Lone wolf investor

(Free image credit: Freepik.com) High asset price, low unemployment Our government has formed committees to look into strengthening our economy and employment. Given the era of trade war, Singapore as an entrepôt hub is under threat. We might enjoy the lowest baseline tariffs, but high tariffs on sub-sector like semiconductor and pharmaceutical exports are the most concerning. Both exports contribute a significant portion of our manufacturing output. It is a difficult situation for any country, not just Singapore, to deal with Draconian trade measures imposed by the US. In the meantime, local job creation is showing signs of slowing down. As an observer of the economy, I suggest keeping asset prices high. It might be contrary to the message of prudence by MAS. My reasoning why high asset prices should be tolerated or even encouraged in the short term before we come out with a comprehensive economic plan to deal with the changing order of world trade, is as follows. 1.) High asset price...

  (Source: MAS) Results from SSBs show a growing interest in one of the last few places for safe haven yield. With banks cutting savings interest like no tomorrow. Investors are going into SSBs with more urgency. I personally would like to see the upper limits for SSBs raised. It has been 10 years since the SSBs had a 200k cap. I will be exploring money market fund as a stop-gap measure for falling risk-free yields. 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 befo...

  (Contents) My circle of friends knows I like to read. Given what I am doing with the stock market, one would expect me to pour through hours and hours in technical analysis(TA) books that teach readers how to make a killing by reading chart formation. Strangely, most of the books I consumed are human psychology-related, a subject that is most interesting to me. I believe an investor will be far better off understanding the human condition than pouring through hours on TA.  This title, The Art of the Good Life by Rolf Dobelli , was my recent discovery even though the book was out in 2017. It turned out to be a fine book to read. The chapter on Mental Accounting: How to turn a loss into a win stated that, living a good life involves how one interprets facts in a constructive way. Adding 50% to the cost of a restaurant meal is what the author did. By adding 5 euro tax to the cost of a 10 euro glass of wine, makes one rethink about ordering that glass of wine. It helps the autho...

  (Image credit: graciousquotes.com) Market Summary 18-24 Aug 2025 *USA* + Powell signalled a possible interest rate cut in next central bank’s meeting, even as inflation risks remain   ± Powell says tariffs having ‘clearly visible’ impact on US inflation, adopted flexible inflation targeting  + US PMI Composite Output Index at 55.4 in Aug, hitting 8-mth high, vs 55.1 in Jul: S&P Global  + US Services Business Activity Index down from 55.7 in Jul to 55.4 in Aug, Manufacturing PMI rose from 49.8 to 53.3 at 39-mth high   ± US business inventories rose 0.2% MoM in Jun at US$2660.3bn, up 1.6% on annual basis   -US initial jobless claims up 11,000 to 235,000 + US existing home sales rose 2% of 4.01m in Jul, sharpest increase since Feb  + US govt will purchase 9.9% stake in Intel for US$8.9bn, or US$20.47 per share, discount of about US$4 from closing share price  ± US auctioned US$8bn in 29-year 6-mth Treasury Inflation-Protected Securities at 2.65...

  I sold the last stock in LWF as I will be taking a break in Sept. I am doing a spring cleaning of those underperforming shares using profit from Great Eastern contra gain to free up capital for other purchase. The sales resulted in a 2% loss on the position. More detail at the end of month portfolio update. 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 ...

Please ignore the previous blog. My assumption is wrong. I have decided to sell it off. Previous thesis is no longer valid. 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 verification. Therefore, we cannot assure you that the information is accurate or complet...

  (Source: MAS) Those looking for short-term shelter in risk-free instruments. Singapore Savings Bonds are one of the limited choices available, given there was a downward drift in yield across all tenures on government bonds and fixed deposits. The 6-months T-Bills continue their downtrend, hitting 1.59%. In such a scenario, SSBs are superior with first year yield at 1.71%, slowly improving to an average of 2.11% over the course of 10 years. The closing date of this month’s issue falls on the 26th Aug@9pm. God bless.  Contribution by Derek@valueinvestments chat group. Thank you. 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 i...