Jaces

Jaces

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J
Jaces

Asia market has not been following US market movement for awhile. and usually in opposite direction. with the demand still high for chips. it will continje to rally higher

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't Follow

The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...

J
Jaces

Asia market has not been following US market movement for awhile. and usually in opposite direction. with the demand still high for chips. it will continje to rally higher

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't Follow

The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...

J
Jaces

Warsh is another crown with Trump. whenever one of them talks, it will never helps but pushed the prices and markets even lower

C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades

Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...

66 “We made very clear that we would deliver price stability, and we removed a d
United States 30 Year Government Bonds Yield·1D·TVC 5.550% -0.050 (-0.89%) % Hig
J
Jaces

Warsh is another crown with Trump. whenever one of them talks, it will never helps but pushed the prices and markets even lower

C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades

Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...

66 “We made very clear that we would deliver price stability, and we removed a d
United States 30 Year Government Bonds Yield·1D·TVC 5.550% -0.050 (-0.89%) % Hig
J
Jaces

it will be 3-6% not anything more. if it is more 6% will be a bonus and beyond expectation.

C
Captain's Compass
【Market Predict & Win】September CPI Tonight: Wall Street Can't Agree. Can You? 🔥

7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...

September CPI Forecasts Wall Street institutions' forecasts for U.S. September C
U.S.CPI Scenarios Stock Market View vl 1 Based on the median headline CPI YoY fo
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Jaces

it will be 3-6% not anything more. if it is more 6% will be a bonus and beyond expectation.

C
Captain's Compass
【Market Predict & Win】September CPI Tonight: Wall Street Can't Agree. Can You? 🔥

7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...

September CPI Forecasts Wall Street institutions' forecasts for U.S. September C
U.S.CPI Scenarios Stock Market View vl 1 Based on the median headline CPI YoY fo
J
Jaces

it will be $70B or more. so far it is right on the dot for those who has been following.

C
Captain's Compass
Featured🎁[Reward] OpenAI ARR: $50B or $70B? The Gross-to-Net Question

On Oct 8, 2026 SGT, the Financial Times dropped a story that spooked the entire AI complex: $OpenAI(OpenAI.NA) told investors its annualized revenue run-rate (ARR) was “approaching $50B” as of end-Sep...

OpenAI ARR: ~$50B in September, up )~3.3x y/y TM Net annualized revenue run rate
Trump Says US Won't Attack Iran Before Midterm Elections 0% A [ DJIA 51,231.64 -
米 Anthropic l TickerTrends Anthropic Annualized Revenue Run-Rate TickerTrends tr
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Jaces

it will be $70B or more. so far it is right on the dot for those who has been following.

C
Captain's Compass
Featured🎁[Reward] OpenAI ARR: $50B or $70B? The Gross-to-Net Question

On Oct 8, 2026 SGT, the Financial Times dropped a story that spooked the entire AI complex: $OpenAI(OpenAI.NA) told investors its annualized revenue run-rate (ARR) was “approaching $50B” as of end-Sep...

OpenAI ARR: ~$50B in September, up )~3.3x y/y TM Net annualized revenue run rate
Trump Says US Won't Attack Iran Before Midterm Elections 0% A [ DJIA 51,231.64 -
米 Anthropic l TickerTrends Anthropic Annualized Revenue Run-Rate TickerTrends tr
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Jaces

when the lot gets smaller, it drives the price down too. leaving all the smaller investors on high now losing money.

C
Captain Leo
Featured⭐️ Community Spotlight | The Banks Got Cheaper to Buy. Then Everyone Sold Them.

On Monday SGX cut the board lot on DBS, OCBC and UOB to 10 shares — one lot of DBS fell from S$7,721 to S$772. By Thursday the same three banks were more than 60% of all short selling on the market, and members had taken both halves apart.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 BOARD LOTS -100 SHARES TO 10 The entry ticket
COMMUNITY SPOTLIGHT LONGBRIDGE 02 THE SELLOFF-6 TO 8 OCTOBER 60% of all short se
COMMUNITY SPOTLIGHT LONGBRIDGE 03 SPACEX一AUSS40B REPORT Up 8.9%.Nobody took it a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 INCOME-PAID,BUTNOT REPRICED Rising distributio
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Jaces

when the lot gets smaller, it drives the price down too. leaving all the smaller investors on high now losing money.

C
Captain Leo
Featured⭐️ Community Spotlight | The Banks Got Cheaper to Buy. Then Everyone Sold Them.

On Monday SGX cut the board lot on DBS, OCBC and UOB to 10 shares — one lot of DBS fell from S$7,721 to S$772. By Thursday the same three banks were more than 60% of all short selling on the market, and members had taken both halves apart.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 BOARD LOTS -100 SHARES TO 10 The entry ticket
COMMUNITY SPOTLIGHT LONGBRIDGE 02 THE SELLOFF-6 TO 8 OCTOBER 60% of all short se
COMMUNITY SPOTLIGHT LONGBRIDGE 03 SPACEX一AUSS40B REPORT Up 8.9%.Nobody took it a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 INCOME-PAID,BUTNOT REPRICED Rising distributio
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Jaces

cutting lots is just giving citizen a hope of owning shares. but what is the after effect? will it drive the price up or down?

TTheInvestingIguana

SGX Cuts the Board Lot for DBS, OCBC and UOB From 100 Shares to 10 Today

Mon 5 Oct 2026 | Morning

The Numbers

From today, SGX board lots fall from 100 units to 10 for 11 counters, including DBS, OCBC and UOB, per SGX and Beansprout. At Friday's closes (DBS S$77.21, UOB S$43.11, OCBC S$31.66), one lot costs about S$772, S$431 and S$317, against about S$7,721, S$4,311 and S$3,166 before. SGX opens at 9am. The STI closed Friday at 5,634.82 (-0.6%) and ended September 1.4% lower, with five constituents positive for the month, per Beansprout.

On Wall Street Friday, the Dow closed at 51,176.96 (+0.49%), the S&P 500 at 7,722.72 (+0.73%) and the Nasdaq at 27,190.86 (+1.19%). AP attributes the rally to the September jobs report, with payrolls up 29,000, below expectations, and unemployment at 4.2%, which curbed expectations of Fed rate hikes and pushed Treasury yields lower. Brent was US$102.25 (-0.06%) per EnergyNow, which links the flat finish to the G7's 100 million barrel reserve release. USD/SGD is 1.2793.

BT reports CDL's Lucerne Grand sold 350 of 570 units (61%) at an average S$2,480 psf over its launch weekend.

My Personal Take

Yesterday I measured DBS, UOB and OCBC as 14%, 27% and 67% away from my 4.7% hurdle. It took me a moment to see that the lot change moves none of those numbers. It cuts the cash for one lot to a tenth, while the yield is the same payment over the same price. Saturday I said a Monday SGS print would show whether Singapore follows the US move down. I do not have one at this hour. I will watch turnover in the 11 counters over the first weeks, and one day of volume would not settle it. 🦖

Not financial advice. Iggy's Forensic Compliance Standards apply.

图片 1,共 1 张Long image
J
Jaces

cutting lots is just giving citizen a hope of owning shares. but what is the after effect? will it drive the price up or down?

TTheInvestingIguana

SGX Cuts the Board Lot for DBS, OCBC and UOB From 100 Shares to 10 Today

Mon 5 Oct 2026 | Morning

The Numbers

From today, SGX board lots fall from 100 units to 10 for 11 counters, including DBS, OCBC and UOB, per SGX and Beansprout. At Friday's closes (DBS S$77.21, UOB S$43.11, OCBC S$31.66), one lot costs about S$772, S$431 and S$317, against about S$7,721, S$4,311 and S$3,166 before. SGX opens at 9am. The STI closed Friday at 5,634.82 (-0.6%) and ended September 1.4% lower, with five constituents positive for the month, per Beansprout.

On Wall Street Friday, the Dow closed at 51,176.96 (+0.49%), the S&P 500 at 7,722.72 (+0.73%) and the Nasdaq at 27,190.86 (+1.19%). AP attributes the rally to the September jobs report, with payrolls up 29,000, below expectations, and unemployment at 4.2%, which curbed expectations of Fed rate hikes and pushed Treasury yields lower. Brent was US$102.25 (-0.06%) per EnergyNow, which links the flat finish to the G7's 100 million barrel reserve release. USD/SGD is 1.2793.

BT reports CDL's Lucerne Grand sold 350 of 570 units (61%) at an average S$2,480 psf over its launch weekend.

My Personal Take

Yesterday I measured DBS, UOB and OCBC as 14%, 27% and 67% away from my 4.7% hurdle. It took me a moment to see that the lot change moves none of those numbers. It cuts the cash for one lot to a tenth, while the yield is the same payment over the same price. Saturday I said a Monday SGS print would show whether Singapore follows the US move down. I do not have one at this hour. I will watch turnover in the 11 counters over the first weeks, and one day of volume would not settle it. 🦖

Not financial advice. Iggy's Forensic Compliance Standards apply.

图片 1,共 1 张Long image
J
Jaces

earning 4.3% to 8.6% is a fair result with so many things happening in the world. the demand is still strong but everyone is taking caution

C
Captain's Watch
Micron Earnings Challenge — Guess the close and win cash!

$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...

EARNINGS PREVIEW ·US 1 LONGBRIDGE The print that became a market event Micron Te
图片 2,共 2 张
J
Jaces

earning 4.3% to 8.6% is a fair result with so many things happening in the world. the demand is still strong but everyone is taking caution

C
Captain's Watch
Micron Earnings Challenge — Guess the close and win cash!

$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...

EARNINGS PREVIEW ·US 1 LONGBRIDGE The print that became a market event Micron Te
图片 2,共 2 张
J
Jaces

the oil price will continue to go up as long as there is no deal. Trump will never agree and I think he doesnt even know what he wants out of the deal.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Trump Rejects Iran Deal, Oil Rebounds

Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...

J
Jaces

the oil price will continue to go up as long as there is no deal. Trump will never agree and I think he doesnt even know what he wants out of the deal.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Trump Rejects Iran Deal, Oil Rebounds

Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...

J
Jaces

everyone is watching the Reit but how well are they doing in the local market or oversea?

C
Captain Leo
Featured⭐️ Community Spotlight | The Fed Hiked, the REIT Buyers Showed Up

The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 THE FED HIKE-BEFORE AND AFTER The question cha
COMMUNITY SPOTLIGHT LONGBRIDGE 02 S-REITS-WHO'S BUYING THE DISCOUNT A hike shoul
COMMUNITY SPOTLIGHT LONGBRIDGE 03 THE "AI SLOWDOWN"CALL Less interested in the a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 APAC REALTY·COMFORT SYSTEMS- THE ENABLER Buy w+1
J
Jaces

everyone is watching the Reit but how well are they doing in the local market or oversea?

C
Captain Leo
Featured⭐️ Community Spotlight | The Fed Hiked, the REIT Buyers Showed Up

The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 THE FED HIKE-BEFORE AND AFTER The question cha
COMMUNITY SPOTLIGHT LONGBRIDGE 02 S-REITS-WHO'S BUYING THE DISCOUNT A hike shoul
COMMUNITY SPOTLIGHT LONGBRIDGE 03 THE "AI SLOWDOWN"CALL Less interested in the a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 APAC REALTY·COMFORT SYSTEMS- THE ENABLER Buy w+1
J
Jaces

nice to see Singapore banks are doing well and they are the catalyst of SGX.

will DBS continue to be the strongest of all the banks?

C
Captain Leo
Bridger's Stories EP01 | How a Singapore Accountant Rebuilt His Investing Since 1998

“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.

01 LONGBRIDGE BRIDGERS'STORIES EPISODE NAME @Fattycat STARTED INVESTING 1998 dur
J
Jaces

nice to see Singapore banks are doing well and they are the catalyst of SGX.

will DBS continue to be the strongest of all the banks?

C
Captain Leo
Bridger's Stories EP01 | How a Singapore Accountant Rebuilt His Investing Since 1998

“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.

01 LONGBRIDGE BRIDGERS'STORIES EPISODE NAME @Fattycat STARTED INVESTING 1998 dur
J
Jaces

The Federal Reserve's modern monetary policy cycle is actually focused on rate cuts, not rate hikes.

Unless an unprecedented resurgence of inflation forces an abrupt reversal, the debate on "Fed Night" is typically over the pace and scale of rate reductions (e.g., 25 bps vs. 50 bps) or whether the committee chooses to hold.

Here is what drives the current dynamic:

* Policy Direction: The aggressive 2022–2023 rate hike campaign concluded after taking the federal funds target range to 5.25%–5.50%. The current cycle shifted toward easing as inflation cooled from multi-decade highs.

* Key Focus Areas: Rather than preparing for hikes, markets monitor whether labor market softening justifies accelerated cuts or if sticky service inflation requires holding rates higher for longer.

* The "Fed Night" Watchlist:

* FOMC Statement & Target Range: The immediate decision on the federal funds rate.

* Summary of Economic Projections (SEP / "Dot Plot"): Where policymakers expect the terminal rate to settle over the next 1–3 years.

* Press Conference: Chair Powell’s commentary regarding the balance of risks between unemployment and inflation.

C
Captain's Compass
【Market Predict & Win】Fed Night: Hike has finally come?

At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...

J
Jaces

The Federal Reserve's modern monetary policy cycle is actually focused on rate cuts, not rate hikes.

Unless an unprecedented resurgence of inflation forces an abrupt reversal, the debate on "Fed Night" is typically over the pace and scale of rate reductions (e.g., 25 bps vs. 50 bps) or whether the committee chooses to hold.

Here is what drives the current dynamic:

* Policy Direction: The aggressive 2022–2023 rate hike campaign concluded after taking the federal funds target range to 5.25%–5.50%. The current cycle shifted toward easing as inflation cooled from multi-decade highs.

* Key Focus Areas: Rather than preparing for hikes, markets monitor whether labor market softening justifies accelerated cuts or if sticky service inflation requires holding rates higher for longer.

* The "Fed Night" Watchlist:

* FOMC Statement & Target Range: The immediate decision on the federal funds rate.

* Summary of Economic Projections (SEP / "Dot Plot"): Where policymakers expect the terminal rate to settle over the next 1–3 years.

* Press Conference: Chair Powell’s commentary regarding the balance of risks between unemployment and inflation.

C
Captain's Compass
【Market Predict & Win】Fed Night: Hike has finally come?

At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...

J
Jaces

with a record on high, everyone is hoping to it will be the better. interest rate will be the question. will it be up and down?

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Fed Decision Looms as 20-Year Yield Hits Record

At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...

J
Jaces

with a record on high, everyone is hoping to it will be the better. interest rate will be the question. will it be up and down?

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Fed Decision Looms as 20-Year Yield Hits Record

At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...

J
Jaces

with the launch, I dont think it will have much impact on the share prices. as it is still people mindset that it is a copy of samsung model. how long and how much it can push higher

C
Captain's Compass
Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

Change in Apple share price and major stock indexes during Tim Cook's tenure as
Foldable iPhone is Coming. Apple launch event: dip first, rally later? Launchday