To The Moon

Rebuild Your Portfolio Like a Government Recalculating GDP When the market feels chaotic — with policy shifts, tariffs, and volatility in play — it’s not always about doing more. Sometimes, the real edge comes from stepping back and refining what truly drives your portfolio.  Just like how governments update how they calculate GDP to reflect changing realities, we too can revisit our own allocation — not just to react, but to realign with purpose. Here’s a simple, focused approach: • Anchor around 4 strong, long-term growth stocks — names you understand, believe in, and can track with confidence. • Set aside 1 position (10–15%) for a high-upside, high-volatility play — something with potential, but that you’re prepared to manage actively. • Keep your core tight — 5 names max. It’s not

If inflation persists—possibly driven by tariffs—it could force yields higher. Trump’s efforts to bring manufacturing back to the U.S. will raise production costs, especially compared to China or Vietnam. In the interim, tariffs mean higher consumer prices. While inflation fell to 2.4% in March, that was before the tariffs kicked in. A reacceleration is possible. If inflation rises amid economic slowdown, we could be headed for stagflation—a toxic mix where few asset classes perform well. Bonds would suffer, and growth stocks may struggle too. This is the worst-case scenario. A selloff in Treasuries could signal that investors no longer see them as safe, given America’s debt load. U.S. Treasuries total $51 trillion—40% of the global bond market. If the U.S. faces a credit downgrade or, wor

🟩 🦖 Singapore stocks hit turbulence! Join Iggy from the Investing Iguana as we dive into the recent 7.5% plunge of the Straits Times Index (STI)—its sharpest fall since the 2008 financial crisis. Packed with insights, this video sheds light on the ripple effects of Trump tariffs and how global trade tensions are shaking up the market. 📉 We’re analyzing the shocking decline of DBS Group Holdings following a major cybersecurity breach, the dramatic drop in SGX shares amidst market-wide sell-offs, and the latest on Thackrell Corporation’s strategic moves, including a potential IPO for its associate, GemLife. Whether you're assessing economic strategies, making investment decisions, or simply staying informed, this breakdown offers essential financial analysis for navigating volatile times. 💡

1. $Alphabet(GOOG)$ holds $95 billion in cash and t-bills.Yet, it's priced like it's going bankrupt at 14 times operating cash flow..It's now cheaper than it was in Covid crash.What's the downside of buying GOOG here, seriously?Image2.People still want to believe that tariffs are just a negotiation strategy…Well, they aren’t.Trump thought tariffs was the solution back in 1989 and he still thinks that way.This is not a negotiation strategy, this is the worst economic policy decision of the century.Image3. $Amazon.com(AMZN)$ is now trading at 15 times operating cash flow, lowest in history.Meanwhile free cash flow is expected to grow 33% annually for the next 5 years.Can you tell me one reason why this shou

🟩 📉 **Singapore Stocks Crash: What's Behind This 7% Plunge?** 🦖 Join Iggy from the Investing Iguana as we dive into the wild 7% drop in Singapore's Straits Times Index (STI)! Packed with insights, this video breaks down the key impacts on major banks like DBS, OCBC, and UOB, and explores the ripple effects on industry players like Yangzijiang Shipbuilding and Singapore Airlines. ⚡ **Spotlight on Companies** 🌱 **Sembcorp Industries**: Shedding light on their bold renewable energy pivot, from a rapid capacity increase to land bank expansions, this stock's performance and future potential are under scrutiny. ⌚ **The Hour Glass Ltd**: Expanding its luxury watch empire with a major Australian acquisition, we analyze its valuation, dividend yield, and growth strategies across Southeast Asia. 💡 *

🟩 🌟 **Defend Your Wealth with the Best Stocks for 2025!** 🌟 Is your portfolio ready to weather the storm? Join Iggy from The Investing Iguana as we explore the top defensive stocks and economic strategies to protect your wealth in uncertain times. This video is packed with insights, shedding light on REITs like Capitaland Ascendas REIT and Keppel DC REIT, high dividend plays such as Singtel and ST Engineering, and the ripple effects of tariffs on companies like OCBC, Food Empire, and Venture Corp. Whether you're looking to safeguard your investments or make smarter financial decisions, this guide is your roadmap to stability. 📊 **Key Takeaways:** - Why defensive investing is a smart move for 2025. - How to navigate tariff impacts on Southeast Asian markets. - The best REITs and dividend st

$Vistra Energy Corp.(VST)$ loss position. Yes,  I do feel lousy at times but the other side of me tell me it part of puzzle of long term investing. The fund that allocated to invest in this company is not being used in the near future. Stay calm and carry on.  

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  US Debt Refinancing: Interest Rates, China, and Trade Tensions: The U.S. faces the challenge of refinancing over $9 trillion in debt by June 2025, making interest rates a critical factor. President Trump has advocated for Federal Reserve rate cuts, as higher rates increase the cost of this refinancing, straining the federal budget and expanding the deficit. Conversely, lower rates would allow the U.S. to refinance at a reduced cost, saving billions.   However, Trump's trade policies, specifically tariffs on China, have complicated this situation. China is a major holder of U.S. Treasury bonds, effectively lending money to the U.S. government. C

Gold prices hit an unprecedented peak on April 11, 2025, climbing to $2,500 per ounce—a 5% surge from the prior week. This rally is driven by persistent uncertainty surrounding U.S. tariff policies, which continue to cast a shadow over global trade and economic stability. Investors are flocking to gold as a safe-haven asset, fearing that escalating trade tensions could weaken currencies and fuel inflation. The precious metal’s year-to-date gain now stands at 15%, outpacing most other asset classes. Analysts attribute this surge to a flight-to-safety mindset, exacerbated by the Boston Fed president’s recent warning of tariff-induced economic risks. Meanwhile, central banks worldwide are reportedly increasing gold reserves, further bolstering demand. Insight: Gold’s record high reflects deep

The president of the Federal Reserve Bank of Boston issued a sobering warning on April 11, 2025, forecasting higher inflation and slower economic growth due to ongoing tariffs. Speaking at a financial conference, the official cited tariffs’ disruptive impact on supply chains and consumer prices, projecting inflation to rise from 3.2% in 2025 to 4.0% in 2026—a 25% jump. GDP growth, meanwhile, is expected to slump from 2.0% to 1.5%, with unemployment ticking up from 4.5% to 5.0%. These projections align with market reactions, including today’s stock declines and gold’s surge, as businesses face higher import costs and reduced export competitiveness. The Fed may respond with tighter policy, adding pressure on an already strained economy. Insight: The Boston Fed’s outlook highlights tariffs as

Ray Dalio really hit the mark—what we’re seeing now isn’t just about tariffs or policy tweaks. When even U.S. Treasuries aren’t acting like a safe haven, you know we’re in uncharted territory. The breakdowns across monetary systems, politics, and geopolitics aren’t just noise—they’re structural shifts. Tariffs may grab headlines, but they’re just surface-level signals of something much bigger brewing underneath. Now, would I go all in during a crash like 2008? I’d definitely consider it—but cautiously. Panic moments can be once-in-a-lifetime chances, but they’re also when emotions run wild and timing gets tricky. I wouldn’t go “all in” blindly, but I would be ready with dry powder, watching for true capitulation, and scaling in strategically rather than taking a one-shot gamble. Staying di

To me, the stock market is like dating someone wildly unpredictable—full of mixed signals, sudden mood swings, and just when you think you’ve figured it out, everything changes. Policies are like overprotective parents barging in—one tariff tweet and global markets freeze. Market sentiment? More like a flaky ex: sweet one day, gone the next. And technical analysis? It's like reading between the lines of vague social media posts—you think it means something… until it doesn’t. I’d say emotion is the hardest to predict. When sentiment shifts, fundamentals and charts don’t stand a chance. One dramatic headline and the whole market panic-sells before lunch. Analysts are still drawing support lines while prices are already 10% down. It’s chaos & trying to stay logical in the middle of it is

🌟🌟🌟🥳 If I have to choose which is the hardest thing to predict in the stock market, it would certainly be Policy.  The current market roller coaster ride can be attributed  to Donald Trump's tough tariffs that he imposed on 185 countries . However he is unpredictable like the weather .    He changes his policy day by day .   Yesterday it was sunshine with the tariffs down to 10% across the board with the exception of China which he raised to a huge 145%. However China has retaliated increasing its tariff to the US from 84% to 125% effective from Saturday. A close second would be Sentiment - Fear versus Greed.  Fear causes people to panic sell while Greed causes people to buy like there is no tomorrow.  Amid this market chaos I believe that it i

$JM Smucker(SJM)$  J.M. Smucker (SJM) has a small slice (1.2%) of the U.S. jam and jelly market, but they have a good chance to grow in 2025. A lot of the jam and jelly Americans buy (almost 25%) comes from other countries. This means there's a big opportunity for Smucker's, as a U.S. company with potentially lower prices, to take some of that market share. Even grabbing just 1% of that import market could boost Smucker's yearly sales by about 3%. Other food areas Smucker's is in have similar potential. Smucker's stock price has dropped recently because the company is making some changes, and analysts have adjusted their expectations. This has made Smucker's dividend (the regular cash payment to shareholders) quite attractive, at over 3.6%. Th

Gold ($XAUUSD) has soared to a new all-time high, marking the launch of its next bullish phase. This powerful uptrend began on September 26, 2022, and is unfolding as a five-wave Elliott Wave pattern, a technical framework traders use to predict market movements. The first wave (I) climbed to 2081.82, showing strong momentum. Then, a corrective wave (II) pulled back to 1810.58, setting the stage for more gains. The third wave (III) was the most explosive, rocketing to 3167.74, driven by global demand for the safe-haven metal. Wave IV followed, forming a zigzag pattern—a typical correction where prices dip before resuming the trend. This correction found its low at 2954.62 after a structured decline. Now, gold is advancing in wave V, the final leg of this impulse. The first sub-wave, wave (