The stock market has been running red hot in the past few weeks as investors bet on the resurgence of AI, interest rate cuts, and a potential soft landing to the economy, averting the much-feared recession. As a result of this, Warren Buffett’s favourite market gauge is flashing red, signalling that US stocks are overvalued…
Category: Macro
Does Market Timing Works Better Than DCA?
One of the most favourite pastimes for economists, analysts and investors alike in the early part of the year is to make market prediction on where the stock market will be heading. Ipsos Global ran a similar survey and research report on the outlook of 2023, including where the economy and stock market is heading…
The Day of China’s Capitulation – 24 Oct 2022
I felt the need to address this because there were so many who messaged me yesterday about potentially one of the most turbulent capitulation investors investing in China and HK stocks face this year and judging by the number of messages and concerns, it is probably safe to say that it is capitulation. Most of…
Does Dollar-Cost Averaging (DCA) Strategy Works In A Bear Market?
The stock market hasn’t been kind to any investors so far this year with many major indices and currencies plunging to over decades low. Already, many media outlets are touting this year as one of the most unprecedented and difficult times to endure. One of the hardest things to do in a bear market is…
If Your Portfolio Looks Crap, Know That We Are In A Bear Market
My portfolio is down in the range of 35-40% in the last two years and it hasn’t been easy for me as it has been for anyone. A bear market can take an extreme psychological mental toll not only on new but also some experienced investors. In a bear market, no one is immune (unless…
Inflation Continues To Accelerate In Jun 2022. Will Market Be Crashing Further?
Over the past week, we have an important report from inflation which is at the heart of everyone’s attention. The CPI Annual inflation rate in the US accelerated to 9.1% in the month of Jun 2022, which records the highest in 41 years, and above the market forecasts of 8.8%. Energy prices rose the most…
Are Prices of Luxury Watches Finally Falling?
Pent-up demand for luxury watches have never been higher since the era of Covid-19. Easy monetary policies globally combined with the relentless rising cost of goods material and inflation have spiked up demand for luxury watches around the world. According to a research study, Rolex brand accounts for one-quarter of the entire Swiss watch industry’s…
Cherry Picking Your Statistics with Terra Luna as Case Study
Terra Luna and UST have been making the headlines in the past recent weeks as the crypto market goes into turmoil mode when one of the more stablecoins erupted overnight and send its value plunging almost close to nil (well, not exactly nil as we see later how much the market cap is right now…