Every month, I publish an investment note called “Ivan’s Reflection”. The purpose is to document my thoughts process so I can review if they are right and wrong in the future. This creates transparency for my clients and people who are interested in my investment management services. It also forces me to be accountable for […]
Coronavirus and US Debt Crisis: Black Swan Meets Grey Rhino – Ivan’s Reflection 2020 Feb
Every month, I publish an investment note called Ivan’s Reflection. The purpose is to document my thoughts about how to invest now so I can review if they are right and wrong in the future. This creates transparency for my clients and people who are interested in my investment management services. It also forces me […]
The Last Relay – Ivan’s Reflection in January 2020
2020 started with some interesting notes. The dynamics of the market have made some swift shifts but most are within the expectations of my earlier GMC updates. Let me summarize the key investment opportunities this year. Recession is NOT coming One rule that I obey faithfully is that when there is too much consensus in […]
Three Investment Principles you Need in Order to Invest Amidst the US-China Trade War
To most people, the US-China Trade War is a disaster. If you believe in the mainstream media, the trade war is a lose-lose situation. Stock market crashes, economic downturns and next financial crises are going to erode your wealth. But for a smart investor, it is a golden opportunity. Volatility shakes off weak hands and […]
5 Outrageous Market Outlook for 2019 and How They Affect You
Let me put this down first: 2019 is going to be a year of global wealth re-distribution, and money will sneak out of your retirement nest egg if you still try to make and preserve your wealth in a conventional way. The fact that you are reading this article is probably because you care about […]
How to Invest After US-China Trade War Truce
2018 was a tough year for investors. Almost all the investments markets (stocks, bonds and commodities) are in a bearish mode. US-China Trade War is not only a war between US and China, it affects all of us. We haven’t seen this for a long time, not since the 2015 China Stockmarket crash, which triggered global […]