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!
The first half of 2017 is over, and my book remained almost unchanged from the end of 1Q 2017 to the end of June. I maintain my defensive stance, risking one-third of my usual sizing for any new positions and also gunning for lowly-correlated positions in terms of price structure as well as fundamental logic. … More 2nd Quarter 2017 Review & Strategy for 2H 2017
While it was a decent 3 months for both broad equity and bond markets, all my trades did not work out as expected and I cut all my initial positions that were initiated in January. Additionally, a couple of my positions that were USD-denominated also saw valuations affected by the slight weakening of the Dollar against … More Review of 1st Quarter 2017 & Portfolio Update
2016 was a year of ups and downs and many unexpected events, but they are merely symptoms of the signs of the times.. If any, 2017 would probably be tumultuous as well, and as global macro investors, we are rewarded and protected by being opportunistic, nimble and adaptable. Like the famous Bruce Lee used to … More Review of 2016 & my thoughts for 2017
Legendary investor Jim Rogers is back with his sixth book: “Street Smarts – Adventures on the Road and in the Markets”! Published in the spring of 2013, this book is a recollection and a self-styled memoir of Rogers’ own life, investment experiences and his observations from his many travels around the globe. While there were … More Insights From “Street Smarts – Adventures on the Road & in the Markets”
Wilmar International. Shangri-La Hotels. Kerry Group. PACC Offshore Services… These are just some famous companies under his business empire. Billionaire Robert Kuok is an internationally well-known business figure, and his presence is almost everywhere, whether its helping Coca Cola to distribute their beverages in China or delivering edible oil and refined sugar to various countries throughout Southeast … More Robert Kuok – lessons from a business magnate