To The Moon

As I had shared yesterday, US or Donald Trump has made his move. All eyes are now on Iranian 🇮🇷 response... what would Iran do? Oh, what could Iranian even do? That would be the expected thought process of Donald Trump's government. Like China in a tariff war, Donald Trump expects Iran to do nothing and just surrender. As mentioned in my previous post, I don't have military visibility into Iranian military capabilities. However desperate people take desperate measures. I am obviously not hoping for a 9-11 or equivalent event. Besides conventional warfare, US has to be prepared for some unconventional responses from the Iranian government. The market's current response is relatively subdued if I may. Yes, there's the initial drop in indices future and some spikes in oil and gas pr

$SoFi Technologies Inc.(SOFI)$ SoFI: sold 4300 shares of SoFi for 9.37% actualised loss of capital. This is part of covered call expired on 20th June in the money when it close at $15.20. Decided to not to roll the call to a higher strike and further out as I think SoFI might have hit a temporary resistance level that will take some weeks to clear and I also think that I can accumulate SoFI at lower levels. Another reason was that I am heavily exposed on this single company holding taking up significant capital allocation and I'm looking to reduce exposure to more risk adjusted levels. Still long term bullish on SoFi and I'll continue to trade on SoFI in the meanwhile. 

$SoFi Technologies Inc.(SOFI)$ SoFI: sold 500 shares of SoFi at breakeven cost of $15. This is part of covered call expired on 20th June in the money when it close at $15.20. Decided to not to roll the call to a higher strike and further out as I think SoFI might have hit a temporary resistance level that will take some weeks to clear and I also think that I can accumulate SoFI at lower levels. Another reason was that I am heavily exposed on this single company holding taking up significant capital allocation and I'm looking to reduce exposure to more risk adjusted levels. Still long term bullish on SoFi and I'll continue to trade on SoFI in the meanwhile. In total, I had sold 4300 shares at $14.50 and 500 share at $15 to recover ca

$DBS(D05.SI)$ DBS Bank - As expected, price is down due to war but I think the dividend may likley support the price at current price of 43.40 with an yield of 6.91 percent! Dbs is the only local bank that is paying out quarterly dividend. Expecting another interim dividend of 0.60 + 0.15 special dividend. Not a call to buy or sell! Pls dyodd. 6th May 2025: DBS bank - 1st quarter results is out. Net profit is down 2 percent to 2.9b due to 15 percent global minimum tax. ROE 17.3 percent. I think results beat market expectations of 2.82b. Interim dividend of 60 cents plus special dividend of 15 cents! I think results is quite good! First Quarter net profit is up 10% qoq. Total Revenue increased 6% to 5.905b. Due to trade Tarrifs, FY2025 net profi

As global uncertainty persists and investors search for safe havens, Singapore’s financial markets continue to absorb waves of capital. One clear indicator? The 3-month Singapore Overnight Rate Average (SORA), a key benchmark of short-term borrowing costs has been sliding steadily. Recently, it hovers around just 2.10%, far below what some might have anticipated. For savers and investors, this raises a pressing question: Should we still bother with fixed deposits, or are there better alternatives out there? Why I Don’t Use Fixed Deposits Personally, I don’t park my money in fixed deposits and I don’t have a favorite bank for them either. My reasons are simple: Low interest rates Lack of flexibility: Money locked in for 6 to 12 months might earn a bit of interest, but what if I suddenly nee

Ecosystems Eat Commerce for Breakfast When sizing up Tencent versus Alibaba, I see a philosophical split disguised as a market one: platform power vs. commerce muscle. Alibaba dazzles with revenue fireworks across e-commerce, logistics and cloud, but Tencent quietly thrives on a sticky platform ecosystem where users, content, and transactions orbit WeChat like satellites. In an era where Chinese tech is still tiptoeing through regulatory minefields, Tencent’s less transactional, more embedded role in digital life may offer superior long-term resilience. Platform power scales quietly. Commerce churns loudly Consider this: $TENCENT(00700)$ doesn’t just own apps; it owns habits. From chatting to paying the electricity bill, WeChat is less a platform

$S&P 500(.SPX)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ The United States is hurtling toward a fiscal cliff, and tensions between monetary policy and political pressure are boiling over. With the national debt now exceeding $37 trillion, former President Donald Trump has launched a series of fiery attacks on the Federal Reserve, accusing Chair Jerome Powell of compounding America’s financial crisis by refusing to cut interest rates. In Trump’s view, Powell is not just being stubborn—he’s being destructive. The former president claims that the central bank’s current rate policy is costing the government hundreds of billions of dollars in unnecessary interest payments. With deficits mounting and debt s

$S&P 500(.SPX)$ We just got some major news from the Federal Reserve, and while the headlines might seem tame—no interest rate hike and still two cuts projected this year—the deeper message is far less reassuring. In fact, if you take the time to actually dig into the fine print of the Fed’s latest economic projections, as I have, it becomes clear: this is a warning shot for stock market investors. So in this articles, I want to break it all down for you—not just what Powell said, but what it means, and most importantly, what the data behind the message reveals. There are subtle but powerful changes in their outlook that suggest the economy is cooling more than expected, inflation is sticking around longer than hoped, and interest rates aren’t