2022 Recap: Events of the Year - Conflict, Inflation, and Buffett

The war in Ukraine has caused lots of chaos and volatility in the markets. It has also caused oil prices to skyrocket. The war may or may not end soon, but it will eventually end. In the meantime, it has been a roller coaster ride for investors.When there is Fear and Panic in the market, it is a great time to buy quality stocks like Apple and Microsoft. In the long run, they will grow exponentially and we can harvest bumper profits. View More>>

My story is my greed that got the better of me.. after Russia invasion to Ukraine, many shares started dropping, and I bought into some 'quality' shares too early coz I missed the boat earlier and thought it's too good to be missed (like covid in 2020).. but who knows the falling trend led to further drops, and the rest is history.. history lesson to be learnt = need to make friend with the trend and trade wisely. View More>>

The narratives in the markets right now are sky high and rising inflation, European recession, and de-globalization. All of the negative geopolitical tensions around the world are the supposed cause for this. Essentially only cause for actual real inflation is the expansion of the money supply. Mainstream media will not say it but all of the "money printing" during the pandemic is the main cause of the current inflation. The inflation situation as well as a very strong US dollar is exacerbating the recession situation in Europe ad well as other parts of the world like Sri Lanka. All of this is killing equity markets as the Federal Reserve is fighting inflation by raising interest rates at a rapid pace, which strengthens the dollar even more, and increases the cost of borrowing capital. This is bad for corporate profits worldwide.So when will the madness end? Nobody knows for sure. But you can follow inflationary data to see when the slowdown is happening. The Consumer Price Index (CPI) is a measure of inflation based off of the consumers perception. This makes it a lagging indicator as consumers are the last in line to feel inflation. View More>>

After world pandemic crisis with covids-19 was happened, Every country tries to recover themselves by printing money which created world inflation. After world inflation one thing is coming after is recession. How can we invest in a recession? I change my plan investment to trade sideways. Buying the dip and sell sideways. I put all my stocks trade sideways. two things you need to listen are the fed meeting and the professional analysis to see when you buy the dip. Now when to sell is up to you as long as your stocks are profits. Then preparing funds to buy the dip again before the next fed meeting. that is what I do when inflation and recession come. When the economy start recovery, we can plan buying long term again by watching the bond yields. if 2 years yields lower than 5 years, 2 years and 5 years yields lower than 10 years, and all these yields lower than 20 years in consistency not fluctuate. We know the market starts recovering. View More>>

TSMC exhibits a typical Buffett stock. It is a clear market leader as it accounted for 54% of the global foundry market. In terms of chip manufacturing technology, only Samsung could get close enough as it was able to mass-produce 3nm chips and head to 1nm too. But capacity-wise, Samsung is a distance behind TSMC. The rest of the foundries are nowhere near, and it will take a long time (read years) and heavy capital expenditure to catch up, if ever. Hence, there lies TSMC's competitive advantage or moat. But Buffett doesn't just buy a temporary moat. He wants a durable moat. TSMC's existing technology would not be able to sustain its competitive advantage forever. It has to keep investing in newer technology to stay ahead. View More>>

$Hang Seng Index (800000.HK)$ correlates with sgdhkd very well. maybe because of their history together, businesses denominated in sgd because of stability and strength. the impending rate hike in nov 2 will cause sgd to weaken and hence sgdhkd to trend down. in turn, HSI will also trend down. ali and gang will be pulled down by hk tech sell-off. bear in mind that the Fed is still hawkish, whether they decide to hike 50 bps or 75 bps in dec is still hawkish. fed will most likely pause rate hikes only in 2023. Hence, do apply an automatic investment system strategy, take profit when ali and gang spike, and then you have the capital to buy the dip. Remember that the bear market is characterized by spikes in stock prices and then slowly trending down again. Bon courage View More>>