Posts

Wolf Money(Portfolio update end Sept 2026)part 2 long post

-
Image
(Image credit: Wikipedia; Johnny Hates Jazz and Lone Wolf Hates Mess) Turn back the clock After the 2008 GFC Subprime debacle, the U.S. senate introduces the Dodd-Frank's retention rule. The rule states the originator of a deal, like a financial firm needs to keep 5% equity of the investment. The Security Exchange Commission has recently ruled that the originators of data centres securitisation are excluded from the Dodd- Frank’s ruling. Data centres are essential to the growth of AI. Many companies have poured money, trillions on it, to build the backbone of AI infrastructure. Data centres, especially those dealing with AI may get obsolete as fast as they are been build due to the gigantic amount of electricity required to power those data centres. As AI chips get more powerful, data centre’s power generation capacity will be underwhelmed very quickly. Many data centres built just 3 years ago can’t keep up with the higher power requirements. The stress on local grid also limits th...
Post a Comment
Read more

Wolf Money(Singapore Savings Bonds Oct 2026 results)

-
Image
  (Source: MAS) This month, SSBs are showing signs of increasing demand with more than half going to applications within their limits. Next month SSBs will be higher as our 10 SGS bonds hit the year high of 2.62%. If SSBs goes above 3%, that will prompt an inflow of CPF funds, resulting in more demand for SSBs. 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 ( https://buymeacoffee.com/lonewolfinvestor ) 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 ...
Post a Comment
Read more

Wolf Money(World market review 21-27 Sept 2026)

-
Image
  (Image credit: Business Insider) Market Summary 21-27 Sept 2026 *USA*  -US 10-year Treasury yield surged to 5.23% on Friday, highest level since 2007 + US Composite PMI Output Index at 58.4 n Sept, up from 56 in Aug to reach 62-mth high: S&P Global  -US year-ahead inflation expectations at 4.6% in Sept, highest since Jun, up from 4% in Aug; 5-year inflation at 3.4% -US Consumer Sentiment Index tumbled 7% MoM in Sept at 48.1 to 4-mth low  + US initial jobless claims decline 1000 to 197,000  + US added average 20,000 jobs in wk ending Sept 5: ADP  + Fed plans to raise bank oversight thresholds: sources  + US new single-family houses sales up 6.4% in Aug to annual rate of 684,000, highest level since the start of the year  + US 30-year fixed-rate mortgage averaged 7.03%, rising above 7% for the first time since Jan 2025  ± US durable goods orders largely flat MoM in Aug at US$338.6bn  + Fed and other regulators expected to finalise hu...
Post a Comment
Read more

Wolf Money(Delfi Ltd)

-
Image
  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 small position to get myself interested in the company again. I had previously bought and sold the position near the current price about one and half year ago before the stock did a surge to $1.25 in April this year. Since then, price of cocoa had risen back to $5,400 from the low of US $3,000 per metric ton in April. Other issue like the weakening Rupiah against the USD, El Niño and the general slowdown in the Indonesian economy weighing on the sentiment. The stock has tanked more than 43% since its high in April this year. The company has a yield close to 5% at the current price. A tight exit strategy is warranted. Near term support at 70c and 67c. More detail at end of month update. God bless. (Gut wrenching drop) Link to last year write up. https://lonewolfinvestor.blogspot.com/2025/02/wolf-mone...
Post a Comment
Read more

Wolf Money(Portfolio update end Sept 2026)part 1

-
Image
(Image credit: AsiaOne) September Musings   September marks the transition from summer to autumn. Oh boy, did anyone feel the chill in the stock market? More on the stock market later. Scan the Scam Another S which is making the headlines is the Nanning Scam. I previously warned about more people getting involved in the scam, knowingly or unknowingly. The appearance of an actor and an ex-MP at the Nanning dinner threw the spotlight on the scale of the operation. The scammers wanting to show a legitimate front have to “borrow” the established names of the actor and ex-mp to make the scam more convincing than it looks. Maybe the actor was told he will received a handsome appearance fees just by coming to the dinner. Both may or may not be involved. It is up to the police to investigate.  One will have to ask themselves if there is a kind of investment that promises high return. Why am I given an opportunity to participate alongside famous people and social elites given the huge ...
Post a Comment
Read more

Wolf Money(Singapore Savings Bonds Oct 2026 review)

-
Image
  (Source: MAS) The yield on Singapore Savings Bonds is being pushed up by interest rate hikes around the world due to a resurgence in inflation. Although our rates are on the low side as Singapore is in the club of good credit nations with the rare AAA rating. The first year yield of 1.65% is the highest over the past year, slowly rising to 3.01% on the 10th year. The average 10 year yield is 2.32%. The SSBs are poised for further increases in both short and long-term yields if the U.S federal reserve continues to hike rates. The rise in rates is good news for savers or safe investors who avoid excessive risk. It will be bad news for people who rely on borrowing as finance cost is likely to go up including business and housing loan.  We will see rates approaching 2.5% on average in the next SSBs in Nov. Our 10-year bond just hit above 2.52%. If the rates continue to climb above 3%, I will be looking to rotate out some of my older SSBs with shorter tenure to the newer issues t...
Post a Comment
Read more