What an impressive set of earnings. Might have just lifted the AI stocks. Looking forward to Tesla's earnings tomorrow. Let's see how markets will react.
SpaceX made money for the first time, and immediately put a Tesla merger on the table. At home, the STI is up and the banks are leading. Let's dig in 👇💬 Would a SpaceX-Tesla merger be a good deal for ...
What an impressive set of earnings. Might have just lifted the AI stocks. Looking forward to Tesla's earnings tomorrow. Let's see how markets will react.
SpaceX made money for the first time, and immediately put a Tesla merger on the table. At home, the STI is up and the banks are leading. Let's dig in 👇💬 Would a SpaceX-Tesla merger be a good deal for ...
Black Monday didn't happen. Excited for the earnings season, especially the tech stocks. To get some guidance on the coming quarter and perhaps 2027 as well.
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
Black Monday didn't happen. Excited for the earnings season, especially the tech stocks. To get some guidance on the coming quarter and perhaps 2027 as well.
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
More of a "hold" at the moment even though some indicators have indicated fear and oversold levels. Just a function of personal risk appetite.
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
More of a "hold" at the moment even though some indicators have indicated fear and oversold levels. Just a function of personal risk appetite.
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
Markets seem to continue to rollercoaster along the rates and probabilities. It is really a coin toss to some extent, prefer to look at the fundamentals and invest for the medium to long term.
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
Markets seem to continue to rollercoaster along the rates and probabilities. It is really a coin toss to some extent, prefer to look at the fundamentals and invest for the medium to long term.
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
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Higher energy prices push headline inflation up, while cooling consumer demand keeps core inflation steady and right in line with forecasts.
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
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Higher energy prices push headline inflation up, while cooling consumer demand keeps core inflation steady and right in line with forecasts.
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...
Interesting decision by MAS considering all the economists and analysts were wrong. Also goes to show to trust your own critical thinking and take expert views with a pinch of salt sometimes.
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
Interesting decision by MAS considering all the economists and analysts were wrong. Also goes to show to trust your own critical thinking and take expert views with a pinch of salt sometimes.
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
Interesting news but it remaina to be seen if this is indeed a serious threat or would end up like a "deepseek" moment. Until more info is available, I think reaction is more kneejerk.
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
Interesting news but it remaina to be seen if this is indeed a serious threat or would end up like a "deepseek" moment. Until more info is available, I think reaction is more kneejerk.
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
Party day for the doom and gloom group. Though am curious why all of them come out on the same day? And then they go into hiding when markets are up. Haha. Trust your own conviction.
The FT reported OpenAI's annualized revenue is about $20B lower than thought, and the AI chain sold off: Oracle -5.5%, CoreWeave -7.8%, Nvidia -2.9%. At home, the STI closed -3.5% Thursday as all thre...
Party day for the doom and gloom group. Though am curious why all of them come out on the same day? And then they go into hiding when markets are up. Haha. Trust your own conviction.
The FT reported OpenAI's annualized revenue is about $20B lower than thought, and the AI chain sold off: Oracle -5.5%, CoreWeave -7.8%, Nvidia -2.9%. At home, the STI closed -3.5% Thursday as all thre...
Speaking on hindsight (oops) but banks have run out quite a lot in terms of valuations and dividend yields. A good chance for long term investors to get some exposure if prices correct further.
OCBC is down about 10% in two days after Citi's sell call, and DBS and UOB are sliding with it. Rates aren't helping: the US 10-year just touched 5.35%. Let's dig in 👇💬 Buying the bank dip in 10-share...
Speaking on hindsight (oops) but banks have run out quite a lot in terms of valuations and dividend yields. A good chance for long term investors to get some exposure if prices correct further.
OCBC is down about 10% in two days after Citi's sell call, and DBS and UOB are sliding with it. Rates aren't helping: the US 10-year just touched 5.35%. Let's dig in 👇💬 Buying the bank dip in 10-share...
New all time highs for S&P500! Amazing how a low cost index/ETF can do well! AI is definitely here to stay but external factors like rates and geopolitics will still induce volatility along the way.
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
New all time highs for S&P500! Amazing how a low cost index/ETF can do well! AI is definitely here to stay but external factors like rates and geopolitics will still induce volatility along the way.
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...
Sometimes investing can be as simple as betting on the richest man on Earth, as a shareholder, in a way he is working for you. Hehe.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
Sometimes investing can be as simple as betting on the richest man on Earth, as a shareholder, in a way he is working for you. Hehe.
SpaceX ripped +7.6% after Morgan Stanley called it one of the cheapest ways to own space and AI, putting Musk back above $1 trillion. Nvidia closed at a record and dragged the Nasdaq to one too. The c...
Lots to watch for the new lot size on SGX. That said, somehow 1 share via US share across seems to feel more straightforward (no need to think so much) from an investor's perspective.
From today you can buy DBS, OCBC, UOB and SGX in lots of 10 instead of 100. SGX itself fell 7% on Friday with no announcement behind it. In the US, September added just 29,000 jobs, October hike odds ...
