To The Moon

Everyone is talking about the RTS Link. Just 5 minutes from Woodlands to Johor Bahru. Finally, no more spending hours stuck in the Causeway traffic. Reports say Singaporeans could spend an extra S$1.05 billion a year in Johor, while Malaysians are expected to spend around S$756 million in Singapore. If those estimates are accurate, it means more money will be flowing out of Singapore than coming in. 📈 Who benefits first? Johor, for sure. Expect shopping malls, restaurants, hotels and tourist spots to be packed, especially on weekends. Property prices there have already started moving up. But I don't think this excitement will last forever. After the initial rush, people usually go back to their normal routines. 🚉 Will RTS really replace buses and cars? Not everyone. Many daily commuters ma

The US Just Slapped Singapore With a 12.5% Tariff. Does Your Portfolio Actually Care? 🦖 🔍 The Angle Everyone’s talking about “Singapore hit with a 12.5% tariff”, but the one sector that ran the hardest this year, semiconductors, is explicitly carved out together with pharmaceuticals and key electronics. The levy lands on about one third of our domestic exports to the US, yet the bulk of our value chain and most retirement portfolios are not sitting in those containers. The real forensic question is not “tariff or no tariff”, it is whether the business you own actually earns its money from those affected goods. 💰 What It Means For You If your CPF and SRS are parked in banks, REITs, and telcos, their income still comes from lending, rent, and subscriptions, not from shipping goods into a 12.

Economic Preview: Key Data Releases (week of 27Jul2026) Consumption and Consumer Sentiment June’s Durable Goods orders are forecast to rise by 1.6%, a notable improvement from the previous reading of -4.5%. This rebound is a positive indicator for consumption and suggests stronger demand momentum. The CB Consumer Confidence reading for July is forecast at 92.1. This points to weaker consumer confidence and lower market optimism, which may influence future consumption patterns. Energy Demand Indicator Crude oil inventories remain an important reference point for assessing producer expectations and future consumption. If inventories come in above expectations, it may suggest stronger supply conditions; if they fall below expectations, it could point to firmer demand.