Lone wolf investor

  (The seventh day of the CNY is also the birthday of all humanity) Market Summary 16-22 Feb 2026 *USA* ± US Supreme Court overturns Trump’s tariffs -Trump boosts new tariff rate to 15% a day after announcing 10%, after court ruling     + Trump to travel to China from Mar 31 to Apr 2: WH -Fed Reserve officials discussed interest rate hike scenarios at their last meeting ± US GDP expanded 2.2% in 2025, vs 2.8% in 2024, weakest annual growth since the pandemic in 2020  ± US GDP growth 1.4% YoY in Q4, the least since Q1 2025, badly missing estimate; inflation firms at 3%  ± US 1-year inflation expectations compiled by Uni of Michigan revised slightly down to >1-year low of 3.4% in Feb  + US PCE rose by US$91bn or 0.4% MoM in Dec, up 2.9% YoY  + US industrial production up 0.7% MoM in Jan   + US consumer spending up 0.4% MoM in Dec, or US$91bn, led by higher spending on housing and utilities, recreation services  + US personal income rose 0.3%...

  Before I go for my CNY break. I took a small position in Tai Sin Electric. I find the business attractive due to its strong competitive advantages. It is a unique data centres, electrification and construction play combined. This old school company pulls the levers of our digital economy. Below are my thoughts. (Image credit: Tai Sin Electric) 1.) Tai Sin is the largest cable and wire company in Singapore.  2.) They supply cables to 70% of data centres in Singapore. 3.) Tai Sin Electric’s businesses are anchored on the construction boom in Singapore. Over the next few years with mega projects like T5, MRT, MBS, RWS 2.0 providing opportunities for Tai Sin Electric. Ten of thousands of kilometres in cables and wires will be needed. 4.) A play on Malaysia data centres with a strong presence in Malaysia and Vietnam.  5.) Capable and experience management in place. 6.) Stock is trading at 1.1x p/b with a 4.4% dividend yield at time of writing. 7.) There was a renewed push in...

  (Free image credit: Freepik.com) I hereby wish all my readers a horse-picious Lunar New Year. May you have a blessed year of the horse. Lone Wolf Investor will be taking a 2 week break during CNY. I will be back for the month-end portfolio update. 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 ...

  (Source: MAS) Welcome to another SSBs review. Nothing much really to talk about. There was a slight firming of the shorter term yield ( < 2 years) this month. It is a good yield for those funds that need to be kept liquid. The first year yield of 1.38% is higher than most fixed deposit rates of similar tenure offer by the banks.  The 2.16 % average yield for 10 years is a poor investment against inflation. At this current juncture, I will only use SSBs as a short-term instrument for emergency fund or for capital waiting for deployment pending any major market correction. Closing for the current SSBs falls on the 24th of Feb@9pm. 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 a...

  Full presentation link GRAB Holdings reported 4Q earnings with improvements across the board. The results were slightly below Wall Street estimates. GRAB made a net profit of USD $200m vs USD -$158m. It is the first time in the company’s history for achieving a full year profit. The company also announced a new share buyback scheme of USD $500m. More details at the end of month portfolio update. 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 inform...

  (Image credit: graciousquotes.com) Market Summary 2-8 Feb 2026 *USA* + Trump: Kevin Warsh would not have been picked for Federal Reserve chair if he was not in agreement with lowering interest rates  -US technology stocks tumbled sharply after Amazon, Microsoft, Google, Meta announced plans to spend combined US$6000bn on AI in 2026 + Dow closed above 50,000 for the first time ever  + US ISM Manufacturing PMI rose to 52.6 in Jan from 47.9 in Dec, highest since 2022  + US Composite PMI Output landed at 53 in Jan, vs 52.7 in Dec  + US Consumer Sentiment Index up 1.6% to 57.3 in Feb; remained roughly 20% below its level in Jan 2025  + US Services PMI at 53.8% in Jan, marking 18th consecutive mth of expansion  + Current Economic Conditions Index up 5.2% MoM in Feb to 58.3, down 11.3 YoY -US Index of Consumer Expectations dipped 0.7% MoM, or down 11.6% YoY to land at 56.6  + US year-ahead inflation fell from 4% in Jan to 3.5% in Feb to 1-year low...