From net flows to perp funding, the metrics that explain this bull cycle better than “number go up.” Bitcoin (BTC) price movements are now being pulled by off-chain flows and…
Portfolio
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Investment
If You Don’t Like to Own Expensive Stuff in Your Portfolio, Invest in Value-based Factor Funds Instead. – Investment 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…
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With a mission to “supply the fuel for a clean energy future,” Standard Uranium (TSXV:STND,USOTC:STTDF,FRA:9SU0) is unlocking the next generation of high-grade uranium discoveries to power global nuclear growth. The…
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With Lendlease REIT shareholder unfriendly action to dilute existing unitholders at approx. 13.5% discount to finance a purchase, I have pared down my stake Thought of Lendlease REIT While Lendlease…
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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…
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Altisource Portfolio files to sell 7.22M shares of common stock for holders
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Here is the update for my Daedalus portfolio for September 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…
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In my first publication The Bedokian Portfolio, I had a chapter on the Portfolio Multiverse, where an individual would plan, manage and organise multiple portfolios based on each portfolio’s objective(s) and characteristics,…
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Added the following stocks this month : SGX Smartone Telecom UMP FSE lifestyle Shandong Weigao Bauto Dividend payment dates as of time of writing this (those paid already will not…
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Investment
Finding Your Own Self-talk to feel Safe When Your Income Portfolio Takes a Beating. – Investment Moats
Sometimes, I am privileged enough to have people who is of a certain level of wealth, sophisticated enough technical, and clear in their communications in my community to share their…
