Memos & Musings

S&P 500 recently surpassed the historic 5,000 level. As the markets remain abuzz with activity, does this surge signal a lasting rally or hint at an impending correction?...

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

Investors can celebrate the end of 2023 as the S&P 500 concludes the year with a remarkable 24% gain, and the Dow achieves near-record highs. The optimism is fueled by factors such as...

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...

After conducting some of our usual flagship courses and workshops at the start of October, we found some time this week to do a recap of our growth and dividend portfolio’s year to date ...