CKH HOLDINGS

During Fed chair Warsh's press conference after the Jul meeting, he repeated pointed to the elevated bond yields as a market driven tightening and hence Fed could fold their hands for the moment. However, Treasury secretary Bessent just served the tennis ball back when he announced yesterday that bond buy backs would be minimally doubled. Is Mr Bessent triggering the "test the new Fed chair" rite of passage?

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.

Looks like money is rotating back to AI and specifically stocks that benefit from the buildout after they retreated in a healthy pullback.

☕️ Nividia trimmed its OpenAI’s massive bet to ease risk concerns, while unveiling a $21B SpaceX stake — two giants rubbing each other’s backs, balancing AI risk with cosmic ambition. 🚀

Today launched 2 major 🚀🚀 Falcon 9 simultaneously, at only 38.5 minutes apart. By EM at X. Hope this is another good week!

Singapore's non-oil domestic export value rose 24.2% year-on-year in July, continuing the 20.8% increase from June, driven by a surge of 112% in electronics shipments due to strong demand for hard disk drives, personal computers, and chips.

If the Middle East situation stabilizes and oil prices fall, increasing exports of petroleum processed products, the economic situation will improve further.

We remain bullish on Singapore's stable growth prospects.

The quarterly earnings season has been in full swing over the past week. Despite similar performance, it's a world apart from July.

This week, the focus is on Thursday's FOMC meeting. We've noticed the 10-year US Treasury yield oscillating at high levels and could break out upward at any moment.

This is a risk factor.

Tensions in the Strait of Hormuz continue to escalate, with shipping traffic at a three-month low and conflicting signals from both sides regarding an end to the conflict; oil prices still fell 2.1% to $87.07.

Gold saw slight gains, while the US dollar remained weak.

The situation is not optimistic; hold some cash and keep safe-haven precious metals on hand for emergencies.

The inflation numbers are out and both CPI and PPI are looking favourable. The markets like them and are trending higher as a result.