To The Moon

Korean stocks rebounded sharply today, with the KOSPI closing at 5,478.70, up 8.44% on the day. The index surged intraday, and a rise of more than 5% in futures triggered a temporary halt in program trading. KOSDAQ 150 futures also hit circuit breakers. After previously falling to around 4,900, the market has largely recovered losses from the past week, with sentiment improving.

March delivered something rarely seen: a true indiscriminate selloff. Traditional safe havens and risk assets fell together, leaving investors with almost nowhere to shelter. The numbers were stark — $NASDAQ(.IXIC)$ closed Q1 down 7.11%, $S&P 500(.SPX)$ off 4.63% — but the index figures only tell part of the story.

What he really means is that for a vehicle of Berkshire's size and investment philosophy, the current level of decline simply doesn't offer the odds that justify a large-scale move. He's not looking for a technical bounce or a short-term recovery. He's waiting for something big enough, cheap enough, and worth going heavy on.

March has been rough for the Singapore market. Banks, gaming, and consumer stocks have all taken turns getting hit. But what’s interesting is this: while many stocks are falling, a few are quietly climbing.

March delivered something rarely seen: a true indiscriminate selloff. Traditional safe havens and risk assets fell together, leaving investors with almost nowhere to shelter. The numbers were stark — $NASDAQ(.IXIC)$ closed Q1 down 7.11%, $S&P 500(.SPX)$ off 4.63% — but the index figures only tell part of the story.

Wednesday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures. International oil prices fell, but WTI crude oil still closed above $100.

Treasuries were volatile amid geopolitical uncertainty, with markets pricing in potential Fed rate hikes as energy-driven inflation risks increased.

U.S. stocks ended a volatile week mixed. Small- and mid-cap indexes snapped four-week losing streaks, while the S&P 500 and Nasdaq posted their fifth straight weekly declines as large-cap tech remained under pressure. Geopolitical headlines and oil price swings drove sentiment.

U.S. Market Summary Indexes Extend Losing Streak, Energy Leads Broad Weakness NASDAQ, Dow corrections: Major indexes fell for a fifth straight week. NASDAQ -3.2%, S&P 500 -2.1%, Dow -0.9%. Style reversal: Growth stocks underperformed value; growth -13% YTD vs value slightly positive. Small beats large: $iShares Russell 2000 ETF(IWM)$ +0.5% weekly, $iShares Russell 1000 ETF(IWB)$ -2.0%. Burst of energy: Energy stocks $Energy Select Sector SPDR Fund(XLE)$ +6% weekly; +13% since Mar 1, +41% YTD, supported by oil & gas price gains. Sentiment slips: U.S. consumer sentiment dropped to 2026 low, reversing recent improvements. Yields rise again: 10-year U.S. Treasury yield hit 4.43%, highest in over 8 months. Jobs ahead: March jobs report due Friday; Feb saw 92,000 job losses, third decl

These stronger names tend to share key traits: solid balance sheets, resilient business models, and disciplined capital management. If you’re looking to beat that 2.5% baseline, here are five worth keeping on your radar.