What's on your mind?
$Global X Copper Miners(COPX.US) Demand for copper has skyrocketed due to both renewable energy needs and the data centre buildout. Supply cant catch up in the short term. Prices has rose significantly. Buy and hold until underlying factors supporting the demand changes
IMPORTANT MACRO STATS TODAY:
1. Alphabet $Alphabet(GOOGL.US) is lining up a ~$15B multi-tranche bond deal, including ultra-long paper out to 2066 priced around +120 bps over Treasuries — strong signal of demand for duration at scale. Basically, everyone wants to buy Google's debt. 2. ChatGPT traffic hit 5.72B visits in Jan 2026, the 4th-highest month ever: +3.7% MoM rebound and +48.7% YoY, the fastest growth among the world’s top 10 sites. Good for $Microsoft(MSFT.US) $Oracle(ORCL.US). 3. Single-stock short selling just logged its largest weekly print on record (back to 2016) as per Goldman Sachs. Maybe...the shorts have to cover soon? Maybe they started covering on Friday?4. Bloomberg reports Chinese regulators are urging banks to cut back U.S. Treasury exposure due to volatility. 10yr still hovering around 4.2%. Trump needs to get yields down. 5. Retail continues to go into hard assets: $GLD saw +$16B inflows over the past year, with $9B in just 5 months (56% of annual total). $SLV pulled in +$4B from individuals. I sold my $COPX for a 10% move two weeks ago, I just think the metals are becoming too volatile and plenty of stocks offer that volatility without needing to pile into the metals. 6. U.S. consumers have more credit than ever before December credit rose +$24B to a record $5.11T; revolving credit (cards) jumped +$13.8B, the highest since Nov ’22. Ultimately, we've been seeing headlines like this for a year now -- until we see an issue in the labor market, not sure if this would matter as much. 7. Cash is piling back into sidelines as Money-market fund assets are +$85B week over week, snapping a two-week trend of MMFs showing net outflows. People are heading to cash after last week's volatility but maybe some stability this week will bring that cash back into markets. $7.8T still on the sidelines!Source: amit
I predict ai bubble will burst this year!
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
I've already positioned myself for Fed cuts last year and hope for more interest rate cuts this year! I've bought into SG Reits and see myself as a dividend investor. The more dividends, the merrier! Reits thrive in a low interest rate environment. I plan to stay invested in SG Reits and hold for the long term. Cheers!
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
I don't invest in cryptocurrencies and never will because I don't understand how it works. To me, it's a very volatile, risky and unregulated trade. A wise man once said, "Don't invest in what you don't understand..". We will only end up getting our fingers burned! The word "crypto" starts with the letters "cry..". Crypto investments will only make us CRY, hahaha! I rather trade in something that I understand & sleep well every night.
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
I don't think AI's progress is a bubble. AI is going to develop quickly as the system is programmed to learn and grow as rapidly as possible. Investors should be controlled and measured in their investment of AI. Limit a budget when investing in AI or any sector, stick to it and invest within your means and what you can afford to lose.
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
IMO metals such as gold and silver are more of fear trades indicating uncertainty. Technically they are in their third waves and historically a risk off move. I am expecting a fourth wave soon as risk on trade returns.
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
With more FED rate cuts expected in 2026, SG Reits will benefit from lower borrowing cost, higher DPU. Fully vested into dividend income Reits sectors to ride the gradual waves. As more Investors looking for steady income in an ever risky environment, Reits should hold well on its own. Not financial advise, just sharing my Reits journey.
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
Softbank going all in on OpenAI along with other major tech companies is something worth closely monitoring
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
The soaring silver market will inevitably affect other rare metals, but the trend is very risky, so be careful.
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
