I have just finished my review of our Universal Life methodology at work and came back from a huddle. I decided that since I have not spend some time looking…
Yield
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Investment
Tencent Music (TME) at this Point – 37% Earnings Yield ex Tangible Non-Core – Investment Moats
Tencent Music (Ticker: TME) isn’t doing so well since my last post on Nov 2025. The price probably cratered 50% since the last posting. And it is not without its…
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Crypto yield has always carried a credibility problem. The same market that learned to demand proof after incentive-heavy protocols unwound still tends to compress risk into a single APY. That…
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Investment
Singapore Savings Bonds SSB July 2026 Yield Stays around 2.11% (for 2 months!) – Investment Moats
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…
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The 20-year US Treasury Yield breaches 5% recently. What does that mean? I think not a lot of people buy such a long duration fixed income yield because you are…
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Investment
United Hampshire US REIT Amazing Q1 2026 Results- Distribution Yield Now Around 9% Per Annum.
United Hampshire US REIT (“UHREIT”) reported a strong 1Q 2026, with distributable income rising 10.0% year-on-year to US$6.9 million, driven by higher rents, active leasing and contributions from two newly…
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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…
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Stocks
These investments promise high yield with bond-like safety. But what looks too good to be true often is.
When dentists start getting cold calls about private credit, you know the fad has peaked.
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What happened? The latest 6-month Singapore T-bill auction results are out. The cut-off yield of the 6-month Singapore T-bill (BS26108W) was at 1.40% in the auction on 23 April 2026. …
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What happened? I came across an interesting discussion on SIA’s dividends recently. After we compared OCBC’s dividend yield with DBS and OCBC’s dividend yield, I saw a comment in the…
