Interest Rates & Market Impact
Interest rates are the foundation of the market. When rates rise → money tightens → growth slows → stocks struggle When rates fall → money flows → growth picks up…
Guide to Buying a Singapore Condo as an Investment – Part 1 Running the number
My dad is 61 this year and recently he was thinking about buying a 1.1mil investment condo unit in Singapore. In this blog post, i will attempt to run the…
📉 One Week After Buying Hypergrowth… The SaaS Armageddon Hit My Portfolio
Barely a week after I deployed capital into a basket of hypergrowth SaaS and fintech stocks, the market reminded me of one brutal truth: Timing the short term is impossible.…
🌱Hyper-Growth Investing Framework: How to Find the Next Category Winners
From PE Ratios to Hypergrowth: How My Thinking Evolved As a value investor, I was grounded in evaluating companies through traditional metrics , especially the P/E ratio. For a large…
A Review of My Investing Framework (Dec 2025)
Breaking businesses based on life cycle ( Hypergrowth , Growth and Value) Every company goes through a simple lifecycle. It starts at Launch with high risk and no profits, then…
Trump Tariffs Wars – Pops the US Bubble
https://www.youtube.com/watch?v=1ts5wJ6OfzA&ab_channel=Money%26Macro Trump’s Trade Strategy and the Coming Global Shake-Up: How to Position Your Portfolio As Trump’s team outlines a bold economic plan to reshape global trade, markets should brace for…
The Feb Watch List
Malaysia Watchlist 📌 CEPAT Group (CEPAT) - A palm oil producer that stands to benefit from rising global demand for edible oils and biofuels. As sustainability and food security concerns…
Global PE Ratio: Chinese New Year 2025
Using the Shiller PE ratio to determine if the markets of different countries are overpriced are underpriced? The Us Market: ❌❌❌ It does seem like the U.S. market, particularly when…
Maximizing CPF & SRS: My Investment Strategy
Choosing the Right Investment for SRS After making my first SRS contribution, I needed to decide where to allocate my funds. The two most recommended platforms? POEMS vs. Endowus. POEMS…
The Nov Watchlist
ITV PLC https://www.youtube.com/watch?v=Y23wen0V3Fc&ab_channel=LewisHarding PAX Global Technology Ltd https://www.youtube.com/watch?v=fxdgQvwJXS0&ab_channel=AndrewStotz 9988 ALIBABA https://www.youtube.com/watch?v=5EUExPInv9M&ab_channel=CouchInvestor A List of Stocks on the WatchList LSE:ASHM - Ashmore group EM Assest Manager. https://www.youtube.com/watch?v=jvdY_ZrwTro&ab_channel=MomentumInvestments Betting On EM Markets…