At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on ...

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 ...

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 ...

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 ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What is ...