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The Investment Opportunity of Generative AI

Generative AI, once a niche topic, has rapidly become a global conversation, even being used in a slanging match between rivals in the US Presidential Election. Its promise is to revolutionise industries and reshape the way we interact with technology. In our latest Sector Focus...

AlpacaInvestments’ Portfolio Updates for August 2023

Portfolio allocation as of August 23rd: August was a decent month for adding to my existing positions. I purchased more of 2800HK amidst concerns about China real estate, and I added to my Syfe Reit+ portfolio multiple times. In previous posts, I mentioned having an...

What is the Wealth of American Households?

The Federal Reserve has been tracking household balance sheet data since 1952. Every quarter, they provide information on the total financial assets and liabilities of households and nonprofit organizations. While this data doesn't precisely predict the direction of the economy, it can offer insights into the...

Loss of passive income and stagnant portfolio growth

Today, we cast our votes for the next President of Singapore.However, my mind was somewhere else and it has been somewhere else for a few days now.I have been thinking about some money issues.Regular readers know that I am a worrier.I used to worry...

September 18th, 2023: A Recap of the Unusual

We start this week's Weekly Roundup by discussing house prices, specifically in the US and Denmark. The Economist raised the question of how US house prices could continue to rise despite mortgage payments being at their highest since the 1980s. Mortgage rates have increased...