Target

During Fed chair Warsh's press conference after the Jul meeting, he repeated pointed to the elevated bond yields as a market driven tightening and hence Fed could fold their hands for the moment. However, Treasury secretary Bessent just served the tennis ball back when he announced yesterday that bond buy backs would be minimally doubled. Is Mr Bessent triggering the "test the new Fed chair" rite of passage?

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.

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.