I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of what I think about it. But in a way, I been getting weird vibes ...
The 3 Singapore local banks DBS, OCBC and UOB reported their 3rd quarter 2025 results this week. DBS and OCBC’s stock price did well while UOB stock price tanked. I just want to take a moment to ...
Here is the update for my Daedalus portfolio for October 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing ...
There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue in Oct 2015. This chart shows the 10-year yield (Blue) and 1-year yield ...
I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...
One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and ...
Jared is a really nice gentleman I got to know while reading other finance blogs in and around Singapore. Around 2 weeks ago he asked … ...
My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty ...
Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf: The Market That Continues To Defy Gravity Here are some of the ...
I decided that it is high time that I do some audit of where I would hold the cash holdings that I have. I don’t think I would always hold so much cash in the future but I am concern less about ...
04:30: Current portfolio allocation 05:40: The funds investing process 09:40: Talking about his holdings 10:30: How do they assess their sell decisions 11:20: Are … ...
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