Category: Uncategorized
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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…
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Reflections #1: Facing Things One by One
Source: Dzo from Unsplash My baby daughter clings to my leg. Bored, she looks up to me, looking for my attention. I stared down, fingers still on the keyboard, and I lifted her up. She gave me a wry smile, seemingly satisfied that she got my attention. I held her…
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We are Nearing Trump Tariffs Again (Fresh Off the Oven Newsletter)
Meme Comic to Send You Economics At Your Fingertips The United States Manufacturing Purchasing Manager Index The Manufacturing PMI is up to 49.0 points in June 2025, but companies are still negative about the state of things. Nonfarm Payrolls Non-farm payrolls, or ‘how many jobs are created for the month’, are…
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Trump Called Jerome a ‘Numbskull’ (Fresh Off the Oven Newsletter)
It’s good to be back after a holiday. This week, I have a lot in store for you. Meme Comic to Send You Economics At Your Fingertips China Inflation Is China in a Japan-like Lost Decade? It certainly looks like so. Inflation for May 2025 is at -0.1%, the same as in…
Slice of P.I.E 