Reading about Adaptive Systems, Biology & Power Laws may improve your investing

In an astutely written article titled ‘The Expert Generalist – Why the Future Belongs to Polymaths‘, Zat Rana made a case for how the well-read and multi-disciplined generalist will outperform master specialists in an evolving world that is increasingly run by machines and artificial narrow intelligence. Rana emphasised that some of history’s greatest contributors like Aristotle and … More Reading about Adaptive Systems, Biology & Power Laws may improve your investing

Weekly Observations: Central Bankers as Gamemasters

An excerpt from a week’s journal: 20 August 2018: Observations & Thoughts Today was generally a risk-on environment, with Chinese equity indexes leading the way in Asia Pacific (Japan and South Korea lagged). Indian equities continued to climb higher. The Yuan has also somewhat stabilised and has strengthened against the USD since last week. Chinese … More Weekly Observations: Central Bankers as Gamemasters

Weekly Observations

An excerpt from a week’s journal: Weekend 4 – 5 August 2018: Observations & Thoughts What a crazy week of a series of risk-off days. It’s time to reassess the macro liquidity landscape: US high yield bond credit spreads remain under control and are still relatively tight: The Chicago Fed’s ANFC Index is still at … More Weekly Observations

Trading Lessons From The Macro Tourist (Kevin Muir)

At ChatWithTraders.com, there’s a whole lot of wonderful interviews of successful traders/investors done via podcasts. It is an invaluable source of insights and a great asset to many of us actively involved in the markets! While I’ve earlier reviewed the podcast with Dario Mofardin, this episode with Kevin Muir is another one helpful to anyone learning … More Trading Lessons From The Macro Tourist (Kevin Muir)

3rd Quarter 2017 Review: Time for Kaizen!

The Japanese have a term to describe the effort of continuous improvement for the better: 改善 (pronounced ‘Kai-zen’) That’s what exactly what I need to do. Ever since I decided that I wanted to be a successful macro investor, I’ve embarked on my never-ending journey, climbed mountains and went through valleys, sought out the sages, … More 3rd Quarter 2017 Review: Time for Kaizen!

Dr Jim Walker’s thoughts, & observations from Penang…

I recently attended a forum organised by the Singapore Exchange (SGX) and SmartKarma, where an interesting guest speaker was invited for a keynote address. Dr Jim Walker of Asianomics, a witty Scottish economist based in Hong Kong who speaks with a semi-thick Scot accent, delivered an insightful presentation regarding the future prospects of Southeast Asian … More Dr Jim Walker’s thoughts, & observations from Penang…