marks the celebration of Eid al-Fitr, widely known as Hari Raya Aidilfitri in Malaysia and Singapore. Both countries are known for their cultural diversity, with people from various ethnic backgrounds coexisting harmoniously. The celebration marks the end of Ramadan, the Islamic holy month of fasting. During Eid al-Fitr, Muslims gather with family and friends…
Beware of high inflation
Is it reasonable to trust the data? I understand why anyone would maintain a level of skepticism across the board regarding the reliability of data claiming to provide meaningful insights into the cost of living globally. In this part of the world where I live and work, key costs like grocery prices and housing costs…
Weekly breakfast
I will keep this post short and sweet as usual. My favorite benchmark S&P 500 posted its worst weekly performance of the year and only its fourth overall negative week of 2024. The decline was primarily driven by strong economic data on the labor market, which increased bets that the Federal Reserve would be in…