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基於長橋（新加坡）綜合賬戶計算

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IreneLee

The winning streak is expected give months of selling pressure. However the ceasefire have not changed anything fundamental, the straits is not opened. Do not be fooled! 

I think the market is too optimistic about the Iran war. The fact is 20% of the oil is missing form the system for 2 months. How is this not making an impact to the investment world? INFLATION!!! 

Trump extending the ceasefire clearly shows he is choosing the diplomatic option. Market will continue to rally as the negotiations continue! 

I think big tech earning is strong. Especially meta whereby revenue is strong and stable. Among the 7, it is the most undervalued company! 

Will the SPY be green or red by end year? 

The MAS is clearly slow to react, in addition the equities market is rallying from the ceasefire. Maybe the inflation won't be that bad? Should we be taking signals from these 2 market participants? 

All of big techs are crumbling, things are rotating out. Better to be defensive! 

the major forums in China will be shadowed by the Iran war. Even if anything major happens, it will not change the market outlook. It's all headwind from now on. 

Everything hinches on the war now, no one cares about earnings anymore. It's a break or make moment mates! 