Why Singapore Investors Should Take Albert Edwards' "Everything Bubble" Warning Seriously | 🦖 #TheInvestingIguana EP995
🟩 🚨 **7 Warnings for Singapore Investors: The Bubble is Here!** 🚨 If you're investing in Singapore, this is your must-watch video! Join Iggy as we dive into Albert Edwards' "everything bubble" warning and uncover seven crucial insights that could change the way you manage your portfolio. From skyrocketing valuations and housing market anomalies to the Japan carry trade trigger, this video is packed with insights to help you safeguard your wealth while positioning for future opportunities. Whether you're invested in REITs, US stocks, or Singapore blue chips, this financial analysis sheds light on the risks hiding in plain sight. 📉 Learn how to stress-test your portfolio, reduce exposure to overvalued assets, and build defensive positions using Singapore’s unique tools like high-yield saving
Like many retail investors, I’ve found myself bagholding a few stocks, still holding on, deep in the red, waiting for a turnaround. And sometimes, in moments of irrational hope, I imagine one of them catching fire on social media, going viral on Reddit, and suddenly mooning to the stratosphere. The idea of my stock becoming the next GameStop or AMC is a tempting fantasy. But if I’m being honest, I know that’s not likely. There are only so many meme stock darlings, and the odds of lightning striking my portfolio are slim. That said, when I’m picking stocks, “meme potential” isn’t part of my investment criteria. I focus more on fundamentals—revenue growth, profitability, debt levels, and the broader economic conditions. It’s the approach that makes the most sense to me. However, just because
$iShares China Large-Cap ETF(FXI)$$Apple(AAPL)$$SPDR S&P 500 ETF Trust(SPY)$ 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,
$Johnson & Johnson(JNJ)$$BETASHARES GB QUAL LEADERS(QLTY.AU)$$Spdr S&P Biotech Etf(XBI)$ 🚨💊 Pharma Rotation Alert: I’m Watching $JNJ for a Structurally Engineered Breakout Into 2026 📈🧬 I’m watching Johnson & Johnson not as a dividend fallback, but as a historically repeatable, structurally aligned breakout candidate into late 2026. This isn’t just about mean reversion. It’s about a long-cycle oncology reinvention with a technical chart that’s whispering ahead of the headlines. 📉 Multi-Decade Structure: When Patterns Speak, I Listen The long-term JNJ chart reveals something subtle but powerful: over a 15-year cycle, the stock has adhered to symmetri
$Strategy(MSTR)$$CME Bitcoin - main 2508(BTCmain)$$CME Ether - main 2508(ETHmain)$ 🚀🌐📊 Ethereum Is Climbing, Bitcoin Is Coiling, and the Liquidity Wave Is Just Beginning 📊🌐🚀 I believe we’re standing at the edge of a decisive crypto expansion, where fundamentals, policy, and positioning are finally converging. But let’s be clear: this isn’t blind euphoria. It’s calculated momentum, and the next leg up won’t be slow. 🔍 Setup: $ETH is pushing toward the $4,000 magnet. Current price: $3,849.98 (+2.86%). RSI is firm at 86.15 on the weekly, and MACD continues its vertical lift with strong histogram confirmation. Volume profile shows acceptance above $3,700
OCBC: Strength Beyond Margins, Poised For A New Chapter
🌟🌟🌟As interest rates normalise across Asia, margin compression is pressuring Singapore banks but OCBC $ocbc bank(O39.SI)$ remains resilient. With Q2 2025 Net Interest Margin (NIM) expected at 1.96% down 24 bps year over year, the key drivers are softening benchmarks like SORA and HIBOR and a strategic shift towards high grade, lower yield assets. Yet OCBC's 6.2% year over year loan growth will help to offset the decline, reflecting disciplined expansion. More importantly, non interest income is proving its mettle. Despite anticipated moderation in insurance income (SGD 270 million) and trading, OCBC's fee income jumped 14% year over year in Q1 25, led by 20% growth in wealth management.
Market Overview: Optimism Lifts Wall Street While Asia Struggles Global markets presented a mixed picture on July 25, 2025, with U.S. equities posting solid gains on trade and policy relief, while European and Asian markets wrestled with uncertainty. Strong corporate earnings in the U.S. and political reassurances from President Trump bolstered sentiment, even as investors remained cautious about trade developments with the EU and macro signals from Asia. U.S. Markets: Relief Rally on Powell Support and Earnings Strength U.S. markets rose across the board, with the Dow Jones Industrial Average $DJIA(.DJI)$ gaining 208.01 points (+0.4%) to close at 44,901.92, and the S&P 500
Tokenisation Tides: Why I’m Watching Solana and XRP as Blockchain Grabs Wall Street’s Attention
There’s no denying it—blockchain has crept its way into institutional boardrooms. Asset managers are no longer just dabbling; they’re actively prototyping on-chain strategies. But before we get carried away, let’s be clear: this isn’t a gold rush. It’s more of a cautious toe-dip into tokenised waters. Still, two chains—Solana and XRP—have caught my attention for how they’re positioning themselves in this slow-burn revolution. Not because they’re flawless. But because they’re relevant. And in crypto, relevance is a form of momentum. Where finance meets code—one block at a time Solana’s high-speed pitch to TradFi comes with baggage Solana has evolved into a serious contender for real-world asset (RWA) tokenisation, with a compelling mix of low fees, blistering transaction speeds, and a devel
Do you have COINBASE? Preview of the week starting 28 July 25
Economic Calendar: Key Market Movers (week of 28Jul25) Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. The upcoming week features several critical economic announcements that will shape market sentiment and influence central bank policy. United States Federal Reserve Interest Rate Decision: The Federal Open Market Committee (FOMC) is widely expected to maintain the federal funds rate at 4.50%. This decision will be the week's most closely watched event. Inflation Data: The Core PCE Price Index, the Federal Reserve's preferred inflation gauge, will be released and closely scrutinised for its potential impact on future monetary policy. GDP Growth: The Q2 US GDP report will provide insights into economic performance, with a weaker-than-expected outcome
I find the recent upgrade of Palantir PT to 175 dollars by Piper Sandler quite intriguing. The 3% rise in its stock price following the overweight rating shows strong market confidence. It seems like a solid move, and I appreciate the detailed analysis tying it to the recently passed big and beautiful tax bill in Congress. I am particularly impressed by how Palantir $Palantir Technologies Inc.(PLTR)$ stands to benefit from Trump's tariff policies and the Made in America manufacturing reshoring agenda. This alignment with key economic policies makes it a top stock to consider for investors focused on AI. I believe this positions Palantir favorably for future growth, which supports my bullish outlook. My vi
The Market Runs on Fear: Why Panic, Not Profit, Moves Stocks
$S&P 500(.SPX)$ Introduction: Rethinking the Market's Emotional Engine For decades, conventional wisdom has portrayed greed as the dominant force driving equity markets. After all, euphoric bull runs, speculative manias, and soaring valuations are easy to romanticize. But beneath the surface of every market cycle lies a far more powerful and persistent emotion: fear. It is fear—not greed—that governs the timing, scale, and momentum of most market movements. From the panicked sell-offs of 2008 and 2020 to the silent rotations in 2023 and 2024 amid rising interest rates and geopolitical uncertainty, fear exerts an invisible hand. While greed may define the peaks, fear defines the floors—and often determines who stays solvent long enough to recov
I'm really excited for the SG60 celebrations, especially the events at The Meadow at Gardens by the Bay. With jazz bands, nostalgic games, and giant food sculptures, it sounds like a fun and uniquely Singaporean experience. I’ve already registered to get the Fun Pack—can’t miss that! It’s great how many free events are available for everyone to enjoy. One of my favorite National Day memories was watching fireworks at Marina Barrage with friends. We brought snacks and enjoyed the aerial displays and fireworks under the open sky. The energy and unity of everyone there made it a truly special night. I didn’t manage to get NDP tickets this year, but with live screenings at places like Sports Hub and Marina Barrage, I’m still looking forward to the celebrations. From museum exhibits to the Jew
Building Momentum: Why D.R. Horton Shares Jumped 17% After Q3 2025
$D.R. Horton(DHI)$ Driving Higher Despite a Cooling Housing Market When D.R. Horton reported fiscal Q3 2025 results in late July, its shares surged nearly 17% in a single day — the biggest gain since 2009. In an otherwise weak housing environment marked by affordability headwinds and sluggish demand, the company delivered better-than-expected earnings, tight margins, and confident guidance. Investors responded to the combination of operational discipline, margin resilience, and aggressive capital returns — and rewarded D.R. Horton with a sharp rebound. This article explores the company’s recent performance in depth, breaking down current fundamentals, key metrics, market reaction, investment highlights, and whether now is the right time to buy, hol
This observation highlights a key concern in the current earnings season: market sentiment is fragile, and investor expectations are elevated. Even strong results are met with tepid responses, suggesting that much of the good news is already priced in — or that investors are increasingly cautious about macroeconomic headwinds, rate path uncertainty, and valuation risk. Let us consider the upcoming Mag 7 earnings catalysts from Meta (META), Amazon (AMZN), and Apple (AAPL): --- 1. META (Meta Platforms) Expectations: Solid growth in AI-driven advertising, user engagement across Instagram and Threads, and further monetisation of Reels. Risks: Rising costs from Reality Labs, regulatory pressures in the EU, and potential ad pullbacks in a softening global economy. Impact Potential: Meta could im
I am excited to share my thoughts on the question of whether NVIDIA $NVIDIA Corp(NVDA)$ or AMD $Advanced Micro Devices(AMD)$ will hit $200 first, based on the information provided. The post highlights AMD's recent 2% jump on Friday, closing at $166, which shows strong momentum. It also mentions Alphabet's $10 billion capex as potentially bullish news for NVIDIA, given the interconnected tech landscape. With big tech companies set to release earnings in the coming weeks, there's speculation about increased capex, which could further influence both companies. Personally, I believe NVIDIA will reach $200 first, and I'd like to elaborate
Meta vs. Microsoft: Can AI Fuel Another Blockbuster Quarter?
As the Q2 2025 earnings season heats up, all eyes are on Meta Platforms ( $Meta Platforms, Inc.(META)$ ) and Microsoft ( $Microsoft(MSFT)$ ), two tech titans set to report on July 30, 2025. Analysts expect both to deliver roughly 14% year-over-year growth in revenue and earnings, driven by their AI and cloud prowess. Meta’s projected $44.79 billion in revenue and $5.86 EPS, alongside Microsoft’s $73.81 billion and $3.38 EPS, signal robust momentum. Yet, with Meta’s stock at $590 and Microsoft’s at $435, investors are asking: Which is the better buy, and are they still cheap? This report dives into their earnings outlook, valuation metrics, and strategic investment approaches to seize opportunities while n
Meta & Microsoft Earnings: AI Keeps Delivering, But Can the Momentum Hold?
$Meta Platforms, Inc.(META)$$Microsoft(MSFT)$ In an era increasingly defined by artificial intelligence, two of the world's most powerful tech companies—Meta Platforms (META) and Microsoft (MSFT)—are emerging as dual powerhouses of AI infrastructure and monetization. With the July 2025 earnings season in full swing, both firms once again posted results that reinforced their leadership in the AI arms race. And while topline growth remains healthy, a deeper look reveals diverging paths in capital intensity, business model adaptability, and near-term investor sentiment. For shareholders and prospective investors, the question now becomes: has AI-driven growth already been priced in, or is there more upside
Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?
$Apple(AAPL)$ Apple and Amazon $Amazon.com(AMZN)$ , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo