13F: Buffett and The Big Short Sales, Any Insights From Institutional Moves?
The latest 13F filings are out, and as always, they reveal some interesting institutional moves. I looked into what Warren Buffett's Berkshire Hathaway and Michael Burry's Scion Asset Management did in Q1 2025—not because I'm looking to copy them, but because I find it useful to understand how high-profile investors are adjusting in this market. That said, I don't treat these filings as signals to buy or sell anything. I don't follow moves blindly, and I don't think they tell the whole story. But they can offer useful context—if I filter them through my own judgment. Berkshire Hathaway's 13F filing Berkshire Hathaway exited its positions in Citigroup and Nu Holdings. It also reduce
💰Triple Kill: Stocks, Bonds, Dollar Down; Long Inverse and Volatility ETFs
On Wednesday (May 21st), Eastern Time, U.S. Treasury bonds suffered a massive sell-off, and U.S. stocks collectively plunged.Most large technology stocks fell, with Tesla falling more than 2%, Apple falling more than 2%, Nvidia falling more than 1%, Amazon falling more than 1%, Microsoft falling more than 1%, and Facebook falling 0.25%.At the same time, long-term U.S. Treasury bonds suffered a sell-off, and Treasury yields soared, with the 10-year U.S. Treasury yield rising to 4.59%. The 30-year Treasury yield rose sharply to 5.08%. The U.S. dollar index, which measures the U.S. dollar against six major currencies, fell 0.56% to close at 99.555 points.It can be said that stocks, bonds and currencies were killed in a triple blow.The trigger for this violent market fluctuation was that the i
I think Walmart's $Wal-Mart(WMT)$ warning about potential price increases is a reasonable response to rising import tariffs. As the world's largest retailer, Walmart operates on tight margins and depends heavily on imported goods to maintain low prices. If tariffs drive up the cost of these goods, it makes sense that some of that burden would be passed on to consumers. While it may sound appealing to ask large corporations to absorb those costs, in reality, doing so could significantly impact their profitability and long-term sustainability. President Trump's remark that Walmart should “absorb the tariffs” instead of raising prices oversimplifies a much more complex issue. I understand the political motiva
Market Trends & Macro Sentiment Markets are testing the limits of optimism and patience: SPX The VIX has stayed at bull market levels for 7 consecutive days, the longest stretch since February. The GDPNow model forecasts +2.4% Q2 growth, signaling continued economic resilience. Yield curve signals (10Y-3M spread) imply the Fed could cut by 100bps once inflation cools convincingly. Historically, the Fed has paused rate changes for as long as 17 months, today’s regime may challenge that record. Despite mixed daily performance, $S&P 500(.SPX)$ down 0.3%, $NASDAQ(.IXIC)$ and Dow -0.4%, underlying growth signals remain supportive, particularly in the face of policy uncertainty. Earnings & Valuatio
5 Awful Consequences Of Trying To Invest Your CPF Money | 🦖 #TheInvestingIguana EP866
🟩 📌 Ever thought about investing your CPF funds to turbocharge your retirement savings? Before you take the leap, join Iggy as we dive into the *5 risks of CPF investing you shouldn't ignore!* Packed with insights, this video sheds light on potential pitfalls that could derail your financial plans. From jeopardizing your home ownership dreams to losing your retirement safety net, we explore why playing the CPF investment game can be riskier than you think. 💡 Discover why CPFIS funds often underperform, how opportunity cost affects your wealth-building journey, and smarter alternatives to grow your money without unnecessary risks. Whether you're looking to make sound investment decisions or curious about economic strategies that ensure stability, this video is your guide to navigating the C
It started as a lover but since last year, I set a KPI from SG stocks dividend. Since then, it is my saver. Besides DCA for the stocks, I also monitor which month my dividends are at the lowest as compared to August. Thereafter, I will check which stocks will pay dividends at those months and I will work towards more buying. Every one has their own plan of achieving their objectives, what works for me might not work for you. Just like.. there are many roads that lead to rome.. difficult roads lead to beautiful destinations. @MHh @Wayneqq @HelenJanet @rL
RHB's Overweight Call on S-REITs: Complete Analysis and Investment Strategy | 🦖 EP869
🟩 📈 Ready to unlock smarter investing strategies? In this video, join Iggy as he dives into RHB's latest overweight call on Singapore REITs, packed with insights on which REITs to watch and why this could matter for your portfolio. From falling interest rates and policy stability to the top picks like Capitaland Integrated Commercial Trust (CICT) and Fraser Centerpoint Trust (FCT), this analysis is shedding light on key opportunities in the market. 🌟 Whether you're using CPF, SRS, or just exploring smarter investment decisions, you'll gain valuable financial analysis on how economic trends like declining borrowing costs and stable real estate fundamentals are shaping the REIT landscape in 2025. Learn about the sectors with the most potential—industrial, office, healthcare, and suburban ret
🌟🌟🌟With Bitcoin hitting Over USD 110,000 recently, $Strategy(MSTR)$ can be used as an alternative way to invest in Bitcoin. Instead of buying Bitcoin outright, Strategy has made Bitcoin a core part of its corporate strategy. In fact Strategy is the largest public company to hold Bitcoin. It currently holds 576,230 BTC worth around USD 59 billion. In addition to holding Bitcoin, Strategy is a software company that provides enterprise analytics solutions. Strategy share price is up 34% year todate and in 2024, it has skyrocket by 144%. That is pretty awesome for a software company. @Tiger_comments @TigerStars
SG Earnings Season Wrap-Up: Who Stands Out, Who Falls Short?
Today, Singtel announced a final dividend of S$0.10 per share and launched its first-ever share buyback programme of up to S$2 billion, driving a 4% increase in its stock price.Singtel reported a fourfold jump in full-year net profit to S$4.02 billion, primarily due to S$1.55 billion in net exceptional gains (mainly from the partial sale of its Comcentre headquarters). However, core net profit excluding one-off items rose only 9% to S$2.47 billion.CEO Yuen Kuan Moon stated that through asset recycling and optimizing capital structure, the company is able to return more value to shareholders. The share buyback initiative, together with the enhanced dividend policy, underscores the company’s commitment to improving total shareholder returns.As Singapore's earnings season is wrapping up over
If You Could Only Pick One Tech Giant — Which Would It Be?
Alphabet dropped 30% from its peak this year — but has since rebounded nearly 20% over the past month. Some savvy investors didn’t just hold on — they capitalized on the dip, especially with options.Here are some highlights from our community:🎉 Huge congrats to @Blackpirate for locking in $3158 in profits by sell a $Alphabet(GOOGL)$ put.🎉 Huge congrats to @rainer0707 for securing 447% returns by buying a $Alphabet(GOOG)$ call. 💡 A quick options refresher:Sell Put: Ideal if you're comfortable buying the stock at the strike price or believe it won’t fall below that level.Buy Call: Use leverage to a
Let’s check out the top movers after earnings!1. $Snowflake(SNOW)$ Surged 10%: Strong earnings, raised guidance, and strategic positioning in the AI-driven data marketEPS: $0.24 vs. $0.21 (Beat by 14.3%)Revenue: $1.04 billion vs. $1.01 billion (Beat by 2.97%)Full-year earnings guidance: Raised to $4.325B (from $4.28B), implying 25% YoY growth, topping the $4.29B estimate.CEO Sridhar Ramaswamy emphasized the company's mission to empower enterprises through data and AI:"Snowflake’s mission is to empower every enterprise to achieve its full potential through data and AI. Our focus on making the Snowflake platform easy to use, to enable fluid access to data wherever it sits, and trusted for enterprise-grade performance, is what makes us differentiated
$NIO Inc.(NIO)$ Can Nio be profitable this year? Management need to give more insight on how they can achieve that given the car sales to date is not promising. Management must deal with the reality that car sales may not be fantastic in the coming months. Current share price is a testament of Nio performance. Wake up everybody! 🥒 🥒 🥒
Hello everyone! Today i want to share some techncial analysis with you!Food Empire Holdings: Riding Asia’s Coffee Boom📊 1Q25 Top-Line Surge Revenue climbed 16.3% year-on-year to US$136.6 million, a record first-quarter haul. Management pointed to stronger demand for instant coffee in Vietnam and Kazakhstan plus selective price hikes that offset higher green-bean costs.🌏 Southeast Asia Overtakes RussiaFor the first time, Southeast Asia became the group’s largest region, contributing US$40 million (+33.8 %) and edging past Russia’s US$39.4 million. The shift reduces rouble exposure and geopolitical risk while deepening ties to fast-growing ASEAN consumption trends.💰 Dividend Sweetener & FY24 EarningsFY2024 normalized net profit eased 11.4 % to roughly US$50 million after forex headwinds,
I believe musk’s commitment to Tesla and the final arrival of the robotaxi will recharge Tesla’s stock. He will now be able to focus on building and driving Tesla and address the slump in sales in the European market. This is what investors want to see. I am glad he also will give less political donations as this also signal his focus back on Tesla and incur less hate from Americans. He must have realised that his involvement in politics did not pay off well. The robotaxi is longgg awaited. It kept getting delayed. This will be helpful in its fight against the other companies and this is the next hot development. I do hope the robotaxi will be launched in June. The faster it can launch, the bigger chance it will be for Tesla to be the lead and gain foothold in the market. I believe Musk’s
The market’s alive and kicking on May 21, 2025, with blockbuster earnings, global shifts, and a sprinkle of chaos lighting the way. Whether you’re chasing gains or dodging risks, today’s lineup of stocks to watch is loaded with potential. From SaaS heavyweights dropping earnings bombs to crypto and AI champs riding massive waves, here’s what’s moving, why it matters, and how you can play it. 🌍 Market Movers: What’s Hot Today? U.S. Shake-Up: Credit Crunch Meets Trade Wins Moody’s just downgraded U.S. credit from AAA, rattling bond yields and sending futures into a brief tailspin. But don’t panic yet—the S&P 500’s holding firm, up 5% this month, thanks to a U.S.-China tariff truce. Tech’s leading the charge, with Nasdaq futures hinting at a 1.2% pop. Keep an eye on volatility if yields c
GOLD (XAUUSD) Elliott Wave : Buying the Dips at the Blue Box Area
Hello traders. As our members know, we have had many profitable trading setups recently. In this technical article, we are going to talk about another Elliott Wave trading setup we got in GOLD. The commodity has completed its correction exactly at the Equal Legs zone, also known as the Blue Box Area. In this article, we’ll break down the Elliott Wave Forecast and explain the logic behind the trading setup in detail. GOLD Elliott Wave 4 Hour Chart 05.12.2025 The pull back looks incomplete at the moment. The price action suggests that GOLD is still doing a correction in the form of a double three (WXY) structure. We expect another leg down toward the 3136.56 area, where we are looking to re-enter as buyers. As the main trend remains bullish, we anticipate at least a t
The short-term Elliott Wave analysis for EURUSD indicates that the correction from the April 21, 2025, high has concluded with wave (4) at 1.1059. From the wave (3) peak, the decline unfolded as follows: wave W ended at 1.1265, wave X at 1.1381, and wave Y, structured as a zigzag, completed at 1.1059. Within wave Y, wave ((a)) reached 1.1196 and wave ((b)) hit 1.1292. Wave ((c)) lower concluded at 1.106, finalizing wave Y of (4). The pair has since turned upward in wave (5). From the wave (4) low, the rally in wave ((i)) is developing as a five-wave diagonal pattern. Wave (i) peaked at 1.1265, followed by a pullback in wave (ii) to 1.1128. Then wave (iii) advanced to 1.1288, and wave (iv) retraced to 1.1215. Wave (v) is expected to conclude soon, completing wave ((i)) in a higher degree. S
$UnitedHealth(UNH)$ UnitedHealth Group (UNH), once a quiet rock in your portfolio, just hit a speed bump. After a powerful rebound from its early-year lows, the rally screeched to a halt following a well-timed analyst downgrade. Now, with UNH hovering near the critical $300 level, investors are left wondering: Is this a healthy pullback — or a warning sign to get out before the chart codes blue? What’s Going On? UNH’s rally was impressive, bouncing back over 20% from YTD lows as optimism returned to the healthcare sector. But a recent downgrade citing margin pressures, Medicare challenges, and potential regulatory headwinds hit the brakes. Investors fear the glory days of smooth premium growth and defensive stability
$Tesla Motors(TSLA)$ Elon Musk is staying. And not just for a quarter or two—he’s pledging five more years at the helm of Tesla. For a company so tightly intertwined with its founder’s identity, that’s no small signal. Musk’s 5-year commitment comes at a crucial time. After a turbulent period that saw Tesla’s stock swinging between hope and hype, this announcement is more than just job security—it’s market confidence. Investors have long priced in Musk’s vision, and now that vision has a firmer roadmap. So what does this mean for Tesla stock? 1. Leadership Stability = Investor Relief For all his volatility, Musk remains the innovation engine of Tesla. His staying power could restore stability in sentiment, helping i
CATL Surging! Is HK IPO the Sure Way to Make Money Now?
Hong Kong’s IPO market is blazing a trail in 2025, turning heads with blockbuster debuts and hefty gains. Leading the charge, Chinese battery titan Contemporary Amperex Technology Co. Ltd. (CATL) soared 16% on its first trading day, cashing in HK$35.7 billion ($4.6 billion) in the year’s biggest global IPO. This isn’t a one-off—nearly half of Hong Kong’s new listings this year have kicked off with gains, with only Greentea bucking the trend by dipping below its issue price. Meanwhile, the U.S. stock market is climbing back to dizzying heights, but whispers of uncertainty linger. Could Hong Kong IPOs be your golden ticket to profits, or is this boom too hot to handle? Let’s dive in. 🚀 CATL’s Explosive Launch Fuels the Hype $CATL(03750)$ CATL didn’