KahFei㉿
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$WISeKey (WKEY.US)$ i think its a good time to buy the stock
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KahFei㉿
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$Hang Seng TECH Index (800700.HK)$ I don't know what you like to eat, so I'll give you a little more.
$Lion-OCBC Sec HSTECH S$ (HST.SG)$ $SGD/MYR (SGDMYR.FX)$
$Lion-OCBC Sec HSTECH S$ (HST.SG)$ $SGD/MYR (SGDMYR.FX)$
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KahFei㉿
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One of the more powerful things Michael Saylor is famous for saying is “there is no second best” when asked if he was interested in diversifying into other crypto assets.
I consider this true when considering diversifying into other stocks.
A year ago I had a basket of Tesla, Eli Lilly, Microstrategy and my investments were roughly split 33,33,33. However, on any given day I noticed that when one was going up another our be flat and one would be going backwar...
I consider this true when considering diversifying into other stocks.
A year ago I had a basket of Tesla, Eli Lilly, Microstrategy and my investments were roughly split 33,33,33. However, on any given day I noticed that when one was going up another our be flat and one would be going backwar...
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KahFei㉿
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As we head towards the end of 2024 and the start of 2025, I think it appropriate to reflect on some of my key investment moments in 2024.
2024 has been a tumultous year, with a combination of inflation, interest rate changes, war, elections and geopolitical tensions contributing to volatility in the equity and bond markets.
Money market fund $Fullerton SGD Cash Fund (SG9999005961.MF)$ did well for the first half of 2024. Yields began dropping when interest rate cuts looked immi...
2024 has been a tumultous year, with a combination of inflation, interest rate changes, war, elections and geopolitical tensions contributing to volatility in the equity and bond markets.
Money market fund $Fullerton SGD Cash Fund (SG9999005961.MF)$ did well for the first half of 2024. Yields began dropping when interest rate cuts looked immi...
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Powell's latest stance on the interest rate cut suggests that the Fed may maintain the current level of interest rates instead of rushing to cut. This stance has far-reaching implications for the stock market. On the one hand, maintaining high interest rates means that liquidity will not be as abundant as before, which may put pressure on the stock market. High interest rates typically suppress corporate financing costs, reduce consumer spending, thereby affecting overall economic growth, leading to a short-term pullback in the stock market.
However, from another perspective, if Powell's stance implies confidence in economic growth from the Fed, the market may interpret it as economic stability and continue to invest in stocks benefiting from economic growth. In particular, technology stocks, consumer goods stocks, etc., these industries may benefit from a stable economic environment.
As for which assets have upside potential, I believe the following types of assets are worth paying attention to. First, technology stocks continue to be a long-term growth area, especially in the fields of ai, big data, and cloud computing. Companies like nvidia and apple still dominate the market. Secondly, with the global economic recovery and increasing market demand, energy assets, especially green energy, may become a new investment trend. The trend of energy transformation is already evident, and related companies and funds are expected to benefit from it. Lastly, gold, as a safe-haven asset, usually performs well in times of increased market uncertainty. If the stock market faces pressure, gold and other safe-haven assets may become investors' preferred choice.
Overall, despite certain risks in the market, technology stocks, green energy, and gold still have good upside potential.
However, from another perspective, if Powell's stance implies confidence in economic growth from the Fed, the market may interpret it as economic stability and continue to invest in stocks benefiting from economic growth. In particular, technology stocks, consumer goods stocks, etc., these industries may benefit from a stable economic environment.
As for which assets have upside potential, I believe the following types of assets are worth paying attention to. First, technology stocks continue to be a long-term growth area, especially in the fields of ai, big data, and cloud computing. Companies like nvidia and apple still dominate the market. Secondly, with the global economic recovery and increasing market demand, energy assets, especially green energy, may become a new investment trend. The trend of energy transformation is already evident, and related companies and funds are expected to benefit from it. Lastly, gold, as a safe-haven asset, usually performs well in times of increased market uncertainty. If the stock market faces pressure, gold and other safe-haven assets may become investors' preferred choice.
Overall, despite certain risks in the market, technology stocks, green energy, and gold still have good upside potential.
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$Tesla (TSLA.US)$ Sweep away the bulls.
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