Memos & Musings

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.…

11 months ago

2023 Portfolio Performance

Investors can celebrate the end of 2023 as the S&P 500 concludes the year with a remarkable 24% gain, and…

1 year 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…

1 year 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…

1 year 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…

1 year 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…

1 year 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…

1 year ago

Q3 2023 Portfolio Updates

After conducting some of our usual flagship courses and workshops at the start of October, we found some time this…

1 year 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…

1 year ago

How Do We Discover Opportunities In The Stock Market in Q4 2023?

Oil prices have reached the highest level since the start of the year, adding pressure to inflation. Brent crude oil,…

1 year ago