When I first started dabbling in the financial markets years ago, it wasn’t a pleasant experience. I made money at first but eventually lost it all, and losing one’s hard-earned savings was a heart-wrenching experience. It made me doubt if I could ever become a successful investor (I know it sounds naive). While I saw … More These are the things I wish I knew before I started investing
John Burbank III, founder of Passport Capital, is a well-known macro investor based out of San Francisco. He grew Passport from around $800,000 to an investment firm managing north of $3 billion at its height. He was also one of the few money managers who anticipated the subprime mortgage crisis in 2005 and actually … More Macro Investing Masterclass (John Burbank converses with Kyle Bass)
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
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)
Swiss investor Felix Zulauf is a pioneer among global finance. He joint the industry before Wall Street became ‘Wall Street’. He anticipated the great equity bull market in the early 1980s, made a killing for his clients during the infamous 1987 market crash, and foresaw the Asian Financial Crisis back in the 1990s. How brilliant … More A Great Podcast not to be missed
Continuing my never-ending pursuit of global macro education, I picked up an interesting book last year and was hooked to it immediately, reading it through in just one sitting: It’s a fascinating insight into the process and lens of a successful discretionary macro trader, and the book is available on Amazon for purchase. Alex Gurevich was … More ‘The Next Perfect Trade’ – a brilliant book on macro trading!
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…