This post is more of a look at REITs as a general sector. I came across an interesting part 2 post of a post on Permanent Portfolio. I will talk about part 1 perhaps sometime later. That post have enough interesting things that we should ponder about. 7 years ago, I wrote a post about exploring the permanent portfolio . And we explore whether that is the holy grail of what we are looking for in…

Week of 06 May 2019 Highlights - Weekly Institution Singapore Market fund balance resumed finding new low, just right after a week of buying-up - Retail investors bought in big (SGD 273.3mil, a 5-weeks high) as Market Makers & Liquidity Providers and Institution investors offloaded. - Consecutive weeks of negative fund flow :Energy (2wks), Information Technology (3wks) and Materials (2wks). -…

In an earlier post, I posted a teaser for a new investing thesis: Best. Mar……….. You Know The Drill! Yup, the numbers look absolutely horrendous: The company has no revenu e , and losses are chalking up y-o-y. Balance sheet looks terrible too. Negative equity! Ouch. So why is TTI even bothering to look into this, much less take up a position? Here’s the story. And it’s going to be a long one. …

The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now. In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week. Whilst I have not predicted this, and neither do I try to, my US portfolio has benefited and continued it’s relentless upward…