Gold reaching USD 5,000 in 2026 is plausible, but not inevitable. Will gold hit USD 5,000 in 2026? The move towards USD 4,500 suggests gold is already pricing in a combination of policy easing, geopolitical risk and structural demand. Two Fed cuts in 2026 would lower real yields, which is historically supportive for gold. In addition, persistent central bank buying, fiscal deficits and currency debasement concerns provide a strong long-term floor. That said, USD 5,000 likely requires a reinforcing shock, such as a sharper economic slowdown, renewed inflationary pressure, or an escalation in geopolitical conflict. In a benign soft-landing scenario with stable growth and a firm US dollar, gold may consolidate between USD 4,200 and USD 4,700 rather than extend aggressively. How to express the
Novo Nordisk’s rally on approval of an oral Wegovy is strategically important, but it does not automatically guarantee a sustained turnaround. Why the oral approval matters An effective oral GLP-1 materially expands the addressable market. Many patients avoid injectables due to inconvenience or needle aversion, particularly in primary care and early-stage obesity treatment. From a competitive standpoint, this is Novo Nordisk’s first credible answer to Eli Lilly’s strong pipeline momentum and helps rebalance the narrative that NVO is structurally losing ground. Why NVO underperformed so sharply NVO’s 38% decline this year reflects a mix of factors rather than a collapse in the obesity thesis. Concerns centred on manufacturing capacity, slower-than-expected supply expansion, pipeline disappo
🛑 The "Perfect Trade" is a Myth: Why Being Right Once Isn't Enough Remember early 2020? It was a masterclass in market psychology. In February and March, the world seemed to be ending. Stocks plummeted. Panic was everywhere. Yet, by June 8, 2020, the Total US Stock Market (VTI) hadn't just recovered—it was positive by 0.77%. If you blinked, you missed the recovery. And that exposes the most dangerous trap in investing. 📺 The Media’s Survivor Bias During that volatility, headlines loved to celebrate two types of "geniuses": * The Prophets: Those who sold everything in Jan 2020. * The Snipers: Those who bought the absolute bottom in March. It makes for a great story. It makes us feel like that is what investing is supposed to be: dodging bullets and timing tops and bottoms. But h
NVO Pops +9%: Is the $149 Oral Pill a Game-Changer or a Desperate Pivot? The GLP-1 Wars just had their "iPhone Moment." For the past year, Novo Nordisk investors have been living in a nightmare. The stock collapsed -42% from its highs, plagued by supply shortages while rival Eli Lilly ($LLY) executed flawlessly. But last night changed the narrative. The FDA approval of the first oral Wegovy—priced aggressively at $149/month via TrumpRx—isn't just a product launch. It is a fundamental business model shift. NVO is moving from "luxury biotech" to "mass-market consumer goods." The stock jumped +9% post-market. But before you FOMO in, we need to understand: Is this the bottom, or just a dead cat bounce before 2026? 1️⃣ The "Volume Over Margin" Gamble Retail traders often miss the manufact
Silver Extends Higher as Wave ((iii)) Remains in Progress
Silver (XAGUSD) maintains a bullish Elliott Wave structure with pullbacks offering buying opportunities It continues to trade firmly higher and maintains a bullish structure. Price action respects the broader Elliott Wave sequence and keeps favoring the upside while key support levels hold. The rally from the prior swing low remains impulsive and shows no signs of exhaustion yet. From the earlier low, Silver completed a corrective phase and then turned higher in a clear impulsive advance. This move confirms that wave ((ii)) has already ended. Price has since resumed higher within wave ((iii)). Momentum remains strong, which is typical during a third-wave sequence. Within wave ((iii)), Silver is unfolding higher in wave (i). Wave (ii) has already completed as a corrective pullback. Price ha
Tesla Reclaims Its Crown—Is the Market Finally Pricing in the "AI Singularity"? Tesla is officially back in the club. By clawing its way back into the top seven U.S. stocks by market cap, Tesla Motors(TSLA) hasn’t just shuffled the rankings—it has signaled a massive psychological shift. For the last year, Wall Street treated Tesla like a struggling car company facing margin compression. Now, smart money is waking up to the reality we’ve known for a while: Tesla is an optionality machine. With the legal reinstatement of Elon Musk’s 2018 compensation package, the biggest overhang on the stock has evaporated. But the real story isn't just about Musk getting paid; it's about the market finally granting Tesla the "AI Premium" it deserves. Here is why I am staying decisively bullish, and why I b
Gold at $4,500: Why This Is a Structural Shift, Not a Bubble (Target: $5,000?) We are witnessing history in real-time. Gold (XAU/USD) hovering near $4,500 isn’t just another resistance test—it is the culmination of nearly 50 record highs this year alone. While retail traders might be screaming "overbought," the price action tells a very different story. With Silver breaking above $70, Platinum and Palladium joining the party, and Gold surprisingly lagging its peers since Jackson Hole, the setup here is screaming "catch-up." This isn't a speculative frenzy; it’s a re-pricing of global fiat credibility. Here is why I believe the path to $5,000 in 2026 is not just hype, but a realistic macro inevitability—and how you should position for it without getting burned by leverage. 1️⃣ This is a Sys
DBS & OCBC Skyrocket to Epic Peaks – JPM's 2026 Singapore Stars Ready to Dominate: Which Picks Will Make You Rich? 💥🏦
$DBS(D05.SI)$$OCBC Bank(O39.SI)$$JPMorgan Chase(JPM)$$UOB(U11.SI)$$Singtel(Z74.SI)$ Singapore's banking beasts are on a rampage, with DBS smashing a fresh high of $56.34 today on December 24, 2025, capping a stellar 36% year-to-date surge that's left investors buzzing on wealth-management fees exploding 25% in Q3 and dividend yields locking in 4.2% for that sweet cash flow drip. OCBC's not far behind, hitting $19.47 on balanced growth from insurance arms like Great Eastern premiums up 18% and AUM at $280 billion – this defensive duo's resilience shines bright amid glo
Silver Explodes to $72 Record High – Now World's Third Most Valuable Asset, Crushing Apple! 🌟🪙
$Apple(AAPL)$ Silver's unstoppable surge just hit warp speed, blasting to a jaw-dropping $72 per ounce on December 25, 2025, shattering all-time records and catapulting it past Apple's market cap to claim the bronze medal as the planet's third most valuable asset! 😲 This devil's metal has doubled since January, leaving gold's 60% YTD gains in the dust with a blistering 130% rally driven by explosive industrial demand from solar panels chomping 25% more supply and EV chips craving its edge over copper. Deficits are widening to 220 million ounces for the sixth straight year, with London's vaults drained 35% to 20,000 tonnes and Indian prices rocketing 90% to ₹1.85 lakh per kg. Futures are swinging wild, with intraday spikes topping $72 as specs dive
🧬💉📈 Dynavax Taken Out at a 39% Premium: Why Sanofi Paid Up for HEPLISAV-B and the Next Vaccine Growth Cycle 📈💉🧬
$Dynavax(DVAX)$$Sanofi SA(SNY)$ $GlaxoSmithKline PLC(GSK)$ 🧠 Strategic M&A Meets a High-Conviction Technical Resolution I’m watching $DVAX resolve a multi-year compression exactly the way credible M&A breaks tend to resolve when the market believes the outcome is real. Sanofi has agreed to acquire Dynavax Technologies in an all-cash transaction valuing the company at roughly $2.2B, paying $15.50 per share. That’s a 39% premium to the 23Dec25 close and about a 46% premium to the three-month VWAP. The deal is board-approved, funded entirely with cash, and expected to close in Q1 2026 subject to regulatory approvals. 🧬 Fundamental
🚀📡🛰️ AST SpaceMobile ($ASTS) | Execution Confirmed, So Why Is the Stock Selling Off? 🛰️📡🚀
$AST SpaceMobile, Inc.(ASTS)$$Rocket Lab USA, Inc.(RKLB)$ $T-Mobile US(TMUS)$ 🧠 Good News, Red Tape, Contrarian Fuel Good news, but $ASTS is selling off today 🫤 I’m still looking at a stock up roughly +299% YTD, with analysts mostly on holds, average PT near $73 below spot, short interest heavy at ~16% of float, and options volume surging ~6× normal pacing on a half-day session, with calls leading. That setup matters. That’s contrarian fuel. 🛰️ Execution Is No Longer the Question BlueBird 6 marked the shift from thesis to proof. A ~2,400 sq ft commercial satellite behaving like a cel
🎅📈⚡ Santa Rally Tailwinds Meet Compression, $TSLA Coils After Seven Resistance Tests as $MU Confirms AI Memory Pricing Power ⚡📈🎅
$Tesla Motors(TSLA)$ Bullish $Micron Technology(MU)$ Bullish $SPDR S&P 500 ETF Trust(SPY)$ Bullish 24Dec25 🇺🇸|25Dec25 🇳🇿🎄🎄🎄 I’m framing this top-down, because regime always comes before stock selection. This is a textbook Santa Rally environment. Volatility is crushed, positioning is directional, and both SPDR S&P 500 ETF Trust ($SPY) and S&P 500 Index ($SPX) are printing fresh all-time highs. This has not been a euphoric melt-up. It has been a controlled grind higher, and historically those trends tend to persist longer than most expect. 📉 IV Rank on $SPY is now 1.66%, an extreme compression signal. Markets do not stay priced fo
A lot of comparisons are starting to be made between $Rocket Lab USA, Inc.(RKLB)$ and space X. But are they really comparable? Let's begin with rockets. Rklb has electron, small lift, dedicated, and precision insertion. Space X has nothing like this. But space x does have starship. while it's still in development, rklb has nothing like it. Starship Does present a major concern though regarding the IPO. Investors want returns. Starship, is a whale with an absolutely insane cash appetite. Going to the moon and mars seem to lack a business case unless government steps in hugely. so while the ipo might rocket initially, I will be assessing the long term impact of the starship strategy once i get some concrete numbers. they both have medium lift rocket
🌟🌟🌟As part of my annual review for 2025, I wanted to share some raw, emotive and slightly humorous lessons from a year in the market that felt less like a sophisticated waltz and more like a high stakes game of whack a mole. It was a roller coaster of gratitude and a few, ahem "educational opportunities". My 2025 Market Diary: The Core Lessons Learnt I am genuinely grateful for a very successful 2025 overall, thanks largely to a few patient, reliable workhorses that reminded me that slow and steady can in fact win the race and prevent a heart attack. The Beauty: The Art of Being Boring My biggest gratitude goes to my core index ETFs: $SPDR Portfolio S&P 500 ETF(SPYM)$ $
Top 3 Stock Picks for 2026: High Growth & Strong Conviction
We have seen how $S&P 500(.SPX)$ experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. I think it might be high time we look at the potential high 2026 earnings growth targets. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute. In this article I would like to share the forward-looking, sector-diversified analysis of three Strong Buy–oriented stocks with high expected earnings growth in 2026, supported by heavy analyst coverage. We span Technology, Healthcare, Financials, Energy, and Materials, emphasizing robust analyst sentiment, earnings momentum, and structural growth drivers heading into the new year
JPMorgan Agrees I'm A Genius! My 2026 Singapore Top Picks Review
🌟🌟🌟Well folks, it seems that my crystal ball was actually working in 2025! As DBS hits yet another new high and JPMorgan releases their top picks for 2026, I can't help but feel a little smug and a lot grateful. The best part? I am already invested in all 3 of their highlighted stocks. I am happy to report that my portfolio is very much up because of them. It is a beautiful moment when independent research validates my own "buy and hold strategy". Here is a look at my personal "Dream Team" of Singapore stocks and their 2026 outlook. My Winning Trio: DBS, CICT and ST Engineering JPMorgan has named 7 Singapore stocks as their Top Picks for 2026 including my current holdings: DBS, CICT and ST Engineering. These are the reasons why they are absolute beauties
Gold Strong Albeit Overbought Bullish structure. Go Long With GLD
Gold had crossed 4,500 at one point, and technically, gold is in a strong, albeit overbought, bullish structure. We also saw some profit-taking near record highs, so suggestions on buying on pullbacks, with key resistance levels at $4,520-$4,550. In this article, we would like to look at the practical, execution-oriented framework for how investors can position in $SPDR Gold ETF(GLD)$ to take advantage of a decisive break and hold above the $4,500 gold price area, while managing risk and trade discipline. 1. Define Our Strategic Thesis We outlined a structural bullish setup in gold, with: Overbought conditions but strong trend Profit-taking near record highs Key resistance cluster near $4,520–$4,550 Next potential extension targets: $4,575 → $4,600
12/24 Hot Tech Stock Options: Can Tesla Hold Above $500? NVDA 175, MU 265 Support Put to the Test
$TSLA$Key News:Analyst Canaccord Genuity raised Tesla's target price to $551 (from $482). FactSet survey shows average rating "Hold," average target $421.59.Stock up 28% since November lows, driven by CEO compensation plan reinstatement and autonomous driving progress.Options Analysis:Current IV is extremely high, indicating expectations for sharp price swings. Sentiment leans bullish, but institutions have hedged at key levels.This Week (Dec 26): Expected high-volatility range: $475–$500.Next Week (Jan 2): Range may expand to $470–$510.Key Support: $480–$485 – $480 is recent technical support; $485 is a massive Put OI zone, forming a key defense line.Key Resistance: $500 – a crucial psychological and historical high, with institutional sell call blocks creating strong resistance.Strategy
$Intchains Group Ltd.(ICG)$ ICG Surged +6.38%: Breakout Above Key Resistance, Momentum BuildsLatest Close Data Closed at $2.00 on 2025-12-24, up +6.38%. Remains ~83% below its 52-week high of $12.04.Core Market Drivers Strong net capital inflow of ~$216k on the day indicates significant buying interest. Recent short volume ratio has been volatile, suggesting a potential squeeze may be contributing to upward pressure.Technical Analysis Volume surged with a Volume Ratio of 1.90, confirming breakout strength. MACD (0.096) crossed above its signal line (0.074), generating a fresh bullish signal. RSI(6) at 74.98 is approaching overbought territory, signaling strong short-term momentum but warranting caution.Key Price LevelsImmediate Pivot: $2.00 (today'