【Day 8】Investment Journal

So far, both the Hang Seng Tech index and BTC have been showing strong momentum. That usually signals that liquidity conditions are supportive, or at least not tightening further. When risk assets like these start moving together, it often suggests capital is becoming more comfortable taking exposure again.

Because of that, I’m starting to look more closely at potential alpha opportunities in the IGV software space. If liquidity keeps improving, software names could respond well.

That said, oil continuing to grind higher is still a bit unsettling. Rising energy prices can quickly change the macro narrative and put pressure back on risk assets.

@Bridge Buzz SG