JohnJul 3, 20235 minMultibaggers for bag holders Many pandemic winners subsequently crashed over 90%. Was the market just being irrational, or can they attain their lofty valuations again?
JohnMar 16, 20226 minMore Buyers or Sellers Special: Time to pick our favourite BondWe launch a bond portfolio to complement our equity sector portfolio. A new Fed hiking cycle starting today should make it interesting.
DavidMar 13, 20220 minMoney Game: Russia's War or America's War? Is it Russia's war against Ukraine or America's war against Russia? If it is the latter, then the stock market is in serious trouble ...
DavidMar 6, 20220 minMoney Game: Will Sanctions Stop Putin? I explain why sanctions may do more harm than good. I also discuss my 3 scenarios and investment strategy
JohnFeb 28, 20226 minMore Buyers or Sellers: Are we in a bear market?QQQ met the technical definition of a bear market. We think it looks that way too. How can we tell?
JohnDec 20, 202110 minMore Buyers or Sellers: Boxing Day special - 2022 predictionsNot your usual year ahead. Predictions that you probably won't see anywhere else.
DavidDec 19, 20210 minDrawing the right lessons from QE1, QE2, QE3I am amazed by the market's tepid reaction to central bank actions last week. The market is drawing the wrong lesson from past QEs...
DavidDec 16, 20211 minEuropean natural gas storage at just 60% fullEuropean nat gas price is up 40% this month. Politicians and market remain unprepared for this well-telegraphed train-wreck in slow motion
DavidOct 17, 20210 minMoney Game with David Woo: COVID's 5th wave? I present more analysis on why COVID could be soon at an inflection point. Stay long Pfizer and look to add if it goes to $40.
DavidOct 10, 20210 minMoney Game with David Woo: Is China going to invade Australia and Taiwan?Let’s put ourselves in Xi’s shoes and think about how he might answer this question.
DavidJul 23, 20216 minQuack economicsSummary: The success of Keynesian activism over the past two decades was the result of a series of big negative demand shocks. COVID-19...
DavidJun 30, 20212 minThere are now more millennials than baby boomersPeople are a product of their experiences. What can millennials - the oldest of them turning forty years old this year - look back on?...