Yang Wen-li’s Dilemma – Democracy, Revolutions & thoughts on Financial Markets

In Yoshiki Tanaka’s epic science fiction thriller, ‘The Legend of the Galactic Heroes‘, Yang Wen-li is caught between the horns of a difficult dilemma. Staring at the vast open space of stars from his flagship’s bridge, the awkward but astute admiral contemplates the never-ending wars between his home planetary system (the democratic Free Planets Alliance) … More Yang Wen-li’s Dilemma – Democracy, Revolutions & thoughts on Financial Markets

3 areas to steer clear of & 1 chart to monitor

The investment landscape is changing for the first time in 8 years. According to the IMF‘s data, America’s economy is operating at if not above capacity (output gap closing), with a relatively tight labour market and leveraging by both corporations and households. A pickup in investment began early last year, as growth accelerated and companies … More 3 areas to steer clear of & 1 chart to monitor

Want to become a successful investor? Howard Marks explains how!

Billionaire investor Howard Marks is one of those rare people whose words pack a rare combination of wisdom and elegant common sense. When he speaks, both Wall Street and Main Street listens. He is most well-known for his letters to his clients, affectionately known as the ‘Oaktree Memos’, which have been compiled into a book … More Want to become a successful investor? Howard Marks explains how!

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

The BOJ’s new framework may mean that the Yen may become Confetti some day…

In its September policy update, the Bank of Japan (BOJ) announced that it’s tweaking its framework to “Quantitative & Qualitative Easing with Yield Curve Control”, with 2 major components: Yield curve control: “the bank will control short-term and long-term interest rates” Inflation-overshooting commitment: “the bank commits itself to expanding the monetary base until the year-on-year … More The BOJ’s new framework may mean that the Yen may become Confetti some day…