I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending ...
Here is the update for my Daedalus portfolio for October 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing ...
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. ...
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 ...
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 ...
There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue ...
I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose Cup Are You Filling? resonated with me. Derek thought about a game with ...
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, ...
This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...
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