KellyWML

The fear of AI slowing monetary realisation is contagious and spreading rapidly throughout the global markets. The tech sell-off that we had experienced last week was just an early indication we should take note of. At this junction, the ongoing wars, high inflationary pressure, elevated oil price, Fed further rate hikes, higher financing costs, and upcoming US midterm elections, all summed up and induced uncertainty and volatility in the market. So be cautiously optimistic investing for coming months.

Reaching the new level.

Every little step accumulated into the milestone of success.

Good in-depth and very informative fundamental analysis. Thank you for sharing.

My call: US$ 1153.

up 4.3% to 8.6%

With the continuation of AI CAPEX, the demand for memory chips is highly anticipated, especially since the shortage in supply of HBM4 chips made a very good profit margin. Therefore, expectations of good print in earnings release will push the MU stock price higher, closing the gap down, within the range up 4.3% to 8.6%

My fast and furious moment!

China obviously has more advantages this round as Mr. Xi is holding more Trump cards in his hand. So, as usual, some hand shaking, gifts exchange, and bean's order. Expecting a small outcome and the two sides continue to compete against each other for number one, but maintaining the good friends' relationship.

The recent stock prices of reits have already been priced in and depressed by the action of Fed rate hike, but it is really worth a second thought, adding to the position of the reits which are well managed, with low gearing and have good fundamentals if you go long in this sector.

One rate hke decided unanimously is highly anticipated by the market. Dot plot with 16 out of 18, expectations of further monetary tightening, sending a very hawkish signal. Revaluation of AI companies and rate sensitive sectors like property and bond markets may take the hit. So sit tight, buckle up your safety belt, and bumpy ride ahead.

1A 2B 3B

Fed will hold the rate unchanged and no rate hikes due to upcoming midterm elections and the volatility in bond markets. Sometimes when you are in dilemma situation, it is better to pause, standstill, no action is require just as to please everyone.

Straits Times index having a good decent run up for past weeks, driven further upwards by the SG TRIO'S earnings that beat the consesus and closed Friday at 5698.43, realising 09/08 N-DAY effect perfectly. Let's celebrate, HAPPY BIRTHDAY SINGAPORE.

Shining bright like a diamond.

Still have miles ahead, rock and roll on,

Another good round and hope more to come.

Happy harvesting.

Getting some in hand, more sharpening is .needed, though.

Make some progress, at last.