To The Moon

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Global Exporters in Crisis: The Devaluation Race Begins The effects of America's trade war are now surfacing in unexpected ways, extending far beyond direct tariffs. Central banks worldwide are in a state of panic as the slowing U.S. economy leads to reduced demand for the dollar. Since Trump took office, the dollar has been steadily weakening, approaching its 2014 lows. This marks the third consecutive month of decline, with the trend likely to persist for at least another quarter. Because global trade is still primarily conducted in U.S. dollars, this depreciation creates a major problem for everyone. For the U.S., a weaker dollar means higher domestic inflation, as

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The U.S. Economy’s Fragile Foundation If there’s a single, ultimate indicator of the health of the U.S. economy, we might have found it today. The economy often appears to be a complex system, but at its core, one simple equation holds true: U.S. deficits prop up economic growth. The Unsustainable Growth Model Last year, the U.S. ran a deficit of 6.4% to generate just 2.3% GDP growth—meaning every dollar of government spending produced less than 50 cents in real economic progress. This is clearly unsustainable. So, what happens if we pull the plug and dramatically cut government spending? We risk collapsing the primary driver of growth. Bessent’s Vision: A Controlled L

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The U.S. Needs More Debt Buyers The economic outlook for the world’s largest economy is becoming increasingly grim. Since the onset of the trade war, projections have steadily worsened, and now, even the Federal Reserve’s own estimates suggest that the U.S. economy is contracting by 1.8%, a sharp reversal from the 2.3% growth recorded the previous year. This decline was inevitable—when government spending is cut amid a trade war, domestic consumption suffers. Americans are becoming increasingly concerned about their financial future, and consumer sentiment is plummeting back to its 2022 lows. The effects of this shift are being felt across the economy. As people tighte

Rationale for the Rights Issue The rights issue aligns with FCT’s growth-oriented strategy and financial prudence: Funding the Northpoint City South Wing Acquisition: The S$1.17 billion deal increases FCT’s ownership of Northpoint City to 100%, consolidating its control over one of Singapore’s largest suburban retail complexes (combined NLA of ~1.1 million sq ft). This acquisition taps into a stable, necessity-driven shopper base in Yishun, enhancing portfolio resilience. Portfolio Synergies: Owning both North Wing (already 100% owned) and South Wing allows FCT to optimize leasing, marketing, and asset enhancement strategies across the integrated complex, potentially boosting rental income and operational efficiency. Maintaining Financial Flexibility: With gearing at 36.1% post-divestments

$Carvana Co.(CVNA)$ Evaluating Carvana’s Potential Carvana is an intriguing company to evaluate. It operates within the vast used car market but currently holds only about a 1% market share of this enormous opportunity. The used car market is also highly inefficient, which allows companies like Carvana and CarMax to step in and improve information transparency, easing concerns from potential buyers about purchasing used vehicles. However, the question remains: should long-term investors consider buying Carvana stock today? In this video, I will address that question by examining the company's revenue growth, profit margins, and returns on invested capital. I will also discuss recent strategic missteps that cost the company significantly post-pande

$Target(TGT)$ Today, I’ll be discussing Target stock, which has dropped over 22% year-to-date. It’s shocking to see such a well-regarded company trading at its five-year low, up only 11% over that period. I'll be analyzing whether this presents a generational buying opportunity for investors or if Target is simply a value trap to avoid. There's been a lot of interest in the stock, especially among dividend investors and users on X, so I want to share my thoughts. Earning Overview Strong Earnings Report, But A Weak Outlook Despite a solid earnings report—beating expectations with earnings per share of $2.41 versus $2.26 and exceeding revenue forecasts—the broader outlook for Target remains concerning. Sales and Revenue: Net Sales: $30.9 billion, a 3