Tag: Investment
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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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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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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 Learned Investing and Making 11% Profit on Teo Seng Capital
Why did the chicken cross the road? Becaaauuuusseeee If you read that and laugh, well, I did too. Shame on us for being easy. You see, in January 2024, I came across an interesting investment prospect called Teo Seng Capital. The company distributes and sells chicken, eggs and chicken feed…
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Fresh Off the Oven – Merry Christmas
Christmas cheer is here, and so is Mariah Carey’s annoying song that won’t stop playing in my head. “All I want for Christmas is you” At this point, all I want is for that song to stop. But the show must go on. So is this newsletter. This week, we…
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Fresh Off the Oven – Learning About Japan’s Property Investment Strategy
I did read some interesting this week. It was about how some big boys of finance were buying up all sorts of Japanese companies for their properties. Did I read that correctly? No, not their fundamentals, not their potential outlook for the future, but properties. More specifically, properties that they…
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Here are the 5 Malaysian Telecom Companies I am Looking At
I have previously written that the telecommunication sector is at a sweet spot of being undervalued and has a high forecasted earnings growth rate in Malaysia. Now, I am looking at the specific companies that fit this criteria. Here is the stock screener that I used from investing.com to screen for the companies in…
Slice of P.I.E 