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Memos & Musings

Read more about the article Where Are We At For The U.S S&P 500 As We Head Into October?

Where Are We At For The U.S S&P 500 As We Head Into October?

  • Post published:October 11, 2023

Since late July this year, the S&P 500 began its pullback where we saw a dip of approximately 8%. During our latest Zoom sharing last month, we also did a poll with the attendees on their sentiments...

Continue ReadingWhere Are We At For The U.S S&P 500 As We Head Into October?
Read more about the article How Do We Discover Opportunities In The Stock Market in Q4 2023?

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

  • Post published:October 2, 2023

Oil prices have reached the highest level since the start of the year, adding pressure to inflation. Brent crude oil, a global price benchmark, has topped the $90 mark...

Continue ReadingHow Do We Discover Opportunities In The Stock Market in Q4 2023?
Read more about the article Mixed Performance Across U.S, China & SG Stock Markets – Here’s What You Need To Know

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

  • Post published:September 4, 2023

After rallying nearly 20% for the S&P 500 since the start of 2023, the market rally has been halted with a retracement in the past couple of weeks. Should investors be cautious...

Continue ReadingMixed Performance Across U.S, China & SG Stock Markets – Here’s What You Need To Know
Read more about the article Jul 2023 Portfolio Updates

Jul 2023 Portfolio Updates

  • Post published:August 5, 2023

What an eventful year we had so far in 2023. The global financial markets experienced an unforeseen rollercoaster ride in the first half of 2023. Following a turbulent 2022 characterized by...

Continue ReadingJul 2023 Portfolio Updates
Read more about the article S&P 500 Enters Bull Market, China & SG Market Lags – How Do We Invest From Here?

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

  • Post published:July 5, 2023

The S&P 500 has entered the bull market despite the gloomy macro outlook. This has taken some investors by surprise due to the long list of economic concerns...

Continue ReadingS&P 500 Enters Bull Market, China & SG Market Lags – How Do We Invest From Here?
Read more about the article U.S Debt Ceiling & Banking Turmoil – What’s Next?

U.S Debt Ceiling & Banking Turmoil – What’s Next?

  • Post published:May 27, 2023

The United States has hit the US$31.4 trillion debt ceiling. There has been increasing talks on how a default may result in more market turmoil due to the damaging impact on the...

Continue ReadingU.S Debt Ceiling & Banking Turmoil – What’s Next?
Read more about the article Fed Says 2023 Mild Recession Is Coming | How Would This Impact The Stock Market?

Fed Says 2023 Mild Recession Is Coming | How Would This Impact The Stock Market?

  • Post published:May 7, 2023

According to the minutes from the Federal Reserve March Policy Meeting, the Fed projected a possible mild recession starting later this year. CPI data came in with headline inflation at...

Continue ReadingFed Says 2023 Mild Recession Is Coming | How Would This Impact The Stock Market?
Read more about the article What Investors Can Learn From Your Money Or Your Life

What Investors Can Learn From Your Money Or Your Life

  • Post published:May 7, 2023

I had the chance to reread one of the best selling classic personal finance books, “Your Money Or Your Life” by Vicki Robin during my weekend getaway at Kuantan. Here are some...

Continue ReadingWhat Investors Can Learn From Your Money Or Your Life
Read more about the article Why Stock Picking For Quality Stocks Is Important To Enhance Your Investment Returns

Why Stock Picking For Quality Stocks Is Important To Enhance Your Investment Returns

  • Post published:April 13, 2023

2 years back, the U.S. stock market was rallying up to all time highs. High growth stocks took the spotlight and it was easy to make money from them even if the business is still loss-making...

Continue ReadingWhy Stock Picking For Quality Stocks Is Important To Enhance Your Investment Returns
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