Here is the update for my Daedalus portfolio for December 2025. If work is not too busy, I will try to provide an update where possible. I explained 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 ...
Larry Williams did his annual video about how he sees 2026. Larry is almost 83 years old and pretty much interested in the markets. These videos that he did shows us how the markets could ...
If you wish to keep your developed world allocation simple, you could use one of these funds. You could even use an MSCI World index fund if you don’t understand or don’t shared the same systematic ...
In October this year, I decided to make a solo trip to Bangkok. I actually had a plan last year to make a trip last year. I have not decided upon whether I wanted to go but I just wanted to go on a ...
Every commentator likes to make going into each Federal Reserve meeting that it is the most important meeting, yet if we see the data, the markets more often did not move that much during and after ...
Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of Osterweis Capital Management. Whenever you look at some of these notes, do bear ...
I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between a ...
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 ...
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 are ...
I wanted to do a colonoscopy about two years ago. There are a couple of reasons. I was 43-years-old back then. Not very young but also not very old and I thought it is high time to get the internals ...
I just want to take this opportunity to digest, reflect and take down some notes. I came from the Buffett school that if you know what you are investing in, you should concentrate. There is safety in ...
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