🟩 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 also define what a "Fortress Balance Sheet" really is. You will see why smart money is running to the safety of Singapore banks like DBS, OCBC, and UOB instead of chasing risky penny stocks.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/MgH55zL8LQ4
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/weekly-sgx-wrap-records-rights-and?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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