Ken Shih On Linkedin Markets Wealth Stocks 24 Comments

By switzerlandersing On Sep 8, 2025

Ken Shih, Saxo Markets

Ken Shih, Saxo Markets I haven't looked at the numbers deeply since i don't invest in us stocks, but i would expect them to be doing pretty well in the volatile market conditions. robert m. mennella. I really appreciate some of the insights you manage to share in your posts simple and zoomed out views of the market, yet focussed on finding value where it's hidden in plain sight. thanks ken.

Ken Shih On LinkedIn: #markets #wealth #stocks #energy | 15 Comments

Ken Shih On LinkedIn: #markets #wealth #stocks #energy | 15 Comments The "equity risk premium" is the extra return earned by an investors when they invest in the stock market over a 'safer' bonds like the us 10 year treasury bond (considered 'risk free'). When the stock market can drop 35%, 3x leverage could wipe you out. but if your fund of funds only draws down a max. of 8%, you can lever 3x and beat the market consistently. Buffett's ability to evolve with the markets is something that impresses me greatly. This is what we call a 'narrow' market rally which describes a situation where only a small subset of the stocks in an index or market are rising in price.

Ken Shih On LinkedIn: #markets #wealth #stocks | 19 Comments

Ken Shih On LinkedIn: #markets #wealth #stocks | 19 Comments Buffett's ability to evolve with the markets is something that impresses me greatly. This is what we call a 'narrow' market rally which describes a situation where only a small subset of the stocks in an index or market are rising in price. The two headwinds for hong kong stocks and indirectly the chinese market have been: 1) structural issues unsolved particularly within key sectors such as the real estate market. Dimensional fund advisors did a study and analysed the performance of us stocks that entered into the top 10 by market capitalization and how they performed afterwards. Emerging market bond funds had a slightly worse year and paid out bigger dividends/income and they may well perform better than us bonds over the next ten years. Saxo markets hong kong's market strategists had communicated earlier to investors that we believe oil pricing would remain rangebound in q1 (which it has) but rising later in the year (back.

Ken Shih On LinkedIn: #markets #wealth #stocks #tech | 29 Comments

Ken Shih On LinkedIn: #markets #wealth #stocks #tech | 29 Comments The two headwinds for hong kong stocks and indirectly the chinese market have been: 1) structural issues unsolved particularly within key sectors such as the real estate market. Dimensional fund advisors did a study and analysed the performance of us stocks that entered into the top 10 by market capitalization and how they performed afterwards. Emerging market bond funds had a slightly worse year and paid out bigger dividends/income and they may well perform better than us bonds over the next ten years. Saxo markets hong kong's market strategists had communicated earlier to investors that we believe oil pricing would remain rangebound in q1 (which it has) but rising later in the year (back.

Ken Shih On LinkedIn: #markets #wealth #stocks | 24 Comments

Ken Shih On LinkedIn: #markets #wealth #stocks | 24 Comments Emerging market bond funds had a slightly worse year and paid out bigger dividends/income and they may well perform better than us bonds over the next ten years. Saxo markets hong kong's market strategists had communicated earlier to investors that we believe oil pricing would remain rangebound in q1 (which it has) but rising later in the year (back.