YZJ Maritime

Healthy! Not so bad, right?

I personally think the market especially AI stocks is overheated. I trust the reported earnings and the real contributions from AI. The current overall sentiment is too optimistic and does not seem to fully account for current geopolitical risks. Time will tell.

Today is Friday, so do avoid opening too many positions. You never know when Donald Trump might move the market with a tweet🤭.

Is Trump giving such good news to depress the oil prices just to jack it up again if war-ending negotiations fail again????

only he will know cos everything hinges on his actions... to accept peace deal or not.

Trump said the U.S.-Iran peace deal is "very close," and Iran agreed not to develop nuclear weapons for 20 years — the market rose on hopes for peace.

The stock market has been volatile due to Middle East tensions, which almost overshadowed the earlier market fluctuations caused by fears of an AI bubble. The outlook for the Middle East remains unclear and not optimistic for the coming weeks or even months.

1. still a lot of uncertainties for the peace deal.

2. Tech is overheating.

3. Streaming fatigue.

My personal thoughts. Thanks.

I think the market is being too optimistic, again always be cautious, keep the law of having 70% stock, 30% cash. Happy trading.

While higher interest rates are usually good for banks, stagflation is a different story. Stagflation is inflation occurring at the same time as rising unemployment and a slowdown in the economy.

it depends on how long oil price stays above 150. if it's just a short spike, then it's just a nasty road bump and passengers on the vehicle will go back to their slumber again, having been fatigued and numb to the undulating road

Not chasing this rally. Expecting a pullback pretty soon and will look at how price behaves before deciding on cash deployment. Stay safe!