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Memos & Musings

Read more about the article What Investors Can Learn from The Most Important Thing: Uncommon Sense For The Thoughtful Investor

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

  • Post published:March 6, 2024

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

Continue ReadingWhat Investors Can Learn from The Most Important Thing: Uncommon Sense For The Thoughtful Investor
Read more about the article S&P 500 Breached Historic 5,000 Level – Rally or Retreat?

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

  • Post published:March 4, 2024

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?...

Continue ReadingS&P 500 Breached Historic 5,000 Level – Rally or Retreat?
Read more about the article What Investors Can Learn from The Misbehavior of Markets: A Fractal View of Financial Turbulence

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

  • Post published:February 1, 2024

"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..

Continue ReadingWhat Investors Can Learn from The Misbehavior of Markets: A Fractal View of Financial Turbulence
Read more about the article What Do Most Retail Investors Look Like in Football Terms

What Do Most Retail Investors Look Like in Football Terms

  • Post published:January 4, 2024

Let’s be honest. Most retail investors are not portfolio managers. They’re not studying charts, reviewing fundamentals, or planning strategic rotations. They just want to put their money....

Continue ReadingWhat Do Most Retail Investors Look Like in Football Terms
Read more about the article 2023 Portfolio Performance

2023 Portfolio Performance

  • Post published:January 1, 2024

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...

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Read more about the article S&P 500 Rebounds As Inflation Cools – How To Capitalise On The Bull Market?

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

  • Post published:December 5, 2023

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...

Continue ReadingS&P 500 Rebounds As Inflation Cools – How To Capitalise On The Bull Market?
Read more about the article 3 Lessons We Learnt From Charlie Munger

3 Lessons We Learnt From Charlie Munger

  • Post published:November 29, 2023

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...

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Read more about the article Is It Time To Reconsider Your China Exposure?

Is It Time To Reconsider Your China Exposure?

  • Post published:November 28, 2023

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...

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Read more about the article A Bumpy 2023 Stock Market: What History Teaches Us

A Bumpy 2023 Stock Market: What History Teaches Us

  • Post published:November 13, 2023

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...

Continue ReadingA Bumpy 2023 Stock Market: What History Teaches Us
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