Memos & Musings

October U.S. inflation has eased to 3.2%, down from 3.7% in the previous month, fuelling a continued rebound in the S&P 500. Year to date, the S&P 500 has gained by...

Charlie Munger, the outspoken confidant and long-standing business partner of Berkshire Hathaway, passed away in Los Angeles at the age of 99, just shy of his anticipated 100th birthday...

China's equities outperformed those of other emerging markets in 2020 during the height of the COVID-19 pandemic. The earlier worries of delisting fears of China stocks, its regulatory tightening...

In 2022, we witnessed an unprecedented bear market where the S&P 500 crashed by more than 25% from its peak to the trough. This left many investors in disbelief considering that...

Singapore REITs continue to be hammered by interest rate fears and appear unattractive. Many investors have since lost confidence in the S-REITs investments...

Since late July this year, the S&P 500 began its pullback where we saw a dip of approximately 8%. During our latest Zoom sharing last month, we also did a poll with the attendees on their sentiments...

Oil prices have reached the highest level since the start of the year, adding pressure to inflation. Brent crude oil, a global price benchmark, has topped the $90 mark...

After rallying nearly 20% for the S&P 500 since the start of 2023, the market rally has been halted with a retracement in the past couple of weeks. Should investors be cautious...

The S&P 500 has entered the bull market despite the gloomy macro outlook. This has taken some investors by surprise due to the long list of economic concerns...