Evidence is here; GM's earnings are meeting market demands as semi-conductor chip supplies are still available to meet manufactoring needs. This broadly contradicts the views of those who hang onto the narrative that chip shortages will create a premium price for Chip counters.Going forward, I'd look for counters that are able to take advantage of their postion in securing resources to meet on-going consumer and business demands - esp. those where consumers and businesses are willing to pay a premium for such counters' products and services. To end this article, I probably won't take a position in GM though - simply for the reason that its earnings trajectory to-date looks uneven.Happy trading and make the best of y
ThinkOrSwim
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$DJIA(.DJI)$Dry Powder. Own some.History repeats as FED attempts a Volker-style approach in rate hike(s) to show market participants 'Who's Boss'.Some might call out this BS: rather than call it transitory inflation in recent past, there had been ample opportunities to tame inflation spikes. Alas, hindsight is always 20/20 and now we have Mr. Market spooked; equities across all sectors are hit; resource counters ain't spared as well (something that I had been saying too in my comments to those pumped up by commodities euphoria that things rising too fast, too furious will see huge reversals too).Now that the boat is rocked, what is your next sensible position to t
Watch out, Chip Counters
Watch out, Chip Counters
Copy Trading off a Cliff!!
Many have called for the idea on following what the "big boys" do, and not what intuition, news or earnings reports tells you. This is disproved, and recently, many cried foul when they copied-traded Munger (BABA) and Ackman (NTFLX), who netted huge losses of $50 Million and $400 Million respectively. In short, do not let others, even famed investors, lead you by the nose - and sometimes, off a cliff. [Facepalm] Moving forward, long or short, happy trading in these turbulent times. [Grin]
Never fight the FED.
When FED wants the market to correct, even the strongest of fundamentals, strongest growth and strongest of pricing power will not drive stock prices up. As what Jerome Powell said: “We have the tools to do it.” Never fight the FED, Paul Volker did it, so will Jerome Powell and the FED chairs -as their no. 1 priorty now is to stem uncontrollable inflation.
Wilmar International. Watch on the sides.
Flushed down prices of Wilmar International caught my eye lately; after running a search online, turns out a corruption case has just unfolded with the company in Indonesia and involves minsterial level personnel there. Until things are clearer or officially sorted out, I wouldn't make an entry even as the price looks "attractive". Learning from past experience, reknown listed companies in SG caught up with such negative news are subject to brutal sell-offs as short sellers mount - and such instances can drag for a long time, keeping prices depressed by months or years. For those familiar with Yang Zi Jiang Shipbuilding's debacle, you probably know what I mean. Cut-loss or start developing a tonne of patience to hold a bag that might cost you opportunity costs elsewhere.Happy tra
Here's why I am vested in Palantir:1. Positive cash-flow2. Debt-free3. Pioneering company in AI and driving force on the homeland security and gov sectors regionally4., Expanding product offerings to public sectors5. Invests in talents and human capitalWait for it to be taken private at a premium.PS: Only suitable those with long-term mindset. [Grin]
Here is my take: don't bet along side this fund. On surface, they may be on the long position. But on the flip-side, they may already have a position betting against it. By the time this news is out, they could be selling to retail and shorting for profit as the sell-off begins. Clues can be found from history. Look at Quantumscape and other previous positions from this fund for a better perspective. [Facepalm]
George Soros Is Betting on Rivian (RIVN) Stock. Here’s Why
As the saying goes, outperforming stockpickers usually goes against the herd. Contrarians usually outperform - just like how TSLA holders beat the naysayer shorts that got crushed in recent years. Keep a lookout for Coinbase and overal crypto markets - bottom is in on the short-term horizon. Key here is short-term, as hawkish fed-speak is still on the cards,but DXY is saying something else (overbought).
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Why do analysts continue to ask these questions? Investment is a personal decision. Munger, Ackman and a few more have proven that following "gurus" blindly can lead to huge losses. Besides, Soros used to buy an EV batt. maker QuantumScape - but dumped it later. They have billions and easy credit lines to play the game (Win/Lose, it is pocket change to them), which majority doesn't.
Should You Follow a Wall Street Whale Into Nio?
Fossil Fuels WILL NEVER GO AWAY
I had interesting conversation with a fellow Tiger member, which revolves around alternative energy sources and the implications of fossil fuels. My take is plain and simple: the reliance on fossil fuels will never go away. At plain sight, one might think that fossil fuels are mainly used to power transportation and heat homes; but one has to also consider the many daily household products that are derivatives of fossil fuel - even toothpaste. Yes, toothpaste. Second of all, and an IMPORTANT ONE: trying to crush the reliance on fossil fuels is akeen to bankrupting the financial system: way too many sectors, industries, jobs and currencies are tied to what is known today as the contentious petro dollar
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