OCBC Q2 profit drops 7% as interest rates fall; CEO flags tariff headwinds. SINGAPORE - OCBC Bank posted a 7 per cent fall in earnings for the second quarter, as declining interest rates weighed on net interest income. Net profit for the three months to June 30 was $1.82 billion, down from $1.94 billion a year earlier. Still, the figure beat the $1.79 billion forecast in a Bloomberg poll. The bank also declared an interim dividend of 41 cents per share, down from 44 cents a year ago. The interim dividend payout will amount to $1.84 billion, representing a payout ratio of 50 per cent. What about DBS and UOB who are likely to report fianancials on 7th Aug? DBS and UOB results would likely be weighed down by lower interest rates. But loan growth and recovery in wealth management activity coul
Coinbase falls 16.7% in Friday's trading session (1st Aug) alone, and falls further post market. Why is that? Coinbase shares sink after trading weakness hits quarterly profit. Coinbase (COIN.O), opens new tab shares slumped and hit their lowest in more than a month on Friday, after the crypto exchange reported a drop in second-quarter adjusted profit due to a slowdown in trading. The stock was last trading at $314, set to wipe out more than $15 billion of market value if current levels hold. It has gained 52% this year as of last close, ranking among the top 15 gainers on the benchmark S&P 500 (.SPX), opens new tab index, which Coinbase joined in May. Rating Downgrades: - HC Wainwright sharply downgraded Coinbase (NASDAQ:COIN) to Sell from Buy, saying stock's 150% rally in last
$Palantir Technologies Inc.(PLTR)$ Several analysts and investors hold a bearish outlook on Palantir (PLTR) stock due to its high valuation and concerns about its long-term growth potential. Analysts at Jefferies, for example, have cited the company's valuation as a reason for their Underperform rating and $28 price target. Others express concerns about the company's reliance on government contracts and the potential for increased competition. Here's a more detailed look at the bearish arguments: 1. High Valuation Many analysts, like those at Jefferies, believe Palantir's valuation is too high, especially compared to other software companies or when considering its revenue growth. The company's enterprise valu
Ray Dalio is an American Hedge Fund Manager. He sold his final Bridgewater stake after predicting debt collapse. While continuing to voice economic warnings, Bridgewater founder Ray Dalio recently increased his recommended allocation to Bitcoin and gold to 15%. Billionaire investor Ray Dalio has said his goodbye to Bridgewater Associates, a hedge fund giant he founded 50 years ago. Dalio sold his last remaining stake in Bridgewater and stepped off its board, The Wall Street Journal reported on Thursday. After buying Dalio's shares, Bridgewater reportedly issued new shares to the sovereign wealth fund of Brunei in a multibillion-dollar deal that brought it an almost 20% stake in the company. Dalio predicts "worse than a recession" coming. Dalio's latest Bridgewater sale marks the final chap
🟩 🦖 Ready to master the 7 steps to spot top dividend stocks like Capitaland India Trust (CLINT)? This video is packed with insights on investing, financial analysis, and making informed investment decisions. Join Iggy as he sheds light on how to evaluate dividend yields, sustainability metrics, cash flow health, and much more, using his proven seven-step dividend investor playbook. Whether you're looking to grow your wealth in Singapore or tap into India's booming real estate market, this guide is tailored just for you. 📊 From understanding CLINT's 5.9% dividend yield to dissecting its $3.7 billion portfolio, you'll gain actionable strategies to identify solid dividend plays without falling into common traps. Learn how to analyze a stock's fundamentals, spot red flags, and decide if it's w
Are the bears coming into S&P 500? Outlook of S&P 500 (04Apr25) - Part 3 of 5
Market Outlook of S&P500 (04Aug25) Technical observations: MACD - the top crossover is completed, which implies a downtrend. Exponential Moving Averages (EMA) lines are showing an uptrend. The lines are converging, which represents a potential reversal of the current uptrend. Both the 50 MA line and the 200 MA line are showing an uptrend. This speaks of a bullish outlook for both the short and long term. The CMF is positive at 0.03, indicating more buying pressure over the past 20 periods. We have noted a decline in buying momentum and a few days of (stronger) selling momentum. The S&P 500 index grew 14.53% from a year ago. The S&P 500 (SPX) index is recommending a “Neutral” rating. 8 indicators show a “Buy” rating and 11 show a “Sell” rating based on the daily interval. From t
BTC, PCE, stock - News and my thoughts from the past week (04Aug25) Part 4 of 5
News and my thoughts from the past week (04Aug25) Days like today make it clear that Bitcoin is not digital gold. We got bad economic news that sent gold and the Japanese yen up 2.2% and the euro up 1.5%. The NASDAQ went the other way, falling 2.2%. Bitcoin tanked 3%, tracking high-risk assets lower, not safe havens higher. - X user Peter Schiff Wheat falls to its lowest price since May US stock ownership is hyper-concentrated: The top 1% own 51% of household equities. The top 10% control 87%. The poorest 50% own only 1%. The wealth gap keeps widening, a built-in feature of the financial system that favors asset holders. - X user Global Markets Investor President Trump gives an ULTIMATUM to big pharma companies, DEMANDING drug prices in America match the LOWEST cost anywhere else in the wo
Layoffs, Delinquency & Real Estate - My Investing Muse (04Aug25) Part 5 of 5
My Investing Muse (04Aug25) Layoffs & Closure news US small farmers are facing a CRISIS: US small farm bankruptcies hit 173 in the H1 2025, the highest since the 2020 CRISIS. Up ~150% in 2 years. High interest rates, trade tensions, and collapsing Chinese demand are crushing farm margins. X user Global Markets Investor SINGAPORE: A growing number of businesses are going belly up in Singapore, with more companies being liquidated in the first half of 2025 than in the same period in the last five years. From January to June this year, 187 firms were forced by the courts to wind up. This is up from 146 in the same period last year and 95 the year before, according to the latest statistics from the Ministry of Law. - CNA San Francisco tech company Wag, once worth $650 million, files for ba
Coinbase’s Q2 2025 Earnings: Navigating a Crypto Crossroads
Coinbase Global, Inc. ( $Coinbase Global, Inc.(COIN)$ ) unveiled its Q2 2025 earnings on July 31, 2025, delivering a mixed performance that sent its stock tumbling 9% to $143 in after-hours trading. The crypto exchange reported revenue of $1.5 billion, missing the $1.59 billion consensus estimate and marking a 26% quarter-over-quarter (QoQ) decline from $2.03 billion in Q1. While GAAP EPS of $5.14 was bolstered by $1.5 billion in unrealized gains from Circle, adjusted EPS of $1.96 surpassed the $1.26 forecast. Trading volumes plummeted 40% to $237 billion, reflecting a cooling crypto market, but stablecoin revenue grew 12% to $332 million, offering a glimmer of stability. With the stock now down from its pre-earnings level of $157, investors are a
Debt Crisis Looms: Will Dalio and Rogers’ Warnings Crash U.S. Stocks?
The U.S. stock market is riding high, with the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, but ominous warnings from investing legends Ray Dalio and Jim Rogers cast a shadow. Dalio, founder of Bridgewater Associates, predicts a potential “economic heart attack” within three years due to the U.S.’s ballooning $36.2 trillion national debt, urging investors to allocate 10-15% of portfolios to gold and crypto as a hedge. Rogers, a veteran investor, goes further, warning that the debt could trigger the worst crisis in his lifetime, prompting his complete exit from U.S. equities. With tariffs, geopolitical tensions, and rising interest costs adding fuel to the fire, is a stock market fall inevitable? Will the “East rising, West declining” thesis reshape global markets? This deep dive explor
$Rocket Lab USA, Inc.(RKLB)$$Eos Energy Enterprises Inc.(EOSE)$ 💡📊🔥 How I Enter “Too Strong” Stocks: Pattern Memory, Gamma Triggers, and Space Force Tailwinds in $RKLB and $EOSE 🔥📊💡 I’m extremely confident this isn’t just a high-conviction chart setup. It’s a convergence of historical breakout geometry, institutional options flow, earnings volatility, and national defense tailwinds. I’m not guessing; I’m executing a thesis with multi-layered probability and real-world catalysts. 📊 $RKLB: From chart symmetry to Pentagon strategy Rocket Lab ($RKLB) reports Q2 earnings on 08Aug25 after market close. Forecasts show: • EPS: –$0.11 vs –$0.08 YoY • Revenue: $135.4M • EBIT: –$51.25M • Gross margin trend: 25.56%
$SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ 📉📊🧨 Wyckoff strikes back: is SPY setting up for a Phase E markdown? 🧨📊📉 I’m extremely confident this week’s SPY setup is one of the clearest macro-to-micro inflection points we’ve seen all quarter. Price has broken down from a textbook Wyckoff Distribution schematic, completing Phase D with a potential markdown underway. At $621.11, SPY is teetering right above its 50-day SMA support zone ($611), where gamma positioning, realized vol, and institutional behavior are all colliding in a high-stakes tug-of-war. The dual Wyckoff overlays speak volumes. The pre-Fed chart shows Phase A to UTAD accumulation with smart money driving rallies into resistance. Post
$Palantir Technologies Inc.(PLTR)$ 🚨 Palantir earnings Monday: Will AI’s unicorn deliver perfection or face reality? 🧠📊🚀 I’m fully convinced we’re staring down one of the most consequential earnings events of the season. $PLTR isn’t just reporting; it’s testing whether euphoric AI valuations can survive gravity. After a jaw-dropping 110% rally YTD and a parabolic climb to $160.39 on 25Jul25, expectations are maxed out. Wall Street consensus is torn. I’m here to unpack every catalyst, every risk, and why I believe Palantir is in the crosshairs of a market desperate for AI leadership. 📆 Event: Monday 04Aug25, ~4:05PM ET 📍Stock: $155.15 post-market (+0.88%) 📈 YTD performance: +109% 🎯 All-time high: $160.39 (25Jul25) 📉 Volatility: IV at 112.47%, imply
Marathon Petroleum (MPC) Capital Allocation and Positive EPS Key To Earnings Surprise
$Marathon Petroleum(MPC)$ is scheduled to report its Q2 2025 financial results on Tuesday, 05 August 2025, before the market opens. This report will be a key event for investors and traders, as it will provide insight into the company's performance amid evolving market conditions. Consensus EPS: The consensus EPS forecast from analysts is around $3.22 to $3.38 per share, which would represent a significant decline from the $4.12 per share reported in the same quarter last year. Consensus Revenue: The consensus revenue estimate is approximately $30.91 billion to $31.71 billion, also a decrease from the year-ago quarter. Summary of Marathon Petroleum (MPC) Fiscal Q1 2025 Earnings Marathon Petroleum (MPC) reported a net loss of $(0.24) per diluted sha
Titans and Tectonics : Riding the Risk with Jim Rogers and Ray Dalio
🌟🌟🌟There is a storm brewing in the vaults of global finance. Ray Dalio, founder of Bridgewater Associates, urges us to stake 15% in Gold and Crypto to shield against America's debt deluge. Meanwhile, Jim Rogers, legendary Quantum Fund Co Founder, has exited US equities entirely, warning that the next crisis will be the worst of his lifetime. When titans like these 2 men sound the alarm, you listen, not with panic but with a shrewd plan. Jim Rogers : Contrarian Maverick in a Changing World Jim Rogers doesn't just invest, he time travels with economic cycles. After conquering markets with George Soros in the 1970s, he turned his gaze to commodities and long term global trends. Global Macro Focus : From agriculture to gold, Jim Rogers bets big when the masses loo
🌟🌟🌟AI has become the ultimate performance filter. Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race. With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat. Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains. Delays in rolling
I have faced this exact dilemma many times. A strong stock keeps climbing, backed by great fundamentals and solid earnings, yet every time I look at it, it feels like it is already too expensive to enter. It becomes even more frustrating when I sit on the sidelines watching it go higher without me. But I have learned that discipline is key when it comes to choosing the right entry point. To avoid emotional trading, I always make sure I have a clear technical setup before entering a trade. I do not chase green candles just because everyone else seems to be piling in. If the chart does not align with my entry strategy, I will stay patient, even if it means missing the trade. This is hard to do sometimes, but in the long run, it protects me from buying at unsustainable levels. I rely heavily
July has been a strong month for the markets, with Nasdaq $NASDAQ(.IXIC)$ and S&P 500 $S&P 500(.SPX)$ posting impressive gains. I am encouraged to see the Nasdaq rise by 3.73% and the S&P 500 by 2.55% this month, marking a four-month winning streak. It feels good to witness this upward trend, and I am optimistic about the potential it holds. Historically, August has not been a month known for significant declines, which gives me some reassurance. However, I am aware that it tends to be more volatile, and the market often ends higher despite the fluctuations. Last August's sharp drop that still closed up 2% reminds
The warnings from Ray Dalio and Jim Rogers about the U.S. debt situation have caught my attention. Ray Dalio's advice to allocate 15% of my portfolio to gold and crypto due to the skyrocketing U.S. government debt makes me think about diversifying my investments. I see the logic in protecting my assets against potential economic instability. Jim Rogers' statement on August 1st about the next U.S. crisis being the worst in his lifetime resonates with me. His deep concerns about the U.S. debt, and the idea that most people are ignoring this problem, leave me feeling uneasy. I wonder if the severe consequences he predicts are closer than I realize. Regarding Jim Rogers' decision to exit U.S. equities entirely, I find it a bold move that prompts me to reflect on my own strategy. I respect his