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Wolf Money(world market review 27 July - 02 Aug 2026)

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  (Image credit: NDP 2026; Happy National Day 2026) Market Summary 27 Jul - 02 Aug 2026 *USA* ± US GDP grew 1.5% annually in Q2, vs 2.1% in Q1, below expectations  + Fed holds rates unchanged at 3.5% to 3.75% in 9-3 vote  -US 30-year Treasury bond yield surged to >5.2%, highest in 19 years + US core PCE price index rose 0.1% in Jun; headline PCE declined 0.1% for the mth but remained elevated at 3.7% YoY -US Conference Board Consumer Confidence Index fell to 90.8 in Jul, vs 92.2 in Jun, below expectations  + US Consumer Sentiment Index surged 11.5% MoM in Jul to 55.2 in Jul, highest level since Feb  + US inflation-adjusted personal spending rose 0.4% MoM in Jun + US personal spending rose 0.3%, personal income up 0.2%, weaker than expected  -US wholesale inventories rise by 0.3%, narrowly missing forecasts  ± US Treasury intervenes to support yen after Japan steps in: FT + US Treasury removed 84 companies and individuals from its sanction’s lists...

Wolf Money(portfolio update end July 2026)long post

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  (Image credit: Universal Pictures; Jaafar Michael in the movie, Michael) Space “ Jam ”(Scam) Scams are everywhere. The legit and the illegal. “ Remember the Time ” when a friend named “ Billie Jean ” sold you an investment that promised high return. Money gone and the friend no where to be found. At least for regulated products, investors still have legal recourse through Fidrec or the court. Some scams are hard to detect. They are sold with no clear definitions in “ Black or White .” Most scams disguise as unregulated investment, operating within the grey zone. All scams should be dealt with extra care. If the amount lost is small, it creates uncertainty over one’s ability to trust. If the amount is big, it creates a financial black hole, causing stress and eventually self-destruction. I was told of a business opportunity by a close friend. He has nothing to do with the scheme. He is a people person who enjoys meeting new people. My friend is in an organisation promoting busines...

Wolf Money(Singapore Savings Bonds Aug 2026 results)

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  (Source: MAS) The result of SSBs came as no surprise. $179.4m found buyer. Our 10-year SGS is slowly moving up higher towards its 52 weeks range. It is just a few base off the year high. Our 10-year SGS is mimicking higher yields across the globe. One suggestion I can give, is for MAS to look into an increase the 200k limit per CDP account. More than $16m would have been able to buy SSBs if not for the per issue or total limit.  It has been more than 10 years since MAS adjusted the upper limit on SSBs. An increase to 300k per account will be needed to keep pace with money supply. There will be a bump up in yields for next month 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 Disclaimers   All investments is highly specula...

Wolf Money(OUE REIT)sold

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  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 sold OUE REIT today as the stock has triggered my trail stop. The price was weaker than my expectations even after a superb 1H26 result. Lost 2/3 of my profit in process. I am unwilling to turn my profit into losses. LWF walk away with some Kopi money, adding half a percent to the fund. The sale also ends a string of unproductive trades. 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 advi...

Wolf Money(world market review 20-26 July 2026)

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  (Image credit: Business Insider) Market Summary 20-26 Jul 2026 *USA* + US S&P Global Flash Composite PMI rose to 8-mth high of 53.6 in Jul vs 51.9 in Jun; services index increased to 53.6, manufacturing down to 4-mth low of 53.8 + US Consumer Sentiment Index rose to 54.4 in Jul, 2nd straight mth increase after May’s record low  -US 1-year inflation outlook fell to 4.2% in Jul to 4-mth low  + US weekly jobless claims plunged to lowest since 1969, sank by 22,000 to 187,000, vs consensus estimates of 215,000  -US 10-year Treasury note rose to >4.7% for the first time since Jan 2025   -US 30-year mortgage rate rose to 6.69% hitting 11-mth high  + US sales of new single-family homes up 1.6% to annual rate of 628,000 units, median sales price dipped 3.3% MoM to US$398,300 -US imposed forced labour duties 10%-12.5% on 60 trading partners including EU, new tariffs cover 99.4% of US imports  -US plans to impose 50% tariff on Canadian imports starting i...

Wolf Money(Thai Beverage PCL)sold

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  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. Today, I made a difficult decision to sell off Thai Bev at the same price I bought. I like Thai Bev’s business, but the geopolitical situation in the Middle East over the last few days is giving me shivers. It is my belief, the market is underpricing risks of the Trump administration being drawn into a forever war. Another war front at the Red Sea will create more supply shock. Oil prices are starting to look expensive again. This will cause a drag on the Asian economy. With the stockpile of oil in many countries depleted. $150 per barrel oil might become a reality. I did a calculation on the potential KFC sales by Thai Bev. Last year, Thai Bev’s KFC earned USD $13.1m net profit. If we assume a mid single digit growth in net profit this year. The unit’s potential earnings is around USD $14m. If we put in a high numb...