Recently a lot of my clients and subscribers have asked if there is any investment opportunity given the collapse of oil prices. Is it time to buy oil ETFs or energy companies, or is a recession imminent? We all know the world has become chaotic, and 2020 is a year of miracles in financial markets. […]
Stock Market Plunged: Should You Buy Or Sell Now?
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 […]
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 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 […]
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 […]
3 Bond Investment Lessons From Swiber’s Winding-Up
Bond investment is always in voracious demand in Singapore. With many years of low deposit rate and lifeless Singapore stock market, people are struggling to find a better investment to place their hard-earned savings. Probably because the majority of the retail bonds are sold by the banks, many Singaporeans treat bonds just like fixed deposits – You put […]
Falling Oil Price: Will There Be A Credit Crunch?
Who are the smartest and most heartless companies in the world? You bet, the banks. If you recall my article at the beginning of the year, I have explained the real ‘time bomb’ from sharp falling oil price is not just the looming future of the energy companies but the impact to the financial system, the […]