Drawing between sorrowful rice🍚and comfort pho — it's really vivid and emotional. Here's how I'd depict the feelings in trading/investment terms: Sorrowful Rice ($13) — The Trading/Investment Side: • Feeling: Uncertainty, regret, or frustration. • Symbolism: You pay a decent price but get a mix that feels heavy and unsatisfying, like a trade that looked promising but ended up disappointing. • Investment Parallel: Buying a stock or asset at a high cost, hoping for growth, but the returns feel underwhelming or even painful — maybe akin to holding a “value trap” or a volatile, unpredictable asset. • Emotional Tone: Heavy-hearted, burdened by choices that didn't  pan out well, akin to "loss aversion" or "sunk cost fallacy" in investing. • Metaphor: Payin

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (07Jul25) Economic Outlook (from Grok) Energy Market: The prior crude oil inventory build (3.845M) suggests an oversupply. If this trend persists, oil prices may soften, potentially easing inflationary pressures. A reversal to a drawdown could tighten supply and support higher prices. Monetary Policy: The FOMC Meeting Minutes will be a key focus. Any indication of a hawkish stance (e.g., plans for rate hikes) could strengthen the U.S. dollar and pressure equities, while a dovish tone (e.g., rate cuts) might boost risk assets. Markets will scrutinise the Fed’s view on inflation and labour market strength. Bond Market: The 10-year and 30-year Note Auctions will reflect investor demand. H

Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Economic Calendar (14Jul25) Economic Outlook (with help from Grok) The most watched news should be the CPI (inflation) and PPI (inflation hitting producers). This would have some implications for how the Federal Reserve approaches the coming interest rate decision. CPI forecasts (Core at 0.3% MoM, YoY at 2.4%) indicate a warming inflation environment. If actual data aligns or undershoots, it could reduce expectations of Fed rate hikes, supporting risk assets. A modest PPI increase (0.2%) suggests producer price pressures, reinforcing a growing inflation outlook. Weak retail sales forecasts (Core at 0.3%, overall at 0.0%) point to sluggish consumer spending, which could signal a broader economic slowdown

It’s easy to make money when the crowd is running in one direction. It’s harder to know when the music stops. Markets right now are riding a high: AI, chip stocks, and mega-cap tech have pulled indexes to fresh highs. But under the hood, the signs are classic late-cycle. Volatility is suppressed, breadth is narrowing, and retail sentiment is stretched. We’re in “trigger mode”—buying on alerts, not analysis. The irony? Even the AI models driving flows are learning from each other. That creates feedback loops—until a small tremor turns into a stampede. As Nvidia’s P/E pushes 70 and forward earnings cool, we’re no longer trading value—we’re trading emotion. Look at history: in 2021, the market priced in a decade of digitisation in 12 months. It didn’t end well. Now, we’re pricing in a decade

My Investing Muse (14Jul25) Layoffs & Closure news Intel layoffs 2025: Thousands of jobs cut as chipmaker begins restructuring – Oregon Live Dow to close three European chemical plants, cut 800 jobs | Reuters There have been 371 corporate bankruptcies year-to-date, the most in 15 YEARS. Among sectors, Industrials and Consumer Discretionary have been the most hit with 58 and 49 filings, respectively. Bankruptcies are at recession levels. – X user Global Markets Investor The US job numbers will likely be REVISED DOWN by nearly 800,000 for the 9 months ending December 2024, according to QCEW data. This means non-farm payrolls were OVERSTATED by ~88,888 jobs each month during this period. – X user Global Markets Investor Job postings on Indeed dropped to their lowest since February 2021. T