Lone wolf investor

  (Festival lights on board the Royal Caribbean) Market Summary 8-14 Dec 2025 *USA* + Fed cuts interest rates by 25bps to 3.5%-3.75%  -US job market seems to have significant downside risks: Powell   ± US wholesale inventories up 0.5% in Sept MoM at US$911.5bn, 1.8% higher on annual basis  + US sells US$21.9bn in 39-year 11 mths bonds at 4.773% yield; US$39bn in 20-year notes at 4.175% yield  + US 10Y Treasury rose toward 4.2%, highest since early Sept  -US trade deficit at US$52.8bn in Sept, down 10.9% from Aug  -US Treasury completed a US$12.5bn buyback of its own debt, largest repurchase in recent history  -US bank reserves fell to US$2.83 trillion from 2021 peak of US$4.27 trillion -US will not publish PPI data for Oct, data for Nov will be released on Jan 14, 2026 + US number of job openings remained unchanged at 7.7m in Oct -US initial jobless claims up by 44,000 to 236,000  ± Trump says he is leaning toward Warsh or Hassett to lead the...

  (Free image credit: Freepik.com) Another year had passed, it was time to do a summary of my blog in 2025. These are the top 5 topics which I enjoyed writing. I hope you enjoyed reading them too. What is your favourite? Do drop me an email. God Bless.  Wolf Bargain(Prada Café) 1.) I am happy to be doing a review on my dining experience at Prada Cafe Wolf Money(Against all odds) 2.) I went deeper into understanding gambling odds in relationship to the stock market.  Wolf Money(Banyan Group)detail 3.) I wrote about Banyan Tree Holdings in detail. The stock produced the best return for Lone Wolf Fund in 2025. Wolf Review(The Last Fools by Peh Shing Huei) 4.) I read a few good books in 2025. One of them that left an impression was The Last Fools by Peh Shing Huei.  Wolf Bargain(Joo Chiat: A Timeless Neighbourhood) 5.) There were wonderful memories exploring our neighbourhood. A walk down Joo Chiat bring back my childhood memories especially from the visit of the “The Ic...

(Festival lights in Singapore) Market Summary 1-7 Dec 2025 *USA* ± US core PCE price index rose 0.2% MoM and 2.8% on annual rate; personal income up 0.4%, spending up 0.3% in Sept; delayed data  ± US headline PCE up 0.3% MoM, annual inflation rate also at 2.8% in Sept -US employers have cut nearly 1.2m jobs through end Nov this year, the most since 2020 pandemic: Challenger  -US private companies cut 32,000 workers in Nov, surveyed by DJ, expecting increase of 40,000: ADP  -US small businesses with 50 fewer employees cut 120,000 jobs in Nov: ADP  + US jobless claims drop 27k to 191k to >3-year low  + US Composite PMI at 54.2 in Nov, vs 54.6 in Oct + US factory orders rose 0.2% MoM in Sept to US$621.6bn  + US Services PMI rose to 52.6% in Nov vs Oct’s 52.4%, the 9th mth above the 50% threshold  -US trade with China needs to be balanced and probably needs to be smaller: USTR’s Greer  -US bipartisan group of Senators unveiled bill to keep Trump fr...

(Contents) (Every chapter comes with their own comic strip done by veteran artist, Cheah Sinann) Not So Little Red Dot - 60 years of Singapore Diplomacy by Peh Shing Huei (Editor) was commissioned by the MFA to celebrate, to take stock and to appreciate our foreign policies for the past 60 years. Singapore as a small country, hardly had any airspace, let alone any diplomatic freedom accorded to us. It is hard for a small country like Singapore to have its own voice in the international arena where big powers assert big influence using economic and military might over small nations. Our founding Prime Minister, Mr. Lee Kuan Yew, noted, “A small country like us seeks a maximum number of friends while maintaining the freedom to be a sovereign and independent island state.” MFA works hard to cultivate partnerships around the world, focusing on having a strong advocate for ASEAN unity and centrality while maintaining strong ties with middle and major powers. That helps us navigate choppy ...

  (Festival lights of Singapore) Market Summary 24-30 Nov 2025 *USA* + US retail sales rose 0.2% MoM in Sept, smallest increase in 4 mths + US producer prices rose 0.3% MoM in Sep as expected  -US consumer sentiment index declined 4.9% MoM in Nov at 51 at near record low, figure down by 29% annually   -US year-ahead inflation expectations at 4.5% in Nov, vs estimate of 4.7%; 5-year inflation outlook revised lower to 3.4%  + US initial jobless claims fell by 6k from previous wk to 216k to lowest in 9 mths  ± US business inventories unchanged MoM in Aug + US new orders for durable goods rose 0.5% MoM in Sept,  + US private businesses added 42k jobs in Oct, above forecasts of 25k  + US S&P Global Composite PMI rose to 54.8 in Nov, up from 54.6 in Oct, vs expectations of 54.5 ± US Manufacturing PMI fell to 51.9 in Nov, lowest in 4 mths + US pending home sales rose 1.9% MoM in Oct, more than expected  -Pentagon seeks to add Alibaba, Baidu, BYD to l...

  (Image credit: FAS; the history making of class of ‘25) My thoughts and prayers to the victims and families affected by the Wang Fuk Court fire in HK. May God grant you solace and strength in your road to recovery. Amen 🙏  Ole Ole Ole Ole  Singapore football had its finest moment recently with the qualification for the Asian Cup 2027. Let me join my countrymen in congratulating our Lions for a job well done. The continental championship will be held in Saudi Arabia. There might be good reason for booking an air ticket to Saudi Arabia for some sightseeing since our national team is in the main draw of the AFC Asian Cup. Gavin Lee did a fantastic job in sending our team to the Asian Cup. He deserves to be given the head coach job permanently. I hope he can create another miracle in the AFC Asian Cup. Many congratulations to the new Lions head coach. (Image credit: CNA; Gavin Lee, the man of the moment) Although our footballing skills are still a few ranks below the tradi...