Lone wolf investor

  Nirmala Dutt Malaysia 1941-2016 Anti-Nuclear Peace Collection of National Gallery Singapore Market Summary 16-22 Mar 2026 *USA* -US sovereign debt reached an unprecedented US$39 trillion  + Fed suggests rate cuts remain more likely than not, believes in productivity boom   -Trump delays trips to China for 5 or 6 weeks to focus on Iran war  -US producer prices rose 0.7% in Feb, vs 0.5% in Jan, largely due to higher services costs, faster than anticipated pace  + US new orders for manufactured good up 0.1% in Jan to US$620.1bn, vs revised 0.4% declined in previous mth   ± US 10-year treasury yield rose 10bps to 4.37% to its highest level since Jul 2025  + US jobless claims fallen to 205,000 vs forecast of 215,000 + Philadelphia Fed Manufacturing Index rose to 18.1 in Mar, highest since Sept 2025 + US wholesale inventories fell by 0.5% MoM to US$909.3bn in Jan, the most since Dec 2024  + US AI and data centre buildout as a durable multi-year growth...

  (Source: MAS) (Source: MAS) (Image credit: Tradingeconomics.com; SGD yield has moved) This month’s SSBs are lower than the potential higher yield for SSBs next month. A general rise in interest rates across all government’s longer-term bonds due to a spike in inflation expectations. With oil hitting USD $100 recently. Inflationary pressures will filter down to the price of services and goods. The current SSBs have an average yield of 1.99% over 10 years. The yields on the first two years are attractive for short term safe haven. If the interest rate do spike up higher, Applicants have the option to redeem the former SSBs to apply for a new issue with only one month of turnaround. The yield of 1.36% is mildly attractive compared to the fixed deposit interests offer by the banks. Closing date is on the 26th March 2026@9pm. 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 ...

  (Wishing all the Muslim readers a Selamat Hari Raya Aidilfitri) Market Summary 9-15 Mar 2026 *USA* -US GDP growth revised sharply lower to 0.7% YoY in Q4, well below 1.4% advance estimate, weakest performance since Q1 2025 -US govt has borrowed USS$1 trillion in 5 mths since Oct, over US$430bn spent to service debt that is approaching US$39 trillion ± US PCE price index rose 0.3% MoM in Jan as expected; core PCE price index rose 0.4% MoM in Jan  + US year-ahead inflation expectations at 1-year low of 3.4% in Mar -US consumer sentiment fell to 55.5 in Mar, vs Feb’s final reading of 56.6 and 2% below level from Mar 2025  + US annual inflation rate at 2.4% in Feb, unchanged from Jan and remaining lowest level since May 2025; core consumer prices rose 0.2% MoM  + US personal income rose 0.4% MoM in Jan, vs 0.3% increase in Dec + US personal spending up 0.4% or US$81.1bn MoM in Jan, vs expectation of 0.3%  ± US jobless claims fell 1000 to 213,000in first wk of Mar...

  (Image credit: Freepik.com; Oil Rig) Politics of Oil Beside the human loss to the war. Oil made the headlines. LWF was trying to buy a good oil play for my portfolio. Unfortunately, none got onto my buy list. The closest to an indirect oil play is Tai Sin Electric. The War and subsequent rise with the price of oil will hasten the transition into electric vehicles. If I may draw you back to a decade or more ago. During the last bull run in oil, CNG vehicles were the hottest selling vehicle type. CNG vehicles, for various reasons never took off in Singapore in a big way due to mileage issues and the difficulty of finding a CNG station. The problem eventually killed its popularity. Electric vehicle is unlikely to go through the same path as CNG powered vehicles as the government green plan is set in motion. There wouldn’t be any ICE vehicles being sold in Singapore from 2030. ICE vehicles will be retired from our roads by 2040. Tai Sin Electric is in the sweet spot on the bigger tre...

  Claude Monet 1840-1926 Meadow at Giverny Juliana Cheney Edwards Collection, 1939 Market Summary 2-8 Mar 2026 *USA* ± S&P Global US Composite PMI at 51.9 in Feb, lowest in 10 mths  -US retail sales down by 0.2% MoM in Jan, first decline since Oct  + US ISM Services PMI climbed to 56.1 in Feb vs 53.8 in Jan, fastest expansion since Aug 2022  + US export prices rose more than anticipated by 0.6% in Jan, import prices up 0.2% for 2nd mth ± S&P Global US Services PMI fell to 51.7 in Feb vs 52.7 in Jan, vs market estimates of 53  -US jobless rate rises to 4.4%, 3rd time in 5 mths economy lost jobs    + US initial jobless claims unchanged at 213,000 + US average hourly earnings for all employees on private nonfarm payrolls rose by 15 cents, or 0.4% MoM to US$37.32 in Feb  -US nonfarm payrolls down 92,000 in Feb, healthcare lost most jobs at 28,000, tech followed at 11,000 + US private businesses added 63,000 jobs in Feb, the most since Jul 25...

(Credit: Tradingeconomics.com) (Headline credit: CNA) Extract from portfolio update end March “On a personal front. My household just signed a new contract with a third party electricity provider to fix our consumption before March. The next revision of the SP electricity tariffs are going to show a bigger jump. Oil has climbed more than 30% since the war started. Even with the lower oil price at 60 bucks previously, SP charges 29.11 per kWh for electricity. I don’t think oil will go much lower even if there is a ceasefire agreement. We are buying an “insurance” at 27.68 per kWh fixed for the next 2 years just in case the oil goes through a protracted period of much higher price. Furthermore, the base rate for electricity tariffs will go up due to carbon taxes till 2030.” 2c worth. God bless. 🙏 (Source: NCCS.gov.sg; Carbon taxes will increase the baseline for electricity tariffs) Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the li...