Week of 18 May: The new Fed Chair has an oil problem on day one
Kevin Warsh just became the most powerful central banker on Earth — and inherited an inflation problem he can't fix with rate cuts. What it means from where we are in ASEAN.
Korea Is the Cheapest Stock Market in 20 Years. That's Exactly the Problem.
A major institutional asset manager called Korea "off the chart cheap." Korea is also up 156% in twelve months. Both are true. The trick is in how you measure cheapness — and PEG, the metric flashing the bargain, was never designed for cyclicals.
When Three Shocks Collide: Tariffs, War, and the Agricultural Repricing Nobody Is Modelling
Liberation Day tariffs, the Iran-Hormuz crisis, and retaliatory trade disruption are converging on a single planting cycle. History says one shock moves prices. Three shocks change the regime.
1973 vs 2026 Oil Shock: The Playbook Repeats
Oil shocks don't cause crises — they expose the policy mistakes already baked in. The 1970s proved it. The Hormuz closure is proving it again. Here's the anatomy of both, side by side.
The Relative Performance Trick: How Charts Lie Without Lying
A Fundstrat chart on the Iran conflict looks bullish for crypto and energy. But the framing hides a bloodbath. Here's how relative performance charts mislead — and when they're actually useful.
China's Credit Pulse Is Flickering — Here's What I'm Watching
Four macro signals confirmed. Two still missing. TSF stabilising, Caixin PMI at 52.1, DXY below 100, yuan up 6%. But the copper/gold composite and 70-city home prices haven't crossed the threshold yet.
The TACO Trade: How a Single 7am Post Moves $1.7 Trillion — And Why Malaysian Investors Are Paying for It
Wall Street named the trade after him. Iran called it manipulation. A Nobel laureate called it treason. The only people not told yet are the retail investors 14,000 km away who wake up wondering why their portfolio moved while they slept.
Gold's Paradox: Why the Ultimate Crisis Metal Is Crashing in the Biggest Crisis of Our Era
Gold just posted its worst week since 1983 — during the largest oil supply disruption in history. Three forces explain why the safe-haven playbook broke: real yields, leveraged paper markets, and the dollar.
China Is Watching. The World Is Watching. And the Clock Is Running Out.
The US is burning through precision missiles in the Iran war. China is watching. History says this is what empire decline looks like — and the 1956 Suez Crisis is the playbook.
The Commodity Supercycle
After a decade of underinvestment, AI-driven demand and geopolitical fragmentation are converging. Five supercycles. Five interactive charts. One thesis every investor needs to understand.
Unit Trust vs Fixed Deposit Malaysia 2026: Which Is Better?
FD pays 2.35%. Malaysian equities yield 4.5%. Equity funds return 8–10% historically. We run the numbers over 20 years so you can stop guessing and start deciding.
Why Malaysia in 2026
GDP at 6.3%. Asia's highest dividends at 4.5%. Ringgit at 5-year highs. RM144bn in tech investment. The case for investing at home — in plain English.
The Market That Didn't Get the Memo
Oil +67%. Rates rising. Dollar surging. US stocks: −2%. Four markets are reading the same playbook. One isn't. Someone is wrong.
Rich Dad, Broken Compass
Kiyosaki's book changed how I think about money. Then he spent 15 years predicting crashes that never came — and I had to decide whether to keep listening.
8 Crash Predictions. 0 Crashes. +400% S&P 500.
Robert Kiyosaki has called a market crash every year since 2009. The S&P 500 has quadrupled. We tracked every call, every return, every miss.
Do Bonds Really Protect You When Markets Crash? We Checked 5 Crises.
We compared Malaysian stocks, bond funds, and international bonds across five major crashes. The results might surprise you.
The Double Squeeze: Why Japan Is Caught Between Oil and the Dollar
Japan pays for its energy in dollars it doesn't print. When Brent rises and the yen weakens at the same time, the pain doesn't add — it multiplies.
The Bond Market's Crystal Ball for Stocks
The 10Y–2Y yield curve spread predicted every major S&P 500 crash and rally for 27 years — from dot-com to the Iran war. Here's the proof.