Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. ...

I decided that it is high time that I do some audit of where I would hold the cash holdings that I have. I don’t think I would always hold so much cash in the future but I am concern less about ...

I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose ...

This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...

I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3 insurance firms. Another is my friend Rusmin from Fifth ...

Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...

A month ago, the share prices of a few cybersecurity stocks such as Palo Alto(PANW), Crowdstrike (CRWD), Checkpoint (CHKP), Zscaler (ZS), Fortinet (FTNT) was pretty weak. Since then, CHKP, FTNT are ...

I just want to take this opportunity to digest, reflect and take down some notes. I came from the Buffett school that if you know what you are investing in, you should concentrate. There is safety in ...

I thought since I did a drawdown for the LionGlobal Short Duration Fund in my last article, I just use the same methodology and did a drawdown on the Bloomberg Global Aggregate Bond Index (Hedged to ...

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under Temasek have been structuring this bond for the last ...