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#Investing

All posts tagged with "Investing".

#Investing

Fed Rate Hike: What US Shares, Gold and the STI Did Next

Fed Rate Hike: What US Shares, Gold and the STI Did Next

The Fed raised rates this week for the first time since 2023, and every feed has a table of what happens next. We ran all six first hikes since 1994 on free public data — US shares, gold and the STI, in Singapore dollars — with the usual outcome beside every number. The one-month dip is real; the rest is six observations.

Rates Are Rising Again. Is the Market About to Crash?

Rates Are Rising Again. Is the Market About to Crash?

The 30-year US Treasury yield is back at levels last seen before the global financial crisis, and the headlines say the bond market is coming for shares. So we took every month since 1954 and asked what actually happened after the 10-year yield rose. The answer is calmer than the coverage — with one condition attached, and it is not the one the headlines are watching.

Anthropic Claude IPO: What RE Thinks

Anthropic Claude IPO: What RE Thinks

Anthropic has confidentially filed for an IPO, and no price exists yet. Here's how RE is thinking about the valuation math, how it compares to the SpaceX listing, the "next Google" argument, the China competition risk — and, in first person, what RE personally plans to do about it.

The Dip You Are Waiting For Turns Up About a Third of the Time

The Dip You Are Waiting For Turns Up About a Third of the Time

It is the most reasonable-sounding plan in investing: hold the cash, wait for a pullback, buy the discount. We tested it across a hundred and fifty years of market history. The problem is not that it fails when the dip comes — it is how often the dip never comes at all, and what that costs while you wait.

You Want Gold. Which Gold?

You Want Gold. Which Gold?

Gold is now the biggest ETF on the Singapore exchange, and the case for owning some — debt, debasement, negative real rates — is everywhere. This piece does not argue that case or its opposite. It answers the question that comes after: which of the five ways to own gold fits the job you are hiring it for, and what does each one actually cost?

Leveraged ETFs Sometimes Work. Can You Survive the Ride?

Leveraged ETFs Sometimes Work. Can You Survive the Ride?

Korean retail investors put billions into 2× Samsung and SK Hynix funds this June. Five weeks later, S$10,000 in that fund was worth S$1,351 — while the stock itself had merely halved. Yet on other markets the same structure made fortunes. What separates the two is not the product. It is whether you can sit through the path.

Do Singapore Investors Pay US Estate Tax on US Shares?

Do Singapore Investors Pay US Estate Tax on US Shares?

Singapore abolished estate duty in 2008, but US shares and US-domiciled funds above US$60,000 remain exposed to US estate tax of up to 40% — even in a Singapore brokerage account. An interactive look at how the rule works, and what changes it.