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Lendlease REIT 4.28% Perp Reality | SGX Daily Pulse 15 Apr | 🦖EP1548
Lendlease REIT 4.28% Perp Reality | SGX Daily Pulse 15 Apr | 🦖EP1548 The market cheered Lendlease's 4.28% perp pricing as a refinancing win, but an ICR of 1.8x means the income floor is one bad quarter from cracking. With gearing at 38.4% against a 35% forensic ceiling, this is not de-risking — it is a debt wall dressed in a lower coupon. For anyone deploying S$100,000 from CPF or SRS into a yield play right now, the math is unforgiving. The 6-month T-Bill sits at 1.47%, the forensic floor is 3.2%, and the minimum equity hurdle is 4.7% — and LREIT's perp clears none of those bars on a risk-adjusted basis. Capital protection demands you ask what you are paid to accept, not just what the manager is willing to offer. 📺 YouTube: https://youtu.be/sQ3PW4zG72A 📩 Substack: https://investingiguana.
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📉 Down 6% vs. the Market: Why Berkshire Is Lagging & What Abel Must Prove on May 2
Current Situation: Trailing the S&P by Over 6 Percentage Points Year-to-date 2026, $Berkshire Hathaway(BRK.B)$ have declined 5%, while the $S&P 500(.SPX)$ has gained approximately 1.78%—a gap of over 6 percentage points. This is Greg Abel's first "report card" since officially taking the CEO reins—and the market seems to be voting with its feet, questioning whether the "Oracle of Omaha" can still deliver the magic. But as Buffett himself once said: "We will underperform in bull markets because we hold a lot of non-public subsidiaries and cash." This current headwind is precisely the crucible testing whether Berkshire's "institutional transformation" can maintain its luster. I. Four Structural Rea
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04-14
$CRWV 20260424 100.0 CALL$ took the profits. too much exposure on the AI side for me. want to rotate into other sectors or keep some cash. buy again when TACO moments comes in.
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$Advanced Micro Devices(AMD)$
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04-14
$Oracle(ORCL)$ Caught thd right moment
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$OCBC Bank(O39.SI)$ Good to buy mire ?
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04-14
$Keppel DC Reit(AJBU.SI)$
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$MU 20260417 432.5 CALL$ Very Solid Scalp trade of the day 😉✌️
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$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Made this trade using Cash Boost Account (CBA) @Tiger_Contra @CashBoost @Tiger_CashBoostAccount @TigerStars Support / Resistance 📈📉: Support: $355-$357, $348-351 Resistance: $367, $375, $380, $387 Outlook 📝: TSLA opened above $355-$357 today, thus may be able to see more short term upside movement towards $367. Watch for potential rejection at $367 back to $355-357 support. If
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04-15
$AMZN 20260918 195.0 CALL$ holding for bigger gains
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04-15
$Amazon.com(AMZN)$
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04-15
$Palantir Technologies Inc.(PLTR)$ Money Money Money come to meeee.
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04-15
$NVIDIA(NVDA)$
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04-15
$AXON 20260618 250.0 PUT$ stay calm in the market
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04-15
$Advanced Micro Devices(AMD)$
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04-14
I’m leaning toward A) $Taiwan Semiconductor Manufacturing(TSM)$ as my “Beat & Pop” pick. The AI demand from $NVIDIA(NVDA)$ and $Apple(AAPL)$ still looks strong, and this feels more structural than cyclical. As long as guidance stays solid without major supply issues, I think the market rewards that visibility. For banks like $JPMorgan Chase(JPM)$ and $Goldman Sachs(GS)$ , I see more of a gradual re-ratin
TOP1PC: Nice Sharing 😁 @JC888 @Barcode @Shernice軒嬣 2000 @koolgal @DiAngel @Aqa
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The market is at a delicate inflection point. The index strength you are seeing is real, but it is narrow and leadership-driven, not broad-based. Can earnings be the next upside catalyst? Yes, but only if three conditions align: 1. AI capex confirmation (critical) Amazon and hyperscalers must validate continued aggressive AI/cloud spending This supports semis and storage, reinforcing current leadership 2. Margin resilience If companies show they can absorb cost pressures despite prior geopolitical shocks, multiples can expand further 3. Guidance, not just beats The market is already priced for “good” results Forward guidance must upgrade expectations, not merely meet them --- Why internal divergence matters Leaders: Amazon, SanDisk Laggards: Microsoft, Oracle Corporation This signals: Capi
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The move in Circle Internet Financial is not just crypto beta. It is a policy-driven re-rating. The signal from Presidential Council of Advisers on Digital Assets matters because it reduces one of the biggest overhangs: regulatory uncertainty around stablecoin yield mechanics. That shifts Circle from a “grey-zone fintech” to a potential regulated infrastructure layer. --- Can Circle become a new focal point? Bull case (structural) Regulatory clarity → institutional adoption of USDC-like stablecoins Positioned as a compliant on-ramp between TradFi and crypto Beneficiary of tokenised finance (payments, settlements, treasuries) But there are constraints Revenue still tied heavily to interest income on reserves Competition from banks and Big Tech if regulation opens the door Valuation may fron
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04-14
Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates
Here's a comprehensive, bullish counter-article based on the title "Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry Underestimates". It directly addresses Burry's warnings of an AI bubble reminiscent of the dot-com era—speculative overinvestment, fragile valuations, circular ecosystems, and potential multi-year bear markets—while highlighting why AI represents foundational infrastructure with durable, compounding returns, unlike the consumer-speculative dot-com frenzy.Dot-Com 2.0? No—AI Is Infrastructure 2.0: The Bull Case Burry UnderestimatesMichael Burry has positioned himself as the voice of caution in the AI boom. His high-profile shorts on Palantir (PLTR) and Nvidia (NVDA)—including a $912 million notional put position on PLTR entered in Q3 2025—come with explicit dot-co
TOPits a bubble when there is a major war going on, inflation will increase significantly, interest rates will increase. the commander and chief doesn't know what he is doing and he's telling the market, everything will be fine. when clearly it won't be.