By The Bedokian Portfolio • April 12, 2025
The happenings and experiences of investors and traders for the past two weeks, in my humblest opinion, serves as an almost comprehensive trove of...
By The Bedokian Portfolio • April 6, 2025
On 2 Apr 2025, dubbed as “Liberation Day” by the current U.S. administration, a “show-and-tell” by the incumbent president on the imposition...
By The Bedokian Portfolio • April 1, 2025
I have had heard of the above mantra from chat groups and online blogs, possibly due to the perception that banks are (deemed) overpriced, and the...
By The Bedokian Portfolio • March 28, 2025
Frasers Centrepoint Trust (FCT) announced the acquisition of 100% interest of Northpoint City South Wing on the morning of 25 Mar 2025, following up...
By The Bedokian Portfolio • March 22, 2025
Uncertainties caused by the threat of tariffs (implied or about to be implemented), and a slew of other minor reasons, had spooked the markets...
By The Bedokian Portfolio • March 16, 2025
Gold and silver are two of the most traded precious metals in the world, and in the financial markets they are valued on a per troy ounce basis. One...
By The Bedokian Portfolio • March 9, 2025
A tool that I use in gauging the sentiment of the U.S. markets is CNN’s Fear & Greed Index (https://edition.cnn.com/markets/fear-and-greed)....
By The Bedokian Portfolio • February 26, 2025
In portfolio management, the term “correlation” has been mentioned many times as its very characteristic formed the basis of diversification among...
By The Bedokian Portfolio • February 23, 2025
Recently, most investment online and offline talk that I have been reading are about two things: local banks and gold. The run-up of share prices and...
By The Bedokian Portfolio • February 17, 2025
Readers of the blog would have remembered that we have identified the step-down age in the not-so-far-and-yet-not-so-near future. One of the things...