WAN.MF

A Focus, Commitment and Bold Deal Maker In Investment & Asset Management

[The Monsoon Ledger @Monsoon_Ledger]

US$1 MILLION for a 20-year residency in Malaysia 🇲🇾 With $5 Million in capital, this one is actually realistic for me.
For once, I’m not too poor, too old, or not qualified enough. 😅
Singapore basically told me I’m not the profile they want. Malaysia says: put $1M in the bank, buy a house, and stay 20 years.

I’m talking about Malaysia’s MM2H Platinum.

The main requirements are pretty straightforward:

💰 $1M fixed deposit in a Malaysian bank
🏠 Buy a property worth at least RM2M (~US$493k)
💵 RM200k (~US$49k) one-off participation fee
🛂 20-year renewable residency

After approval, up to 50% of the fixed deposit can be withdrawn for approved expenses including property, education, medical or tourism.

There is one restriction I don’t love:

You have to keep the property for 10 years, unless you upgrade to a more expensive one.

But compared with putting ~$20M into a Singapore-selected fund, this is a completely different proposition.

That’s a conversation I’m much more interested in.

Would you take the Malaysia route in my position? Or is Platinum overkill and Silver is enough?

[Peak Trading Research @PeakTrading]

#AgsThisWeek: Hedge funds dumped another -$9.8B in Ag futures, extending their selling streak to nine COT weeks, with a tenth underway. 📉 Corn is now net SHORT for the first time since June. 🌽 Positioning is cleaner, but bulls need a catalyst. CPI + WASDE Tuesday. 🚜📊

[Craig Hausz, CPA @CPATaxTeam]

The little firm among the big boys.

26 to 1 client ratio. Where planning meets Wealth Management.

[Peak Trading Research @PeakTrading]

🌽 CORN: CHEAP & OVERSOLD! 📉

Funds sold Corn again last week, flipping Managed Money net SHORT (-22.9k cks) for the first time since late June.

At $4.40/bu, with solid Mexico demand and Brazil Safrinha weather risk ahead, is it time for BULLS to get back on the train? 🚂

[Peak Trading Research @PeakTrading]

Another disappointing month for Agriculture markets. 💔🌽

The Bloomberg Agriculture Index, a basket of Grains, Oilseeds, Meats, and Softs, fell -5.6% in October ... after a -6.1% decline in September.

Two tough months for the bulls. 📉📉

Funds aggressively liquidated longs, especially in Corn, as U.S. harvest pressure intensified. Favorable South American weather and a weaker BRL added pressure, threatening U.S. export competitiveness. 🌱

All eyes are now on Tuesday's U.S. midterms and Friday's NFP as the U.S. harvest winds down and Brazil's Soybean crop takes center stage. 🌦️

#agriculture #macromatters

[Peak Trading Research @PeakTrading]

NINE WEEKS OF SELLING! 📉🌽

Hedge funds have sold Agriculture futures for eight consecutive COT weeks, with a ninth underway.

Managed Money net length has collapsed from a 2026 high of +$56.9B to +$33.0B in Tuesday's COT report.

We estimate it's now closer to +$27.5B after more selling into Friday.

Harvest pressure, favorable S.A. weather, a weaker BRL, and broader macro uncertainty have kept funds heading for the exits.

The good news? Much of the crowded length has been cleaned up, especially in Corn.

The bad news? The bulls still need feeding. Weather, demand, macros ... something. 🐂🌽🤞🏼

#agriculture #hedgefunds

[Peak Trading Research @PeakTrading]

🌽 #AgsThisWeek: Macro nervous after the Fed’s “hawkish hold” + Friday’s stock selloff. 📉 Midterms Tue, NFP Fri. 📊 Funds dumped -$6.6B in Ags, biggest outflow since June. Crowded longs: Matif Corn, Soybeans, Meal, Sugar. S.A. weather + seasonals weigh on Grains; China demand a backstop.🚜🤞🏼

[Peak Trading Research @PeakTrading]

🚨 NINE WEEKS OF FUND SELLING! 🌽

Latest COT: −233k contracts ... biggest outflows since JUNE.

We estimate another −96k since Tuesday.

Why? Weak BRL, favorable S.A. weather, midterm jitters & AI-trade anxiety. 📉

Can China buying and higher energy prices save Ags? 🚜🛢️🤞🏼

[Peak Trading Research @PeakTrading]

🚨 BIGGEST AG FUND OUTFLOWS SINCE JUNE!

Funds dumped −233k contracts (−$6.6B).

That's EIGHT straight weeks of selling ... and a ninth underway. 📉

Why? Favorable S.A. weather, weak BRL, hawkish Fed & U.S. midterm jitters. 💔

Still crowded: Sugar, Meal, Soybeans & Matif Corn.

The bulls need to be fed. 🌽🌱🍬

[Peak Trading Research @PeakTrading]

🌽 Funds: -$2.1B from Corn! 📉

Managed Money traders dumped -86k Corn contracts last week, mostly long liquidation.

That's nearly -200k contracts sold in six weeks, cutting their record net long from September 1st by -46%.

This selling matters! CZ is down -70 cents as funds sell sell sell. 💔

#Corn #COT #Grains

[Peak Trading Research @PeakTrading]

🌾 SEVEN WEEKS OF SELLING! 📉

Hedge funds dumped -128k Ag futures contracts (-$4.4B) in the latest COT report.

And we estimate another -109k contracts sold since Tuesday.

The recent selling is driven by delayed U.S. harvest pressure, risk-off macro vibes, big Brazil production estimates & fast planting, and softer NOPA crush data. 🌱🚜📊

That's seven straight weeks of fund liquidation.

The bulls are going hungry. 🐂💔

[Peak Trading Research @PeakTrading]

🌾 #AgsThisWeek: The macro mood is nervous (VIX above 20!) ahead of next week's important Fed decision. 🏛️ Funds keep selling, led by #Corn, but remain heavily LONG & vulnerable in a few key markets. 🌱 Record-fast Brazil Soybean planting adds pressure. China is buying U.S. Soybeans. 🐂 Bulls need feeding!

[Peak Trading Research @PeakTrading]

🛢️ Brent Crude's most seasonally BEARISH 60-day window of the year starts TODAY! 📉

With #Brent prices up more than +100% this year (roll-adjusted), there's plenty of room for this seasonal trend to gain traction.

If geopolitics cooperate ... 🌍🤞🏼

#energy #seasonals #crudeoil

[Peak Trading Research @PeakTrading]

🌽📉 #AgsThisWeek:

🐻 Bearish WASDE crushes Corn
💰 Funds shed ~$5.8B but stay +$44B long - room for further liquidation
🌦️ U.S. harvest catches up; Brazil planting on pace
📉 Seasonals: bearish Energy 🛢️
🏛️ Wednesday’s CPI data macro X-factor

#Agriculture #Macro #COT

[Peak Trading Research @PeakTrading]

📊 Funds have trimmed but are still heavily LONG agriculture markets!

Managed Money traders held +$50.3B net long ag futures in Tuesday's COT report, near the top of their 2026 range.

Selling accelerated late last week, with an estimated -$5.8B in fresh liquidation, mostly Corn, Wheat, and Sugar. 🌽🌾🍬

Funds remain crowded in several key markets ... can the bulls keep finding fresh buyers? 🐂

#COT #Commodities

[StarBiz @starbizmy]

The government will extend enhanced tax incentives until Dec 31, 2030, offering up to 100% investment tax allowances for green technology projects, EV charging stations and green asset purchases. #Budget2027 #belanjawan2027

[Peak Trading Research @PeakTrading]

Funds Keep Trimming Ag Length ✂️🌽🌾

Managed Money sold -80k Ag contracts in last week’s COT report, with the biggest outflows concentrated in Grains & Oilseeds. 📉

The selling followed no new China Ag deals, softer exports, and harvest pressure.

Since Tuesday, we estimate another -43k contracts sold, led by heavy Corn selling after USDA’s bigger stocks estimate. 🌽

Seasonals are turning more bullish - but funds want more positive catalysts to rebuild big length. 📈

#COT #Agriculture #Commodities

[Peak Trading Research @PeakTrading]

#AgsThisWeek 🌽📈

Funds trimming but still LONG at +$47B.

💵 Macro slightly bearish via firm USD
🚜 Drier U.S. weather = faster harvest
📊 Friday's WASDE is the main event
🇧🇷 Brazil's growing season underway
🟢 Seasonals bullish for stocks & ags: good time to buy dips 🚀

#Agriculture #Commodities #MacroMatters

[Peak Trading Research @PeakTrading]

#AgsThisWeek 🌾 Funds trimmed length after the Fed hike 🏦 and ahead of Trump-Xi Thursday. Crowded longs = real 'sell the news' risk. ⚠️

🛢️ Crude is elevated, but the U.S. dollar is firm. 💵

🌧️ The wet Corn Belt dries out mid-week, good for harvest. 🚜

📈 Seasonals: Corn is 10 for 10 into late Oct. 🌽

https://t.co/RKQA1vPqUo

#agriculture #seasonals #macromatters #hedgefunds

[Mr Family Office @MrFamilyOffice]

重写传承剧本

"For a founder, the company is not something you own - it is who you are"

This is why so many succession plans never happen

We spoke to Yue (Vivian) Sui, an independent researcher on succession and family offices

She's studied more than 100 family offices across Asia

We talked through the Midea succession - the Fortune Global 500 founder who handed the chairmanship to a non-family professional in 2012, and never pushed his son into the business

Some of what she told us:

"Enduring families sustain their wealth by continually renewing entrepreneurial capacity rather than merely guarding legacy assets"

"He Xiangjian prepared for over a decade; most families start planning only when a crisis strikes"

"A succession path without a supporting structure is simply a bridge to nowhere"

Read the article below in English and 中文