The things I say and do
Eating hotpot is great even if you are doing it alone.
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HASHTAGS
#error!
- Apr 14
- 6 min
A few observations
"Illiquidity Is The New Leverage And Flows Are More Important Than Fundamentals" - Eric Peters, CIO, One River Asset Management Tulip...
- Mar 26
- 3 min
The changing narrative on China
"Do you know how big is a billion? Just imagine every person tossing a coin at you at the same time." This was how one of my flatmates...
- Mar 9
- 3 min
Fair value vs high value
Curating and designing the short-term narrative towards a high value sometimes comes at a cost.
- Feb 11
- 2 min
Age and risk management
Risk management isn't sometimes about portfolio growth and diversification, but more about avoiding bad decisions with drastic outcomes.
- Dec 26, 2022
- 3 min
The era of bullshitting is over
Social media had only really started to take off some time in 2009. In the 2020 TV documentary The Social Dilemma, the show talks about...
- Dec 1, 2022
- 4 min
Stupid money is as stupid does
When FTX imploded, some of the largest investors including OTPP and Temasek Holdings issued public statements to disclose their full...
- Oct 23, 2022
- 6 min
"Uninvestable" is all about the perception of risk
“Soldiers all around the world behave in the same way once they put on their helmets and the uniform.”
- Oct 21, 2022
- 4 min
What is good for you may not be good for me
More than ten years ago during my early banking days, I was chatting with a friend over lunch. At that point of time, I had just...
- Oct 6, 2022
- 5 min
Numbers and the narrative
Whenever I approached the close of my financial modelling course, I always did a simple roll-call to call for feedback from everyone in...
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