Lone wolf investor

  (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...

  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...

(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 ...

  (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...

  (Contents) Paul Blustein, the author, starts the book with the overview of the dollar politics of recent years. The weaponising of the dollars to punish adversaries. Barring Russia and Iran out of the Society for Worldwide Interbank Financial Transactions or SWIFT in short, has undoubtedly undermined the status of the world reserve currency. Many countries, including those traditional allies affected by the tariff, have woken up to the idea that the dollar supremacy with its exorbitant privilege will one day affect them due to the unsustainable debt obligations of the US. There was a brief history of the status of the dollar as the dominant currency of the world. It started just after World War 2 when Britain was almost bankrupt due to debt owed to the Americans. On came the United States and the US dollars slowly replacing the British pound in the late 40s as the preferred currency of world trade. The faith of the dollar was sealed when then the U.S president, Franklin D. Roosev...