In absolute no surprise , the -To The Moon - Tiger Brokers Online Investing Community - To The Moon

In absolute no surprise , the FED hiked the interest rate and they expect 1 more hike this year . we see spillover effect into the Singapore market where the spot SORA moved from 1% to 1.2% or so. However forward looking Sora Interest rate swaps are pricing in movement of 1.7% for the next year .

However , lots of uncertainty remains as Iran war is not yet settled , and US mid terms elections are coming out soon. If the Democrates win , i predict that trump will be tamed down and we should expect more stability.

$Bank of New York Mellon(BNY)$ $DBS(D05.SI)$ $OCBC Bank(O39.SI)$

Oil Breaks $100: When Will the AI Selloff End?

As tech sold off, investors rotated into defensives: PG gained 5.58%, KO 2.87%, LLY 2.83%, WMT 2.82%, COST 1.99%, and Berkshire 1.32%. Bulls cite steadier earnings and stronger balance sheets as AI valuations compress. Berkshire’s roughly $360B cash position and renewed buybacks, Taylor Morrison deal, and larger Alphabet stake signal capital deployment. Bears warn defensive stocks are extended and could reverse if tech rebounds. What would confirm a lasting shift rather than a one-day flight to safety?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":608946416951832,"tweetId":"608946416951832","gmtCreate":1789695365322,"gmtModify":1789696547873,"author":{"id":3572652598198392,"idStr":"3572652598198392","authorId":3572652598198392,"authorIdStr":"3572652598198392","name":"Heretoread","avatar":"https://static.tigerbbs.com/8483afa0d498a6e274f86ac2ae2b4784","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.17%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":143,"starInvestorFlag":false},"themes":[{"themeId":"21b77238479740f99cdaa393def5ea54","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Oil Breaks $100: When Will the AI Selloff End?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":21b77238479740f99cdaa393def5ea54}&rnconfig={\"headerBarHidden\": true}","description":"As tech sold off, investors rotated into defensives: PG gained 5.58%, KO 2.87%, LLY 2.83%, WMT 2.82%, COST 1.99%, and Berkshire 1.32%. Bulls cite steadier earnings and stronger balance sheets as AI valuations compress. Berkshire’s roughly $360B cash position and renewed buybacks, Taylor Morrison deal, and larger Alphabet stake signal capital deployment. Bears warn defensive stocks are extended and could reverse if tech rebounds. What would confirm a lasting shift rather than a one-day flight to safety?","image":"https://community-static.tradeup.com/news/5bbdce0c3859b57aa6bde24d88d8f427"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>In absolute no surprise , the FED hiked the interest rate and they expect 1 more hike this year . we see spillover effect into the Singapore market where the spot SORA moved from 1% to 1.2% or so. However forward looking Sora Interest rate swaps are pricing in movement of 1.7% for the next year .</p>\n<p>However , lots of uncertainty remains as Iran war is not yet settled , and US mid terms elections are coming out soon. If the Democrates win , i predict that trump &nbsp;will be tamed down and we should expect more stability.&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/BNY\">$Bank of New York Mellon(BNY)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$&nbsp;</a>&nbsp;&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>In absolute no surprise , the FED hiked the interest rate and they expect 1 more hike this year . we see spillover effect into the Singapore market where the spot SORA moved from 1% to 1.2% or so. However forward looking Sora Interest rate swaps are pricing in movement of 1.7% for the next year .</p>\n<p>However , lots of uncertainty remains as Iran war is not yet settled , and US mid terms elections are coming out soon. If the Democrates win , i predict that trump &nbsp;will be tamed down and we should expect more stability.&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/BNY\">$Bank of New York Mellon(BNY)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$&nbsp;</a>&nbsp;&nbsp;</p></body></html>","text":"In absolute no surprise , the FED hiked the interest rate and they expect 1 more hike this year . we see spillover effect into the Singapore market where the spot SORA moved from 1% to 1.2% or so. However forward looking Sora Interest rate swaps are pricing in movement of 1.7% for the next year . However , lots of uncertainty remains as Iran war is not yet settled , and US mid terms elections are coming out soon. If the Democrates win , i predict that trump will be tamed down and we should expect more stability. $Bank of New York Mellon(BNY)$ $DBS(D05.SI)$ $OCBC Bank(O39.SI)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/608946416951832","repostId":0,"isVote":1,"tweetType":1,"viewCount":1986,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["D05.SI","BNY","O39.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":476,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608946416951832"}