Lone wolf investor

  (Image credit: knolskape.com) Market Summary 4-10 Aug 2025 *USA* + US Global PMI Composite at 55.1 in Jul, vs 52.9 in Jun: S&P Global + US ISM nonmanufacturing PMI slipped to 50.1 in Jul from 50.8 in Jun + Nasdaq posted record closing high with tech gains, rate cut optimism   -US trade deficit in goods and services down by 16% from May at US$60.2bn; imports fell 3.7% MoM to US$337.5bn, exports declined 0.5% to US$227.3bn  ± US higher tariffs on imports from dozens of countries kicked in on Thur, raising average import duty to its highest in a century  -US wholesale inventories up 0.1% in Jun vs May’s revised figure and stood at US$906.3bn  -US initial jobless claims in week end Aug 2 rose by 7000 to 226,000 + JPMorgan now expects Fed to cut interest rates by 25bps at its Sept meeting, citing signs of weakness in labour market  -US Treasury auctioned US$25bn in 30-year bonds at high yield of 4.813%, drawing weakest demand in nearly 2 yrs + White House ...

  (De Kitchen in the supermarket) (Diners can buy some Korean Soju to go with the meal) (Menu) (Buy seafood and meat for The Kitchen to do their “magic”) (Green are available for stir fry) I recently had a meal at FairPrice X’tra, Parkway Parade, using some near-expiring FairPrice vouchers. On many occasions, I have been to many eateries and restaurants and I might even bought a quick salad from a supermarket, but never have I once had a meal in a supermarket. I got to know this is not a recent discovery for many because there was a strong crowd gathering in front of the bar, probably drawn by the cheap happy hour booze. The bar is offering a 1-for-1 beer at $6.90. There is a cafe for non-drinkers slipping down their cappuccino at the extreme left-hand corner and a dedicated area for the kids to play their arcade games. The supermarket has a lot going for it. Strange in some ways, creative in another. A unique way to draw in the curious diners. The Kitchen is a “Zi Char” stall loca...

The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought back a much reduced position in ComfortDelGro. They will be reporting 1H results in about a week. I am taking a small wager on the company’s upcoming result. As followers of my blog know, my position is flexible and could be changed over time due to market circumstances. A large part is dependent upon the company producing good result. My only concern is the company can’t derive the synergy and cost-savings benefits which they claimed during their $750m acquisitions last year. I have no pre-conceived notion whether a good or bad result will be forthcoming. The upcoming results will be a big test for the acquisition prowess of the management. I always have a soft spot for our public transport operator. Support can be seen at $1.50 to $1.51 level. (Full disclosure for this trade only. Just in case, someone suspect...

  (Image credit: Goalcast) Market Summary 28 Jul – 3 Aug 2025 *USA* ± Fed has left monetary policy unchanged with target rate range remaining at 4.25-4.5%   -US added 73,000 jobs in Jul vs expectations of 110,000, gains were almost by 2 industries: healthcare n social assistance: BLS  -US did not add 144,000 and 147,000 jobs in May and Jun, instead only added 19,000 and 14,000 jobs respectively, numbers are lower the needs to keep up with population growth: BLS  -Trump fired BLS Commissioner over data -US jobless rate rose slightly to 4.2% in Jul from 4.1% in Jun, number up by 221,000 to 7.236m -US labour force shrank for the 3rd straight mth, dragged down by exodus of foreign-born workers due to strict immigration policies   + US private business added 104,000 jobs in Jul, strongest gain since Mar, vs market expectations of 75,000 increase  ± US PCE price rose 0.3% or US$69.9 MoM in Jun after an upwardly revised 0.2% gain in May  + US year-ahead infla...

  (UOB Building: The tallest light projector in the world) Singapore 60th National Day Happy National Day to my beloved home, Singapore. As we celebrate our 60th year as a nation. I have taken time to reflect on the past and beyond of this tiny nation. In general, the country has satisfied the most basic of Maslow hierarchy of needs for most Singaporeans. From a fishing village to a metropolis in a half a century. This achievement was not given by chance. We faced many challenges during our journey towards an industrial nation and later on as a world financial hub. The current generation’s success was built standing on the shoulders of the generation before. It wouldn’t be possible without the sacrifice of our pioneers. In SG100, what will my crystal ball show? 1.) GDP per capita to reach $300,000 per person. 2.) The first Singaporean to do a lunar walk on the moon. 3.) Singapore has officially declared a 2-day work week as AI and robotics relegate humans to a trumpery. 4.) Singapo...