The Fed did not make a U-Turn

Last week's Federal Open Market Committee (FOMC) meeting in the U.S. took the financial community by storm as its January policy update were seen by investors and market observers as an outright 'U-Turn'. However, it may not be so. The most talked about was the change in the middle portion of the Fed's statement during … Continue reading The Fed did not make a U-Turn →

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 →

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 … Continue reading 3 areas to steer clear of & 1 chart to monitor →

Deleveraging crisis ahead?

In 2008, (most) people all around the world were caught up in a rude shock as they see one of the worst financial crisis crashed upon the shores of their countries. Equity markets everywhere crashed, millions of jobs disappeared and banks all around the world had to be bailed out by governments. Even the British Queen (Elizabeth … Continue reading Deleveraging crisis ahead? →

Interested in Global Macro Investing? This course may help!

Just like myself, you may have heard of the term "global macro" before, and may be unsure of what it exactly means. And you have every right to be unsure. There aren't many resources and material out there for one to find out more (think of all the numerous amounts of books/courses on value investing), … Continue reading Interested in Global Macro Investing? This course may help! →