The Rational Valuations
Tai Zhi, our CIO, shares two easy to understand & scientific ways to check if equity markets are overheated and why markets are likely to remain upside biased looking ahead.
The Forward-Looking & Over-Reacting Personality of Equity Marketing
Tai Zhi, our CIO, shares the forward-looking & over-reacting personality of equity markets and why stocks rebounded way ahead of the COVID economic recovery.
The Fed view
Tai Zhi, our CIO, shares the economic outlook for 2H 2020 and why most loans (including mortgage loans) will remain cheap for the next 2~3 years.
Why the decline
Tai Zhi, Our CIO, explains the story behind the 5% decline and compares that to running in the park.
