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2025-05-06
I will definitely buy a condominium as prices of property only increases in Singapore. This will make a good investment and also a form of diversification. Definitely no cars as they are depreciating assets. I also don’t have kids to worry about. My current life insurance are already adequate but I might increase coverage. I will set some money for travelling but less so for luxury goods and designer clothing as I value experience more than material comforts. I will put the remaining amount in hedge funds mainly for the sake of diversification and also potentially higher returns. Such sudden wealths are great to boosting lifestyle but also important to manage well and not get into the habit of splurging. But, I don’t buy Toto [Facepalm] @D
TOPSteveWatson: Loving your investment strategy! [Great]
3.94K
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2025-05-04
Fed's interest rate decision - Economic Calendar starting 05May25
Public Holidays China is closed on Monday (5 May 2025) as they celebrate Labour Day. Hong Kong is closed on Monday (5 May 2025) as they celebrate Buddha’s birthday. There are no public holidays in America or Singapore. However, on Monday (5 May 2025), Singapore’s Saturday General Election (2025) will provide “off in lieu” for some business and government agencies. Economic Calendar (05May25) Notable Highlights (some are taken from Grok) The most watched news apart from Tariffs should be the Fed’s interest rate decision. President Trump has put pressure on the Fed to lower the interest rate. Fed Interest Rate Decision (02:00, USD, Previous: 4.50%): The previous rate was 4.50%. Any change in the interest rate, or even the tone of the FOMC statement, will significantly impact markets. A hawki
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2025-05-04
Is Palantir worth a buy? Earnings Calendar 05May25
Earnings Calendar (05May25) The interesting earnings for the coming week involve Ford, Palantir, Rivian, Uber, Disney, Occidental and Coinbase. Let us look at Palantir The stock price has risen by over 432% from a year ago. Technical Analysis recommends a “Strong Buy” rating. The Analysts’ Sentiment remains “Neutral”. The price target is 87.05, which implies a downside of 29.96%. The following Analysis is from Grok. Revenue Growth Trend: Palantir's revenue has grown significantly, increasing from $595 million in 2018 to $2.866 billion in 2024. The 7-year compound annual growth rate (CAGR) for revenue is approximately 25%. Key Milestones: Revenue growth was strong, with increases of 24.7% in 2019, 47.2% in 2020, 41.1% in 2021, 23.6% in 2022, 16.7% in 2023, and 28.8% in 2024, reflecting cons
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2025-05-04
Can the S&P 500 rally be extended - Outlook of S&P 500 (05May25)
Market Outlook of S&P500 - 05May25 From the Daily interval technical indicators, they point to a “Strong Buy” rating for the S&P 500. 18 indicators have a ”Buy” rating and 2 with a “Sell” rating. These are the technical indicators. Now, let us look at the candlestick patterns. The candlestick patterns imply a bearish outlook. Technical Analysis (from Grok): 1. Exponential Moving Averages (EMA) and Moving Averages (MA) Analysis: The price (5,686.67) is above the 8, 13, and 20-period EMAs, indicating a short-term bullish recovery after the recent dip. However, the price is above the 50-period MA (5,582.75) and 200-period MA (5,746.01), suggesting the longer-term trend remains bearish following the correction. The EMAs have converged, with the 8-period EMA crossing above the 13 and 20
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2025-05-06
Apple’s Tariff Trap: Is $200 a Steal or a Sinking Ship?
Apple’s( $Apple(AAPL)$ ) latest earnings dropped like a bombshell, beating Wall Street expectations with $95.4 billion in revenue and $1.65 EPS—yet the stock still slid 3%. Why? CEO Tim Cook’s stark warning: tariffs could slap a $900 million cost on the current quarter, and beyond June, it’s “very difficult” to predict the damage. With shares hovering around $200, the question looms: Is this a golden opportunity to buy the dip, or are you catching a falling knife with more pain ahead? Let’s break it down, weigh the risks, and decide if Apple’s worth the gamble. The Tariff Cloud Over Cupertino Apple’s Q2 earnings were a win on paper: revenue of $95.4 billion (above $94.66 billion expected) and EPS of $1.65 (beating $1.63 forecasts). iPhone sales hi
TOPhoovering around $199.00 and practically NO upward movement!
6.82K
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2025-05-04
Layoffs, US GDP & Tariffs - My investing muse (05May25)
My Investing Muse (05May25) Layoffs, Delinquency & Closure news UPS has revealed plans to cut 20,000 jobs across its U.S. network, while Penske Logistics will eliminate over 300 positions in Missouri. US Xpress in Chattanooga, Tennessee, has also announced 56 job cuts. - FreightWaves Forever 21 is shuttering all 354 of its leased U.S. stores on May 1, 2025. It has been in the midst of massive liquidation sales across the country; sales of up to 60% off were seen throughout April. Mazda will shut down assembly lines for some of its CX-50 production in Canada at its Huntsville, Alabama plant, the first major automaker to halt U.S. production because of the tariffs. - Pedirayudas Layoffs and bankruptcies hit multiple sectors of the supply chain throughout April, as new or soon-to-be-impos
TOPTough times ahead
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2025-05-04
33% of HIMS Float Shorted: Is a Massive Squeeze Brewing for May 5th?
I'm investigating the possibility of a short squeeze in HIMS$Hims & Hers Health Inc.(HIMS)$
TOPWhats the simplified guidance? Buy or stay clear for today? 😬
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2025-05-04
Daily Scoop🍨: Apple (AAPL) Weathers Impact Of Global Tariff Rates 🚀🔥🎉❤️
$Apple(AAPL)$
TOPIncredible insights! Loving the analysis! 🚀❤️
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2025-05-04
Tariff Turmoil Shakes Markets: Top Stocks to Watch Now!
On April 28, 2025, the stock market is navigating choppy waters as U.S.-China trade tensions intensify, creating both risks and opportunities for investors. The S&P 500 ended last Friday at 5,525.21, up 0.74%, marking its fourth straight day of gains, but futures today are down 0.2%, reflecting renewed trade fears. The Nasdaq Composite surged 1.26% to 17,482.94 on April 25, powered by tech, yet tariff uncertainty casts a long shadow. Let’s break down the market’s latest moves, highlight stocks to watch, and pinpoint trading strategies to capitalize on this turbulence. Market Pulse: Trade Tensions Take the Lead The S&P 500’s recent rally is under threat as U.S.-China trade talks falter. China’s partial tariff relief on U.S.
TOPNice Sharing 😁 I'm still Vested with 📈. @Jes86188 @Barcode @koolgal @SherniceXuan 2000 @JC888
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2025-05-04
Apple Cites Tariff Costs: Would You Catch the Falling Knife?
Apple shares fell sharply by 5% after CEO Tim Cook warned of uncertainties surrounding tariff-related costs. Despite beating earnings expectations, Cook stated on Thursday that it remains "very difficult" to predict tariff costs beyond June. The company estimates that tariffs could increase its costs by $900 million for the current quarter alone, assuming no additional policy shifts. Apple closed at $205.35 on Friday, marking a 3.74% decline from the previous trading day. The 52-week range was $169.21 to $260.21. While some investors might view this as a buying opportunity, I remain cautious. Personally, I’m not ready to "catch the falling knife" just yet. Apple (AAPL) Why I’m Not Buying — Yet Tariff Uncertainty Is a Real Risk A $900 million cost burden is not insignificant, especially if
TOPGreat insights! Love this analysis! [Heart]
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2025-05-04
Amazon Beats, But Conservative Outlook: Will Tariffs Drag it Down Further?
Amazon delivered a strong Q1 earnings report. But despite this solid performance, the company issued a cautious outlook for the current quarter, reflecting macroeconomic uncertainty, competitive pressures, and tariff-related risks. While the stock closed at $189.98 on Friday — down from recent highs — I’m not yet tempted to buy. Tariffs: The Unseen Threat to Margins and Consumer Behavior While Amazon doesn’t manufacture most of the products it sells, it is deeply embedded in global trade flows through its retail marketplace. Tariffs, particularly those imposed on Chinese imports, have the potential to increase product prices for U.S. consumers — especially in categories like electronics, household goods, and clothing. If Amazon passes those increased costs onto consumers, its price-sensiti
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2025-05-05
Singaporean Banks: Calm in the Eye of the NIM Storm
Margin Pressure? Hardly a Crisis It’s no secret that net interest margins (NIMs) are under pressure. Rate cuts loom, yield curves have flattened, and the golden age of interest-driven profits may be fading. Yet when I examine Singapore’s banking trio—DBS, UOB, and OCBC—the word resilient still comes to mind. These banks aren’t scrambling; they’re pivoting. And I believe investors expecting a sharp fall from grace may be underestimating their balance, diversification, and dividend discipline. Resilience, not panic, in the face of falling margins Let’s start with the big one: $DBS Group Holdings(D05.SI)$. Yes, its NIM is forecast to decline from 2.13% in Q4 to around 2.05% in Q1, but its loan volume and non-interest income remain strong, and its d
TOPStrong fundamentals
578
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2025-05-05
Daily Charts - S&P 500 got above its 200DMA
1.S&P 500 $S&P 500(.SPX)$ got above its 50 day moving average last week. This week, it will try and get back above the 200 day!!!Image2. NFLX $Netflix(NFLX)$ has now traded green for 11 consecutive days, Netflix's longest winning streak in history 📈📈Image3.Crude Oil $WTI Crude Oil - main 2506(CLmain)$ on track for its lowest closing price since February 2021 📉📉Image4.Warren Buffett's Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ is now sitting on an all-time high $348 Billion in Cash 👀ImageFor whom haven't open CBA can know more from be
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2025-05-05
Market Highlights 💡 - 5 May 2025
Against the backdrop of weak economic growth prospects, renewed attention on China-U.S. trade talks boosted global market sentiment. 🇺🇸 S&P 500 Index: +1.48% 🇺🇸 Nasdaq Index: +1.51% 🇪🇺 Stoxx 600 Index: +1.72% 🇯🇵 Nikkei 225 Index: +1.04% 🇭🇰 Hang Seng Index: +1.74% 🇨🇳 CSI 300 Index: Closed 🇸🇬 Straits Times Index: +0.46% U.S. stocks rose, with both the S&P 500 and Nasdaq Composite up by 1.5%. The Nasdaq posted its second consecutive weekly gain, driven by strong economic data and easing U.S.-China trade tensions. U.S. non-farm payroll data showed the economy added 177,000 jobs in April, exceeding expectations, while the unemployment rate remained steady at 4.2%. Asia-Pacific markets cheered, with the Hang Seng Index rising 1.7% as optimism over trade talks improved sentiment. This hel
TOPThanks for sharing.
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2025-05-05
The U.S. Borrowing Crisis and the Economic War with China
$S&P 500(.SPX)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $NASDAQ(.IXIC)$ While trade headlines have quieted, the economic battle between the United States and China is intensifying behind the scenes. At the center of this quiet storm is America’s growing reliance on debt—and the cracks forming in its bond market. Trump’s Strategy: Tariffs and Tax Cuts Former President Donald Trump’s strategy to bring manufacturing back to the U.S. relied on two major levers: tariffs and corporate tax cuts. The goal was simple—make it more expensive to produce abroad, and more profitable to build at home. In 2017, Trump slashed the corporate tax rate from 35% to 21%. Now, a n
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2025-05-05
Trade War Tangles: Stocks to Watch as Tariffs Tighten!
The stock market on April 28, 2025, is a cauldron of tension as U.S.-China trade negotiations falter, sending ripples across global markets. The S&P 500 closed at 5,525.21 last Friday, up 0.74%, capping a four-day rally, but futures today are down 0.2%, hinting at a cautious start. The Nasdaq Composite soared 1.26% to 17,482.94 on April 25, driven by tech gains, yet trade uncertainty looms large. With earnings season in full swing, let’s dive into the market’s pulse, pinpoint stocks to watch, and uncover trading opportunities amid the chaos. Market Dynamics: Trade Tensions and Earnings Clash The S&P 500’s recent rally faces a test as U.S.-China trade talks hit a wall. China’s partial tariff rollback on U.S. semiconduc
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2025-05-05
AI Stocks Face 'Show Me' Moment. Microsoft Cloud Growth Shines, Amazon Lags.
Many companies suddenly tout AI product roadmaps. In general, look for AI stocks that use artificial intelligence to improve products or gain a strategic edge. $Palantir Technologies Inc.(PLTR)$ Earnings DueWhat's more, data analytics software maker Palantir reports first quarter earnings on May 5. Palantir recently hosted its sixth AI event. Palantir stock has gained 64% in 2025 after soaring 340% last year.While software companies have been slow to monetize AI products, some analysts still expect long-term gains."We believe the worst is behind us for software fundamentals with leading growth indicators stabilizing," said Goldman Sachs analyst Kash Rangan in a report. "We see AI as the sector's key catalyst, especially as focus moves from infra/t
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2025-05-05
Warren Buffett is the Best Investor of All Time
Berkshire Hathaway returned 5,502,284% since 1964 while S&P 500 returned just 39,054%. $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ He has been giving free investing masterclass in Berkshire Hathaway annual meetings since 1970.Here's his 10 best nuggets: 🧵1. The most important thing is the moat.You should find something that takes disproportionately higher market share than competitors. It could be because of:- Brand name- Lower costs- Unique productThen, you have to evaluate whether it's durable.2.Buy businesses that have a high return on incremental capital.Business might have generated a high return on capital in the past but its opportunities may be very limited for the future.You sho
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2025-05-05
What is the breakdown of the shipping lead time? What is our tariff playbook?
This is an article that I have shared on other social media platforms to explain how shipping works. This does not target any business, but it provides an understanding of shipping from China to America. What key activities are involved when an order is placed to import products from China to America? Below is a summary of the lead time breakdown for importing goods from China (Shanghai) to the U.S. West Coast (Port of Los Angeles), followed by a table listing each activity, its estimated lead time, key documentation, and considerations. (This was done with help from Grok LLM.) Some of the activities can run in parallel or be completed within the same day. For example, the receipt of the booking confirmation in the morning can allow the “export” container to be collected in Shanghai in the
TOPFantastic insights! Thanks for sharing! [WOW]
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2025-05-05
The Oracle of Omaha Last Dance Warning
$Berkshire Hathaway(BRK.A)$ Berkshire Hathaway Chairman and CEO Warren Buffett, center, looks at products produced by Precision Castparts as he tours the exhibit floor before presiding over the annual shareholders meeting April 30, 2016, in Omaha, Nebraska. Warren Buffett's retirement as CEO of Berkshire Hathaway at the end of 2025 marks the close of one of the most legendary chapters in investment history. At 94 years old, Buffett confirmed at the annual shareholder meeting in Omaha that Greg Abel, vice chairman overseeing non-insurance operations, will succeed him. Buffett noted that "the time has arrived" for Abel to take over, although he will remain available in an advisory capacity. The final meeting carried a deeply nostalgic tone. Shareho