Lone wolf investor

  (Free image: stockcake.com ) Lone Wolf Fund(LWF) Portfolio as at end of March 2025 1.) Cash 2.)  Grab   3.) Starhill Global REIT 4.)  Wilmar International   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   The US market went through some wild swings this month. Tech stocks got murdered during March with Nvidia and Tesla heading the losers list. Trump’s uncertainty over tariffs is causing uneasiness in the market. It is not the actual tariffs that slow down the US economy. It is the imposing and subsequent withdrawal of policies that cause businesses to hold back on capital expenditures. The policy flip-flop is causing the real damage. We might get an ugly set of economic data for first quarter. With the world boycotting of US goods, profit warnings are almost a certainty. Nike and FedEx were the first few to warn of a slowdown in the coming quarter due to tariff. Many corpora...

  There were strong demand for this month SSBs. Out of the $700m available for application, $643m found buyer. Next month SSBs’ yield will be lower. Congratulations to those who had applied. God Bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent ver...

  I sold my test position in Prime US REIT after a huge run up within two week. More information will be shared at the end of month portfolio update. LWF made a gain in excess of 16% from the position. God Bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our inde...

  (Image credit: peacetothepeople.com) Market Summary 17-23 Mar 2025 *USA* -Fed holds interest rate steady between 4.25%-4.5%; in no rush for rate cuts, good time to slow balance sheet shrink: Powell  + Fed latest economic projection expects 50bps rate cuts in 2025 -Trump administration is preparing to slap new import tariffs on Apr 2 that could worth “trillions” of dollars: sources  -Fed net loss in 2024 stood at US$77.5bn vs US$114.6bn in 2023  ± US initial jobless claims rose by 2000 to 223,000  + US existing home sales grow 4.2% in Feb at annual rate of 4.26m  -US current account deficit widened by US$228.2bn or 25.2% to US$1.13 trillion in 2024, at 3.9% of GDP, up from 3.3% in 2023  ± US 10-year treasury yield fell to below 4.2% on lowest level since early Dec  + US foreign investors of Treasuries maintained steady in Jan with total holdings at US$8.526 trillion, unchanged from Dec  -Trump signed executive order to dismantle Education De...

  (Image credit: Wikipedia) REITs, Developers and The Not Developing REITs is one of the sectors I am looking for a bargain. After searching high and low for nearly a year, I find two REITs worthy of putting my capital to work. For the background, I made a purchase in some REITs about 2 years ago, but I had to reverse my position after the Fed turned hawkish on the interest rate outlook. There are two continue concerns which have so far deterred me from making more purchase in the REITs space. My commentary applies to the real estate companies which are struggling with the same problems.  One major difference of a developer, they can sell their assets to lower their debt to zero, but it is harder for the REITs because of the structure of the trust. Selling assets in a REITs mean fund managers will get less fees for managing the REITs. The obligation to pay out 90% in order to qualify for tax incentives makes reducing debts significantly almost impossible during the normal cour...

  (Source: MAS) I am expecting April’s SSBs to be in overwhelming demand. The drop in 10-years bonds’ yield will have repercussions in pushing next month(May) SSBs’ yield lower. Coupled with demand from Ex CPF-SA “shielders” and the general shift towards risk-free due to a corrective US market. April SSBs represent the last place for a decent risk-free yield. The falling fixed deposit rates is another push factor towards this month SSBs. April’s SSB yield has an average yield of 2.85%. The closing date for this month’s SSBs falls on the 25th of April@9pm. Good luck and God Bless.  Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to ...