Lone wolf investor

  (Image credit: Freepik.com; Oil Rig) Politics of Oil Beside the human loss to the war. Oil made the headlines. LWF was trying to buy a good oil play for my portfolio. Unfortunately, none got onto my buy list. The closest to an indirect oil play is Tai Sin Electric. The War and subsequent rise with the price of oil will hasten the transition into electric vehicles. If I may draw you back to a decade or more ago. During the last bull run in oil, CNG vehicles were the hottest selling vehicle type. CNG vehicles, for various reasons never took off in Singapore in a big way due to mileage issues and the difficulty of finding a CNG station. The problem eventually killed its popularity. Electric vehicle is unlikely to go through the same path as CNG powered vehicles as the government green plan is set in motion. There wouldn’t be any ICE vehicles being sold in Singapore from 2030. ICE vehicles will be retired from our roads by 2040. Tai Sin Electric is in the sweet spot on the bigger tre...

  Claude Monet 1840-1926 Meadow at Giverny Juliana Cheney Edwards Collection, 1939 Market Summary 2-8 Mar 2026 *USA* ± S&P Global US Composite PMI at 51.9 in Feb, lowest in 10 mths  -US retail sales down by 0.2% MoM in Jan, first decline since Oct  + US ISM Services PMI climbed to 56.1 in Feb vs 53.8 in Jan, fastest expansion since Aug 2022  + US export prices rose more than anticipated by 0.6% in Jan, import prices up 0.2% for 2nd mth ± S&P Global US Services PMI fell to 51.7 in Feb vs 52.7 in Jan, vs market estimates of 53  -US jobless rate rises to 4.4%, 3rd time in 5 mths economy lost jobs    + US initial jobless claims unchanged at 213,000 + US average hourly earnings for all employees on private nonfarm payrolls rose by 15 cents, or 0.4% MoM to US$37.32 in Feb  -US nonfarm payrolls down 92,000 in Feb, healthcare lost most jobs at 28,000, tech followed at 11,000 + US private businesses added 63,000 jobs in Feb, the most since Jul 25...

(Credit: Tradingeconomics.com) (Headline credit: CNA) Extract from portfolio update end March “On a personal front. My household just signed a new contract with a third party electricity provider to fix our consumption before March. The next revision of the SP electricity tariffs are going to show a bigger jump. Oil has climbed more than 30% since the war started. Even with the lower oil price at 60 bucks previously, SP charges 29.11 per kWh for electricity. I don’t think oil will go much lower even if there is a ceasefire agreement. We are buying an “insurance” at 27.68 per kWh fixed for the next 2 years just in case the oil goes through a protracted period of much higher price. Furthermore, the base rate for electricity tariffs will go up due to carbon taxes till 2030.” 2c worth. God bless. 🙏 (Source: NCCS.gov.sg; Carbon taxes will increase the baseline for electricity tariffs) Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the li...

  (Image credit: OpenCanada.com) After observing the news out of The Middle East over the past few days, I am no wiser about the war than most people. I seriously thought Trump might consider the 250 years of the founding of America to be an important year for peace, apparently not! This is a silly war that should never be fought. A group of countries which have everything to lose against a country which has nothing to lose? How does that sound? It takes just 3 Iranian drones a day to attack the countries involved to cause a permanent damage to their tourism and economy. The American military doesn’t have the time to dig in for long. The pressure will come when oil-induced inflation causes hardship to the American public. The US government can use the strategic oil reserve to prevent a huge climb in gas prices, but it can’t go on forever.  “Country X” has a small land mass. The constant bombardment will caused the country to go back few decades of development and a substantial...

  Pierre-Auguste Renoir 1841-1919 Dance at Bougival The Museum of Fine Arts, Boston Market Summary 23-28 Feb 2026 *USA* ± US PPI grew 0.5% MoM in Jan, rose 2.9% on yearly basis, prices of services up 0.8%, the most since Jul  -US national debt will surge to 140% of GDP within 5 yrs: IMF  -US-Israel attack Iran; Trump says strikes will continue  -US initial jobless claims up by 4000 to 212.000  + US construction spending rose 0.3% MoM in Dec, vs 0.2% decrease in Nov  ± US average rate on 30-year fixed mortgage down to 5.98%, softest level since Sept 22, but still > double the 2.97% rate in 2021 -US number of home sale contracts signed in Feb fell to the lowest point since 2001, driven by high mortgage rates and low inventory  -US travel panel to probe impact of revoking China's permanent normal trade status  ± US intends to comply with the trade deal framework agreed on with China last year: USTR + OpenAI singed a deal with Pentagon for its AI t...