relf's Original Posts & Analysis | Longbridge Community

relf20 hours ago

I think it is just noise. It is just a speech, at the end of the day, they will still make the decisions based on the data. Any good or bad data will easily overwrite the views expressed in that speech.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Warsh's Hawkish Turn Flips the Rate Odds

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

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relf20 hours ago

I think it is just noise. It is just a speech, at the end of the day, they will still make the decisions based on the data. Any good or bad data will easily overwrite the views expressed in that speech.

C

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Warsh's Hawkish Turn Flips the Rate Odds

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

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relfAug 28 at 11:05 AM

I predicted 225. That is very close too. Hope I managed to win something. Congrats to the winners! Looking forward to the next round.

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Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

+1

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relfAug 28 at 11:05 AM

I predicted 225. That is very close too. Hope I managed to win something. Congrats to the winners! Looking forward to the next round.

C

Captain's Watch

Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

+1

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relfAug 28 at 11:03 AM

Personally I think some form of signalling or guidance helps the market and it is not a bad thing actually. But with his style, markets will surely be more volatile.

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Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

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relfAug 28 at 11:03 AM

Personally I think some form of signalling or guidance helps the market and it is not a bad thing actually. But with his style, markets will surely be more volatile.

C

Captain's Watch

Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

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relfAug 26 at 10:23 PM

Just wow. Nvidia results were just superb. I think it surprised many. But it is back to the debate between the usual two groups, is it undervalued by PE or is this cyclical? We shall see how the market reacts.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Cleared It, Now Warsh Speaks

Nvidia's $108B guide lifted software with it, but PCE at 3.7% leaves Friday's Warsh keynote deciding the week. Singapore's quieter number: core inflation at a 21-month high of 2.0%.

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relfAug 26 at 10:23 PM

Just wow. Nvidia results were just superb. I think it surprised many. But it is back to the debate between the usual two groups, is it undervalued by PE or is this cyclical? We shall see how the market reacts.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Cleared It, Now Warsh Speaks

Nvidia's $108B guide lifted software with it, but PCE at 3.7% leaves Friday's Warsh keynote deciding the week. Singapore's quieter number: core inflation at a 21-month high of 2.0%.

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relfAug 25 at 10:25 PM

Slow news day but as some would say no news is good news, especially for long term investors. Tomorrow should be an exciting day post Nvidia results!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Snaps Its Losing Streak on Earnings Eve

Nvidia snapped its seven-day losing streak Tuesday, closing up 2.2% to $213.05, hours before its most anticipated earnings report in years drops after today's close. The rally came alongside a third s...

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relfAug 25 at 10:25 PM

Slow news day but as some would say no news is good news, especially for long term investors. Tomorrow should be an exciting day post Nvidia results!

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Snaps Its Losing Streak on Earnings Eve

Nvidia snapped its seven-day losing streak Tuesday, closing up 2.2% to $213.05, hours before its most anticipated earnings report in years drops after today's close. The rally came alongside a third s...

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relfAug 25 at 06:03 AM

Prediction 225. Current AI wave is still intact. After a 7 day drop, I think expectations are not high and it is also timely to have a rebound. That said, the prediction is of course assuming no major headlines elsewhere. Hehe!

C

Captain's Watch

FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

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relfAug 25 at 06:03 AM

Prediction 225. Current AI wave is still intact. After a 7 day drop, I think expectations are not high and it is also timely to have a rebound. That said, the prediction is of course assuming no major headlines elsewhere. Hehe!

C

Captain's Watch

FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

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relfAug 23 at 10:58 PM

Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US-Canada Trade War Escalates as New Tariffs Take Effect

US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...

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relfAug 23 at 10:58 PM

Question is will investor still care about the tariff negotiations.. After all this whole issue has been around for so long and markets have been able to climb a wall of worries to near all time highs.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — US-Canada Trade War Escalates as New Tariffs Take Effect

US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...

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relfAug 20 at 10:47 PM

Interesting that the news are not quite reporting the surge in the crypto markets and the crypto related stocks. Shall see if the rally can be sustained.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Walmart Crashes 9% as Moderna's Rally Unravels

Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...

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relfAug 20 at 10:47 PM

Interesting that the news are not quite reporting the surge in the crypto markets and the crypto related stocks. Shall see if the rally can be sustained.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Walmart Crashes 9% as Moderna's Rally Unravels

Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...

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relfAug 19 at 10:28 PM

Moderna was the real excitement even though I don't hold their shares. Fun fact, Moderna is part of S&P500, so anyone holding VOO or any S&P500 ETF actually benefitted indirectly. :)

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Moderna Soars 177% on Landmark Cancer Vaccine Win

Moderna had its best day ever Wednesday: shares soared 177% after its melanoma vaccine, developed with Merck, became the first mRNA cancer therapy to succeed in a Phase 3 trial. Merck rose alongside i...

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relfAug 19 at 10:28 PM

Moderna was the real excitement even though I don't hold their shares. Fun fact, Moderna is part of S&P500, so anyone holding VOO or any S&P500 ETF actually benefitted indirectly. :)

C

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Moderna Soars 177% on Landmark Cancer Vaccine Win

Moderna had its best day ever Wednesday: shares soared 177% after its melanoma vaccine, developed with Merck, became the first mRNA cancer therapy to succeed in a Phase 3 trial. Merck rose alongside i...

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relfAug 19 at 12:13 AM

Markets have largely rebounded over the last two weeks. Not surprising to see some form of a pullback as people take profits. Time in the market is still better than timing the market for most.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Micron Gives Back $1,000

Bonds set the price of everything yesterday, and an SG portfolio felt it from both ends. Memory took the worst of it, Micron handing back the $1,000 level it won a session earlier, while the STI slid ...

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relfAug 19 at 12:13 AM

Markets have largely rebounded over the last two weeks. Not surprising to see some form of a pullback as people take profits. Time in the market is still better than timing the market for most.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Micron Gives Back $1,000

Bonds set the price of everything yesterday, and an SG portfolio felt it from both ends. Memory took the worst of it, Micron handing back the $1,000 level it won a session earlier, while the STI slid ...

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relfAug 17 at 10:30 PM

Selected AI stocks are still doing very well, indicating this AI wave still have a long way to go. But one has to be increasingly selective.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Rally as Iran Fears Rattle Wall Street

Chips rallied hard against a falling US market Monday: SanDisk, Western Digital, and Micron all jumped after Elon Musk called memory the binding constraint on AI, even as the S&P 500, Nasdaq, and Dow ...

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relfAug 17 at 10:30 PM

Selected AI stocks are still doing very well, indicating this AI wave still have a long way to go. But one has to be increasingly selective.

C

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Rally as Iran Fears Rattle Wall Street

Chips rallied hard against a falling US market Monday: SanDisk, Western Digital, and Micron all jumped after Elon Musk called memory the binding constraint on AI, even as the S&P 500, Nasdaq, and Dow ...

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relfAug 13 at 10:45 PM

With CPI and PPI out of the way, it is back to earnings for the remaining companies. Interesting to see if there will be a pullback from all time highs or we go higher from here.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Reddit Joins S&P 500 as CDL Profit Triples

Reddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...

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relfAug 13 at 10:45 PM

With CPI and PPI out of the way, it is back to earnings for the remaining companies. Interesting to see if there will be a pullback from all time highs or we go higher from here.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Reddit Joins S&P 500 as CDL Profit Triples

Reddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...

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relfAug 12 at 10:33 PM

Strong showing from various earnings such as Coreweave and Nebius, though bottom line still showed a net loss. Unlike RAM stocks where earnings are robust, it is up to investors and markets to decide what is the reasonable valuation for this group of pre profit stocks.

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Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — AI-Infra Stocks Explode as CoreWeave Surges 19%

AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...