Category Archives: Investments

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →