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. ...

I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...

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 ...

Would you like to own a portfolio of real estate, collect rental cash flows, have someone with expertise manage the real estate, and also see your real estate keep up with inflation? There is ...

There are 2 documents, that in my opinion, tells me whether a person or family is operating in a financially healthy manner. One of the document is their personal cash flow statement. The other ...