Riding on Animal Spirits – Ivan’s Investment Reflection in June 2021

Since March, many people started to worry about the risk of a potential stock market crash. People are rightfully fearing high stock market valuation and inflation risks. The

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Optimism is The Virtue of Capitalism – Ivan’s Investment Reflections for May 2021

Lately, stock markets have been getting jittery. Asian markets continued trading sideways while the US and European stock markets struggled to move higher in a zigzag manner. It

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Investing the GIC Way – How to Ride Out and Profit From a Global Pandemic Crisis

The global pandemic has changed how we live and invest in many ways. But we need to be clear that what we are experiencing is not the first

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Time For The Forgotten – Ivan’s Investment Reflections in April 2021

2021 started as a continuation of 2020, with “stay-at-home” beneficiaries, technology and China stocks doing very well for the 1st month. China stocks are the best performing asset

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The Year of Investing Dangerously – Ivan’s Reflections in January 2021

“Anyone can hold the helm when the sea is calm.” I start with this quote to remind myself not to be carried away by the wave of exuberance

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The Great Value Rotation – Ivan’s Reflections in November 2020

Exactly one year ago, I titled “Income to Growth rotation” for my GMC Nov 2019 updates. True enough, growth stocks had a spectacular run in the past year,

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A Better Hedge – Ivan’s Investment Reflection in August 2020

Over the past decades, it was easy to manage wealth. A textbook 60/40 portfolio, exposure to the S&P 500 Index and Treasury bonds, was an effortless winner. That

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We Have Not Lived Long Enough – Ivan’s Reflection in April 2020

Every month, I publish an investment note called “Ivan’s Reflection”. The purpose is to document my thought process so I can review if they are right and wrong

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An Endurance Training – Ivan’s Investment Reflection 2020 March

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

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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

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