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On the bright side, we won’t have people going on paid leave during a labor shortage! Now is the time to incentivize hard work!
$Futu Holdings Ltd (FUTU.US)$
$Apple (AAPL.US)$ $Amazon (AMZN.US)$
$Disney (DIS.US)$
$Futu Holdings Ltd (FUTU.US)$
$Apple (AAPL.US)$ $Amazon (AMZN.US)$
$Disney (DIS.US)$
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2021 is a year of recovery. In Jan 2021, the world is promised with an effective vaccine for Covid and the reopening of economy. Fast forward to Dec 2021, we have battled the Delta variant and now battling the Omicron.
With the Covid as backdrop, the world has been kept busy. Some of the key events in the market include:
* Reddit trying to take on Wall Street. This marks the beginning of meme stocks in a big way. $GameStop (GME.US)$ $AMC Entertainment (AMC.US)$
* China and her common prosperity policies which have impacted the Chinese listed companies, especially Chinese Tech. $BABA-W (09988.HK)$ $TENCENT (00700.HK)$
* $Bitcoin (BTC.CC)$ hit all time high of ~$67K and the growing popularity of NFT.
* $Meta Platforms (FB.US)$ changed its name to Meta and the entire metaverse ecosystem.
* The sell off of growth stock in Dec (probably still ongoing now). We have seen some of the growth stocks came down more than 50% from its all time high. $Sea (SE.US)$ $Zoom Communications (ZM.US)$
At a personal level, 2021 has been a year of learning. I shifted my focus from Singapore dividend stocks such as $DBS (D05.SG)$ to US growth stocks. The learning curve is steep but satisfying. My take away from my investing journey this year:
1. Build strong conviction
Conviction is build after you have done your research. Having a strong conviction about the companies you owned helps you through volatility and prevent panic selling. For example, $Pinterest (PINS.US)$ has not done well recently. I went through my checklist and the thesis still looks intact. So despite the draw down, I have decided to hold.
2. Be Patient
Companies need time to execute and that will be reflected in their share price if they execute well. Very often this does not happen overnight. Sometimes the share price may not go up in a straight line, you may have to endure some drawdown before it is up again. It is therefore important to have patience.
By being patient, it help us to find the next 100 baggers.
$Apple (AAPL.US)$
$Amazon (AMZN.US)$
3. Be humble and keep learning
The more I learn, the more I know that I do not know. Sometimes I thought I have it all covered and Mr Market threw me a curveball.
I am grateful for the great community that @Investing with moomoo @Meta Moo @moomoo Singapore have built, allow us to exchange ideas and learn from one another. We may not agree with all the points, but having an open mind and exchanging ideas will make you a better investor.
@HopeAlways @Mcsnacks H Tupack @GratefulPanda @Dadacai @NANA123 @Mars Mooo
4. Do not FOMO and hindsight is always 20/20
Fear of Missing Out (FOMO) can wipe you out if you tried to chase any of the stocks. I resisted very hard to not jump into $GameStop (GME.US)$.
Hindsight is a common feeling when we invest. Sometimes I did not buy a stock and it rocket and vice versa. I tell myself that hindsight is 20/20 and I can’t catch all the winners. Looking forward is better than regretting what have happened.
5. Have a journal
It can be an old fashioned notebook, Microsoft word, video or a post in Moomoo.
Have a journal and record my investing journey helps to crystallize my thoughts. I wrote down my reason of starting or exiting a position, my target and my thoughts.
With the virus living among us, 2021 has not been easy. We have certainly grown in resilient and hope that the resilience can be also shown in our investing journey.
Wish that 2022 will be a better year for all of us.
Cheers![]()
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![]()
With the Covid as backdrop, the world has been kept busy. Some of the key events in the market include:
* Reddit trying to take on Wall Street. This marks the beginning of meme stocks in a big way. $GameStop (GME.US)$ $AMC Entertainment (AMC.US)$
* China and her common prosperity policies which have impacted the Chinese listed companies, especially Chinese Tech. $BABA-W (09988.HK)$ $TENCENT (00700.HK)$
* $Bitcoin (BTC.CC)$ hit all time high of ~$67K and the growing popularity of NFT.
* $Meta Platforms (FB.US)$ changed its name to Meta and the entire metaverse ecosystem.
* The sell off of growth stock in Dec (probably still ongoing now). We have seen some of the growth stocks came down more than 50% from its all time high. $Sea (SE.US)$ $Zoom Communications (ZM.US)$
At a personal level, 2021 has been a year of learning. I shifted my focus from Singapore dividend stocks such as $DBS (D05.SG)$ to US growth stocks. The learning curve is steep but satisfying. My take away from my investing journey this year:
1. Build strong conviction
Conviction is build after you have done your research. Having a strong conviction about the companies you owned helps you through volatility and prevent panic selling. For example, $Pinterest (PINS.US)$ has not done well recently. I went through my checklist and the thesis still looks intact. So despite the draw down, I have decided to hold.
2. Be Patient
Companies need time to execute and that will be reflected in their share price if they execute well. Very often this does not happen overnight. Sometimes the share price may not go up in a straight line, you may have to endure some drawdown before it is up again. It is therefore important to have patience.
By being patient, it help us to find the next 100 baggers.
$Apple (AAPL.US)$
$Amazon (AMZN.US)$
3. Be humble and keep learning
The more I learn, the more I know that I do not know. Sometimes I thought I have it all covered and Mr Market threw me a curveball.
I am grateful for the great community that @Investing with moomoo @Meta Moo @moomoo Singapore have built, allow us to exchange ideas and learn from one another. We may not agree with all the points, but having an open mind and exchanging ideas will make you a better investor.
@HopeAlways @Mcsnacks H Tupack @GratefulPanda @Dadacai @NANA123 @Mars Mooo
4. Do not FOMO and hindsight is always 20/20
Fear of Missing Out (FOMO) can wipe you out if you tried to chase any of the stocks. I resisted very hard to not jump into $GameStop (GME.US)$.
Hindsight is a common feeling when we invest. Sometimes I did not buy a stock and it rocket and vice versa. I tell myself that hindsight is 20/20 and I can’t catch all the winners. Looking forward is better than regretting what have happened.
5. Have a journal
It can be an old fashioned notebook, Microsoft word, video or a post in Moomoo.
Have a journal and record my investing journey helps to crystallize my thoughts. I wrote down my reason of starting or exiting a position, my target and my thoughts.
With the virus living among us, 2021 has not been easy. We have certainly grown in resilient and hope that the resilience can be also shown in our investing journey.
Wish that 2022 will be a better year for all of us.
Cheers


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Translated
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looper3012
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I think $Roku Inc (ROKU.US)$ is not a bad buy. I dont own it because im not confident about the moat
Googl $Alphabet-A (GOOGL.US)$ , amzn $Amazon (AMZN.US)$ , fb $Meta Platforms (FB.US)$ ok for long term. Fb im not happy that they r gonna spend so much on metaverse with no discernible return
For other tech stocks waiting for a further 10-20% pullback.![]()
![]()
Googl $Alphabet-A (GOOGL.US)$ , amzn $Amazon (AMZN.US)$ , fb $Meta Platforms (FB.US)$ ok for long term. Fb im not happy that they r gonna spend so much on metaverse with no discernible return
For other tech stocks waiting for a further 10-20% pullback.
11
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liked
China's central bank has directed financial institutions to hold more foreign exchange in reserve for a second time this year, with markets interpreting it as an attempt to slow down a recent rapid appreciation of the yuan.
China's central bank announced late on Thursday that it will raise the reserve requirement ratio for banks' foreign exchange deposits for the second time this year in Beijing's latest move to curb the yuan's rally against the US dollar.
The People's Bank of China (PBOC) said it will increase the ratio from 7 per cent to 9 per cent from Wednesday next week "to strengthen foreign exchange liquidity management of financial institutions".
The move comes amid the yuan's recent strong gains against the US dollar, with the exchange rates for both onshore and offshore markets hitting their firmest levels in more than three and half years on Wednesday.
In an attempt to tame market sentiment on a firmer yuan, the official said on Thursday that the two-way volatility in the yuan has not changed and the recent rally is not sustainable once the seasonal factor and end of year transaction demand fades.
$SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$
$COSCO SHIP HOLD (01919.HK)$ $CHINA SOUTH AIR (01055.HK)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$
China's central bank announced late on Thursday that it will raise the reserve requirement ratio for banks' foreign exchange deposits for the second time this year in Beijing's latest move to curb the yuan's rally against the US dollar.
The People's Bank of China (PBOC) said it will increase the ratio from 7 per cent to 9 per cent from Wednesday next week "to strengthen foreign exchange liquidity management of financial institutions".
The move comes amid the yuan's recent strong gains against the US dollar, with the exchange rates for both onshore and offshore markets hitting their firmest levels in more than three and half years on Wednesday.
In an attempt to tame market sentiment on a firmer yuan, the official said on Thursday that the two-way volatility in the yuan has not changed and the recent rally is not sustainable once the seasonal factor and end of year transaction demand fades.
$SSE Composite Index (000001.SH)$ $Hang Seng Index (800000.HK)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$
$COSCO SHIP HOLD (01919.HK)$ $CHINA SOUTH AIR (01055.HK)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$

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If the consensus is correct, the last time inflation was this high was in the early years of the Reagan administration – as the U.S. found itself amid a steep and persistent recession. The Labor Department on Friday morning will release November’s consumer price index, a gauge that measures the cost of dozens of items. The index covers common goods including gasoline and ground beef, but extends into more detailed purchases such as frozen vegetables, indoor plants and flowers and pet supplies.
Wall Street expects the the index to reflect a 0.7% gain for the month, which would translate into a 6.7% increase from a year ago, according to Dow Jones estimates. Excluding food and energy, so-called core CPI is projected to rise 0.5% on a monthly basis and 4.9% on an annual basis. If those estimates are correct, it would be the highest year-over-year reading for headline CPI since June 1982, when the index surpassed 7% after topping out at over 14% in both March and April 1980, a record that still stands. On core, the level would be the highest since June 1991.
The Fed already is reacting to inflation and is soon to do more. At its meeting next week, the central bank is expected to speed up the pace at which it is withdrawing economic support. In practice, that means likely doubling the taper in bond purchases to $30 billion a month. That would bring a program that had seen $120 billion a month in purchases to an end by around March 2022. After that, the Fed could start raising interest rates if inflation is still a problem.
-Wall Street expects the the consumer price index on Friday to reflect a 0.7% gain for November, which would translate into a 6.7% increase from a year ago.
-If that is accurate, it will mark the highest year over year level since 1982.
-Though markets expect a high reading, investors worry that the Fed might react aggressively to one that is even above concencus
If you wish to leverage on this consider using DLCs,
$Hang Seng Index (800000.HK)$
5x short $HSI 5xShortSG230420 (CXQW.SG)$
5x long $HSI 5xLongSG230420 (CWAW.SG)$
Wall Street expects the the index to reflect a 0.7% gain for the month, which would translate into a 6.7% increase from a year ago, according to Dow Jones estimates. Excluding food and energy, so-called core CPI is projected to rise 0.5% on a monthly basis and 4.9% on an annual basis. If those estimates are correct, it would be the highest year-over-year reading for headline CPI since June 1982, when the index surpassed 7% after topping out at over 14% in both March and April 1980, a record that still stands. On core, the level would be the highest since June 1991.
The Fed already is reacting to inflation and is soon to do more. At its meeting next week, the central bank is expected to speed up the pace at which it is withdrawing economic support. In practice, that means likely doubling the taper in bond purchases to $30 billion a month. That would bring a program that had seen $120 billion a month in purchases to an end by around March 2022. After that, the Fed could start raising interest rates if inflation is still a problem.
-Wall Street expects the the consumer price index on Friday to reflect a 0.7% gain for November, which would translate into a 6.7% increase from a year ago.
-If that is accurate, it will mark the highest year over year level since 1982.
-Though markets expect a high reading, investors worry that the Fed might react aggressively to one that is even above concencus
If you wish to leverage on this consider using DLCs,
$Hang Seng Index (800000.HK)$
5x short $HSI 5xShortSG230420 (CXQW.SG)$
5x long $HSI 5xLongSG230420 (CWAW.SG)$
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looper3012
liked
Hold tight
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