My Investment Portfolio

For my top 30 holdings, very little changes this month as there is not much news stream with AGMs happening for most companies except for Amara and Hong Leong Finance whereby research homes initiated reviews on these businesses. With some companies heading ex-dividend already, interest in these holdings might go down a bit unless there is significant news flow. I’ve added my position in some of these holdings though.

I have obtained the next companies from the market this month – AV Jennings, ASIA Orchard, GuocoLand, Heeton, Hong Leong Finance, iFAST, Isetan, K1 Ventures, SingPost, Singapore Reinsurance and YHI. No sell trade was done. I have accepted the next voluntary delisting/cash offers this month – AIM and Global Premium Hotels.

My stake in ARA Asset Management was also being acquired via system of arrangement. I have also participated in the next scrip dividend scheme – Global Investments. Month will be another quiet month Next. I will continue steadily to go through those annual reports that I’ve missed out last month and catch up with a few of my readings on investment.

  • Referral-type investments
  • Self-insurance would not provide adequate security in which of the following circumstances
  • Ares Corporate Opportunities Fund III, L.P
  • 69 Public Storage (NYSE:PSA) -21.7% 57.47 73.41
  • November 24
  • Need not be consistent
  • Calculating the operating costs

They retire early, take more times off, fewer family members work, and the like. And so, in this situation, creation and employment falls at least partially because there are increased quits, increased job vacancies, labor shortages, less labor provided to production, and so less output. Companies should be reducing creation back again, while complaining that they can not find enough workers to maintain result at past levels. This is possible, of course, especially if the assumption is lowered by us that there surely is no added demand for other consumer goods. An abrupt drop in the appeal of an individual consumer good should be expected to result in a lower way to obtain labor.

However, in the recent downturn, there is a drop in the number of job and quits vacancies. Firms in nearly every sector complained that that they had to reduce production because of weak sales, not because of few workers too. That quits and job vacancies exist throughout a recession may be inconsistent with some naive notion that all unemployment is because of deficient expenditures on output in aggregate (read monetary disequilibrium,) that is a straw man just.

The question is whether some, and quite a lot perhaps, of unemployment during a recession is due to monetary disquilibrium. Consider another possibility. Suppose our households that are satiated with consumer goods continue steadily to work, and choose to save lots of. They don’t want any consumer goods today, but perhaps some can look in the foreseeable future that strike their extravagant. This appears to fit in perfectly with the Kling scenario. People were purchasing one family homes, however now they don’t really want them and they also save the money they might have spent on the homes. Business owners have to discover what they do need it yet yet.

Those who have been attempting to produce the homes are unemployed, looking forward to entrepreneurs to find what those who no longer want to buy the homes want instead. The notion that people have unemployment because people choose to save is a normal question in macroeconomics. Still, it should have a straightforward microecomic answer. If people want to save more for whatever reason, this should result reduction in the production of consumer goods, but an development in the creation of capital goods. Continuing with the solitary family housing assumption, people purchase fewer solitary family houses, therefore there is less residential investment and instead there is more investment in capital goods–equipment and factories.

Of course, the firms who are purchasing the capital goods will only do so if they be prepared to have the ability to sell consumer good in the future. And what consumer goods will those much longer purchasing the solitary family homes want in the future no? What a difficult problem for entrepreneurs to solve.

As before, they must know what it is that those who had been buying one family homes want now. One might even say that investors and savers are different people with different motives, right? Of course, not only are investors and savers differing people with different motives, so are the purchasers and sellers in every market. What coordinates every market is prices, and the relevant price for conserving and investment is the interest rate.