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. Up until now this year, a significant portion of my time has been spent in…
Beware of extreme volatility
Just look at that chart. They are going to all-time highs. What a surprise for those who have been critical of the digital asset sector. The sector has begun the year with the wind in its sails, with better performance across the industry and a regulatory breakthrough in the US. Spot bitcoin exchange-traded funds were approved in the US…
What if we get it wrong?
In my discussions with investors and partners from different parts of the world, I am often asked about my views on Malaysia’s long-term prospects. I usually avoid the complicated economic terminology politicians use to confuse voters. Frankly, you do not need an economics degree to understand where a country is heading. Let us use a…
The power of “Swiftonomics”
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…
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…