Mkoh
Mkoh
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avatarMkoh
02-19

The 2026 Investment Outlook — Key Themes for Singapore Investors

Singapore stands at the crossroads of global capital and Asian growth, and 2026 is shaping up to be a year when regional awareness and strategic diversification could pay off. The global recovery has matured, interest rates are stabilizing, and new technologies are driving quiet revolutions across industries. For Singapore investors, here’s what’s worth watching this year. 1. The Rise of “AI Adoption” Plays Artificial Intelligence remains the story of the decade—but the best opportunities in 2026 may lie beyond Silicon Valley. Singapore-based logistics, finance, and healthcare firms are ramping up AI integration to lift efficiency and margins. Watch for regional leaders in automation, predictive analytics, and customer personalization. Example: Local listed companies leveraging AI to stren
The 2026 Investment Outlook — Key Themes for Singapore Investors
avatarMkoh
01-09

How to Trade Options and Collect Income

Options trading can be a powerful tool for investors looking to generate consistent income from their portfolios. Unlike traditional stock investing, options allow you to leverage positions with potentially lower capital outlays while collecting premiums upfront. However, options trading involves significant risks, including the potential loss of principal, and it's essential to understand the mechanics before diving in. What Are Options? A Quick PrimerOptions are financial derivatives that give buyers the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset, typically a stock, at a predetermined price (strike price) before a set expiration date. Sellers (or writers) of options receive a premium from the buyer in exchange for taking on the obligation
How to Trade Options and Collect Income
avatarMkoh
02-17

Investing in the Year of the Horse: Sectors to Watch and Avoid

The year of the Horse in the Chinese zodiac is traditionally associated with energy, momentum, and dynamic movement. While zodiac-based investing shouldn't replace fundamental analysis, understanding cultural sentiment and seasonal patterns can provide useful context for portfolio positioning. Here's a strategic look at sectors to consider and avoid as we navigate this period. Understanding the Year of the Horse The Horse symbolizes speed, freedom, and forward progress in Chinese astrology. Historically, years associated with the Horse have shown interesting market patterns, though past performance never guarantees future results. What matters more is aligning your strategy with both seasonal trends and solid fundamentals. Sectors to Consider Travel and Transportation The Horse's associati
Investing in the Year of the Horse: Sectors to Watch and Avoid
avatarMkoh
04-10

The Case Against Actively Managed ETFs: Why Paying for “Genius” Usually Costs You More Than It Delivers — And Why Building Your Own (ARKK-Style) Is Shockingly Easy

As someone who’s spent countless hours dissecting markets, crunching performance data, and watching investor money flow into shiny new products, I’ve developed a healthy skepticism toward actively managed ETFs. Don’t get me wrong — the idea sounds fantastic. Hand your money to a star manager like Cathie Wood at ARK Invest, let them chase “disruptive innovation” with bold bets on Tesla, CRISPR, and the next big thing, and outperform the boring old S&P 500. What could go wrong? Plenty, it turns out. The case against active ETFs boils down to three hard realities I see play out over and over: sky-high fees that quietly erode your wealth, returns that rarely justify the hype (and often lag simple index funds), and marketing that sells excitement instead of results. And the kicker? Replicat
The Case Against Actively Managed ETFs: Why Paying for “Genius” Usually Costs You More Than It Delivers — And Why Building Your Own (ARKK-Style) Is Shockingly Easy
avatarMkoh
05-14

Trading Options at All-Time Highs: Strategies for Momentum Stocks and Indexes

Markets hitting all-time highs (ATH) often evoke a mix of excitement and caution. Breakouts into uncharted territory can fuel strong momentum as there's no overhead supply from sellers at breakeven or losses, potentially leading to rapid gains. However, valuations stretch, volatility can spike on reversals, and mean-reversion risks rise. Options provide leveraged, defined-risk ways to participate while managing exposure—ideal for momentum plays but demanding discipline.This article explores how to use options for trading momentum stocks and major indexes (like the S&P 500 via SPX/SPY or Nasdaq-100 via QQQ/NDX) when prices are at or near records. Why Options Shine in ATH Momentum EnvironmentsOptions offer leverage: Control large notional exposure with limited capital. A small move in th
Trading Options at All-Time Highs: Strategies for Momentum Stocks and Indexes
avatarMkoh
04-10

Berkshire Hathaway in 2036: My grounded, long-term view on earnings, strategy, and share price/market cap.

No one can predict the future with certainty over a full decade, but Berkshire’s business model is built for durability and compounding, which supports reasonable projections. I’ll focus strictly on earnings, strategy, and share price/market cap based on the latest 2025 full-year results, Greg Abel’s first shareholder letter as CEO, historical trends, and the realities of Berkshire’s current scale. Current Snapshot (as of early 2026)Operating earnings (Berkshire’s preferred metric): $44.5 billion in 2025, down from $47.4 billion in 2024 but still above the five-year average of about $37.5 billion. Insurance underwriting and investment income faced some cyclical pressure. Net earnings (GAAP, including volatile investment gains/losses): Roughly $67 billion in 2025, impacted by mark-to-market
Berkshire Hathaway in 2036: My grounded, long-term view on earnings, strategy, and share price/market cap.
avatarMkoh
06-15

Hedging Your Portfolio Against an AI Trade Meltdown: Using AI-Excluded or Low-Tech ETFs for True Diversification

The AI boom has driven extraordinary gains in a small group of mega-cap technology stocks, often referred to as the Magnificent 7. These companies have dominated major indices like the S&P 500, accounting for a disproportionate share of recent market returns through investments in chips, data centers, cloud computing, and AI infrastructure. While the long-term potential of artificial intelligence remains significant, elevated valuations, high concentration risk, and uncertainty around the pace of real-world monetization have many investors concerned about a possible correction or sharp unwind in the "AI trade." If your portfolio relies heavily on broad market ETFs such as those tracking the S&P 500, you may have unintended overexposure to these AI leaders. In such a scenario, an AI
Hedging Your Portfolio Against an AI Trade Meltdown: Using AI-Excluded or Low-Tech ETFs for True Diversification
avatarMkoh
2025-06-02
Rising competition, particularly from BYD, has significantly impacted Tesla's sales, with Tesla's global market share slipping as BYD outsold it in several regions, including Europe and China. In Q1 2025, Tesla’s sales dropped 13% to their weakest in nearly three years, while BYD’s affordable models, like the Seagull (priced under $10,000 in some markets), captured a 15.7% global EV market share compared to Tesla’s 15.3%. BYD’s pricing strategy, diverse model lineup, and in-house battery production give it a cost advantage, especially in emerging markets and Europe, where it registered 7,231 EVs in April 2025, outpacing Tesla’s 7,165. Tesla’s high prices and limited new models—relying heavily on the Model Y and Model 3—have led to declining demand, particularly in China and Europe, exacerb
avatarMkoh
2025-02-01
$NVIDIA(NVDA)$ Picking up shares when it is down. My believe that nvdia is the front and center of AI 
avatarMkoh
06-22

The Death of Software Stocks? Adobe, Salesforce, and the AI Reckoning for SaaS

For over a decade, the Software-as-a-Service (SaaS) playbook was gospel: transition to the cloud, lock users into a high-margin subscription ecosystem, scale via per-seat licensing, and enjoy predictable, recurring revenue. This model engineered some of the greatest bull runs in market history. But in 2026, the narrative of perpetual SaaS growth is facing a severe structural crisis. ​A massive software correction has erased an estimated $1 trillion to $2 trillion in sector value. The catalyst is a profound shift in investor psychology: fear that generative AI and autonomous agentic systems will cannibalize the traditional subscription model. When an AI agent can handle complex, multi-step workflows in seconds, the economic logic of paying premium monthly fees for dozens of human software "
The Death of Software Stocks? Adobe, Salesforce, and the AI Reckoning for SaaS

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