If you are still asking which cryptocurrency you should “invest” in, you are heading in the wrong direction. As I have discussed in my earlier article, the value of what crypto brings to this world is not just a few more symbols to trade or a get rich quick scheme. It is a much bigger […]
What Is China Evergrande Debt Crisis and Why It Rocks The Global Market
The biggest worry in the financial market now is not the US tapering or China tech crackdown, but the possibility of default of China Evergrande Group (中国恒大集团). The report of China Evergrande’s situation is on the news every day, but many Singapore investors are not even familiar with the name. This article gives you a […]
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 current P/E ratio of S&P 500 is nearly 30 and Nasdaq’s PE is at 88, this is a level that is above the long-term average. Nevertheless, I […]
Who Is Manipulating The Stock Market
If you were to look only at the stock market and nothing else, you’d probably have no clue that millions of people just lost their jobs, hundreds of global companies are filing bankruptcies and yes, we are still in a global coronavirus pandemic. Why do the stock markets ignore all the bad news? Are we […]
Investing in REITs – Why It Is NOT the Right Time to Buy Now
With the global recession triggered by COVID-19, we have seen that the Singapore REITs index has suffered a massive 20% loss. You may be asking, “What would be the impact of COVID-19 on REITs? Is it a good time to buy REITs now?” In this article, I want to help you understand three questions. Why […]
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 in the future. Note this letter is exclusive to my clients. It creates transparency for my clients and forces me to be accountable for my investment decisions […]