Lone wolf investor

  (Image credit: medium.com) Market Summary 5-10 Oct 2026 *USA*  -US median inflation expectations for year ahead rose 0.3% to 3.9% in Sept, highest level since May 2023  -Fed most officials see another rate hike by year end: Minutes  -US Oct Index of Consumer Sentiment reading dropped to 5-mth low of 46.3   + US ISM reported its services PMI at 54.9 in Sept vs 55.4 in Aug; Survey’s prices index up 1.4 pts to 74, highest since Jul 2022  + US initial jobless claims fell to 197,000 at over 2-mth low, below forecasted 200,000 claims  -US trade deficit soared 13.7% to US$105.6bn MoM in Aug   -US crude inventories fell by 3.186m barrels, biggest drop in 5 weeks  -US 30-year fixed mortgage rate up 19bps to 7.49%, highest since Nov 2023; mortgage applications fell 3.2% to 20-mth low  -US sells US$38.7bn in 10-year notes at 5.3% yield, sells US$21.9bn in 30-year bonds at 5.618 yield  -US Congressional Budget Office estimates US 2026 budget ...

  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 . Delfi had broken the first support at 70c and triggered my stop loss. I suspect the market are focusing on the Indo Rupiah hitting INR 18000 against the USD. The sentiment in the market towards small and mid cap is poor. I am taking a cautious approach to the market by having very tight cut loss margin. LWF suffer a 2.5% loss on the position. It will be accounted for the fund’s p/l towards the end of the month. LWF holds no share in Delfi. 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.  Telegram Channel https://t.me/joinchat/oCgkD3sQFRMzMWM1 ( https://buymeacoffee.com/lonewolfinvestor ) Disclaimers   All investments ...

  Market Summary 28 Sept – 4 Oct 2026 *USA*  ± US PCE rose 0.3% MoM or 3.4% YoY in Aug, Core PCE up 0.2% or 3% YoY, both unchanged from Jul’s revised readings   + US inflation data for Aug came in softer than expected, lowering market expectations for Oct Fed interest rate hike   + US Q2 GDP growth revised to 2.2% annualised rate from 1.5% on higher investment, consumer spending, govt spending   + US Manufacturing PMI reached 54.5% in Sept vs 54.6 in Aug, prices index jumped 6.8 pts to 77.9, highest reading since May  -US consumer confidence hits its lowest level since 2014  + US consumer spending up 0.9% or US$190.8bn in Aug, the most since Mar   + US inflation-adjusted personal spending up 0.6% MoM in Aug, the most in 17 mths  + US personal income rose 0.2% MoM to US$27,627bn in Aug ± US economy added just 29k jobs in Sept, vs expectation of 90k, with unemployment rising to 4.2% vs 4.1% in Aug  + US private businesses added 90k jobs in...

(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...

  (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 ...