PDD

It's coming to the end of the month - also where most of the major companies have already reported earnings. As expected, the earnings season has seen some companies rally after posting magnificent results while others slump after posting weaker guidance or simply just due to traders taking profit. It is important to monitor and read in depth into the earnings report of your holdings, but also sometimes the share price don't go as expected due to fear (of say higher capex for e.g.) or just because it was already priced in.

Frencken’s private placement has diluted the share price but I think there is no need to panic. The new capital will give the company a more solid financial position to pursue expansion and mergers and acqusitions.

It will be Fed chairman Warsh’s first speech at Jackson’s Hole and the market will be closely trying to figure out his stance. Hawkish or dovish? I don’t think he will say much but maintain that the Fed will do what is necessary yadah yadah. 🤓

The triple kaiju week is finally ending and the pent up cautious sentiments would be partially, if not fully released. All eyes on the new Fed chair on his lean towards hawkiness or dovishness. It shows the muscle of the market is still the bond market.

Curious and excited for the brand new Fed Chair speaking tonight. Looking out if interest rates drop, will the market respond and SREITS price go up as borrowing costs drop.

Jackson Hole has my attention. With the 30-year yield above 5%, I’m watching how Kevin Walsh responds. This isn’t just a bond-market story—higher long-term rates mean more expensive mortgages, loans and corporate refinancing. If yields stay here, the Fed’s job gets a lot harder.

Jackson hole is probably the most important for this week, although details may be scant

📌 It’s TGIF baby, hope later session wrap up with a good weekend close. A few stocks apparently went UP and hope it continues as it should be, the rest will pick up as swinging is part of this game. 🤺🇺🇸⬆️⛳️