Memos & Musings

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

Mixed Performance Across U.S, China & SG Stock Markets – Here’s What You Need To Know

After rallying nearly 20% for the S&P 500 since the start of 2023, the market rally has been halted with…

1 year ago

Jul 2023 Portfolio Updates

What an eventful year we had so far in 2023. The global financial markets experienced an unforeseen rollercoaster ride in…

2 years ago

S&P 500 Enters Bull Market, China & SG Market Lags – How Do We Invest From Here?

The S&P 500 has entered the bull market despite the gloomy macro outlook. This has taken some investors by surprise…

2 years ago