I still feel that reits will always have a place in any diversified portfolio for the purpose of yield and some form of dividends or passive income. Most reits are still doing ok and giving decent returns over a medium term.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
+1Nice sharing! Always see your posts in your community! Glad to know you better from this post! All the best! Am always learning to be a better investor each day!
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
What a surprise. A rally followed after the interest rate hike. Once again, showing time in the market is better than time in the market.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
So the expected hike happened. Good for USD holders. No major surprise for the markets. A little break before the earnings season resume.
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
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I think the markets have already made the call. Warsh might choose to hold but he is 1 out of the 12 votes so his vote won't be enough. The majority would go for the hike.
At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...
Lots of drama about the AI "dangers" and two groups are divided on this. I prefer to be optimistic that technology will be ultimately be used to improve people's lives. Any major crash or pullback might be an opportunity.
Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "...
Lots of news to unpack. From US CPI to AI "fears" and the upcoming Fed mtg. Maybe a good way is to chill and not check the markets for a week. Haha.
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
Markets digested the PPI numbers and survived. All eyes on CPI tonight and whether Fed will listen to market expectations next week.
Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...
Quiet week so far in the markets other than corporate news for some news. Excitement is all at the FX side on USD and JPY, or even SGD appreciating against MYR.
Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...
Lots of interesting stuff happening outside the markets. From Tesla's Cybercab to OpenAI's Astra to Meta's Muse. Exciting time for AI and AI stocks.
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
With no big news until US CPI markets will just move along. Good for long term investors but lack of opportunities for traders.
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Quiet day for the US markets. All eyes on the US CPI reading later this week which I think would more or less decide the interest rate decision for the next Fed mtg. Until then the market is likely to move sideways I think.
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
Markets are trending upwards again, once again providing time in the market beats timing the market for most people. Not the time to be complacent as well.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
