KLCC REIT dividend received.1 lot only 2.88 lol

cmmt fell back down. GIC (Sg gomen fund) continues selling stake, while Amanahraya buying.
at current 1.51, FY14 net yield goes slightly above 5.5%.
MGS continues gaining strength lately, yield at 3.5-3.68% (5-10 yrs).
consider next year, interest rate may increase by 0.25-0.5%.

I don't think Ben can continue. But QE3 can continue. 

If US defaults... the whole world economy will go into tailspin. Currency, commodities, property, bonds, stock, etc all will be destroyed. This is an unthinkable scenario, and USA will not do that.

In the event the debt ceiling is not raise, it will opt to cut non essential payment first, it can sustain interest payment on treasuries indefinitely with the current tax collection.

Treasury priority payment, in even of debt ceiling not raised  :-

1. Interest Payment - Full payment
2. Troop/Police/Coast Guard/Security Civil servant Salaries - Full payment (you gotta pay those who hold the guns...)
3. Social Security - Partial payment
4. Other civil services - Partial payment
5. Payment to contractor etc - delay payment
6. Research grants, foreign aid etc - stop payment

Fed and treasury is two separate entity. By law Fed cannot lent directly to treasury.. so debt ceiling have no effect on tapering.

QE3 is like a drug... sooner or later it has to stop otherwise it destroy the consumer...

So the tapering is inevitable. Just a matter or when and how long.

Remove the buy button lol

"hide" your money somewhere

Ask her to spend on jewellery lol

Give it to yo children as wedding gift lol

Sell as a last resort

Wife never audit you before ah?    How much in - how much out... cannot hide...

In house, who control your fiannace wife or you...? If you then can hide, if not....susah 

Next time want to jolly, have to sell stock cause bank account kosong.. 

Wah lau good tactic... hahahaha 

hi sifus, i quite interested to invest in reit.

in reit, the main concern will only be the dividend?

or we need to monitor regularly too?

cheers

There is no right way to count.. for REIt is based on MGS, MGS yield go up, fair value yield for REITs go up as well.

Yellen is said to be follower to Bernake.. and chances are she will allow QE to continue a bit more.

But as always QE is a DRUG.. so it gotta stop sooner or later, don't be addicted to it! 

Keep cash also die....

Can U just give me 2 such stocks so I can take a look ? Thanks in advance.

thought we aim for dividend accumulation?