Sep 06, 2025 Today, I learned about various financial insights shared by experts like Michael Spencer, Mohamed A. El-Erian, and Christopher Smart. Spencer delved into the world order without certain countries, while El-Erian focused on alternative global economic orders. Smart provided a guide for portfolios emphasizing the importance of diversification,
Sep 05, 2025 Goldman Sachs and JPMorgan are forecasting a potential increase in the price of gold to around $5,000 amid concerns about the Federal Reserve. They recommend investors diversify into commodities as inflation worries continue to grow. The market is closely monitoring President Trump’s influence on the Fed, as
Sep 04, 2025 Today, I learned about the impact of US port fees on the shipbuilding industry in China, with major companies able to absorb the impact. Additionally, the digital pathology market is expected to reach $1.91 billion by 2032, driven by the increasing need for healthcare access in rural
Sep 03, 2025 I recently came across news discussing the significance of gold in an investment portfolio, particularly in times of financial turmoil. A storied hedge fund, DE Shaw, highlighted that gold’s true value lies in its uselessness to other markets, making it a non-productive store of value. The firm
Sep 02, 2025 I recently learned about the tensions between Taiwan and the Philippines amid the Shanghai Cooperation Organization (SCO) summit in Tianjin, China. The summit gathered leaders from various Southeast Asian countries, including prominent figures like India’s Narendra Modi and Russia’s Vladimir Putin. China highlighted the event as part
Sep 01, 2025 I recently read an article discussing the potential implications of suborning the central bank, specifically the Federal Reserve. The piece highlighted the power that could be wielded through regulatory and supervisory control of the banking system. It also mentioned attempts by the current administration to influence the
Aug 30, 2025 I recently came across a new book titled “The Land of the Rising Sun and the Lion City,” which delves into the future prospects for cooperation between Japan, Southeast Asia, and the wider Indo-Pacific region. The book, edited by Singapore ambassador-at-large Tommy Koh and Japan ambassador to
Aug 29, 2025 I recently learned that Vanguard is defending a controversial strategy that suggests a 70% bond and 30% stock split, diverging from the traditional 60/40 split. This shift is part of Vanguard’s long-term time-varying asset allocation portfolio, aiming to identify risk tolerance in different market conditions. By overweighting
Aug 28, 2025 I recently came across news about a biotech company called ESSA Pharma Inc. that made an error in announcing a dividend payment to its shareholders. The company declared a dividend of $80 million to be paid out on August 22, but an off-by-one error in the announcement
Aug 27, 2025 I recently came across news about JPMorgan forecasting a surge in tax refunds in early 2026, potentially impacting the economy and markets. The IRS is maintaining current withholding levels, leading to larger refunds next year, acting as a stimulus for consumer demand and inflation. The One Big