market insights that challenge conventional wisdom matter.
Clear, contrarian perspectives on the global economy, policy, and markets.
Markets reward independent judgement, not popular opinion. Yet much of today’s commentary repeats the same narratives, often long after prices have moved.
This site exists to challenge consensus thinking and focus attention on what actually matters for portfolios, especially during volatile periods.
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Written with practitioners in mind
This site is written primarily for:
- Financial advisors managing client portfolios
- Investors who value judgement over prediction
- Readers who prefer clarity to noise
About Simon Liew
Simon Liew has advised financial advisors in Singapore since 2003. His perspectives are shaped by experience navigating the Global Financial Crisis, the Covid-19 pandemic, and multiple market cycles.
The emphasis here is not forecasting precision, but understanding risk, regime change, and second-order effects.
Stay ahead of consensus
Independent market perspectives focused on macro shifts, policy decisions, and portfolio implications.