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A place for the Singapore investment community to share information and updates
Warren Pies came back on The Compound and Friends Show and this time, he brought along his partner Fernando. 3Fourteen research has a unique data focused lens.
Warren explained that his lens tend to be skeptical and he has to force himself to look hard at the data gather and be objective when the data show things are really bullish.
He was the one who said end of last year that this run will continue and the controversial call is S&P 7000 at the end of 2026.
Based on what he presented, there is a line of explanation that the market is fair, indicators of economic slowdown is possible but not there yet (construction unemployment is still not high and construction unemployment forms about 30% of usual unemployment), if the rate cutting works its way through most sectors should do well.
Bonds will suck.
https://investmentmoats.com/money/hardest-thing-to-do-ride-bull-market/
Singapore REITs Ex-Dividend & Payment Calendar (Updated Oct 2024)
https://www.reit-tirement.com/2024/10/singapore-reits-ex-dividend-payment.html
Me and My Money: US-listed company’s CEO prizes experiences over possessions
https://www.straitstimes.com/business/invest/me-and-my-money-us-listed-company-s-ceo-prizes-experiences-over-possessions
Why two brothers got elderly mum to do 3 different wills
https://www.straitstimes.com/business/invest/why-two-brothers-got-elderly-mum-to-do-3-different-wills
Exclusive Interview with OUE REIT: Shifting Profit Focus from Grade A Offices to more Hotels
https://mystocksinvesting.com/singapore-stocks/oue-commercial-reit/exclusive-interview-with-oue-reit-shifting-profit-focus-from-grade-a-offices-to-more-hotels/?utm_source=rss&utm_medium=rss&utm_campaign=exclusive-interview-with-oue-reit-shifting-profit-focus-from-grade-a-offices-to-more-hotels&utm_source=rss&utm_medium=rss&utm_campaign=exclusive-interview-with-oue-reit-shifting-profit-focus-from-grade-a-offices-to-more-hotels
AIMS APAC REIT - Asset repositioning gives it the edge
https://growbeansprout.com/aims-apac-reit-asset-repositioning
Will the T-bill yield stay above 3% in the auction on 24 Oct?
What happened Investors appear to be getting mixed signals about the Singapore T-bill recently.… https://thefinance.sg/?p=1651459
Just uploaded to YouTube: Amazon Has A Counterfeit Problem — Here’s How It’s Fighting Back by CNBC
https://www.youtube.com/watch?v=o_7XarmoDIw
Will the T-bill yield stay above 3% in the auction on 24 Oct?
https://growbeansprout.com/t-bill-auction-24-oct-2024
The Edge Singapore
DBS’s Piyush Gupta says only half of banks are making enough tech progress https://t.co/S3qamTPLFe
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Wall Street’s nonstop rally mints new class of hardcore bulls
Read: https://link.theedgesingapore.com/sCnKhh2DaCGVo2zEA
Follow us on: @theedgesg
The Edge Singapore
Singapore will relook at listing rules if there are good companies that don’t meet certain requirements: SM Lee https://t.co/ptWbXlmJRO
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How You Handle Stock Volatility Will Determine Your Investment Success
How should you react to share price movements affecting the stocks within your portfolio? We take a closer look at what you can do.
📌 https://thesmartinvestor.com.sg/how-you-handle-stock-volatility-will-determine-your-investment-success/
Is financial literacy considered cultural capital ?
I will see whether I can try to blog twice this week, as this… https://thefinance.sg/?p=1651435
5 Singapore REITs Poised to Benefit from US Federal Reserve’s Interest Rate Cuts
https://www.thesingaporeaninvestor.sg/2024/09/24/5-singapore-reits-poised-to-benefit-from-us-federal-reserves-interest-rate-cuts/?utm_source=rss&utm_medium=rss&utm_campaign=5-singapore-reits-poised-to-benefit-from-us-federal-reserves-interest-rate-cuts
Prime US REIT: A 4-Year Financial Performance Breakdown and Insights from Management
https://www.thesingaporeaninvestor.sg/2024/09/30/prime-us-reit-a-4-year-financial-performance-breakdown-and-insights-from-management/?utm_source=rss&utm_medium=rss&utm_campaign=prime-us-reit-a-4-year-financial-performance-breakdown-and-insights-from-management
ST Picks: Why it is prudent for families to have frank discussions about wills
https://www.straitstimes.com/business/invest/st-picks-why-it-is-prudent-for-families-to-have-frank-discussions-about-wills
Time to call in Rubrik amid ‘machines attacking machines’
https://www.straitstimes.com/business/invest/time-to-call-in-rubrik-amid-machines-attacking-machines
I've Failed Miserably to F.I.R.E.
https://www.reit-tirement.com/2024/10/ive-failed-miserably-to-fire.html
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/?utm_source=rss&utm_medium=rss&utm_campaign=singapore-reits-monthly-update-october-12th-2024&utm_source=rss&utm_medium=rss&utm_campaign=singapore-reits-monthly-update-october-12th-2024
Leverage in Stock Market is Better Than Singapore Property?
Just a thought process for now, but I am contemplating. We have often heard… https://thefinance.sg/?p=1651465
T-bill yield dives as US stocks soar: Weekly Market Recap
This week, I had the opportunity to speak at a seminar at NTU on… https://thefinance.sg/?p=1651454
T-bill yield dives as US stocks soar: Weekly Market Recap
https://growbeansprout.com/weekly-update-19-oct-2024
The Essentials of Keppel Pacific Oak US REIT You Need to Know
https://www.thesingaporeaninvestor.sg/2024/10/09/the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know/?utm_source=rss&utm_medium=rss&utm_campaign=the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know
The Edge Singapore
Wall Street’s nonstop rally mints new class of hardcore bulls https://t.co/tqkv2y7xq5
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Colombian scientists develop supplement to protect bees from pesticides
https://www.channelnewsasia.com/business/colombian-scientists-develop-supplement-protect-bees-pesticides-4689441
Singapore will relook at listing rules if there are good companies that don’t meet certain requirements: SM Lee
Read: https://link.theedgesingapore.com/ueRceC4CBQcamw9X9
Follow us on: @theedgesg
Success comes to those who are prepared: COSCO SHIPPING International (Singapore)’s Chairman and President
https://growbeansprout.com/cosco-shipping-singapore-chairman-gu-jing-song
(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era
https://mystocksinvesting.com/seminars/seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era/?utm_source=rss&utm_medium=rss&utm_campaign=seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era&utm_source=rss&utm_medium=rss&utm_campaign=seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era
Key Takeaways from the 9th Annual REITs and Real Estate Investment Summit 2024
https://www.thesingaporeaninvestor.sg/2024/10/04/key-takeaways-from-the-9th-annual-reits-and-real-estate-investment-summit-2024/?utm_source=rss&utm_medium=rss&utm_campaign=key-takeaways-from-the-9th-annual-reits-and-real-estate-investment-summit-2024