The recent stock market crash may have wiped out several years’ worth of your investment returns. I know you are in pain. But do you know covid-19 is not the real culprit of the stock market plunge? It is something else. I guess that your level of pain is probably negatively correlated to the number […]
New Coronavirus Outbreak: Why The Stock Market Will Recover Sooner Than You Think
The new 2019 Novel Coronavirus, also known as the Wuhan Virus, has occupied much of our thinking in recent days. And if you invest in stocks, you have a lot to worry about. Is the world economy going to collapse due to the broken supply chain? Is the global stock market facing a meltdown? Is […]
Coronavirus and US Debt Crisis – When Black Swan Meets Grey Rhino
At the beginning of every month, I send an investment letter, the GMC Notes, to all my clients. The purpose of sharing this is to document my thinking process, both right and wrong, during my investment journey and also invite constructive discussion so we all can learn from each other. Note this post will only […]
Coronavirus: How Does It Affect Your Stock Investment Portfolio
The fear of the Wuhan virus is real, but sometimes emotions tend to cloud our judgements. I received several calls from anxious clients asking if the stock market is going to collapse and if the doomsday is coming. What is the real impact of world epidemics on the stock market? Should you hold cash now? Should […]
Astrea V Private Equity Bond: Why I am not thrilled about it
The latest buzz in Singapore’s financial market is the launch of Astrea V PE Bond, a retail private equity bond by a Temasek unit. If you have not heard about it, you do not have much to lose. But if you are contemplating to subscribe to it, you should continue to read. Just google “Astrea […]
What If Brexit Has No Deal?
The outcome of Brexit remains uncertain and headlines continue to be noisy, but if you read my article in 2016 about Brexit when it was announced, you know that the market always has an answer. The forex market says it is likely “no deal”, and it is probably good news for the British. What happens if […]