First Reit

Warsh is now an important variable in the market. The market is inevitably experiencing early growing pains. Warsh says the market needs to learn to walk on its own, but the market is now taking one step forward and three steps back, like climbing Mount Everest without an oxygen tank. Although it might not be taking medicine, the timing could be very cruel.

The market looks to settle down after Trump's "temporary peace" with Iran. Definitely not deploying too much at this stage without technical confirmation as the markets are still trading on headlines. Dca carefully into long term stocks while holding some for future drawdown.

The market looks like it wants to pullback but the dip keeps getting bought which is rather impressive to be honest. But the capital is rotating within specific names so it is still wise to be cautious.

The AI cycle is still in its early innings so despite all the clamours for a bubble, I believe it still has a long runway ahead. However, valuations are getting a bit steep so when a big pullback happens, expect good discounts.

The AI theme is still hot. It is probably opportunistic to accumulate on dip, but remember to run and take profits whenever possible. This is a wider strategy in this volatile market. Good luck everyone!!!

AI is shifting from hype to execution. Strong semiconductor demand backed by Korea's investment commitment and Singapore's export strength suggests the infrastructure buildout is still underway. The next phase will depend less on capex announcements and more on whether companies can translate those investments into sustainable earnings

The market is always forward looking and I feel it is overreacting to the worries about capex spending. I expect there will be another wave up later on.

The market breadth is getting narrower and the AI narratives are connected as a series circuit which can either self-reinforce a bull case or trigger a mass panic when the bear takes control.

I do not think the FOMC will cut or hike interest rate, it should remain the same. I think it is a good idea to get exposure into equities. The bull is still in control!