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A place for the Singapore investment community to share information, research and updates.
CNBC Television (Youtube)
Three-Stock Lunch: Macy's, Mondelēz, & Broadcom
Matt Maley, chief market strategist at Miller Tabak and Company, joins CNBC's 'Power Lunch' to discuss three stocks.
CNBC Television (Youtube)
Yields rise folllowing CPI report
CNBC's Rick Santelli reports on the latest inflation data and how it is impacting the bond market.
CNBC Television (Youtube)
Trump’s FTC pick, Andrew Ferguson, would come 'aggressively' after Meta, says Harvest’s Paul Meeks
Paul Meeks, chief investment officer at Harvest Portfolio Management, joins CNBC's ‘The Exchange’ to discuss how Trump’s FTC pick, Andrew Ferguson, replacing Lina Khan, could impact the tech sector and social media.
CNBC Television (Youtube)
Goldman Sachs' McDermott on whether major multinationals would add bitcoin to their balance sheets
Mathew McDermott, global head of digital assets at Goldman Sachs, joins CNBC's 'The Exchange' to discuss crypto space, whether bitcoin ETFs approval helped the crypto industry, and more.
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
CNBC Television (Youtube)
Senators Warren and Hawley introduce a bipartisan bill to break up pharmacy-benefit managers
CNBC’s Bertha Coombs joins ‘The Exchange’ to discuss a bipartisan bill introduced by Senators Elizabeth Warren and Josh Hawley aimed at breaking up pharmacy-benefit managers.
CNBC Television (Youtube)
Google unveils Gemini 2.0 AI models
CNBC's Deidre Bosa joins 'The Exchange' to report on Google as the tech giant released the first of its Gemini 2.0 AI models on Wednesday.
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
Tariff threats unlikely to dethrone TSMC, says analyst
https://www.cnbc.com/video/2024/12/11/tariff-threats-unlikely-to-dethrone-tsmc-says-analyst.html
CNBC Television (Youtube)
Treasury sells $39 billion in 10-year notes
CNBC’s Rick Santelli joins ‘The Exchange’ to discuss the latest developments happening in the financial markets.
CNBC Television (Youtube)
Nasdaq rallies above 20,000 for the first time
The Investment Committee debate what it means for the market and where tech can go from here.
CNBC Television (Youtube)
The Setup: Adobe and Costco
The Investment Committee debate the earnings setup on Costco and Adobe.
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties
Facebook, Instagram down for thousands of users
https://www.channelnewsasia.com/business/facebook-instagram-down-thousands-users-4801421
CNBC Television (Youtube)
Market Navigator: The next out-performers in the financial sector
Macrae Sykes, portfolio manager at Gabelli Funds, joins CNBC's 'Power Lunch' with his outlook on the financial sector.
The AI energy surge: How rising power demands are creating new investment opportunities
https://www.straitstimes.com/business/invest/ai-energy-surge-rising-power-demands-creating-new-investment-opportunities-brookfield
CNBC Television (Youtube)
CNBC visits the world's highest grade uranium deposit 1,600 feet underground
CNBC's Pippa Stevens reports on the latest developments in the energy race from Saskatchewan, Canada.
CNBC Television (Youtube)
The markets are saying the Fed will cut rates next week, says ClearBridge's Michael Clarfeld
Ron Kruszewski, Stifel CEO, and Michael Clarfeld, managing director and portfolio manager at ClearBridge Investments, join CNBC's 'Power Lunch' to discuss the state of the economy and inflation, what to expect from the Fed to end the year, and more.
Rivals criticise Google's search result changes, call for EU antitrust charges
https://www.channelnewsasia.com/business/rivals-criticise-googles-search-result-changes-call-eu-antitrust-charges-4801556
CNBC Television (Youtube)
How food inflation is faring
Bryan Spillane, Bank of America Securities managing director, joins CNBC's 'The Exchange' to discuss the price gap between name-brand and private-label foods, how consumers respond to discounts on bulk purchases, and more.
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
CNBC Television (Youtube)
Mortgage rates dip today: Here's what you need to know
CNBC's Diana Olick joins 'The Exchange' with the the latest on mortgage rates.
CNBC Television (Youtube)
What to expect from next week's Fed meeting
Gregory Daco, chief economist at EY-Parthenon, and Brian Weinstein, Morgan Stanley Investment Management head of global markets, join 'The Exchange' to discuss their expectations for the Fed next week, their interest rate forecast for 2025, and more.
Facebook, Instagram down for thousands of users, Downdetector shows
https://www.channelnewsasia.com/business/facebook-instagram-down-thousands-users-downdetector-shows-4801421
CNBC Television (Youtube)
Calls of the Day: Netflix, Boeing, Lam Research, Travelers and Home Depot
The Investment Committee discuss the latest Calls of the Day.
CNBC Television (Youtube)
Final Trades: Meta, Rockwell, Zoom Video and the XLU
The Investment Committee give you their top stocks to watch for the second half.
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
Synopsys offers to sell two assets in bid for EU okay for $35 billion Ansys deal, sources say
https://www.channelnewsasia.com/business/synopsys-offers-sell-two-assets-bid-eu-okay-35-billion-ansys-deal-sources-say-4801426
Greenshoots emerge in Japan's economic productivity capacity says JP Morgan
https://www.cnbc.com/video/2024/12/11/greenshoots-emerge-in-japans-economic-productivity-capacity-says-jp-morgan.html