Lone wolf investor

  (Image credit: makemegood.com) Market Summary 11-17 Aug 2025 *USA* -US national debt surpassed US$37 trillion  + US possible Fed chair pick David Zervos said he would back more drastic interest rate cuts  + US retail and food services sales up 0.5% MoM to reach US$726.3bn in Jul; retail and food services sales up 3.9% on yearly basis  -US Consumer Sentiment Index slid 5% MoM in Aug at 58.6, plunged 13.7% on annual level  -US business inventories rose 0.2% MoM in Jun, reached US$2,660.3bn, up by 1.6% on annual basis   ± US industrial production fell 0.1% MoM in Jul; mining and utilities output down by 0.4% and 0.2% respectively  + US CPI increased a seasonally adjusted 0.2% in Jul n up 2.7% YoY, less than expected amid tariff worries  -US consumer sentiment dropped to 58.6 in Aug, down from 61.7 in Jul, vs market expectations of 62 -US PPI for final demand rose 0.9% MoM in Jul, biggest monthly increase since Jun 2022; sign of higher prices could ...

  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . ComfortDelGro revenue went up by 14.4% to $2.427b. Net profit went up 11.2%. Net gearing went up to 16.6%. Did it meet market expectations? Yes. Did it meet my expectations? Nope. Let’s talk about the positive first.  1.) The dividend went up from 3.52c to 3.91c.  2.) There are likely more contracts up for grabs in Europe and Australia as governments try to farm out public transport services to manage cost in providing essential services to the public. The headaches of dealing with transport workers’ unions can be a political risk to any government. For dealing with unions, ComfortDelGro earns a fee for the service. The negatives.  1.) I don’t like the increase in gearing and it is heading towards the low 20% soon. The increase in gearing was due to fleet purchases/renewal in Manchester and London. I...

  (Image credit: knolskape.com) Market Summary 4-10 Aug 2025 *USA* + US Global PMI Composite at 55.1 in Jul, vs 52.9 in Jun: S&P Global + US ISM nonmanufacturing PMI slipped to 50.1 in Jul from 50.8 in Jun + Nasdaq posted record closing high with tech gains, rate cut optimism   -US trade deficit in goods and services down by 16% from May at US$60.2bn; imports fell 3.7% MoM to US$337.5bn, exports declined 0.5% to US$227.3bn  ± US higher tariffs on imports from dozens of countries kicked in on Thur, raising average import duty to its highest in a century  -US wholesale inventories up 0.1% in Jun vs May’s revised figure and stood at US$906.3bn  -US initial jobless claims in week end Aug 2 rose by 7000 to 226,000 + JPMorgan now expects Fed to cut interest rates by 25bps at its Sept meeting, citing signs of weakness in labour market  -US Treasury auctioned US$25bn in 30-year bonds at high yield of 4.813%, drawing weakest demand in nearly 2 yrs + White House ...

  (De Kitchen in the supermarket) (Diners can buy some Korean Soju to go with the meal) (Menu) (Buy seafood and meat for The Kitchen to do their “magic”) (Green are available for stir fry) I recently had a meal at FairPrice X’tra, Parkway Parade, using some near-expiring FairPrice vouchers. On many occasions, I have been to many eateries and restaurants and I might even bought a quick salad from a supermarket, but never have I once had a meal in a supermarket. I got to know this is not a recent discovery for many because there was a strong crowd gathering in front of the bar, probably drawn by the cheap happy hour booze. The bar is offering a 1-for-1 beer at $6.90. There is a cafe for non-drinkers slipping down their cappuccino at the extreme left-hand corner and a dedicated area for the kids to play their arcade games. The supermarket has a lot going for it. Strange in some ways, creative in another. A unique way to draw in the curious diners. The Kitchen is a “Zi Char” stall loca...

The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I bought back a much reduced position in ComfortDelGro. They will be reporting 1H results in about a week. I am taking a small wager on the company’s upcoming result. As followers of my blog know, my position is flexible and could be changed over time due to market circumstances. A large part is dependent upon the company producing good result. My only concern is the company can’t derive the synergy and cost-savings benefits which they claimed during their $750m acquisitions last year. I have no pre-conceived notion whether a good or bad result will be forthcoming. The upcoming results will be a big test for the acquisition prowess of the management. I always have a soft spot for our public transport operator. Support can be seen at $1.50 to $1.51 level. (Full disclosure for this trade only. Just in case, someone suspect...

  (Image credit: Goalcast) Market Summary 28 Jul – 3 Aug 2025 *USA* ± Fed has left monetary policy unchanged with target rate range remaining at 4.25-4.5%   -US added 73,000 jobs in Jul vs expectations of 110,000, gains were almost by 2 industries: healthcare n social assistance: BLS  -US did not add 144,000 and 147,000 jobs in May and Jun, instead only added 19,000 and 14,000 jobs respectively, numbers are lower the needs to keep up with population growth: BLS  -Trump fired BLS Commissioner over data -US jobless rate rose slightly to 4.2% in Jul from 4.1% in Jun, number up by 221,000 to 7.236m -US labour force shrank for the 3rd straight mth, dragged down by exodus of foreign-born workers due to strict immigration policies   + US private business added 104,000 jobs in Jul, strongest gain since Mar, vs market expectations of 75,000 increase  ± US PCE price rose 0.3% or US$69.9 MoM in Jun after an upwardly revised 0.2% gain in May  + US year-ahead infla...