Feb 16, 2026 I recently heard that the latest auction for six-month Treasury Bills in Singapore yielded just 1.36%, which is the lowest level seen in recent years. This decline in yield makes T-Bills less appealing, especially since the money is locked in for six months without the option to
Feb 14, 2026 Email 1 Summary: The software sector is under pressure due to fears that AI products may disrupt software-as-a-service business models, causing a significant decline in software stocks. Citi’s Scott Chronert anticipates a short-term bounce amid recent heavy selling but warns of longer-term risks due to potential reductions
Feb 13, 2026 Here are the summaries and key notable topics from the first 5 emails: Email 1: Andrew Lokenauth and Joseph Politano posted new notes – Andrew and Joseph shared recent notes on financial and economic topics via Substack. – Andrew discusses personal credit score experiences and salary realities.
Feb 12, 2026 ===Email1 Summary=== Subject: Insurers lose $1.14m to fraud | India’s autonomous shipping software certified | Taiwan insurance profits drop 43.3% Key Points: – Insurance businesses lose over $1.14 million annually due to payment fraud, with warning that transaction fraud can evolve into claims fraud if undetected. –
Feb 11, 2026 From The SBR Technology Excellence Awards 2026 in Singapore are seeking nominations until February 20, 2026. These awards recognize outstanding technological innovation and leadership among companies driving digital transformation. Organizations with offices in Singapore developing breakthrough tech solutions or digital innovations are encouraged to nominate projects to
Feb 10, 2026 Email 1: “Need to Know: Why the bond market is at risk from a stock market slowdowns” Summary: Bank of America strategists warn that slowing stock market gains could reduce portfolio rebalancing flows that have driven significant bond demand since 2021. This slowdown could lessen one of
Feb 09, 2026 Email 1 Summary – Financial Horse Weekly Updates: – Discusses fixed vs floating rate mortgages for Singapore investors; current fixed rates are competitive. – Notes a substantial drop (50%) in Sea Limited shares, largely due to skepticism around AI’s impact on software and SaaS companies. – Emphasizes
Feb 07, 2026 I recently heard about the 2026 SaaS Finance & Operations Tech Stack Report, which analyzed over 450 software solutions used by finance teams in SaaS companies. It’s interesting to see that QuickBooks still leads the accounting software market with roughly 26% share, but its dominance is slowly
Feb 06, 2026 Subject: Money Stuff: Cracking Open the DATs Content: – Digital Asset Treasury companies (DATs) initially allowed selling $1 of Bitcoin for $2 on stock exchanges, offering huge premiums. – This trade collapsed; today $1 of crypto might trade at 80 cents on the stock exchange, presenting a
Feb 05, 2026 Email 1 Summary: – SpaceX has acquired xAI, creating a combined company valued around $1.25 trillion. – Elon Musk’s grand vision unites AI, rockets, satellites, and data centers powered by the sun. – Tesla’s $2 billion investment in xAI hints at future synergy among Tesla, SpaceX, and