CLSA has a pretty comprehensive report on the outlook for Singapore property developers in 2026. Since MAS is trying to ...

Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of ...

My friends in the investment community will say to build your wealth you need to concentrate your money in a few positions.

Since my last article has something to do with fixed income and high yield bonds was a feature, I decide to take a quick glance how high yield have been doing. FSMOne, under iFast has the widest range ...

I wrote the part 1 of my notes about my long term care planning in March this year (2025). You can read it here. Can I Self-Insure My Future Long-Term Care Needs with My Current Financial Assets? – ...

in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect questions about what actions ...

My colleague happen to accidentally found out that Dimensional have listed their UCITS ETF a week ago. That means that you ...

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 ...

At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on the NYSE, is undervalued: Like many listed Chinese companies, their stock ...

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 ...

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 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 ...