Lone wolf investor

Latiff Mohidin Malaysia 1941 Pagoda 2 circa 1964  Collection of National Gallery Singapore Market Summary 14-20 Mar 2022 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  + Fed Chair Powell: time to move away from accommodative monetary policy introduced at “worst part” of Covid-19 pandemic to “more normal” one, to reduce balance sheet at upcoming meeting  + Fed hikes key interest rate by 25 basis points for the first time since 2018 + US industrial production rises 0.5% in Feb in vs previous mth  + US retail sales rise by 0.3% in Feb to US$658.1bn MoM - US actual ban on Russian oil imports unlikely as it would further propel gasoline prices, already at record high: media + US housing starts increased 6.8% to seasonally adjusted annual rate of 1,769,000 in Feb  - US existing home sales fell 7.2% in Feb compared to previous mth + US initial jobless claims down 15,000 to 214,000  - SEC investigating 4 major accounting firms; Deloitte, E&Y, KPMG and Pricewaterhouse over potential conflicts of interest  - Mod

The Fed had raised interest rate by 0.25%. The US Fed had forecast another 6 hikes before the year is up. 3 increases in 2023 and no increase for 2024. The rise in interest rate end the era of accommodative policy started during covid 19 as central banks around the world refocus their battle as rising inflation. Mortgage and debt servicing cost is going to be more expensive. Getting into pink of financial health is important for individual and companies. I suspect the 3 rate hikes in 2023 to be too aggressive with potential recession looming over the horizon.  Wolf Money(Interest Rate Watch)update 3.0 December 16, 2021 This is my third update on interest rate. At the Fed meeting yesterday, the Fed Chairman had indicated tapering will be dial back at a faster pace. The 15B committed reduction in Nov and Dec 2021 will be increase to 30B a month starting Jan. By March 2022, Fed bond buying program started during covid era will end. That will pave the way for an interest rate increase star

  (BYD, Build your dream,build your dollars) The Ukrainian Russian war have cause much pain to end users of oil. Oil at $120usd per barrel is just too expensive to be running on combustion vehicle. Harry Porter would have cried in pain “expensive petroleum!!” when he fill up his Nimbus 2000. Pump price are in excess of $3 a litre. A trip to petrol station will cost $200 for a mid size sedan on a full tank. There are plenty of merits to get an electric vehicle now. If anyone goes into the subject of EV in Singapore, Tesla name would probably come out of that conversation. The local EV market is more than just Tesla. The adoption of passenger EV had been slow in Singapore even with the advantage of low input cost. I had an opportunity to visit one of the dealers of BYD vehicles in UBI. It is an opportunity for me to get a first hand insight of the latest trend in EV. My friend, KK was kind enough to give me an introduction. KK had good experience dealing with commercial vehicles. EV comm

  “The Sale of a lifetime” by Harry S. Dent, Jr. discussed bubbles in the financial market are unavoidable due to human quest for more of the things we already had.  Remember the famous phrase by Gordon Gekko from the movie, Wallstreet, “ The point is, Ladies and Gentlemen, greed for a lack of a better word, is good”. Wallstreet is advocating greed is good. Greed and bubble always act in concert. Even the intellectually brilliant scientist, Issac Newton was a victim of South Sea bubble which nearly bankrupt him. If one is caught in a bubble, one is not alone.  It is also human-like to be greedy. Greed give rise to bubble. The author did give a good history lesson on some spectacular bubbles that went bust. The south sea company, The tulip mania and The great housing bubble in US that lead to the subprime crisis. Most bubbles if not all bubbles are created by government and its policy. The deregulation of the banking sector during the 70s lead to credit bubble. The removal of gold stand

  This coffin’s for you, little boy, don’t be afraid, lie down, A bullet called life clutched tight in your fist, We didn’t believe in death, look – the crosses are tinfoil. Do you hear – all the bell towers tore out their tongues? We won’t forget you, believe it, believe it, be … Belief bleeds down the seam inside your sleeve, Chants, prayers, psalms swell up in a lump in your throat In the middle of this damned winter all dressed in khaki, And February, getting the ink, is sobbing. And the candle drips on the table, burning and burning… By Iya Kiva, Ukrainian Poet Lone Wolf Fund(LWF) Portfolio as at end of January  1.) Cash  *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   I am supposed to have the February month off until the volatility of the market woke me up from my slumber. The market had been more volatile due to increasing geopolitical risk in the eastern bloc. My prayer goes to people of Ukraine and t

   I did a portfolio clear out over last few days. I am currently in full cash. I will share more at my end of month portfolio update.  A small portion of Keppel profit goes to cutting losses in Grab. I had achieved 14 percent return on Keppel. Grab losses are brought back to Lone Wolf P&L. God Bless. Please trade with caution in a volatile market. See you soon. Please follow us on telegram for the latest update on Lone Wolf Investor by clicking on the link below  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 are

  Becareful, anyone who know about chart pattern will understand head and shoulders usually represent an end to an uptrend. Base on chart reading, there might potentially be another 500 points downside on s&p500 index(head to neckline 500 points)4300 to around 3800. Trade with caution. God bless.  Please follow us on telegram for the latest update on Lone Wolf Investor by clicking on the link below  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 are without our independent verification. Therefore, we cannot assure