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Memos & Musings

Read more about the article Should I Sell Alibaba After Charlie Munger Cut Its Stake?

Should I Sell Alibaba After Charlie Munger Cut Its Stake?

  • Post published:April 13, 2022

The Daily Journal Corp overseen by Charlie Munger slashed its Alibaba holdings by half. Some investors are panicking if Charlie Munger knows something that they don’t. Does this...

Continue ReadingShould I Sell Alibaba After Charlie Munger Cut Its Stake?
Read more about the article Yield Curve Inversion: Is A Recession Coming?

Yield Curve Inversion: Is A Recession Coming?

  • Post published:April 9, 2022

About a week ago, I shared in one of my live sharing sessions on Zoom on the inversion of the yield curves. Here are the main points I talked about. I shared that the spread...

Continue ReadingYield Curve Inversion: Is A Recession Coming?
Read more about the article On Investing Mistakes To Avoid

On Investing Mistakes To Avoid

  • Post published:April 4, 2022

One of the panelist discussions we touched on at iFAST TV was on the topic of investing mistakes to avoid for investors. It was an episode where we covered our thoughts on...

Continue ReadingOn Investing Mistakes To Avoid
Read more about the article Is Home Bias Common For Singaporean Investors And What Can Be Done?

Is Home Bias Common For Singaporean Investors And What Can Be Done?

  • Post published:March 31, 2022

From my own experience as a wealth advisor for more than a decade and speaking to retail investors on the ground, it can be deduced that at least 35% of Singaporean investors would...

Continue ReadingIs Home Bias Common For Singaporean Investors And What Can Be Done?
Read more about the article Thoughts On The Recent Robo-Investing Saga

Thoughts On The Recent Robo-Investing Saga

  • Post published:March 22, 2022

Recently a robo advisor has been hugely flamed with their decision to liquidate KWEB, a China Tech ETF earlier this week at about over 70% from its highs. This is in response to the...

Continue ReadingThoughts On The Recent Robo-Investing Saga
Read more about the article What’s Next For China?

What’s Next For China?

  • Post published:March 18, 2022

We just witnessed the China stocks making a record rally last week as Beijing moves to calm markets. We shared on our public telegram group that we have accumulated...

Continue ReadingWhat’s Next For China?
Read more about the article Don’t Let The News Affect Your Investor Psychology!

Don’t Let The News Affect Your Investor Psychology!

  • Post published:March 16, 2022

I made a fortune in the stock markets by reading the news. Said no investor ever. It is high time for investors to come to realize that most of what goes on in the financial media are merely...

Continue ReadingDon’t Let The News Affect Your Investor Psychology!
Read more about the article Interview With Tiger Brokers On Investing As A Female Investor

Interview With Tiger Brokers On Investing As A Female Investor

  • Post published:March 8, 2022

In conjunction with the International Women's Day, I was invited by Tiger Brokers to share my investing stories and thoughts on the markets. I have extracted the sharing...

Continue ReadingInterview With Tiger Brokers On Investing As A Female Investor
Read more about the article Interview With Money FM 89.3 On China Market Outlook And Our Investment Methodology

Interview With Money FM 89.3 On China Market Outlook And Our Investment Methodology

  • Post published:March 3, 2022

2 weeks ago, I spoke with Michelle Martin from Money FM 89.3 on our outlook for the China markets in 2022 and touched briefly on our Moneyball investing methodology...

Continue ReadingInterview With Money FM 89.3 On China Market Outlook And Our Investment Methodology
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