-
Recent Posts
Recent Comments
Archives
- July 2026
- February 2026
- September 2025
- May 2025
- February 2025
- November 2024
- May 2024
- March 2024
- January 2024
- June 2023
- March 2023
- January 2023
- November 2022
- September 2022
- May 2022
- March 2022
- February 2022
- October 2017
- March 2017
- September 2016
- May 2016
- January 2016
- October 2015
- May 2015
- February 2015
- January 2015
- December 2014
- October 2014
- July 2014
Categories
Meta
Author Archives: admin
Horse year 2026 Mid term review
From Apr 2026 – Jul , Iran war adds to eccentrical trading, extreme ends. AI trade has slow then for MAG7 due to debt raising. Oil price spikes up on down on news flow, market view is really wrong reading … Continue reading
Posted in Investments
Leave a comment
Horse year 2026
End of Q4 2025, its not a smooth ride, AI trade has slow then, including crypto crashes so far 30%. This is after the new Fed chair is nominated, the market slam a brake. During CNY Trump lost his tariff … Continue reading
Posted in Investments
Leave a comment
Q3 Investment Review
After Trump Mayhem on the markets, all the markets V-shaped bounce to ATH, including SSE, HSI & even STI ! Lesson : Resilient to stay invested to prove the right choice. Diversification of portfolio remains a key to ride this … Continue reading
Posted in Investments
Leave a comment
Trump Tariffs Mayhem Apr 2
The mayhem happened, i didn’t do anything except for trading at the lows. At first i thought i was spared with USA sell-down, the first leg it didn’t affect me as i have sold off all my US core holdings. … Continue reading
Posted in Investments
Leave a comment
2025 Feb Snake year Game Changer
Trump presidency was uncertain crossing the year end. There was no obvious xmas or Capricorn rally effect. in Feb, things are turning around with lesser anticipated tariffs to China, the focus was in Canada / Mexico as a bargaining chip. … Continue reading
Posted in Investments, Technology
Leave a comment
Nov 2024, Geopolitics and US election
It is volatile and frightening period to invest in this quarter, as market feels like cliffhanger at the moment.China economic stimulation is around the corner to capture this, the market might run ahead. By God grace: the portfolio still leap … Continue reading
Posted in Investments
Leave a comment
2024 Mid Year review
It has been a marvelous run on the market, inflation has under control. In fact the market might have first rate cut at Sept. Wrote a quick little python program to express the visualization of the portfolio. Much better! Have … Continue reading
Posted in Investments, Technology
Leave a comment
1Q 2024
US tech market has fallen into momentum mode. Last night NVIDIA faces heavy selling Reduce capital on individual stocks ( too much energy to monitor) Reducing in progress. 2. Satellite Portfolio and Stocks remains, Increase Core Portfolios or Income (defensive cash) … Continue reading
Posted in Investments
Leave a comment
2024 Portfolio analysis
S&P 500 rallied super strongly in year end 15% , leaving EM to the dust . Too much concentration risk on HST. Lesson learnt Reduce capital on individual stocks ( too much energy to monitor) Satellite Portfolio remains, to pump … Continue reading
Posted in Investments
Leave a comment
Oct / Nov market shivers
Discernment post to follow. US 10 yields rocketing, there a minor dip in markets Israel war adds to global uncertainty. This moment of writing, everything seems to be simmering down. Good thing is inflation is going down at USA, China/US … Continue reading
Posted in Investments
Leave a comment