HeyJaredOnlyFin | Wilfred Lim, CFA
OnlyFin is for busy working professionals who want to invest well without spending their weekends reading research reports.
- Indexed issues, last 90 days
- 9
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
Oct 2026 - The Yield Spike Playbook (opens the original)
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Last month I told you I was taking profits, rebuilding cash and stacking hedges because the long end of the bond market was flashing a warning. That call paid off, and now I am doing something that will sound reckless to anyone watching the 10Y yield: I am stepping back into risk. Slowly, and with a large cash buffer, but stepping in nonetheless. Here is why.What moved last monthThe Fed raised rates by 25 basis points on 16 September to 3.75 to 4.00%, its first hike since 2023, and the median pr
Gem Finder Sep 2026 - Analog Chip Leader (opens the original)
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This month’s gem is a household name in chips, one many of you will already know from its stock’s run through the AI-driven data centre boom, and one whose components sit inside almost everything you own. It is the largest maker in the world of the humble, essential analog and embedded semiconductors that run every car, factory, phone and appliance on the planet. Its earnings are set to grow by roughly 55% this year as a long industrial downturn finally turns to recovery and a brand-new artifici
Portfolio Pulse - Sep 2026 (opens the original)
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Overall Performance<img alt="" class="sizing-normal" height="354" src="https://substackcdn.com/image/fetch/$s_!Zeoq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6542
Sep 2026 - The Interest Rate Battle Royale (opens the original)
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Last month I told you I was putting my cash back to work, deploying into undervalued emerging markets and hard commodities just as the crowd was turning fearful, because the one signal I trust most, global liquidity, had flipped back up. It paid off. August was my best month of the year. But a good month is not the same as a clear one, and as I write this the picture has turned murky in a way that has me doing almost the opposite of last month. I am taking profits, rebuilding my cash, and stacki
Gem Finder Aug 2026 - Semiconductor Packaging (opens the original)
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This month’s gem is a company most people outside the semiconductor industry have never heard of, and yet a great deal of the world’s silicon, and a fast-growing share of what the AI build-out depends on, passes through its factories to be assembled and tested. It is the largest business in the world at what it does. Last quarter its revenue grew 27% and its net income grew 180%, its earnings per share nearly tripled, and its core division grew 36% year on year with margins that keep climbing to
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