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Lone Wolf Investor
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governor
Veteran |
21-Apr-2025 08:31
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Wolf Money(world market review 14-20 April 2025)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyworld-market-review-14-20.html |
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governor
Veteran |
18-Apr-2025 08:05
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Wolf Money(portfolio update end April 2025)part 1 The return of Tariffs, Trade Wars and The Misguided Trumpism Under the backdrop of the US-China trade war. The stock market might have difficulty making headway. The rise in 10-year bond yields is uncomfortably high, given the US government has a lot of debt to roll over in 2025/26. Some experts put it at 9T for the next two years. Comparing to the 2.7% average interest cost previously. The high 10-year rates will cost refinancing at a much higher rate. https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyportfolio-update-end-april.html |
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governor
Veteran |
17-Apr-2025 09:55
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Wolf Money(ComfortDelGro Corporation AGM Q& A)
I have submitted some questions for the up coming AGM. Below are some screenshots of my questions and the management&rsquo s replies. I will be attending the shareholders&rsquo meeting on the 25th April@Suntec. I hope to meet the management and fellow shareholders. See you soon. https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation-agm.html |
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governor
Veteran |
16-Apr-2025 19:16
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Wolf Money(Wilmar AGM Q& A)My last contributions to the Wilmar& rsquo s investing community before I sold the share today. Below were the questions I submitted before AGM. Question in bold. https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneywilmar-agm-q.html |
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governor
Veteran |
16-Apr-2025 19:15
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Wolf Money(Wilmar Sold)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneywilmar-sold.html |
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governor
Veteran |
15-Apr-2025 06:53
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Wolf Money(Singapore Savings Bonds May 2025 review)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneysingapore-savings-bonds-may.html |
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governor
Veteran |
14-Apr-2025 05:50
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Wolf Money(world market review 7-13 Apr 2025)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyworld-market-review-7-13-apr.html |
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governor
Veteran |
11-Apr-2025 19:05
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Wolf Money(Comfortdelgro Corporation)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation.html |
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finjungle
Senior |
07-Apr-2025 20:34
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what an intelligent comment. " ta pek" - salute
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governor
Veteran |
07-Apr-2025 18:33
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Tariff, Trade War and The Misguided Trumpism The world trade war is upon us. This is just the beginning. There is no escaping. I seriously doubt any country can negotiate out of the tariff. To me, having a gun pointing at the head is not negotiating. In Trumpland, countries have two options. Option 1 &ldquo You jump off the cliff&rdquo or Option 2 &ldquo Someone pushes you off the cliff&rdquo . Back on a more serious note, any country thinking of negotiating out of trouble is going to be disappointed. I suspect any negotiated settlement will involved doing less trade with China, which means countries who agreed to such terms will be cutting off their Fortune God(China). Most countries on the tariff list will have China as their top or second trading partner. Both ways it cuts. It might be better to stand firm and be on the right side of history. Even if there are any negotiated deals, will the Trump administration keep their side of the bargain. NAFTA was a failed attempt to keep that promise. https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneytariffs-trade-war-and.html |
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governor
Veteran |
07-Apr-2025 08:06
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Wolf Money(world market review 1-6 April 2025)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyworld-market-review-1-6-april.html |
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governor
Veteran |
04-Apr-2025 20:03
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Wolf Money(10 points stock market battle plan) I thought I reposted this for people who are new to my blog. Like my school teacher always said &ldquo Do your homework now, Lone Wolf&rdquo . It is the best time to study the fundamental of the companies in greater details. The tariffs have far and wide implications on many companies. https://lonewolfinvestor.blogspot.com/2025/04/wolf-money10-points-stock-market-battle.html |
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governor
Veteran |
03-Apr-2025 07:46
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Wolf Money(full list on countries under tariff)https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyfull-list-on-countries-under.html |
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governor
Veteran |
01-Apr-2025 17:15
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Wolf Money(Starhill Global REIT Sold) https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneystarhill-global-reit-sold.html |
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governor
Veteran |
31-Mar-2025 10:22
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Wolf Money(world market review 24-30 March 2025)https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneyworld-market-review-24-30.html |
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governor
Veteran |
28-Mar-2025 17:58
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Wolf Money(portfolio update end March 2025)part 2 long post, early released. Commentary The US market went through some wild swings this month. Tech stocks got murdered during March with Nvidia and Tesla heading the losers list. Trump&rsquo s uncertainty over tariffs is causing uneasiness in the market. It is not the actual tariffs that slow down the US economy. It is the imposing and subsequent withdrawal of policies that cause businesses to hold back on capital expenditures. The policy flip-flop is causing the real damage. https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneyportfolio-update-end-march_28.html |
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governor
Veteran |
26-Mar-2025 15:19
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Wolf Money(Singapore Savings Bonds April 2025 results) https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneysingapore-savings-bonds-april_26.html |
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governor
Veteran |
24-Mar-2025 07:41
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Wolf Money(world market review 17-23 March 2025)https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneyworld-market-review-17-23.html |
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governor
Veteran |
18-Mar-2025 20:44
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Wolf Money(portfolio update end March 2025)part 1 REITs, Developers and The Not Developing REITs is one of the sectors I am looking for a bargain. After searching high and low for nearly a year, I find two REITs worthy of putting my capital to work. For the background, I made a purchase some REITs about 2 years ago, but I had to reverse my position after the Fed turned hawkish on the interest rate outlook. There are two continue concerns which have so far deterred me from making more purchase in the REITs space. My commentary applies to the real estate companies which are struggling with the same problems too. https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneyportfolio-update-end-march.html |
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governor
Veteran |
18-Mar-2025 07:37
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Wolf Money(Singapore Savings Bonds April 2025)https://lonewolfinvestor.blogspot.com/2025/03/wolf-moneysingapore-savings-bonds-april.html |
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