Learning like Dr Feynman, & Renaissance Technologies?…

When I was an undergraduate in university, I had to take a couple of free elective modules and I decided to challenge myself and take something radically different and beyond my major of business and finance: Philosophy. I did a total of 3 electives that include General Philosophy, Philosophy of Religion, and Moral Philosophy, taught by … More Learning like Dr Feynman, & Renaissance Technologies?…

Insights from Successful Macro Investor James Leitner!

Jim Leitner is the greatest macro trader you’ve never heard of. He was once a currency expert on Wall Street, pulling billions from the markets, but now he plays the game through his own family office. Leitner understands the Macro Ops “go anywhere” mentality better than any other trader: Global macro is the willingness to… via … More Insights from Successful Macro Investor James Leitner!

Review of ‘Long & Short: Confessions of a Portfolio Manager’

Investor Lawrence Creatura recently published a book where he shared his insights from more than 2-decades worth of valuable experience. The author titled his book: ‘Long & Short: Confessions of a Portfolio Manager‘. Reading such books allows one to shorten the learning curve by learning from the experience of others, so I decided to give the book … More Review of ‘Long & Short: Confessions of a Portfolio Manager’

My takeaways from Warren Buffett’s latest letter

The most famous investor of the world released his widely-anticipated letter to his shareholders last weekend. I typically enjoy reading Mr Buffett’s letters as its sprinkled with bits of business wisdom and management tips allover, wrapped with his casual-like tone and occasional humour. Here are some of my main takeaways from the CEO of Berkshire … More My takeaways from Warren Buffett’s latest letter

New Media Investment Group – a potential turnaround story?

New Media Investment Group (NEWM) is an American company that invests in media services and digital marketing. The company emerged out of bankruptcy in 2014 (formerly GateHouse Media), and is managed by private equity titan Fortress Group. I came across this company while reading one of Macro Ops‘ letters; a savvy community of global macro investors which I … More New Media Investment Group – a potential turnaround story?

Betting on the Czech Koruna & the Mundell-Fleming Trilemma

Foreign exchange rates are notoriously difficult to predict over the short term, because there’s a great deal of volume traded across the world by many various players (governments, corporations, individuals, etc) for all sorts of reasons. However, they are easier to see over a longer term period as they are the reflection of the interactions of … More Betting on the Czech Koruna & the Mundell-Fleming Trilemma