Category: Uncategorized
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I Review the U.S. Real Estate Sector – Part 3
In part 1, I covered the macroeconomics of the U.S. real estate sector and analysed that it is showing some signs of weakness as the U.S. job market softens. As the Federal Reserve is expected to reduce interest rates in 2026, the sector is expected to benefit from this. In…
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All that Glitters Turn into Ash (Fresh Off the Oven Newsletter)
Gold’s a fool’s low,The glimmer deceives,The shimmer releases,A man’s greed, For if there was no gold,Silver comes, like bullets,To a man desperate,For quick riches. Happy Tuesday? Well, I am writing this newsletter awfully late, as my baby daughter actively gets in my way of doing anything. But she’s so adorable,…
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Trump Threatens Tariffs on Europe (Fresh Off the Oven Newsletter)
Be still, be calm,The birds, fly above,Rod in, reel out,The fishes, jump about,Bluish sky, clear water,A lousy cast, here and there,But a perfect morning. There’s something philosophical about fishing. The act of waking up early in the morning, giving a kiss to my baby daughter and wife, and loading up…
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Trump to Cap Credit Card Charges (Fresh Off the Oven Newsletter)
“She pooped!” If this were 16 months ago, I would be panicking, rushing downstairs, and grabbing a fresh new diaper. Parenthood is tough like that when you also take care of a baby while working full-time remotely. But I am used to it now. My wife, grabbing her by her…
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All About Oil in a Trumpian World
Last week, I had one of my best days yet. I went out for breakfast with my wife and baby daughter, had some kolok mee and Teh C. Then, we went to pick up my wife’s yarn shipment. Man, 60 kg of yarn is no joke. I nearly broke my…
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I Review the U.S. Real Estate Sector (December 2025) – Part 2
Could 2026 be the year for property? In the first part here, we examined the macroeconomics fundamental of the U.S. property sector and found that: In this article, we will take a deeper look at the U.S. property sector in 2025 and analyse which sub-sectors did well and are expected…
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Welcoming 2026 with a Bang? or Whimper?
My Thoughts for the Week Welcome to 2026, where nothing much has changed, but we still have to talk about Trump. Fresh on people’s minds, will there still be tariffs? The U.S. Supreme Court has yet to decide on that, but expect a decision by end of January 2026. The…
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I Review the U.S. Real Estate Sector (December 2025) – Part 1
Interest rates will likely be cut in 2026, especially with the appointment of the new Fed chairman. Trump has made it very clear he will appoint someone who will align with his economic policies, and that means the Fed is probably going to be quite trigger-happy in terms of reducing…
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I Reflect on Michael Young’s Book ‘The Rise of Meritocracy’ – Chapter 2
I am currently reading this book titled ‘The Rise of the Meritocracy’ by Michael Young, published in 1958. Now, some background on the book. This book is a satire and is intended to criticise the state of education in the United Kingdom and the politics surrounding it in the 1950s.…
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Bad News Means Higher Stock Markets
My Thoughts for the Week As the holiday season gets underway, investors are feeling a tad optimistic but also cashing out some of their riskier investments. The consensus is that the U.S. Federal Reserve will not let the stock market tank and will cut interest rates. I agree also, as…
Slice of P.I.E 