Stock Market Commentary

In our client communication, I have been thinking about why the market should recover based on fundamentals. Ultimately, people need to have faith that business …

Last week on my Moat Market Intel, I shared a table of the stock market performance during different periods after a major geopolitical event: You …

In my post Is Tech Investing in this Decade Similar to Investing in Emerging Markets in the Last Decade, I explained that the host of …

This 2022 didn’t start off on a positive note. If you have fully invested in the STI ETF, you would have fared better but if …

I don’t know if she meant it but Cathie Wood of Ark Innovation really played this ETF marketing game better than anyone we know. Ark …

Upon the announcement of their Q2 2021 financial results, Amazon share price fell by about 7%. I guess many of us were not expecting this …

There will be a few times in investing where an investor feels are so concentrated on the investment angle that they can become rather blinded …

There were two things on my mind recently: Living with a transition from a concentrated strategy to a more diversified strategy. Proper position sizing versus …

Last week, this investment conversation pop-up on my Twitter feed. Stripe’s billionaire co-founder John Collison was the guest host interviewing D1 Capital’s Dan Sundheim on …

There is a new exchange-traded fund (ETF) that allows an investor to be exposed to some of the leading global cloud computing companies. The ETF, …