We manage our capital markets portfolio with three key processes in mind:
- Benchmarking. On a quarterly basis, we compare our portfolio's performance against that of our target asset allocation's in order to receive feedback on our investment decisions.
- Simple Narratives. We focus on investing in simple and easy to understand investment narratives. This not only allow us to have higher confidence on our decisions, but also gives us better flexibility in changing our decisions when our narratives have changed or have been proven wrong.
- Reasonable Fees, Quality Partners. While we take advantage of low-cost options to participate in capital markets such as discount brokerages and index ETFs, we still continue to screen and engage the best possible partners in private banking and advisory, who continously help us fine-tune our investment strategy.
Business News Summary
- Sept. 05, 2025 Asian Shares Join Global Rally Before US Jobs Data
- Aug. 29, 2025 Asian Equities Muted as US Shares Rise on GDP Data
- Aug. 22, 2025 Stocks Drift With Fed in Focus, Rate Cut Bets Cool
- Aug. 15, 2025 Asian Shares Rise as Japan GDP Beats, Bonds Steady
- Aug. 08, 2025 Asia Stocks Eye Cautious Open as Wall Street Cools
- Aug. 01, 2025 Stocks Under Pressure as US Sets New Tariff Rates
Common Cents
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Oct. 23, 2025
Government Shutdown
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Aug. 14, 2025
Trumponimics
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Aug. 08, 2025
When Bad News is Good News
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July 10, 2025
Retail Traders: Here Comes the Cavalry
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July 03, 2025
the Benefits of Doing Nothing
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June 26, 2025
Surprisingly Resilient Market
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June 05, 2025
One Big Beautiful Bill
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May 29, 2025
The TACO Trade
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May 22, 2024
Risky BUsiness
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May 15, 2025
Dead Cat Bounce
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May 08, 2025
Stagflation
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May 01, 2025
Bear Market Rallies
Weekly Brief