2025 Wrap Up: A Year of Growth and Challenges

2025 continues the amazing run for US equities from 2023 and 2024. As of December 26, the S&P 500 index is up almost 20% for the year. This is the third year of double digit growth that has been fueled mainly by the hype in generative AI. Over in Malaysia, the KLCI is ending mostly… Continue reading 2025 Wrap Up: A Year of Growth and Challenges

US Tariffs and Market Meltdown

US vs the Rest of the World On April 2, Donald Trump unexpectedly announced high tariffs on almost all countries based on a flawed understanding of maths and economics. Compounding the bad news is the fact that the tariffs were to be effective in just a few days. This translates to an immediate cost spike… Continue reading US Tariffs and Market Meltdown