Iggy here. A massive welcome to our new members—we are now 70 strong on YouTube and 30 on Substack! Reminder: The S$9 YouTube membership bundles EVERYTHING (Videos + Substack Research), so that is your ‘Best Buy’ if you are on the fence.
Now, looking at the market this week... it’s been a tale of two cities. While the festive mood has thinned out trading volumes, the “Big Three” banks have finally decoupled in a way that’s impossible to ignore. If you’ve been holding the “STI ETF” and wondering why your portfolio feels a bit lopsided, look no further than the diverging paths of our local lenders.
