Tag: Finance
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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 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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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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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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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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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…
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What? I Actually Made 27% Profits from Kossan Industries in 2.5 Years
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. Share Price Gain: +14.2% (RM2.74 / RM2.40) Total Dividend Since 2021: RM0.305 per share Dividend Yield: +12.7% (divided by RM2.40) Total Profit: +27% Is this 2020? Am I dreaming? I just managed to exit my investments in…
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Here’s How My S&P 500 Model Performed Until May 2024
Disclaimer: This is not investment or financial advice. I take no responsibility for anyone’s decision. I built a model back in February to try to predict the S&P 500. And no, I didn’t build it just to ‘syok sendiri’. I intend to take responsibility for it as I think it…
Slice of P.I.E 