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Jeremy Lau

The Prudent Perspective – Q2 2022

In sports, match momentum is tracked not by the current score, but team managers track the number of shots on goal and time of possession, on-base percentage and walks/hits per innings pitched, rebounds and turnovers.

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Jeremy Lau

Prudent Perspective Q1 2022

In mid-1979, oil prices more than doubled within twelve months. The forces that fed into the dangerous concoction that spawned the Energy Crisis included an exceptionally accommodative Federal Reserve that had kept rates low to combat a previous recession, a global surge in oil demand from a booming world economy, and a geopolitical conflict that drastically reduced oil output.

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