The 7,000 Bull Case: What JPMorgan's Own Favourite Stocks Say About Chasing This Rally 🦖

The Investing Iguana
10:30

The 7,000 Bull Case: What JPMorgan's Own Favourite Stocks Say About Chasing This Rally 🦖

🔍 The Angle

What if the strongest part of JPMorgan’s 7,000 case is the economy, not the stocks carrying it? Singapore’s 2026 growth forecast rose to 4.5% to 5.5%, yet two of the bank’s four conviction names breach Iggy’s 3.2% Forensic Floor. That is the tension I wanted to examine: macro strength can be genuine while stock-level income protection remains weak.

💰 What It Means For You

For CPF, SRS, and dividend portfolios, the price you pay still determines the cashflow you lock in. DBS reaches only 4.23% on a total-yield basis, while Keppel reaches 4.09% even including one-off distributions. Iggy's Forensic Zone: Zone 5, Red Zone.

📺 YouTube: https://youtu.be/fuDPFSyDEhk

📩 Substack: https://investingiguana.com/p/the-7000-bull-case-what-jpmorgans

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