Weekend brain food I

I have been blogging significantly lesser these days it has gotten busier at work and I just feel like chilling on weekends instead of crunching data and doing reviews. These days the stock price movements have been very sensitive to the FED and trade talk news such that I find it almost pointless to do much analysis (almost no good stocks I want to get are considered under-valued). Just glad that I have picked up some OUE reit, First reit and Capitaland in the past couple of months, regretful that I sold mapletree logistics.

Here are some recommended readings today for the bored minds:

What is Barbell Investment Strategy

Heavy on either extremes but light in the middle

"This is a problem of scale. For someone ‘big’ enough, the bets on the 10 to 15 per cent side make up for the stagnant 85 to 90 per cent. Let’s say Taleb’s net worth is $5 million. That means he’s got a whopping ~$750,000 to spread around a diversified basket of highly speculative bets. It’s highly likely that at least one will pay off.

For a small investor, that high-risk basket might only hold $10,000 or $20,000, which is nowhere near enough to play this game. Minimum buy-ins mean you’d only be able to place one or two bets; perhaps a handful at most. The chances of holding the winning lottery ticket are tiny, which means you’ll end up with nothing, while the rest of your money moulders away in the bank.

I’m not saying Taleb’s barbell sucks. The point is that when you walk into a gym, you don’t use the exact same barbell as everyone else. Instead, you choose one that suits your ability and preferences. It’s not the specific weights that are important, but the general principles:
decide on an acceptable level of downside risk – which will vary from person to person,
make room for as much upside potential as your personal circumstances allow, and
stay the hell away from the middle."

Here's how you can profit from the cyclical nature of the semiconductor industry

MAS to extend licences to 'non-bank players' and allow up to 5 digital banks

I wonder how would this change the finance and payment landscape in SG. Will consumers then see better financial deals (like how the telco fight resulted in better deals)? Hmm...

9 Tips That Will Improve Your Risk Management Right Now (for traders)

Biggest IPO Wave in 5 Years Will Keep Rolling as New Stars Emerge

Thoughts about investing in China Market (blog article)

Frasers Logistics and Industrial Trust to acquire 12 properties from sponsor Frasers Property (blog article)

Hopefully next week I will get more inspiration to write. Ciao~

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