Why I bought Lendlease Global Commercial REIT
Okay first off - I had a full macro article planned for this week. A lot of you have been asking whether it is...
6-month T-Bills yields drop to 3.75% – Demand for T-Bills soars to record highs...
In my weekend article, I estimated a yield of 3.75% - 3.85% for the upcoming 6-month T-Bills auction.
Well, the auction results are out -...
6-month T-Bills yields go up slightly to 3.74% – Demand for T-Bills remains very...
It’s been quite a while since we’ve done a debrief of the T-Bills auctions.
Given it’s the start of the new year, and given the...
12 month T-Bills auction on 26 Jan – Estimated yield of 3.9% – 4.1%?...
Happy Chinese New Year to all readers!
In case you missed it - we're going to get a 12 month T-Bills auction this month.
12 month...
Why I think the market is wrong on interest rates – T-Bills yields jump...
As you know, a month or two ago I shared my view that the market pricing on interest rates was wrong.
To me, the market...
T-Bills plunge to 3.65% yield – Is a Banking Crisis here? Buy Fixed Deposit...
What a week!
Over the past week or so, we’ve seen:
3 US Banks fail.
The Feds rush in to bail out depositors at 2 US banks.
The...
Mapletree Industrial Trust pays a 6.3% dividend yield – Will I buy this Data...
I’ve been getting quite a few questions on Mapletree Industrial Trust recently.
A data centre REIT, sponsored by Mapletree, with a 6.3% dividend yield –...
6-month T-Bills yields rise to 3.80% – Demand for T-Bills jump to record high...
T-Bills yields have been on a roller-coaster ride recently.
From as high as 4.07% in September 2023.
T-Bills yields then dropped as low as 3.54% in...
Why I may buy Keppel DC REIT at 5.5% dividend yield? (as a Singapore...
So I took the opportunity with the recent rally in REITs prices to take profit in some of my REIT positions.
Especially those REITs I...
1 year T-Bills yields jump to 3.74% – Big drop in demand from investors?...
In my weekend article I estimated a range of 3.60 – 3.70% for the 1-year T-Bills.
Considering:
The 1 year T-Bills traded at 3.66% on the...
Keppel DC REIT pays a 6% dividend yield – Will I buy this REIT...
Keppel DC REIT is one of those REITs that I know a lot of Singapore investors love.
But me – I never really saw the...
6-month T-Bills yields jump to 3.80% – Demand for T-Bills drop quite a bit...
T-Bills yields have been on a roller-coaster ride recently.
From as high as 4.07% in September 2023.
T-Bills yields then dropped as low as 3.54% in...
Next T-Bills Auction on 25 May – Expected Yield of 3.75%? Better buy than...
You guys know the drill by now.
Next T-Bills auction is on 25 May 2023, so the deadline to apply is 1 day before for...
6-month T-Bills Auction on 23 Nov – Will interest rates break 4.0% or drop...
So the next T-Bills auction is on 23 Nov.
Unfortunately, after closing as high as 4.07% a few auctions ago.
T-Bills yields have since plunged to...
Next T-Bills Auction on 22 June – Estimated yield of 3.85%? Better buy than...
You guys know the drill by now.
The next T-Bills auction is on 22 June 2023.
Cash applications should go in 1 day before the deadline...
