• MatchpointMatchpoint
      ·11:30
      $SGX(S68.SI)$ will this goes up to 25 dollars? 
      56Comment
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    • Capital_InsightsCapital_Insights
      ·09:55

      Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE

      $S&P 500(.SPX)$ ROE hit a record high of 22%, but the capital expenditure boom of AI giants will systematically drag down the earnings quality of the seven major tech stocks in the coming years. Market Snapshot $SPDR S&P 500 ETF Trust(SPY)$ : 📈 Closed up 754.83 (+1.8%, previous close 741.75) [Data as of 06/16 05:05 EDT] | Pre-Market: $754.56 (-0.04%) $Invesco QQQ(QQQ)$ : 📈 Closed up 744.00 (+3.1%, previous close 721.34) [Data as of 06/16 05:05 EDT] | Pre-Market: $745.15 (+0.15%) $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ : 📈 Closed up 518.44 (+1.0%, previous close 513.06) [Data as of 06/16 05:05 EDT] | Pre-M
      249Comment
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      Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE
    • CHINNY168CHINNY168
      ·08:22
      $SGX(S68.SI)$  watch you fall 
      1Comment
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    • CHINNY168CHINNY168
      ·08:22
      $SGX(S68.SI)$ what is this 
      7Comment
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    • junnz3junnz3
      ·07:41
      Good good good good good good good good good good 
      1Comment
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    • 林欣霓林欣霓
      ·07:09
      If you are investing for 10+ years Buying at an all time high is not necessarily a problem. Historically, markets spend a lot of time making new highs. Investors who wait for a correction often miss years of compounding. If you are investing a large lump sum today Be cautious. The STI has risen more than 25% over the past year and dividend yields have compressed somewhat as prices increased. � The Kopi Notes +1 You could consider: Invest 30% to 50% now Dollar cost average the remainder over 6 to 12 months If your goal is dividend income The STI still offers attractive yields of roughly 3.5% to 4% depending on the measure used, which remains higher than many developed market indices. � The Kopi Notes +2 Main risk now The STI is heavily concentrated in banks. If: Interest rates fall faster t
      52Comment
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    • PraveenhPraveenh
      ·06-16 20:13
      This is good article read it once 
      12Comment
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    • MacroJeffMacroJeff
      ·06-16 17:33

      A Rate Hike to a 31-Year High, Plus a Bond-Taper Floor From April 2027: The BOJ's Same-Day Double Pu

      On June 16, the Bank of Japan threw two punches in a single sitting. Punch one — the rate hike. The short-term policy rate went from 0.75% to 1.0%, passed 7 to 1, the highest level since 1995 — a full 31-year high. Punch two — a floor under the taper. At the same meeting, the BOJ drew a finish line under its bond-purchase reduction: from now through Q1 2027 it keeps trimming the monthly purchase quota by roughly ¥200 billion per calendar quarter, but from April 2027 onward, monthly purchases hold steady at about ¥2 trillion and stop shrinking. Open any headline and it's wall-to-wall "31-year high" — all eyes on punch one. So here's my cold splash of water: these two punches are not a double-tightening combo. The first is the jab everyone sees; the second is the hidden hand. And it's the hi
      15.54KComment
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      A Rate Hike to a 31-Year High, Plus a Bond-Taper Floor From April 2027: The BOJ's Same-Day Double Pu
    • koolgalkoolgal
      ·06-15 06:19
      SGX At All Time High:  Is It A Buy? 🌟🌟🌟For years, critics have dismissed the Singapore market as a slow, sleepy income trap designed strictly for wealth preservation, completely missing the multi asset transformation quietly happening.   That narrative has been shattered with Singapore Exchange (SGX)$SGX(S68.SI)$  recently reaching its all time high at SGD 22.58 last week. What happened? Backed by an unprecedented wave of global derivatives volume and regional capital flight into safe haven assets, SGX has surged a spectacular 60.4% over the trailing 12 months, completely crushing traditional bluechip benchmarks. SGX operates one of the most unbreakable economic moats in global finance. It is th
      6635
      Report
    • Capital_InsightsCapital_Insights
      ·09:55

      Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE

      $S&P 500(.SPX)$ ROE hit a record high of 22%, but the capital expenditure boom of AI giants will systematically drag down the earnings quality of the seven major tech stocks in the coming years. Market Snapshot $SPDR S&P 500 ETF Trust(SPY)$ : 📈 Closed up 754.83 (+1.8%, previous close 741.75) [Data as of 06/16 05:05 EDT] | Pre-Market: $754.56 (-0.04%) $Invesco QQQ(QQQ)$ : 📈 Closed up 744.00 (+3.1%, previous close 721.34) [Data as of 06/16 05:05 EDT] | Pre-Market: $745.15 (+0.15%) $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ : 📈 Closed up 518.44 (+1.0%, previous close 513.06) [Data as of 06/16 05:05 EDT] | Pre-M
      249Comment
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      Global Macro: The Impact of AI Capital Expenditure on S&P 500 ROE
    • MacroJeffMacroJeff
      ·06-16 17:33

      A Rate Hike to a 31-Year High, Plus a Bond-Taper Floor From April 2027: The BOJ's Same-Day Double Pu

      On June 16, the Bank of Japan threw two punches in a single sitting. Punch one — the rate hike. The short-term policy rate went from 0.75% to 1.0%, passed 7 to 1, the highest level since 1995 — a full 31-year high. Punch two — a floor under the taper. At the same meeting, the BOJ drew a finish line under its bond-purchase reduction: from now through Q1 2027 it keeps trimming the monthly purchase quota by roughly ¥200 billion per calendar quarter, but from April 2027 onward, monthly purchases hold steady at about ¥2 trillion and stop shrinking. Open any headline and it's wall-to-wall "31-year high" — all eyes on punch one. So here's my cold splash of water: these two punches are not a double-tightening combo. The first is the jab everyone sees; the second is the hidden hand. And it's the hi
      15.54KComment
      Report
      A Rate Hike to a 31-Year High, Plus a Bond-Taper Floor From April 2027: The BOJ's Same-Day Double Pu
    • MatchpointMatchpoint
      ·11:30
      $SGX(S68.SI)$ will this goes up to 25 dollars? 
      56Comment
      Report
    • 林欣霓林欣霓
      ·07:09
      If you are investing for 10+ years Buying at an all time high is not necessarily a problem. Historically, markets spend a lot of time making new highs. Investors who wait for a correction often miss years of compounding. If you are investing a large lump sum today Be cautious. The STI has risen more than 25% over the past year and dividend yields have compressed somewhat as prices increased. � The Kopi Notes +1 You could consider: Invest 30% to 50% now Dollar cost average the remainder over 6 to 12 months If your goal is dividend income The STI still offers attractive yields of roughly 3.5% to 4% depending on the measure used, which remains higher than many developed market indices. � The Kopi Notes +2 Main risk now The STI is heavily concentrated in banks. If: Interest rates fall faster t
      52Comment
      Report
    • CHINNY168CHINNY168
      ·08:22
      $SGX(S68.SI)$  watch you fall 
      1Comment
      Report
    • CHINNY168CHINNY168
      ·08:22
      $SGX(S68.SI)$ what is this 
      7Comment
      Report
    • junnz3junnz3
      ·07:41
      Good good good good good good good good good good 
      1Comment
      Report
    • koolgalkoolgal
      ·06-15 06:19
      SGX At All Time High:  Is It A Buy? 🌟🌟🌟For years, critics have dismissed the Singapore market as a slow, sleepy income trap designed strictly for wealth preservation, completely missing the multi asset transformation quietly happening.   That narrative has been shattered with Singapore Exchange (SGX)$SGX(S68.SI)$  recently reaching its all time high at SGD 22.58 last week. What happened? Backed by an unprecedented wave of global derivatives volume and regional capital flight into safe haven assets, SGX has surged a spectacular 60.4% over the trailing 12 months, completely crushing traditional bluechip benchmarks. SGX operates one of the most unbreakable economic moats in global finance. It is th
      6635
      Report
    • PraveenhPraveenh
      ·06-16 20:13
      This is good article read it once 
      12Comment
      Report