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Tong's Portfolio
Our 2023 focus is on risk-adjusted returns
For the better part of the last decade, stocks have risen against the backdrop of falling interest rates.
January 05, 2023
Global Economy
China is the wild card for global inflation in 2023
A rebounding China would drive up imports of oil, commodities and raw materials
December 08, 2022
Tong's Portfolio
Your knowledge is your competitive advantage over others
Having at least some knowledge of what you are investing in will greatly increase the odds for profits and minimize the risks .
December 08, 2022
Tong's Portfolio
Covid-19: How countries fared and why
Criticism of China’s zero-Covid stems from Western economic interests concerns?
November 10, 2022
Global Economy
Diesel hits chaos mode in fresh blow for global economy
"Diesel is the industrial product of the world, so it’s not going to help an already weakened economic environment.”
October 17, 2022
Global Economy
How do we fix Bernanke's fixes? That's for a future Nobel
The Nobel prize “confers on an individual an authority which in economics no man ought to possess.”
October 13, 2022
Global Economy
IMF warns 'worst is yet to come' as steps to slow inflation raise risks
The IMF sees a 25% probability that growth will slow to less than 2%.
October 11, 2022
Global Economy
Supply chain 'normal' appears on horizon, with sights set on March
By some measures, the untangling of transport snarls is happening just as fast as the system knotted up last year.
October 09, 2022
Global Economy
The canary in the inflation coal mine
One such driver of inflation, rising shipping costs, has been under-studied.
October 06, 2022
Global Markets
Stock bulls reluctantly fold on Fed’s grim economic message
Investors will now have to grapple with the threat of a Fed hiking to levels higher than previously expected
September 22, 2022