UB-HSI @EP2701C

It will be Fed chairman Warsh’s first speech at Jackson’s Hole and the market will be closely trying to figure out his stance. Hawkish or dovish? I don’t think he will say much but maintain that the Fed will do what is necessary yadah yadah. 🤓

Probably to look out for Warsh's speech at Jackson Hole to see how the short term reaction will be, and how the long term view will be, while not forgetting mid term election in Nov.

The triple kaiju week is finally ending and the pent up cautious sentiments would be partially, if not fully released. All eyes on the new Fed chair on his lean towards hawkiness or dovishness. It shows the muscle of the market is still the bond market.

Curious and excited for the brand new Fed Chair speaking tonight. Looking out if interest rates drop, will the market respond and SREITS price go up as borrowing costs drop.

Jackson Hole has my attention. With the 30-year yield above 5%, I’m watching how Kevin Walsh responds. This isn’t just a bond-market story—higher long-term rates mean more expensive mortgages, loans and corporate refinancing. If yields stay here, the Fed’s job gets a lot harder.

Jackson hole is probably the most important for this week, although details may be scant

📌 It’s TGIF baby, hope later session wrap up with a good weekend close. A few stocks apparently went UP and hope it continues as it should be, the rest will pick up as swinging is part of this game. 🤺🇺🇸⬆️⛳️

Nvidia trades increase. Followed by the increase of Salesforce, Okta, Crowdstrike. Credit quality of local banks are healthy. Good profit results for SingPost and ComfortDelGro.

Hang Seng and WTI shares lower.

Hope situations will improve for the better.

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

watch out for a long time us yield. I'm not kidding. if it doesn't come down stocks will come down. this occurs every us election

The Iran US 60 days ceasefire has ended and immediately there were reports of explosion and ship struck in the Strait of Hormuz. Trump also said on social media that there are no talks or conversations going on, or scheduled, with Iran, which could be one of the various reasons why the market indexes are pulling back slightly amidst the push for newer highs.

AI and semiconductor demand continue to drive the market, with strong growth in memory, semiconductors and AI infrastructure. The market continues to favour companies with strong earnings, pricing power and clear exposure to AI driven growth.Geo higher oil prices and global growth concerns are adding some uncertainty. While Singapore’s resilient economy and strong trade performance remain supportive, a disciplined approach and focus on quality companies with strong fundamentals and sustainable growth remain important

Recently the markets are uncertain of their movements. Either up in the few hours then drop. So invest safely DCA.

The market likes to hear what they want to heard and Musk gave them an excuse to rally the memories hard. The pace of fund rotation seems to pick up and those chasing highs need to manage their risk well.

A healthy bullish market always have periods of shallow pullbacks and then bursts of upward movements or rallies. Looks like we are having a pullback which is much needed. The market needs to breathe too.

They always say ‘The market does not go up in a straight line’. This market still looks like it wants to go higher and if it keeps having shallow pullbacks, then the trend is up.

Memory stocks edge higher, back to near all time highs as Musk's words triggered massive buying into the sector. Wednesday's FOMC meeting minutes will be interesting as reports suggest that there may be a 0.25 basis point rate hike by end of this year, which is considerably better than initially expected.

📌☕️Woohoo last session was interesting but in less than 2 hours I can go sleep soundly like a baby. To win hard will take a higher risks as no risks no gains right, but beware falling down hard on ground is also no jokes as we just finished taking a roller coaster fun ride only last month. Plenty opportunities if our thesis is heading as per se, but how much risks one is willing to undertake is very subjective. Get your funds ready and hit that jackpot right🎰🦖🎯🎯