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Lone Wolf Investor

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governor
    16-May-2025 11:18  
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governor
    14-May-2025 18:37  
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governor
    12-May-2025 07:04  
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governor
    09-May-2025 17:15  
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Wolf Review(David and Goliath. Underdogs, Misfits and The Art of Battling Giants by Malcom Gladwell)

 

I am back with another book by Malcom Gladwell. Who doesn&rsquo t like supporting the underdogs? Naturally, supporting the underdogs gives one a sense of pride and happiness if the Davids of the world come out tops. 


https://lonewolfinvestor.blogspot.com/2025/05/wolf-reviewdavid-and-goliath-underdogs.html
 

 

 
 
 
governor
    05-May-2025 07:17  
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governor
    01-May-2025 06:38  
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Wolf Money(portfolio update end April 2025)part 2 

Commentary 

April was a volatile month. Let me address my recent changes to my portfolio. I would have preferred not to touch them, but under the dark cloud of trade wars. I am forced to adopt a more defensive position. It might be worth taking insurance by lowering the beta of my portfolio. For people new to my blog, I adopt a more concentrated style of portfolio management. 

https://lonewolfinvestor.blogspot.com/2025/05/wolf-moneyportfolio-update-end-april.html
 

 
governor
    28-Apr-2025 20:34  
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governor
    28-Apr-2025 06:17  
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governor
    25-Apr-2025 15:12  
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Wolf Money(5 things you need to know about ComfortDelGro& rsquo s agm held on the 25th April 2025)

This year& rsquo s edition was held in Suntec City where the company welcomed 400 shareholders. I am excited to share my observations. Below are the 5 things you need to know about ComfortDelGro& rsquo s agm 2025.

https://lonewolfinvestor.blogspot.com/2025/04/wolf-money5-things-you-need-to-know.html
 
 
governor
    21-Apr-2025 08:31  
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governor
    18-Apr-2025 08:05  
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Wolf Money(portfolio update end April 2025)part 1

 

The return of Tariffs, Trade Wars and The Misguided Trumpism

 

Under the backdrop of the US-China trade war. The stock market might have difficulty making headway. The rise in 10-year bond yields is uncomfortably high, given the US government has a lot of debt to roll over in 2025/26. Some experts put it at 9T for the next two years. Comparing to the 2.7% average interest cost previously. The high 10-year rates will cost refinancing at a much higher rate.

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneyportfolio-update-end-april.html
 
 
 
governor
    17-Apr-2025 09:55  
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Wolf Money(ComfortDelGro Corporation AGM Q& A)

 

I have submitted some questions for the up coming AGM. Below are some screenshots of my questions and the management&rsquo s replies. I will be attending the shareholders&rsquo meeting on the 25th April@Suntec. I hope to meet the management and fellow shareholders. See you soon. 

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneycomfortdelgro-corporation-agm.html

 
 
 
governor
    16-Apr-2025 19:16  
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Wolf Money(Wilmar AGM Q& A)


My last contributions to the Wilmar& rsquo s investing community before I sold the share today. Below were the questions I submitted before AGM. Question in bold.

https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneywilmar-agm-q.html
 
 
governor
    16-Apr-2025 19:15  
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governor
    15-Apr-2025 06:53  
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governor
    14-Apr-2025 05:50  
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governor
    11-Apr-2025 19:05  
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finjungle
    07-Apr-2025 20:34  
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what an intelligent comment. " ta pek" - salute

governor      ( Date: 07-Apr-2025 18:33) Posted:



Tariff, Trade War and The Misguided Trumpism

The world trade war is upon us. This is just the beginning. There is no escaping. I seriously doubt any country can negotiate out of the tariff. To me, having a gun pointing at the head is not negotiating. In Trumpland, countries have two options. Option 1 &ldquo You jump off the cliff&rdquo or Option 2 &ldquo Someone pushes you off the cliff&rdquo .

Back on a more serious note, any country thinking of negotiating out of trouble is going to be disappointed. I suspect any negotiated settlement will involved doing less trade with China, which means countries who agreed to such terms will be cutting off their Fortune God(China). Most countries on the tariff list will have China as their top or second trading partner. Both ways it cuts. It might be better to stand firm and be on the right side of history. Even if there are any negotiated deals, will the Trump administration keep their side of the bargain. NAFTA was a failed attempt to keep that promise.


https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneytariffs-trade-war-and.html




 

 

 
 
governor
    07-Apr-2025 18:33  
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Tariff, Trade War and The Misguided Trumpism

The world trade war is upon us. This is just the beginning. There is no escaping. I seriously doubt any country can negotiate out of the tariff. To me, having a gun pointing at the head is not negotiating. In Trumpland, countries have two options. Option 1 &ldquo You jump off the cliff&rdquo or Option 2 &ldquo Someone pushes you off the cliff&rdquo .

Back on a more serious note, any country thinking of negotiating out of trouble is going to be disappointed. I suspect any negotiated settlement will involved doing less trade with China, which means countries who agreed to such terms will be cutting off their Fortune God(China). Most countries on the tariff list will have China as their top or second trading partner. Both ways it cuts. It might be better to stand firm and be on the right side of history. Even if there are any negotiated deals, will the Trump administration keep their side of the bargain. NAFTA was a failed attempt to keep that promise.


https://lonewolfinvestor.blogspot.com/2025/04/wolf-moneytariffs-trade-war-and.html




 

 
 
 
governor
    07-Apr-2025 08:06  
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