To The Moon

🟩 The stock market headlines are screaming about new highs, but your portfolio might feel stuck in the mud. There is a hidden "tug-of-war" happening right now between stock growth and high interest rates. While the green arrows look good, the bond market is quietly warning us that rates will stay higher for longer. This creates "invisible gravity" that weighs down share prices and shrinks the profit you make for taking risks. If you don't understand this trap, the price movements this week won't make any sense. In this video, I go "back to school" to explain the Risk Premium. This is the simple math that tells us if a REIT is actually cheap or just dangerous. We look at the "Operational Alpha" that made Suntec REIT jump 13% and the "Dilution Mechanics" that are keeping Keppel REIT down. I

🟩 You see UOB smashing records and the Straits Times Index hitting multi-year highs, and that dangerous feeling of FOMO starts kicking in. It feels like everyone is making money while you’re sitting on cash, and the urge to buy in now is overwhelming. But while the headlines are screaming "Record Highs," the cold, hard data underneath the surface is flashing a serious warning signal that most retail investors are completely ignoring. In this video, we strip away the hype and look strictly at the math behind this rally. We break down the Relative Strength Index (RSI) to see if local banks are actually "overheated" and compare the current stock prices against their algorithmic Fair Value. We also dive into the "Scenario Matrix" for the upcoming FOMC meeting and analyze why the smartest money

🟩 Is your bank account actually a melting ice cube? Most Singaporean investors look at their savings and see safety, but the mathematical reality of 2026 paints a much darker picture. With "shadow inflation" silently eroding purchasing power and global currency instability rising, holding cash is no longer a neutral position—it’s a guaranteed loss. In this video, we dissect the "Debt-to-GDP Death Spiral" and explain why the traditional advice of keeping your money in a "safe" 2% savings account might be the riskiest move you can make right now. We are diving deep into the Singapore market to find the true "inflation shields" that can protect your wealth when paper money fails. I’m breaking down the critical difference between retail darlings like Sheng Siong and hard-asset giants like Wilm

🟩 A massive $53 billion construction boom is projected for Singapore in 2026, and the headlines are intoxicating. Your retail instinct is likely screaming at you to buy the builders responsible for our expanding skyline, envisioning dividends flooding your bank account. But be warned: if you are loading up on main contractors, you are walking straight into a "Revenue Trap." In the construction sector, revenue is vanity, and the "Fixed-Price Tender" model means you might be buying a business with capped upside and unlimited downside risk. In this breakdown, I explain why the smart money is ignoring the "diggers" and buying the "shovels." We are going back to basics to understand the structural rot of fixed-price contracts versus the power of "Operating Leverage" found in material suppliers.

🟩 A massive $53 billion construction boom is projected for Singapore in 2026, and the headlines are intoxicating. Your retail instinct is likely screaming at you to buy the builders responsible for our expanding skyline, envisioning dividends flooding your bank account. But be warned: if you are loading up on main contractors, you are walking straight into a "Revenue Trap." In the construction sector, revenue is vanity, and the "Fixed-Price Tender" model means you might be buying a business with capped upside and unlimited downside risk. In this breakdown, I explain why the smart money is ignoring the "diggers" and buying the "shovels." We are going back to basics to understand the structural rot of fixed-price contracts versus the power of "Operating Leverage" found in material suppliers.

🟩 Investors are chasing Yangzijiang Shipbuilding right now because of its record profits and high margins, thinking it is a safe bet for their retirement portfolio. But chasing past performance in a cyclical industry like shipbuilding is a dangerous game that often leads to buying at the top. The shiny numbers you see in the headlines today are actually the result of contracts signed years ago, and they mask serious risks that are building up for 2028. In this video, I break down the "Operating Leverage" trap that most retail investors miss and explain why the current 35% margins might actually be a warning sign rather than a green light. We go beyond the headlines to analyze the "Margin Mirage," the massive drop in new order intake for late 2025, and the hidden currency risks that could c

🟩 Is your dividend income actually safe, or are you walking into a yield trap without realizing it? Today's market is sending mixed signals—banks are hitting all-time highs while REITs are issuing complex "perpetual securities" that sound like financial jargon designed to confuse retail investors. If you don't understand what "subordinated debt" means for your payout priority, or why a 4.1% coupon might be a defensive move rather than a growth signal, you might be taking on risks you never signed up for. In this video, we strip away the legal fluff to explain exactly what AIMS APAC REIT's new S$150M issuance means for your quarterly distribution and whether it's time to worry about your capital. We also break down the massive profit update from Info-Tech Systems—is this the hidden dividend

🟩 Are you falling for the "Revenue Visibility Fallacy"? Many retail investors see a record-breaking order book and immediately assume it guarantees a big payday. But in the heavy engineering sector, a massive backlog isn't always a trophy—it can be a serious liability if inflation and rising costs eat away your margins. In this video, we debunk the myth that a "busy" company automatically equals a profitable one and explain why a high valuation without margin expansion is the ultimate trap for your portfolio. We are diving deep into the financials of Singapore's engineering giants: ST Engineering (S63) versus Yangzijiang Shipbuilding (BS6). Using InvestingPro models and algorithmic fair value metrics, I analyze which of these blue chips is actually trading at a discount and which is danger

🟩Most Singaporeans believe the "standard operating procedure" for retirement—paying off a property and relying on CPF—is the safest path. However, there is a silent killer lurking in your bank account called purchasing power decay. The uncomfortable truth is that while you might be a millionaire on paper due to your property value, the "melting ice cube" effect of inflation is eroding your future lifestyle daily. This leaves many retirees falling into a dangerous "liquidity trap" where they are asset-rich but cash-poor, struggling to cover daily expenses despite high net worth. In this video, we dismantle the traditional Singaporean retirement playbook and rebuild it into something that actually works. We head into the "Concept Corner" to unpack the critical difference between Nominal and

🟩 If you checked your portfolio this morning and felt a pit in your stomach, you are not alone. The Straits Times Index (STI) has slipped into a sea of red, erasing the euphoria of last week’s record highs. With Wall Street selling off and renewed tariff threats rippling through Asia, many Singaporean investors are now asking the critical question: Is this just a healthy pause, or is the post-pandemic bull run officially over? In this video, we look past the fear to analyze the massive capital moves happening right now. We break down exactly what UOB’s new S$850 million "Perpetual Capital Security" means for common shareholders and why my valuation models are flashing a warning sign despite the bank's strength. We also dissect Singapore Airlines' latest debt issuance and expose a "silent k