Boat Quay, Singapore, a very old kind of logistics long before there was ever a tech company in the Straits Times Index

Property stock replaced by the first tech company in the Straits Times Index

Posted Leave a commentPosted in News

Last month, the Hang Seng index made the historic move of replacing Cathay Pacific with a mainland Chinese company, as part of the longer-term trend of Greater China integration in the index.  At that time, I pointed out that Singapore Airlines’s position in the Straits Times index was far more secure, but today we see […]

Cathay Pacific's last day in the Hang Seng index

Cathay Pacific’s last day in the Hang Seng Index

Posted Leave a commentPosted in News

Three weeks ago on November 10th, Hang Seng indexes announced that Cathay Pacific airways (HKEX: 00293) would be dropped from the blue chip Hang Seng Index as of December 4th. (Sources: SCMP, Bloomberg) The Hang Seng index has changed dramatically over the past two decades, from being a Hong Kong specific benchmark of 30 of […]

Tariq Dennison and Peter Lewis on RTHK Money Talk Xtra

Investment Suitability for the Elderly, Sat Nov 25 8:30 on RTHK Radio 3

Posted Leave a commentPosted in News, Personal finance

On tomorrow’s episode of “Money Talk Xtra” with Peter Lewis, Tariq Dennison will answer questions on how to evaluate the suitability of different investment products and strategies for elderly investors. The show will air Saturday, November 25th at 8:30am on RTHK radio 3. Retirees often focus on reducing risk, but sometimes to the point of […]

An Initial Coin Offering (ICO) that promises to wrap traditional assets as Ethereum blockchain tokens.

Posted Leave a commentPosted in News

I am often asked what I think about “investing” in cryptocurrencies like bitcoin or ethereum, and more recently about initial coin offerings (ICOs).  Just as I say one does not “invest in a currency” (you can either speculate that a currency will rise or fall in value, or convert money into the currency to buy […]

ETFs and Blockchain are excellent technologies, but there are at least 6 reasons to reject #bitcoin ETFs

Posted Leave a commentPosted in News

My latest SeekingAlpha article lists 6 reasons regulators (and exchanges) should reject Bitcoin ETFs, ranging from the practical and technological to arguably moral and social reasons. I wrote back in 2014 about how 21st blockchain technology should wrap and replace 20th century mutual fund and ETF technology.  ICOs are a start towards this, but I […]

I'm back in Singapore 15-19 May, message if you have time to meet

Posted Leave a commentPosted in News

I’m back in Singapore this week presenting the first two days of the Equity Investing Workshops at CFA Singapore.  I’ll be covering top-down portfolio construction, ETFs, how to evaluate mutual funds and hedge funds, and finish off with a concise introduction to options and capital structure before handing off to Anand for the 2nd half […]

FBAR deadline for US taxpayers foreign accounts moved to April 15th

Posted Leave a commentPosted in News

Thanks to our friends at American Pacific Tax for pointing out that the deadline for US citizens and green card holders to report their foreign financial accounts to the Financial Crimes Enforcement network (FINCEN) has now been moved to April 15th, instead of the previous deadline of June 30th.

Videos of Jim Rogers speaking in Shenzhen February 25th 2017

Posted Leave a commentPosted in Books, News

This past Saturday, February 25th 2017 at the Ritz-Carlton Shenzhen, legendary investor Jim Rogers spoke to packed rooms about China, investing, the dollar, and having children, especially girls.  Below are just three short videos from the event posted on our YouTube channel “GFM Money Minute”: Be inspired!

Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters

Posted Leave a commentPosted in News

Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on the site BuysideDebate.com As of the time I cast my vote, opinions still seem evenly split, but with more conviction on the model side than the human judgement side (and I doubt that’s […]

Thank you

Posted Leave a commentPosted in News

Your response has been recorded.  Please have a look at the rest of our website to learn more about how we set up and invest retirement plans.