Memos & Musings

What Investors Can Learn From A Man For All Markets

"A Man for All Markets: From Las Vegas to Wall Street" by Edward O. Thorp is a captivating memoir that…

1 month ago

What Investors Can Learn from The Most Important Thing: Uncommon Sense For The Thoughtful Investor

"The Most Important Thing: Uncommon Sense for the Thoughtful Investor" is a highly regarded book written by Howard Marks, co-founder…

2 months ago

S&P 500 Breached Historic 5,000 Level – Rally or Retreat?

S&P 500 recently surpassed the historic 5,000 level. As the markets remain abuzz with activity, does this surge signal a…

3 months ago

What Investors Can Learn from The Misbehavior of Markets: A Fractal View of Financial Turbulence

"The Misbehavior of Markets" by Benoît B. Mandelbrot challenges traditional financial theories by introducing fractal geometry to analyze market behavior.…

4 months ago

S&P 500 Rebounds As Inflation Cools – How To Capitalise On The Bull Market?

October U.S. inflation has eased to 3.2%, down from 3.7% in the previous month, fuelling a continued rebound in the…

6 months ago

3 Lessons We Learnt From Charlie Munger

Charlie Munger, the outspoken confidant and long-standing business partner of Berkshire Hathaway, passed away in Los Angeles at the age…

6 months ago

Is It Time To Reconsider Your China Exposure?

China's equities outperformed those of other emerging markets in 2020 during the height of the COVID-19 pandemic. The earlier worries…

6 months ago

A Bumpy 2023 Stock Market: What History Teaches Us

In 2022, we witnessed an unprecedented bear market where the S&P 500 crashed by more than 25% from its peak…

6 months ago

S-REITs Appear Unattractive Now – How To Navigate The Crash?

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

7 months ago

Where Are We At For The U.S S&P 500 As We Head Into October?

Since late July this year, the S&P 500 began its pullback where we saw a dip of approximately 8%. During…

7 months ago