Quick update on my portfolio performance, it is probably the worst quarter I have experienced. I got a little too excited during the first few weeks of the downturn and bought too much. As the days turn to weeks, I felt like how the band continued to play when the Titanic was sinking. Depressing What … Continue reading Quarterly Review – It’s Bad
Category: Thoughts
We Are All Witnesses
This is probably history in the making. The Covid-19 has wrecked havoc all over the world and is causing an economic fallout that until now, I cannot really determine the full impact. Then we have the Saudis clashing with Russia which decimated oil prices that was already losing demand due to the virus. In just … Continue reading We Are All Witnesses
Oil Contango
Contango is a situation where the futures price of a commodity is higher than the spot price. Brent and U.S. crude contracts were deep into contango as oil prices lost as much as a third of their value after Saudi Arabia signalled it would hike output to win market share. The Oil Sell-off Fears of … Continue reading Oil Contango
How Are You Feeling?
Tough times are here, and it is hard for individual investors like us to keep a cool head. Money is moving in and out of the markets so fast, causing huge swings up and down and all we can do is watch and hope it settles down soon. STI Index this week Overall, I feel … Continue reading How Are You Feeling?
Untitled
This is not a post about investing. The Roman philosopher Seneca once said, life is not short but long if we know how to use it – It is not that we have a short time to live, but that we waste a lot of it. Life is long enough, and a sufficiently generous amount has been … Continue reading Untitled
Let’s Be Careful Out There Peeps
The China Coronavirus issue took a turn for the worse when Beijing decided to try and stop the spread of the virus by ordering a halt in public transport both in and out of Wuhan, Hubei. The situation will probably not be getting better for the coming weeks as the risk of the virus spreading … Continue reading Let’s Be Careful Out There Peeps
My 2019 In Review
Haven't been writing a lot this month as I was spending my time doing tons of research on potential investments. However, as 2019 comes to an end, there is a need to do some sort of year end closing for my investment journey so far. So here it goes. Portfolio Review Thanks stockcafe for doing … Continue reading My 2019 In Review
Why I’m Saving Myself Till X’mas
So I bought myself a Xmas tree... It's not what you think. I apologize in advance for the headline appearing to look like a clickbait but, it's the first thing that came into my mind when I thought of writing about the Santa Claus Rally. If we remember what happened last December, it was bad. … Continue reading Why I’m Saving Myself Till X’mas
Switching Stances
In boxing, switching stances during a fight is a high risk high reward move; it could throw off your opponent, or it could leave you vulnerable. Just like my style of investing, recently I've felt like I've switch from searching for "cream of the crop" and resilient value stocks to a more deep value one. … Continue reading Switching Stances
Trick or Treat! – October 19 Review
Another busy month for me. Overall, not a very smooth month for me. hit a couple of snags at work. Sub-contractors facing cash flow problems and my company have to bail them out a few times. We are still trying very hard to tender for new projects but the construction landscape is so competitive now, … Continue reading Trick or Treat! – October 19 Review
