Author: Kean Chan

Changing your habits is essential to getting the results you want. Here’s how

One of the most enjoyable things you can do on earth is to be in a bamboo garden. The beauty of a bamboo garden enthralls the senses. It isn't just the greenery that is serene, but the mathematical, node-like structure of the plant is aesthetically pleasant to the eyes. The mild rustling of leaves as … Continue reading Changing your habits is essential to getting the results you want. Here’s how →

Our subconscious desires could be a danger to the investing process – a reflection from Hamilton

When I was in London in June, I managed to catch the acclaimed American musical Hamilton amidst a relatively tight schedule and a cold summer rain. To be honest, I haven’t heard of it until a couple of people brought it up to me when I told them I was headed for the U.K. earlier … Continue reading Our subconscious desires could be a danger to the investing process – a reflection from Hamilton →

These reasons are getting me interested in the energy sector

A change in the Narrative Among the many eyebrow-raising, bizarre, and interesting developments (zero-interest rate policies, negative yielding bonds, rise of populism) that have occurred since 2010, one of them that really defined this current decade is the death of the 'peak-oil' narrative. Remember those days when people were talking about how there could be … Continue reading These reasons are getting me interested in the energy sector →

This Horse-racing gambler earned almost a billion – here’s what he can teach us

One of the best articles that I’ve read in 2018 was a Bloomberg piece I opened while commuting in the subway on a rainy weekday. Kit Chellel’s ‘The Gambler Who Cracked the Horse-Racing Code’ was simply breath-taking. It chronicles the life of Mr Bill Benter, a swashbuckling horse-racing gambler born in Pittsburgh in the United … Continue reading This Horse-racing gambler earned almost a billion – here’s what he can teach us →

Trade deal or no trade deal? It does not matter…

'We, the Chinese nation, after fifty years of sanguinary revolutions and five and a half years of sacrifice in the War of Resistance, have finally transformed the history of a hundred years of the Unequal Treaties of sorrow into a glorious record of the termination of the Unequal Treaties' ~ Chiang Kai-Shek, January 1943 Somewhere … Continue reading Trade deal or no trade deal? It does not matter… →

If there’s one thing to know soon, it’s MMT

MMT stands for 'Modern Monetary Theory', and it may be the next must-know term to know and understand before it becomes mainstream. OK, but what exactly is Modern Monetary Theory? The Roosevelt Institute published an article about it eight years ago, and it simply describes a school of thought in macro-economic thinking that revolves around … Continue reading If there’s one thing to know soon, it’s MMT →

‘Less about fundamentals, more about risk management’ ~ podcast with Mark Dow

I follow a couple of macro investors out there and Mark Dow of 'Behavioral Macro' is worth following. Dow was an economist with various stints in Wall Street institutions and even the International Monetary Fund (IMF). He currently manages a family office based out in Southern California. Futures Radio Show interviewed Dow at the beginning … Continue reading ‘Less about fundamentals, more about risk management’ ~ podcast with Mark Dow →