To The Moon

🟩 For years, dividend investors have sat on the sidelines of the AI boom, watching tech stocks rally while our yields remained flat. We’ve heard the narrative about insatiable demand for chips and cloud computing, but for many of us, that growth hasn't trickled down into our bank accounts. The promise of data center wealth often felt like a story without the cash flow to back it up—until now.In this deep dive, we break down Keppel DC REIT’s explosive Fiscal Year 2025 results, which just slapped a massive confirmation on the table. We analyze the shocking 45% rental reversion that signals a historic shift in pricing power and unpack the "elite" financial engineering behind their debt strategy. We also look past the headline numbers to expose the real impact of dilution and ask the hard ques

🟩 CDL Hospitality Trusts (SGX: J85) just popped after its 2H 2025 results, and many income investors are now stuck on one stressful question: is this the start of a real recovery, or just a “dead cat bounce” that fades when travel demand cools and new hotel supply hits Singapore in 2026? In this episode, Iggy breaks down what the headlines miss—starting with the one hotel REIT metric that can quietly predict your next distribution: RevPAR. Then we run CDLHT through a simple, repeatable framework (Health Check, Wealth Check, Price Check, Future Check) to see what the balance sheet, payout quality, valuation discount, and refinancing risk are really saying. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/GAnho0JGlXU SUBSTACK ➡️ https://open.substack.com/pub/investing

🟩 Is the Singapore Exchange (SGX) offering us a golden opportunity or setting a golden trap? With the massive hype surrounding the launch of three new Singapore Depository Receipts (SDRs) this Monday, including China’s gold giant Zijin Mining, the headlines are screaming "Buy." But for smart investors, the flashy press releases and soaring turnover numbers hide a dangerous volatility trap that could wipe out your portfolio in a single afternoon. If you are chasing yield without understanding the difference between buying the commodity and buying the miner, you are driving blind. In this video, we strip away the marketing noise and look strictly at the math behind the launch. We take a deep dive into the "Commodity Volatility Trap" and perform a rigorous 5-Step Health Check on Zijin Mining

🟩 Waking up to a sea of red in your portfolio is never fun, especially when the "guaranteed" trade of the year collapses overnight. For months, the narrative was simple: the US Dollar is dying, so buy Gold and Silver. But yesterday, that story burst with a violent 11% drop in Gold and a near-liquidation event in Silver. If you’re holding commodities or crypto, you just watched a massive chunk of value evaporate. What triggered this sudden "Warsh Shock," and is it a temporary panic or a permanent shift? In this video, we unpack the "Debasement Trade" and why the nomination of Kevin Warsh as Fed Chair has flipped the market script from "easy money" to "hard math." We aren't just looking at US charts; we’re breaking down exactly what a stronger Greenback means for your HDB mortgage, your cost

🟩 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