I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending ...

One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty ...

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. ...

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 so much cash in the future but I am concern less about ...

I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose ...

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no earnings companies that focus on uranium, ...

I was quite glad personally to write my last post. I find that it is a good idea to write out some of these things that we been struggling to piece together because we might be able to connect things ...

Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...

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 yield (Blue) and 1-year yield ...