Lone wolf investor

  (Image credit: AP) Surprisingly it was an easy win for Donald Trump. The White House, the House of Representatives and The Senate all have one colour on them. Red! I listed down my general observations and predictions from this election and what it holds for the next 4 years. *High interest may continue given Trump inflationary policies. Powell unlikely to cut rates much, he might get replaced by Trump. *Oil likely to do well in an inflationary environment. Given Texas is a Republican stronghold *Western allies likely to hedge their bets given their past grievances with the Trump administration. Western countries ties with China will improved. *Crypto and Elon trades likely to benefit *Chinese economy to be more subdue over the next 4 years *China’s stimulus is likely to be more measured going forward due wide interest rate differential between US and China. Too much stimulus might cause an unwanted currency crisis due to capital outflows. *Asian economies growth to slow due to t...

(Contents) Living the Asian Century. AN UNDIPLOMATIC MEMOIR by Kishore Mahbubani is different from his earlier books which were largely geopolitics focused . This book is more personal. It was a beautifully written memoir on one of Singapore’s most established diplomats. It feels like a well aged vintage wine that drew you into his story. The professor, being a very good storyteller, brings you on a time travel machine with his memories of his childhood years. His story mimics those of Singapore’s success.  He attributed his personal success to two miracles. First coming to Singapore to join his father who was on odd jobs and the awarding of a life transformative President scholarship by the Singapore government for his university education. Through this gift of education, it created the opportunity for him to turn around his family’s fortune. The professor gave a glimpse of what it was like growing up. He mentioned his great fortune of been able to grow up in Singapore, something...

  I have decided to buy back half of my sold position in Wilmar Int’l after the recent bad 3q result. Three things might potentially shift the needle in 4Q for Wilmar are as follow. 1.) China undertaking another stimulus this week if any. 2.) The Adani Wilmar 13% stakes sales worth close to USD 700m(50% owned) by end of Feb 2025 to meet regulatory requirements of a minimum 25% float. A sale may induce the company to pay a special dividend. 3.) The surge in palm oil prices to year high of MYR 4894. The company in its recent Q3 update mentioned about a rise in palm oil production. Surging prices and increasing production likely to help their bottomline. The geopolitical situation in Middle East provides support for crude which palm oil prices follow closely. (Source: Wilmar; Management guided for higher palm oil production) (Source: Tradingeconomics.com; Palm oil prices at 1year high)  I am moderating my position due to ongoing uncertainty around the world. As usual, no point pr...

  (Image credit: Freepik.com; Happy Holidays for to my readers celebrating the festival) (Image credit: The Straits Times; Coffee bean prices going through the roof) Musings I have been observing how the inflation situation is developing. Given the renewed attack on ships in the Red Sea by the Houthi. The geopolitical tensions in the Middle East between Israel and Iran added a layer of uncertainty to the price of oil. The better than expected job numbers in the US are all inflationary. The lower inflation numbers around the world may not last beyond this year. So far the equity market has not priced in the potential higher inflation numbers next year. Furthermore, the market has all, but ruled out a possibility of a rate freeze or even a reflation of the Fed fund rates. Although it is not a done deal. Participants of the equity market should brace themselves for any eventuality. Another high inflationary environment might send the stock market running for cover. Just saying. It is ...

(Source: MAS) Nov 2024 SSBs result was a washout. It was massively undersubscribed. Kudos! to my fellow Singaporeans who could tell a good yield from a bad one. Base on the uptick in 10 years SGS bonds, Dec SSBs is likely to come with a higher yield.  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 a...

  (Contents) The book,  BOARDROOM KNOCK OUT, HOW SINGAPORE’s INVESTOR WATCHDOG FIGHTS FOR MINORITY SHAREHOLDERS , was launched in conjunction with SIAS’s 25th anniversary . The book documented SIAS’s history and achievements over the past 25 years. It was a book befitting SIAS’s silver jubilee celebration. SIAS was founded by Mr. David Gerald under very difficult circumstances. It was born in the aftermath of the CLOB saga which 172,000 Singaporean investors faced the prospect of losing their life savings due to the Malaysia government outlawing CLOB shares traded on the Singapore exchange. Some investors couldn’t take the sudden shock which resulted in heart failure. Some investors were weeping their hearts out as the situation turned dire. Then came Mr. Gerald’s calling. He was emotionally drawn by the noble cause of helping retail investors to get back their hard-earned money. As I quoted the legend, “If no one comes forward to help the victims, there will be no one to help...

  Yesterday evening, I attended a book launch organised by SIAS. The title,  BOARDROOM KNOCK OUT, HOW SINGAPORE’s INVESTOR WATCHDOG FIGHTS FOR MINORITY SHAREHOLDERS , was a collection of SIAS’s history and achievements over the past 25 years. The evening at Book Bar was a unique setting for a book launch. The Founder, President and CEO of SIAS, Mr. David Gerald was on hand to sign autographs for guests. The small group of guests were mingling and sharing their hope and outlook for our stock market. It was an intimate affair. During the event, there were many interesting stories shared. SIAS was founded by Mr. David Gerald under very difficult circumstances. It was born in the aftermath of the CLOB saga which 172,000 Singaporean investors faced the prospect of losing their life savings due to the Malaysia government outlawing CLOB shares traded on the Singapore exchange. Some investors couldn’t take the sudden shock which resulted in heart failure. Some investors were weeping t...