The markets died in October, with many counters hitting a new low and I was busy travelling for work when the bloodshed happened. This week, the inflation data eased a little bit and the markets went into overdrive, with US markets rebounding ferociously over the last few days. As a result, the portfolio snapshot I presented today didn't look quite as bad if I had done a similar posting last weekend. The USD/SGD and USD/CHF also fell quite dramatically over the last few days, indicating the markets are in "risk-on" mode for now.

Portfolio as of 13 Nov 2022

Nothing to update as I had been pretty busy with work and failed to take any action on the SRS portfolio during the recent meltdown.

Sam Bankman Fried - the most hated man on earth at this moment in time

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