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Views at a glance – May 2024

Equities remain resilient. 06/05/2024 A tougher start to the second quarter The latest economic data from the US has not been particularly supportive for either bond or equity markets. This year’s inflation readings have all come in higher than expectations, with the latest figures even suggesting that inflation may be starting to reaccelerate. Investors are […]

How to Deal with FOMO to Become a Better Trader

Dealing with the fear of missing out – or FOMO – is a highly valuable skill for traders. Not only can FOMO have a negative emotional impact, it can cloud judgment and overshadow logic, which is problematic when making trading decisions. So what is FOMO in trading ? It’s the fear traders get when they think they […]

Stock Buybacks

Stock buybacks are a very popular method among corporations. If executed properly, they can benefit shareholder equity, but if mismanaged, they can also lead to company difficulties. Warren Buffett, in his 2011 letter to shareholders, mentioned that Berkshire Hathaway would only repurchase shares under two conditions: 1. Charlie and I believe that the company’s stock […]

Three Key Considerations Before Starting Long-Term Investment

“Before starting long-term investing, what should I buy?” This is a question I have often received from many students. In fact, The most challenging aspect of long-term investing is not how to start correctly, but how to complete the process of long-term investment properly. Therefore, the priority is not what to buy, but to understand […]

What is the Buffett Indicator?

The Buffett Indicator is a renowned metric used to assess whether the current stock market is overheated or undervalued. It was highlighted by the legendary investor Warren Buffett in a 2001 interview with Forbes magazine. This indicator measures the ratio of the total market capitalization of the stock market to the Gross Domestic Product (GDP). […]

Good Faith Violation and 90-Day Trading Restriction

In U.S. stock trading rules, investors using cash trading accounts need to be aware of the Good Faith Violation and the 90-Day Trading Restriction rules. These rules are mainly in place to regulate the buying and selling of unsettled funds. U.S. stocks follow a T+2 settlement, meaning the transfer of stocks and cash appears instantaneous […]

Views at a glance – February 2024

Markets continue to anticipate a “soft landing” for the US economy. 04/02/2024 Markets in wait-and-see mode The rally that drove global stocks and bonds higher at the end of 2023 has lost some momentum this year. However, markets are holding onto earlier gains as they continue to anticipate a “Goldilocks” scenario of falling inflation, reasonable […]