What's on your mind?
US Market’s shares fell whereas 30-year & 10-year Treasury yields, Strategy and Coinbase, SK Hynix, shares rose.
Alibaba’s net income fell, but Cloud+AI revenue, Micron Tech, and Lumentum rose.
Singapore market’s shares decrease. However Hang Seng, Zijin Mining, and YOFC Hong Kong shares increase.
Hope all can improve well
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Well as much as the narrative keeps pointing to yields and I agree yields are a sticky point and that is why the Feds are doing a ‘stealthy YCC’. (Look at what Bessent just added to what he said the day earlier. I mean he is hinting at YCC without saying it. Those who get the hint will plan accordingly. Those who are waiting for a clear cut announcement and definition will be behind the curve. Even crypto is hinting at something. Hint: They flourish with liquidity. And look at USD. It is devaluing in response. Price action precedes narratives.)
Again, I am just sharing my opinion. To the ‘textbookists’, let’s agree to disagree. Peace! 😊
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Crypto was the buzz just when Trump took office and it took a bow and languished in the dark shadows for the most of the year. Now the president is back in action again to pump it up again such that funds have another avenue to rotate around, scything the retail FOMO hords.
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
📌 Last session supposed many 👀 at the hottest hits for this month. I also got it though few months ago was searching what to invest. If the prices came tumbling downward, I will also consider to buy more, not worrying about the short term swings as the purpose of it is indeed worth more meaning than just AI Era as we will see how it could further transformed in the medical sciences too, another TGIF hope to close it steadily to mark a good week! It is Friday baby! 👏🏻🆙📈🆒🆕💊💫🌟🌟
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Interesting that the news are not quite reporting the surge in the crypto markets and the crypto related stocks. Shall see if the rally can be sustained.
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Daily market talk discussion is here!
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.
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Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities & palm-oil for energy security; hedge with banks.
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