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Asset Allocation

When will I invest $1 million in Stocks / REITs in 2022? (as a...

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  In Jan 2022, I wrote that I would start buying stocks / REITs in 2022 when I see the Feds pivot. When the Feds start...

Will COVID-19 cause a recession? 3 actions you must take for Singapore Investors!

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  Well, what a year it has been! And it’s only February! Just over 1 month ago in early January everyone was talking about the reflation...

How to build an All-Weather Portfolio in 2020 – For Singapore investors? How to...

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I first wrote about the All-Weather Portfolio a year or two back on Financial Horse. It’s quite a popular one, and I frequently get questions...

Will the market crash in the second half of 2020? What will global demand...

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Will there be a market crash in the second half of 2020? What will global demand look like? We tried to answer this question 1...

How I plan to invest my En-Bloc Proceeds

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I received this question recently on the Financial Horse Forums: Hi Financialhorse. My investment property is going enbloc. I do not intend to buy back...

Why I am Worried about Omicron B.1.1.529 COVID strain

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  Note: This is a Premium Article available exclusively to Patrons. Making it available given the potential importance of this topic. If you find it...

Is the “Barbell” the best investment strategy for Singapore investors?

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I was reading the DBS 2Q 2019 Investment Insights recently, and one of the points really caught my eye: "Barbell – the winning strategy Build barbell...

Is it time to start selling stocks?

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Since the market top in the NASDAQ in early Sep, I’ve been getting a couple of questions on: Are we in a stock bubble?Is a...

Why do stocks keep going up? How to explain it – And will they...

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So I got a question from a Patron that really got me thinking: Hi FH, Good morning, Two days ago when there was news that...

Status Update on Markets – Thoughts on the rally, oil, SIA and REITs

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  Understand that there's a lot of investors searching for answers on what's going on in markets right now, so we figured we'll do our...

The Weekly Horse: Is the Yield Curve still a reliable indicator of recessions?

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Over the past week, I have heard the yield curve being mentioned 3 times. The first was for a board meeting for a listed...

How to prepare for the next recession / market crash?

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It seems like everyone is talking about a recession these days. Everywhere I go, I hear retail investors talking about how they expect a...

Why I am worried about the next 3 – 6 months for stocks /...

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Now this is a point that I’ve been thinking about for a while. Last weekend, I wrote a post for all Patrons sharing my views...

Will the Stock Market Crash in 2022?

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    Okay, I know what many of you are thinking. But FH, my stock XXX has already fallen 50% from  highs. You talk about a market...

Q1 Debrief and Q2 2019 Outlook for Singapore Investors

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As all Patrons will know, I publish a quarterly outlook for all Patron members, where I run through the top observations for the coming...