I find this interview that Steve Eisman did with Evercore ISI's Glenn Schorr to be illuminating. The Private Credit Panic. ...
Regular and recent readers of Investment Moats will remember that I went for a colonoscopy in August of this year. You can ...
I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending ...
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 ...
It is the last day of 2024. I wonder if I should write a reflective post about the year. Things come in bits and pieces but I thought penning things down is a good idea. Every time I say I will keep ...
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 ...
Would you like to own a portfolio of real estate, collect rental cash flows, have someone with expertise manage the real estate, and also see your real estate keep up with inflation? There is ...