There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...
I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending ...
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 ...
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. ...
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 ...
I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose ...
I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3 insurance firms. Another is my friend Rusmin from Fifth ...
Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...
Here is the update for my Daedalus portfolio for September 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 ...
One of my friend asked me about my views about a particular AIA Investment Linked Policy (ILP) for his family situation. I gave him some of my views personally but when I read the Product Summary here ...
A month ago, the share prices of a few cybersecurity stocks such as Palo Alto(PANW), Crowdstrike (CRWD), Checkpoint (CHKP), Zscaler (ZS), Fortinet (FTNT) was pretty weak. Since then, CHKP, FTNT are ...
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