Post by Devin Ting

Thrilled to have shared practical insights on global markets, the Merrill Lynch Investment Clock, economic cycles, and futures fundamentals with the bright students at SMU EYE Investment Club last week. The enthusiasm and thoughtful questions reminded me why bridging classroom theory to real-world application matters so much. For those who want to dive deeper and keep building on these concepts, here are a few books that heavily influenced my approach and the ideas we discussed: The Most Important Thing: Uncommon Sense for the Thoughtful Investor by Howard Marks – Timeless lessons on risk, psychology, and what truly drives investment success. (This is the origin of the 2nd level thinking I've learned from). Mastering the Market Cycle: Getting the Odds on Your Side by Howard Marks – A must-read for understanding cycles and positioning accordingly (highly relevant to the Investment Clock framework we explored). Principles for Navigating Big Debt Crises by Ray Dalio – Practical principles for handling major macro disruptions and debt-driven cycles in global markets. Happy reading, and feel free to reach out if you'd like to discuss any of these further or explore more resources! #Investing #MarketCycles #FuturesTrading #EconomicCycles #LifelongLearning #SMU #DAFS #DAGLOBAL #EYEINVESTMENTCLUB