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Kuo’s Smart Take

Get Smart: Investing In The Next Big Thing

Cast your mind back to the 1960s. You can’t? I’m not surprised because some of you probably weren’t even born then. But let David Kuo...

A Little Advice from David Kuo

In our webinar last week, some concerned members asked David how they could protect their portfolios with all the uncertainty in the world today......

Smart Thought Of The Week: Recession

John Maynard Keynes said that in an economic downturn, people should collectively spend more to avoid a deeper recession. But he also admitted that they, instinctively, tend to do the opposite and instead save more. We must avoid falling victim to the paradox of thrift.

Smart Thought of the Week: Forget, Filter and Focus

Donald Trump has tested positive for COVID-19, and the US election is about to happen. What should investors do?

Smart Thought Of The Week: Last-Man-Standing

Our job as investors is to try and identify those last-man-standing companies. To do that, we need to dig into their balance sheets and cash flow statements because cash is king.

Smart Thought Of The Week: MVP

A vaccine is not a fancy motorised scooter or a piece of operating software where a minimum viable product or MVP will do. This is not something that can be fixed on the fly after it has been injected into millions.

Smart Thought Of The Week: Repression

US Federal Reserve is aiming to boost average inflation above a 2% target, whilst keeping interest rates ultra-low for years to boost employment. The two key words are “average” and “target”.

Smart Thought Of The Week: Speculation

Speculation is most dangerous when it looks easiest. There is plenty that can go wrong.

Smart Thought Of The Week: Relevance

It will be a long time before things will return to normal, if that is even possible. But that doesn’t mean that our lives will have to come to a standstill.

Smart Thought Of The Week: Eureka

We will never be 100% right. But it is always better to be roughly right than to be totally wrong.

Smart Thought Of The Week: Many Hands

The global economy is like a four-engine plane. But as with the plane, when each engine loses power, we can expect economic growth to slow.

Smart Thought Of The Week: Warren Buffett

Whenever Warren Buffett underperforms the market, there are plenty of people out there who love to take a pop at him. But he is used to it.

Most Popular Articles

Smart Thought Of The Week: Vaccine

Whilst it is still early days yet for the vaccine programmes, eventually, many people around the world should be able to fight off, and eventually put this awful pandemic behind us.

Smart Reads of the Week: Trump Steps Aside, Biden Steps Up

With Biden being sworn in as president of the US this week, investors may finally be able to breathe a collective sigh of relief.

3 Great Reasons Why You Should Include Asia in Your Portfolio

You would be missing out if you excluded this important region from your investment portfolio.

Has Razer Found a New Way to Reach Profitability?

Razer is already a quoted company that is now answerable to shareholders who will judge its performance on traditional metrics.