Posts

Showing posts from June, 2026

Wolf Money(Jardine C&C)correction

Image
  (Image credit: Jardine C&C) After my holiday, the first agenda is a test purchase on Jardine C&C. The stock is under a lot of pressure due to economic situation in Indonesia. The competition by Chinese EV in Indo market and the removal of the company from the STI index last year also adds pressure to the share. During the month, the stock was down 16%. The confluence of factors caused substantial weakness in the stock price.  The company is trading at less than 8x p/e with a dividend yield of 5.2%. I am taking a small interest to keep myself interested. No crazy money involved. More detail at the end of the month 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 ...

Wolf Money(world market review 15-21 Jun 2026)

Image
  (Kyoto Central Post Office) Market Summary 15-21 Jun 2026 *USA* -Fed left rates unchanged at 3.5% to 3.75% and removed previously projected 2026 rate cut from dot plot; about half of policymakers now see at least one rate hike this year  -Fed FOMC sees interest rate at 3.6%-4.1% range in 2026  + Fed is not yet signalling the start of a renewed tightening cycle  ± Fed new chair Warsh outlined slew of task forces being set up to look at current practices, to drop issuance of forward guidance in future, to ensure price stability  + US retails sales up 0.9% MoM in May vs consensus of 0.6% forecast  + US dollar Index rose 0.7% to 100.79 and reached 100.8, highest since May 2025  + US initial claims for state unemployment benefits down 4000 to 226,000 for wk ended Jun 13  + US equity funds drew net US$38.37bn in their strongest week since Nov 2024, tech sector funds gaining record US$21.46bn; foreigners bought estimated US$103bn of US long-term securi...

Wolf Money(world market review 25-31 May 2026)

Image
  J.R Charton United Kingdom “See Malaya by Railway” poster circa 1930s Collection of National Museum of Singapore Market Summary 25-31 May 2026 *USA* + US PCE index rose 0.4% MoM in Apr, up 3.8% YoY; Core PCE up 0.2% MoM, up 3.3% YoY, both in 3 yrs high; personal spending rose 0.5%, person income roughly flat  -US average American personal savings rate fell to just 2.6% in Apr, down from 5.8% YoY, lowest since Apr 2008, well below 30-year average of 5.7%  -US consumer confidence dipped 0.7 pts in May at 93.1 -US Q1 GDP revised lower to 1.6% YoY from 2%; driven by downward revisions to investment n consumer spending   ± US wholesale inventories up 0.5% MoM to US$938.6bn in Apr, vs revised 1.5% increase in Mar -US initial jobless claims rose 5k to 215k on 3rd wk of May, continuing jobless claims up 15k; weekly employment up by 37,500   + US aggregate business investment in Q1 up 6.4% YoY, deeper AI spending driving these gains  -US goods deficit at US$82.4bn...