Tag Archives: investing

My Crystal Ball

By | August 20, 2018

Turkish Lira under attack! Turkey detained an American Pastor and that’s what annoyed the Trump administration which promptly applied sanctions to Turkey. Due to relatively high level of dollar denominated debt, Turkish Lira was having a panic selling earlier in the week. Together with ultra-high inflation, economic growth slow down and various political issues with… Read More »

A few recent thoughts on international trades, investing and life in general

By | July 16, 2018

Trade: tariffs are always a mean to the end and it should never be the end Despite various headlines lately on tariffs, and for a while, it seems that US is “picking a fight” with the rest of the world (or at least with the countries that are running a trade surplus against US), such… Read More »

Berkshire Annual Meeting Notes – 2 (Bitcoin)

By | May 14, 2018

This shouldn’t come as a surprise – Warren and Charlie don’t recognize Bitcoin as an investment medium. This is the modified version of how Charlie phrased at the meeting. The direct quote from Charlie was “trading Bitcoin is like trading turds”. Indeed, the “value” of Bitcoin is solely depending on how much the next buyer… Read More »

Berkshire Annual Meeting Notes – 1 (Gold vs. S&P 500)

By | May 7, 2018

Last year this time, we were at Omaha Nebraska participating the Berkshire’s annual investor meeting. This year there was a conflict for me over the same weekend, I had to resort to watching live broadcasting by Yahoo Finance instead, which is not entirely terrible either, considering the lack of hassle in travelling and fighting the… Read More »

5 similarities between long-term investing and training for (and running) a marathon

By | April 2, 2018

Long term investing and training for (and running) a marathon have a lot in common. I have experiences in both front: I am a long-term investor for over 15 years and I am an active runner raced in 5K, 4M, 10K, 15K and Marathon races. With experiences from both activities, I noticed a lot common… Read More »

How do you invest when we are 8 years into this current cycle

By | February 26, 2018

How do you invest when we are 8 years into this current cycle? We get this question a lot, from friends and family, from clients, from colleagues and fellow investors. Unfortunately this is such an open-ended question that we have take a careful assessment to have a reliable answer. First of all, does number of… Read More »