SPDR S&P 500

Hmmm is chips going to continue falling with the arrival of similar Chinese products?

It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.

Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.

📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.

🌟🌟🌟Buckle up! We have arrived at the most exciting week on the calendar. $NVIDIA(NVDA.US)is stepping up to the podium with its highly anticipated Q2 earnings. In another event, the world's central banking elite are packing their hiking boots for the Jackson Hole Economic Symposium where Fed Chair Kevin Warsh will be delivering a defining policy address.

What can investors expect:

Tech optimists are convinced that Wednesday will provide the ultimate fundamental validation to blast the S&P500 straight toward 8,500 by 2027.

If Jensen Huang takes the stage in his signature leather jacket and guides forward revenue into the stratosphere, the entire semiconductor sector will be ignited.

Conversely the Bears are not looking at GPUs. They are staring at the bond market. The US 30 year Treasury Bond yield is near its historic high of 5.33% in 19 years.

The Bears are betting that Kevin Warsh may give a hawkish speech with interest rates higher for longer due to stubborn inflation.

Whatever the outcome maybe, expect fireworks to tear through the trading pits this week.

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

I expect $Meta Platforms(META.US) to continue to underperform the S&P 500 near-term as the outcome of a $1 trillion trial in Northern CA overhangs the stock. Like tobacco litigation 30 years ago, $Meta Platforms(META.US) is being sued by California and a multi-state coalition of attorneys general who have argued that $Meta Platforms(META.US) designed Facebook and Instagram to be addictive to children and teens, improperly collected their data, and misled the public about the platforms' safety. The trial in federal court in Oakland before U.S. Judge Yvonne Gonzalez Rogers who was appointed by Barack Obama is likely to overhang the stock until the advisory jury renders a verdict in October. The advisory jury is hearing the evidence and issues a verdict; the judge is the ultimate decision-maker on liability, penalties, and remedies. On appeal, the case would go to the Ninth Circuit Court of Appeals, which is widely viewed as one of the more liberal circuits in the U.S. federal court system.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.

Gold and BTC rallying. Rotating out of stocks? Minor slowdown and correction? If it is, then maybe it is time to buy any small dip. haha

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.

Shein’s Hong Kong IPO on September 1 could be the market’s biggest show this year. I’m expecting a strong debut—the hype, brand recognition and retail appetite are hard to ignore. But after the initial pop, valuation and regulation could make this a bumpy ride.

This market is like a yoyo. Up down up down. Just watch where the yoyo wants to go. So far trending up. So let’s hope it stays that way. 😊

I have stopped following narratives. If it’s not trade, it’s middle east shenanigan. Non stop wall of worries. Hey wait a minute. Bull markets thrive on that? Is this one? 🤷‍♂️😂

We must watch out for news and move accordingly. Market is very volatile and sensitive. Trump news is always causing some positive and negative impacts.

This week would be volatile as we wait and act on how both interest rate and tariff impose will act directly on the market in the short term. If you bullish overall slowly dca into the stock and have a system like adding a certain amount of money as the stock drops 10-20% to prevent emotion not panic.

Bitcoin has been gaining 30% just over the past month as the cryptocurrency strives to recover. Friday's US & Canada feud continues over the failed talks on tariffs as Trump slaps new 50% tariffs on roughly 20 billion worth of Canadian goods. Ofc Ottawa was not going to sit around and take that as he vowed to match dollar for dollar. This definitely adds to the ongoing inflation concerns, but at this point in time, I think most investors have already gotten used to these antics. Swing trades might want to pay close attention to the updates while long term investors can just chill and dca.

Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

This is classic headline selling. Futures drop, then dip buyers step in. Bitcoin breaking 2.5-year highs shows liquidity is still here. If talks resume Tuesday, risk assets snap back fast.