Lone wolf investor

  I sold my small holdings in Fu Yu. The management merry-go-round seems endless. It projects an image of uncertainty. Company seems to have issues finding the right people to do the job. There was resignation, termination, re- assignment which felt like a demotion and re-employment. Confusing 🫤 . There was a 2% draw down in the position.  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 fro...

  I re-enter the stock today as fundamental has improved since my last exit. Below are some quick points on Genting SP. 1.). Thailand casino is unlikely to restart anytime soon given the assurance by Thai PM to China. The fear of competition against the Singapore casino has receded. 2.) The strengthening of Malaysia Ringgit will draw more visitors from across the causeway to Resort World Sentosa. 3.) The better than expected results in recent quarter coincided with the opening of new retail and entertainment complex. 4.) The opening of RTS by the end of 2026 will have a positive impact of Johoreans coming to Singapore integrated resort due to its proximity and the ease of travelling. I theme Genting Sp as my “RTS Play” 5.) Dividend at 5.5% Risk 1.) Huge capex needed for RWS 2.0 2.) Unfavourable win rates. 3.) The strengthening of SGD. 4.) Delay in RTS opening. Support can be seen at 71c and 66c level. A strict exit strategy is required. More detail at the end of month update. God B...

  (Festival lights in Malacca) Market Summary 15-21 Dec 2025 *USA* + US Nov inflation fell to 2.7%; however Nov data was collected later than normal, released figures may include significant holiday discounting  + US annual core consumer price inflation excludes food and energy, fell to 2.6% in Nov, lowest since Mar 2021 + US nonfarm payrolls rose by 64,000 in Nov after falling by 105,000 in Oct, health care added 46,000, accounting for >70% net increase  -US unemployment rate rose to 4.6%, highest level since Sept 2021 ± US year-ahead inflation expectations fell for the 4th mth to 4.2% in Dec, lowest in nearly a year  + US consumer confidence Index up by 3.7% MoM in Dec to 52.9 -US net foreign acquisitions of long-term securities, short-term securities, banking flow was a net outflow of US$73.3bn in Oct  + US existing home sales up by 0.5% MoM in Nov to annualised rate of 4.13m, 3rd straight increase to highest level in 9 mths  + Trump strikes deal with...

(Rasa and its idyllic view)  I did a few short vacations during the December school holidays. Here are the snapshots of my trips. Shangri-La Rasa Sentosa The property is well known for its resort-style hotel. My son had a lot of fun at the pool. The food is excellent. One area for improvement is to spruce up the dated hotel rooms. They do need an urgent upgrade.  John Master Organic has an agreement to supply shower gels and shampoo to the hotel. The body wash is perfect. Even my wife, who usually had high standards for her own bathroom wash, praised the body wash for giving her skin a silky feel. Unfortunately, they don’t sell them at the hotel retail store. I got them from Shopee instead. A 350ml bottle will set you back $30.  (John Master Organic body wash gives a nice citrusy smell) Royal Caribbean Cruise   After the enjoyment we had on our last cruise with Genting Dream. We were back for more on the request of my wife and son to try out the Royal Caribbean Cruis...

  (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 to the visit of the “The Ice ...

(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...