杀无赦
2026.07.23 08:10

I'm cautious. Singapore’s economy is steady but not booming. The STI’s record highs are more about capital flows and sector leadership than a broad growth surge. This is a technically impressive breakout, but it’s narrow, valuation‑rich, and earnings‑dependent. The sustainability hinges on whether August’s bank results can broaden confidence beyond financials.

Longbridge - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due

The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...

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