Lone wolf investor

(Image credit: Marketmegood.com)   Market Summary 10-16 Feb 2025 *USA* -US Jan CPI rose by 0.5%, core CPI rose by 0.4% MoM, bringing headline CPI to 3% n core CPI to 3.3% YoY  -Powell indicated there’s no imminent end to balance sheet wind down process, no signs yet that market liquidity has shrunk enough to affect the Fed’s reduction in holdings of Treasury n mortgage bonds -US retail sales posted largest drop in nearly 2 years in Jan, contracted 0.9% MoM vs forecasts of 0.1% drop + US producer prices up 0.4% MoM in Jan, above forecasts of 0.3% led by food and energy prices, core producer prices up by 0.3%  + US industrial production increased by 0.5% in Jan vs market expectations of 0.3%  -US manufacturing production fell 0.1% in Jan weighed down by sharp decline in motor vehicle output -US business inventories fell by 0.2% MoM in Dec vs 0.1% increase in Nov, first drop in 9 mths  -US is looking beyond tariffs and non-tariff barriers to examine currency manipu...

  I bought myself a Valentine gift today. A chocolate company to be precise. Delfi is the maker of Van Houten Chocolate, my favourite chocolate since childhood.  Van Houten is the favourite chocolate of many households in the bygone years of CNY. The company is facing cost pressures with the sharp rise in cocoa price and the weakening Indonesia Rupiah against the USD. I am taking a small position to keep myself interested in the company. Share is trading close to 52 weeks low and it comes with a 6.5% dividend yield. First support can be seen at 72c and 62c level. I have no idea how the position will turn out. The company is in a net cash position. Very conservative balance sheet. More details 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...

(Contents) This title by Duncan Mavin detailed the events that lead to the collapse of one of the most iconic Swiss banking giant. The book gathers information from insiders who share the inner workings and culture of Credit Suisse(CS). The history of CS is a tale of fortunes won and lost, of controversy and disagreement, of dispute and accusations. The events that led to the demise of the banking giant were a concoction of failure in epic proportion which ultimately bought down the 167-years-old bedrock of the Swiss financial industry. Credit Suisse was founded in 1857 by Alfred Escher. He saw a need for a bank to finance Switzerland’s ever growing need for infrastructure in the mid 1800s. His clout in politics and in business propelled CS as the go-to bank. Switzerland’s banking industry didn’t take off till the Great War. Due to Switzerland’s neutrality, it became a safe place for wealthy individuals and families to place their money. Occupied countries placed huge sums of money wi...

  (Image credit: Marketmegood.com) Market Summary 3-9 Feb 2025 *USA* -US year-ahead inflation expectations up to over 1-year high to 4.3% in Feb, steepest since Nov 2023 + US jobless rate dipped by 0.1% to 4% in Jan, lowest level since May, vs expectations of 4.1%  -Congress should make Trump's tax cuts permanent and avoid the largest tax hike in history: Scott Bessent + US imports of goods and services rose 3.5% to US$364.9bn in Dec, highest on record; rushed shipments ahead of a potential dockworkers’ strike and anticipated tariffs  + US PMI Composite Output Index came in at 52.7 in Jan vs 52.4 in Dec vs estimates of 52.4 -US ISM Services PMI declined to 52.8 in Jan from downwardly revised 54 in Dec, vs forecasts of 54.3 -US economy added 143k jobs in Jan, well below upwardly revised 307k gain in Dec, vs forecasts of 170k  + US private businesses added 183k workers to their payrolls in Jan vs forecasts of 150k  + US average hourly earnings for all employees on...

Chinese New Year Happy Lunar New Year to all my readers. I wish you the best of luck and happiness in the year of the snake. May you profit greatly from your investment.  I remember as a kid, Chinese New Year was a big thing. Preparation started a month before the actual day. From spring-cleaning to giving the house a fresh coat of paint. From making enough Wu Xiang to last for the first 15 days of the new year to decking out the whole house with CNY decor. It had always been a mad rush to the big day. My mum will be cooking all sorts of food, from curry to braised meat. It was a joyous occasion. Everyone in my household was looking forward to having a good celebration.  （Reunion dinner powered by Lone Wolf) Over the years, as we ditched our adolescences. Chinese New Year celebrations have become a mellower affair. Besides the exchange of new year pleasantries and the customary reunion dinners. We will be doing our own things afterward. It is my observations, Chinese New Years...

  (Deepseek Company logo:Seek deeper) Seek Deeper(extract from monthly portfolio update) In the US, the correction in tech stocks, especially Nvidia was brutal. Deepseek, a Chinese AI company, started by some university students have developed a breakthrough AI model without the need for advanced semiconductors. It was reportedly mentioned some employees of the company doesn’t even have coding and programming skills. It costs only a fraction of what was spent developing ChatGPT and other AI models. The breakthrough sent a shockwave to Wallstreet. As the market reassessed how Nvidia and other AI companies will be affected by the new development. I can’t comment on how this will affect the current AI players, but one thing for sure, money will always find the most cost-effective way out. Will the demand for higher end chips be affected? Most likely. Will Deepseek hastens the adoption for AI thus increase demand for lower end chips? Most likely.  (Deepseek ChatBot) I gave Deepsee...

  (Source: MAS) Result is out for Feb 2025 issued SSBs. There were applications worth $236.5m of SSBs. With $223.1m found buyers which were within account limits. Next months SSBs are expected to maintain its current yield. 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 by companies or submitted to governmental agencies on which we believe are reliable but a...