Lone wolf investor

  (Free Image Credit: Freepik) Welcome to the new investment year when everyone starts on a clean slate. If you have done well last year, give yourself a pat on the back, if you had not done so, there is no need to be despondent. Just dust yourself and carry on. I wish everyone a profitable year ahead. For those who are new to my blog, let me take this opportunity to welcome you. I hope you enjoy reading my blog as much as I enjoy writing it. Let me make a formal introduction of myself and the purpose of my blog. Today is the third anniversary of Lone Wolf Investor. The blog was officially launched on the 10th of Jan 2021, at the height of the COVID 19 pandemic. During the pandemic, there was nothing much an individual could do besides exercising and watching tele. A few of my former clients came back to me after I left the stock brokering industry to sow the seeds on sharing my investment ideas. I thought why not start a blog to pen my thoughts on investments and my personal views on

Tree of Life 2023 Manila Galleon: From Asia to Americas Exhibition@ACM  16 Nov 2023 to 17 March 2024 Market Summary 1-7 Jan 2024 *USA*  + US govt debt have reached US$34 trillion for the first time, up >US$6 trillion after Biden took office  + US non-farm payroll added 216,000 jobs in Dec 23, well above market forecasts of 170,000 + US employment continued to trend up in govt (52k), leisure and hospitality (40k), health care (38k), social assistance (21k), construction (17k), while transportation and warehousing lost jobs (-23k), little change in other major industries  + US private payrolls increased by 164,000 jobs in Dec, largest monthly increase since Aug: ADP + US factory orders up 2.6% MoM in Nov 23, better than market forecasts of 2.1%, biggest gain since Jan 2021  US services growth slows sharply to 50.6 in Dec 23, lowest reading in 7 mths, vs 52.7 in Nov  + US weekly jobless claims fell to 2-mth low, jobless rate held at 3.7% in Dec 23, unchanged from Nov  + Federal Reserve

(Tesla Showroom in Singapore)   (Contents) Happy New Year! It is my first blog of the year, I thought it would be wonderful to start the new year with some healthy reading. It has been a while since I last made a book recommendation. Today’s subject should perk the interest of The Tesla Bulls. I got the book at a book stall in Ho Chi Minh Book Street, during my recent trip to Vietnam. I have read a few books written on Elon Musk. Most books are written by authors trying to look into Elon Musk’s world from the outside. This self-titled book happens to be one of the few books written on Elon with his input and acknowledgment. The book, Elon Musk, How The Billionaire CEO of SpaceX and Tesla Is Shaping Our Future written by Ashlee Vance , was not a new title, it was first published in 2016 when Tesla was just making its mark as an up-start automaker. There were a couple of updates done on the book since. This book is by far the most enjoyable book written about Elon Musk I had read. The au

  (Credit: Freepik.com) Lone Wolf Fund(LWF) Portfolio as at end of December 1.) Cash 2.)  Valuetronics Holdings Limited   3.)  SBS Transit   4.)  Boustead Singapore(BSL) *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary  Now and 2024 The market in 2023 had not been easy due to where I choose to “fish”. The high borrowing rate and high inflation had an impact on the profitability of local companies. The difficulty was compounded by poor sentiment in our market. I share the same frustration with many local investors, our market is sick. The patient needs to be treated. There will be no miracle cure if the exchange and policymakers leave the stock market on its own. Our market abysmal performance stands in stark contrast to Wall Street’s bullish rally. Driven by the rebound in tech, S&P and Nasdaq had a field day(year). Each index showed a high historical double digit gain in 2023 after the carnage in 2022. For y

  SIngapore Savings Bonds result for Jan 2024 was a pleasant surprise. All those who applied within individual limits, get full allocation. Congratulations to those who got it. Next month issue will be less attractive than this month. 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 are

  Wishing everyone a Merry Christmas and a Happy New Year, may all your dreams and wishes come true.  Market Summary 18-24 Dec 2023 *USA*  + US 12-mth PCE price index increased by 2.6%, down from Oct’s 2.9%, annual inflation slowed further <3% in Nov + US GDP increased at 4.9% annualised rate in Q3, revised down from previously reported 5.2% pace  + S&P 500 registered longest weekly win since 2017  + US 10-year treasury held below 3.9% at near 5-mth low  + US new orders for manufactured durable goods surged by 5.4% MoM in Nov, revising a 5.1% decline in Oct  + US consumer sentiment revised higher to 69.7 in Dec from preliminary of 69.4, hitting highest reading in 5 mths  - US new single-family houses sank by 12.2% MoM to seasonally adjusted annualised rate of 590,000 in Nov  - US Commerce Dept will begin gathering information on Chinese Chipmakers as Biden mulls tariffs  - US Supreme Court declined to hear case that will decide whether criminal trial of Trump can go ahead  - Bid

  (Credit Sony Pictures; This is your Captain Phillips speaking, we are under attack from the Houthi) The huge drop in Jan SSB’s yield came as a shock to me. If this is not shocking enough, I have more shocking news for you. Feb 2024 SSB’s yield will be missing its 3 handle, not even 2.9%, more likely between the range of 2.7-2.8% base on the lower yield seen on 10 years SGS bonds. The drop in SSB’s yield was substantial given the recent Dec issue(last month) was 3.4%. This month SSBs will be hotly pursued by yield-hungry savers. The closing date for this month SSBs fall on the 26th Dec. Good luck. The reason for the falling SSB’s yield was due to the Federal Reserve changing their interest rate outlook. The market is expecting more than three cuts to the Fed fund in 2024. In my opinion, the market might have overreacted. As a market pundit, I am estimating the Fed fund to come in around 4.75% at the end of 2024 which is two 2nd half cuts.  The recent attack by the Houthi on commercial