Geographical arbitrage is the practice of earning income in a strong currency or high-cost area while spending or operating in a lower cost area, thereby swiftly accumulating wealth or achieving a higher quality of life at a lower cost. For…
Japan’s 10 year, 20 year and 30 year bond yield has increased significantly over the past few months, and this fact is being plastered all over the news. Why is this a concern, and what impact does it have? I…
10 years ago I went to the North-Eastern part of China to attend a friend’s wedding and experienced a series of culture differences. Wedding Culture Differences First off, the wedding banquet was in the day, which by itself is not…
The US stock market seem resilient, and the AI hype is so strong it might as well be an AI bubble. Background The S&P 500, and by extension the US stock market, seems to be never dying, rising up and…
Few years back, there was a craze in buying Thailand properties. From properties in Bangkok to Chiang Mai to Phuket, many Asian investors invested in those properties. Property agents were all out trying to sell as many as they could,…
夫將兵者，不戰則守，不守則走，不走則逃，不逃則死。- 司馬懿 In military, if you do not attack, defend; if you do not defend, retreat; if you do not retreat, flee; if you do not flee, die – Sima Yi The Chinese has a saying: The business world is…
A reader asked how do I go about in choosing stocks that are cheap, safe and of value? The short answer is that I find windows of opportunities that comes along with the big trend. The process is actually drawn…
This current blog on financial freedom started in 21 August 2021. Throughout this period I have talked about different things related to financial freedom, but generally it can be summarised as such: Understanding the societal and financial rules, effectively making…
Announcement: I will be away on a work trip for 2 to 3 months. The blog will not be updated in the meantime. I will see everyone again 2 to 3 months later.
In the Western society, there is an analogy that choosing a stock is like choosing a wife. In fact, in their 1997 annual meeting, Warren Buffett and Charlie Munger were talking about opportunity costs when choosing a particular investment, and…