Jul 31, 2018Danger flags are wavingJASON TEH | There are moments in life where unnecessary risk is taken despite the warnings signs. For example, swimming outside the flags...
Jun 27, 2018The next bluechips to cut their dividendsJASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and...
Jun 8, 2018Caltex: Shrink to growSAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder...
Apr 27, 2018The bubble in qualityJASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment...
Apr 16, 2018The real danger lurking in the shadowsJASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows...