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2026.05.16 19:06

Week 4: My Portfolio Health Check

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Market seems to believe in Trump, see the price movement of oil and you can deduce that market is confident with Trump in concluding the Iran war briefly. The blocking of Strait of Hormuz has reduced the oil flow to the world by 14 million barrels which is the highest disruption in record and oil prices hit highest at usd110. But when Russia invaded Ukraine, oil hit usd120 despite only disrupting 3 million barrels of world oil production.  Ride the wave of Trump but be wary of any corrections that is happening to tech stock right now.

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