The bulls are getting even more confident. Corporate earnings have been stronger than expected. In other words, the market is being driven by actual data rather than just optimism and wishful thinking. The current decade is already shaping up to be one of the stronger periods for US stocks. That may sound impressive but history…

A recent Grab ride gave me something to think about. I was travelling with a visitor from Singapore when our driver joined our conversation. He was not an economist or market analyst, just an ordinary Malaysian trying to make a living. Yet his view was gloomy. He believes Malaysia could be heading towards a crisis….

I will be on the road for a week, so the blog will be taking a brief nap. No worries though, I am not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. The recent market volatility reminded me that many investors still…

I was just talking about the importance of picking stocks with strong fundamentals in a meeting when I came across this in an email from Bespoke Investment Group. Sometimes the market has a funny way of joining the conversation. With more than 1,500 companies having reported their Q2 results on Wall Street, this is shaping…

The start of summer brought a sharp reversal in the crowded momentum and AI trade, triggering a bout of volatility in technology stocks and putting pressure on global equity markets. Then came the usual reminder that markets rarely give us just one thing to worry about. The ongoing conflict in the Middle East added another…