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Showing posts from August, 2023

Wolf Money(portfolio update for end Aug 2023)part 2

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  (Image credit: NFTnow.com; Bargain hunters’ greatest nightmare) Lone Wolf Fund(LWF) Portfolio as at end of Aug  1.) Cash 2.)  Boustead Singapore(BSL) *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   Wall Street was feeling the weight of its gain from July with substantial correction in early August. The comeback towards the end of the month reduced much of the losses.  Our market had a weak month, index was down around 4.5%. The Reits market was feeling the impact of high borrowing costs with many local Reits experiencing high single to double percentage losses in distribution income per unit. With the slowing economy in Singapore, the second half is likely to see the full impact of the high borrowing costs and increased vacancy rates. The upward adjustment of cap rates in some problematic commercial real estate segments might be imminent given the substantial drop in npi. The adj...

Wolf Money(Singapore Savings Bond Sept 2023 result)

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The result of SSBs is out. All applications get full allocation. This month SSBs is getting closer to full application due to the attractive yield. Next month SSBs are likely to be oversubscribed. 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 believe are reliable but are without our independent verif...

Wolf Money(world market review 21-26 Aug 2023)

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  Wang GuangYi China 1957 Coca Cola circa 2005 Collection of Park View Square Market Summary 21-26 Aug 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸   - Powell: higher rates may be needed to cool still-too-high inflation, will move with care at upcoming meetings  - US consumer sentiment fell modestly in Aug at 69.5 vs 71.6 in Jul, inflation expectations worsened slightly  + US economic activity picked up pace in Jul as gauges of production and personal consumption improved: Chicago Fed  - US 30-year fixed mortgage rate hit 7.49% at 23-year high, home-purchase applications fell for 6 weeks to lowest since 1995 + US lawmakers working to reach agreement on fiscal year 2024 budget by Sept 30 to prevent federal govt shutdown  + US seeks to extend science and technology agreement signed with China decades ago ahead of Raimondo’s visit  + US Commerce Dept lifts 27 Chinese entities from unverified list  + Boeing preparing to restart deliveries of 737 MAX jets to China af...

Wolf Money(portfolio update for end Aug 2023) part 1

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  (Image credit : Netflix ; Lily Collins in Emily in Paris) (Personal photo : The iconic Arc de Triomphe) (Personal Photo: The street where wallet got murdered) Le Non-Dit Des Sociétés Cotées(The unspoken language of listed companies)*pardon me, google translate In the popular Netflix romcom drama, Emily in Paris, Lily Collins portrayed Emily Cooper, an American marketing executive sent by her US company to their subsidiary in Paris to give an American perspective to marketing. Without knowing a word of French or local culture, she embarked on a difficult journey of communicating with her colleagues and clients, in which it resulted in miscommunication and her being the butt of the joke. Emily assumed everyone in Paris could or wanted to communicate in English. She was forced to learn the language in class so as to communicate well with her colleagues and clients. It is important to understand the language of choice in the area one operates so as to be able to communicate effective...

Wolf Money(listen to Lone Wolf blog) repost

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  There is a very useful feature in iPad and IPhone. A particular function call speak screen which allow the page to read out. This allow users to listen to my long blog, similar to audiobook. There are a few steps to set up Step 1 Click Accessibility Step 2 Click Spoken content Step 3 Click Speak Screen and Speak Selection. Step 4 Use two fingers to swipe down from the top of your screen to activate the function. Step 5 A control bar will pop out which allow you to skip paragraph or increase the speed of read. I find the function extremely useful for audio reading a long commentary on any website. Now everyone need not use more eye power to acquire knowledge. Try it today! 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 highl...

Wolf Money(world market review 14-20 Aug 2023)

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Andrew Gn: Fashioning Singapore and The World Exhibition from 27 May to 17 Sept 2023 Dress worn by Lily Collins in the Netflix Drama, Emily in Paris Donation by Andrew Gn Collection of Asian Civilisation Museum  Market Summary 14-20 Aug 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - Conference Board said its Leading Economic Index fell 0.4% in Jul after declining 0.7% in Jun, down for 16th straight mth - Fed remains concerned over unacceptably high inflation, signals potential more rate hikes to cool inflation: FOMC minutes  - US expects to pay record amount of interest from US$475bn in fiscal year 2022 to US$1.4 trillion in 2032 on its national debt   - US top banks like JP Morgan n BofA could be hit with rating cuts due to industry’s deteriorating health: Fitch  - US average rate for 30-year fixed mortgage now at its highest level in >20 years at 7.09% + USD set for 5th straight week of gains in longest winning streak for 15 mths  + SEC set to adopt transparency rul...

Wolf Money(Singapore Savings Bond Sept 2023 review)

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  Sept 2023 SSBs issue comes with a yield of more than 3%. Base on initial indication from 10 years sgs bond, Oct issue will be similar or higher in yield. 3.06% is good risk free yield given our economy is at the edge of recession. SSBs are a good way to keep cash in the short and long term due to the flexibility of withdrawing without any risk of capital loss. 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 der...

Wolf Review(Share Attack: 80 great tips to survive and thrive as a trader by Malcolm Stacey)

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  (Contents) I always like picking up books written by authors who themselves are investors or traders, it adds an extra layer of authenticity to their story. Shark Attack : 80 great tips to survive and thrive as a trader by Malcolm Stacey is one such book. I presumed the author is base in UK as all the examples given in the book were UK companies.  He believes the stock market is a great place to accumulate wealth(like I do) if one learns the rope to be an informed investor. Everyone with basic financial knowledge can do well in the stock market. Some evergreen rules investors shouldn’t forget. 1.) Ride your winners, dump your losers. 2.) The trend is your friend. 3.) Buy on rumour, sell on the fact. 4.) Never catch a falling knife. 5.) A rising tide lifts all boats. 6.) Buy on dips, sell on peaks. 7.) Some big recovery could be merely dead cat bounce. 8.) You have all the time in the world to make a trade. 9.) If a deal’s is too good to be true, it will probably be. 10.) Ne...

Wolf Money(world market review 7-13 Aug 2023)

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Fernando Botero Colombia 1932 Bird circa 1990 Collection of UOB Market Summary 7-13 Aug 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - Moody’s cuts ratings of 10 US small to mid-sized banks, said may downgrade some nation’s biggest lenders  + US CPI rose 3.2% YoY in Jul, picking up first time in 13th mth, core CPI at 12-mth rate of 4.7%, both less than expected    - US producer price index rose 0.8% annually, wholesale prices rose 0.3% from Jun to Jul, highest mthly increase since Jan + US treasuries on course for record year of inflows as investors chasing some of highest yields in mths pile into cash n bonds: BofA  - Americans applying for jobless benefits up last week, rose by 21,000 to 248,000  - US total household debt jumped by US$16bn to US$17.06 trillion in Q2  - US to propose rule effectively end anonymous luxury-home purchases, closing loophole allows corrupt oligarchs, terrorists, other criminals to hide ill-gotten gains  - California only 16% househ...