To The Moon

Every once in a while, I’m reminded that many investors haven’t lived through a normal recession or market decline in their investing lives. 2020 doesn’t count, in part because the market recovered in a few months and there was nothing “normal” about 2020.2008 and 2009 were the last real recession we had in the U.S. and someone who started their investing journey at the market bottom in 2009 at 22 years old would now be 38 years old!To say that the last 16 years of stability and prosperity for investors are an outlier would be an understatement. The only major pullbacks in that time were a short drop when COVID hit and the popping crypto/SPAC/ZIRP speculation in 2022. But there hasn’t been a normal recession since 2009.Zoom out to the beginning of the century and the last 16 years look lik

$UtdHampshReitUSD(ODBU.SI)$ Basic Profile & Key Statistics Key Indicators Performance Highlight Gross revenue remained stable, but NPI declined slightly due to higher property expenses. Combined with rising finance costs, distributable income and DPU saw a YoY decline. Divestment On 14 August 2024, UHREIT divested Lowe’s and Sam’s Club within Hudson Valley Plaza at a premium above purchase price and book value. On 16 January 2025, UHREIT completed another divestment of Albany - Supermarket at valuation but above the purchase price. Related Parties Shareholding REIT Sponsor's Shareholding: Less Favorable REIT Manager's Shareholding: Less Favorable Directors of REIT Manager's Shareholding: Favorable Lease Profile Occupancy: Moderate Highest A

1.Pick of the Pack — Global Equity ValuationsThis month’s pick of the pack is a chart showing valuation indicators for the 3 major chunks of global equities...The key point is US is rolling over from extreme expensive, and RoW is cheap $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ Image2.LatAm Equities are starting to look very interesting...This chart showing improved technicals and earnings momentum + combined with the backdrop of cheap valuations makes for a compelling bullish setup.Image3.Here's the annual chart for the $Cboe Volatility Index(VIX)$ -sure seems to move in cycles-looks like we're at/near a cycle base-certainly can think of some catalysts...Image

Broadcom Options Volume More Than Quadruples After AI-Fueled Earnings Beat $Broadcom(AVGO)$   options volume more than quadrupled Friday after the semiconductor giant released quarterly financial results that surpassed analysts’ estimates, buoyed by strong demand from artificial intelligence (AI).  The company that supplies to $Apple(AAPL)$  , $Alphabet(GOOGL)$   and $Meta Platforms, Inc.(META)$   saw its shares jump 8.6% to close at $194.96. That made Broadc

Public Holidays Singapore, Hong Kong, China & the USA have no public holidays in the coming week. Economic Calendar (10 Mar 2025) Economic Calendar Notable Highlights JOLTs Job openings (Jan) will be shared. The previous number was 7.6 million. This coming update will help us understand the job market outlook and serve as a data reference for the Federal Reserve when making its next interest rate decision.  The Core CPI and CPI should be the most watched economic data. The Consumer Price Index (CPI) is one of the references used for Inflation. The last CPI (YoY) was 3.0%. If inflation remains stubborn, it could affect the Federal Reserve’s upcoming interest rate decisions, likely causing some volatility in the market. The PPI data will also be released in the coming

The Hang Seng Index (HSI) has been making a strong comeback, fueled by policy support, improving sentiment, and a rebound in Chinese equities. With markets in the West facing economic uncertainties, some investors are asking: Can HSI rally toward the key 30,000-point level? Bullish Case: The East is Rising China’s Policy Boost The Chinese government has stepped up support for the economy, from interest rate cuts to market-friendly reforms. Additional stimulus measures could further boost investor confidence. Valuation Rebound HSI stocks are trading at historically low valuations, making them attractive to long-term investors. Foreign funds are beginning to flow back into Chinese markets, reversing last year’s outflows. Sector Strength Technology and financial stocks are leading the rally,