Moats

in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect…

I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between…

I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of…

Here is the update for my Daedalus portfolio for October 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…

There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue in Oct 2015. This chart shows the 10-year…

Booking Holdings was $405 14 years ago and today it is $5077. That is a 19.7% p.a. compounded return over 14 years. Booking Holdings is an American travel-technology company headquartered…

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What…

I decided that it is high time that I do some audit of where I would hold the cash holdings that I have. I don’t think I would always hold…

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf: The Market That Continues To Defy…

I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3…