Building a resilient portfolio can protect wealth from inflation. Here are some market principles that can enhance portfolio resilience.

Some thoughts and commentary post-August CPI release.

The BOJ recently exited from its decades-long zero interest rate policy. Does this portend a new era? Let's also learn about vol clustering.

The S&P 500 is in the 15th year of the bull market since it exited the Great Financial Crisis in 2009. Is it in a bubble and overvalued?

On 20 March 2024, the Federal Reserve doubled down on its pivot and effectively started its "easing".

One of the well-known seasonal patterns is the October effect. Will the stock market crash this October? Let's take a closer look at this.

Amazon will replace Walgreens Boots Alliance in the Dow Jones Industrial Average, effective 26 Feb 2024. Let's see what is the impact.

Inflation and interest rates are still influencing markets in 2024. In this podcast, we share our thoughts on this topic.

Interest rates continue to be the driving macro factor in markets. Let's take a look at the outlook for interest rates in 2024.

Why is inflation not coming down as fast despite one of the most rapid and massive series of rate hikes since the 80s?

Black swans are events that come out of nowhere and can lead to significant losses in a portfolio. Do we know where black swans lurk?

Welcome to our inaugural AQ Podcast with our guest host Ou Da Wei.

Both the S&P 500 and Nasdaq are up significantly this year but the Dow Jones Industrial Average is flat. Is the Dow broken? Let's find out.

The market is glued to the debt ceiling talks with the media talks about it every day. Because if the US defaults, that would disastrous.

This is an open invitation to gather for an informal coffee chit-chat session. We would like to have more face-time post-pandemic.

Headline inflation is coming down fast. This is mainly driven by lower commodity prices. However, core inflation remains sticky. What's next

2022 was the Great Inflation. We are now in 2023. Are we experiencing the Great Normalization? Let's take a look at CPI and asset classes.

Do you trade in and out of the market only to end up selling bottoms and buying tops and then give up mid-way? Here is what you should do.

Are we headed for a recession? Let's use history as a guide and see where we stand today. The study suggests we are in uncharted territory.

I know this might sound incredulous but the bulk of your returns actually come from moves that happen overnight.