A Quick Review of my Trading Activities in this week ( 10 - 14 Feb 2025 ).
Market Overview
- This week's higher CPI and PPI data releases have maintained market concerns about whether high inflation in the US will be temporary or persist throughout the year.
- Market concerns are likely to remain high in the coming months, as the timing and implementation of US tariffs on global trade remain uncertain.
-  The market is optimistic that the massive US debt will ...

A Quick Review of my Trading Activities in this week ( 3 - 7 Feb 2025 ).
Market Overview
- The announcement of a delay in tariffs on goods from Mexico and Canada has temporarily eased market concerns. However, a new 10% tariff on goods from China remains in effect.
- President Trump said he will announce reciprocal tariffs next week, which would allow the US to impose tariffs equal to those other countries place on US goods.
- The Department of Government Effi...

Best Scenario
The US will continue negotiating with Mexico, Canada, and China, aiming to reach agreements that will allow for the cancellation or reduction of tariffs. The stock market rebounds strongly and continue its rise after a modest pullback.
Normal Scenario
Surprisingly, despite the ongoing trade war, the US economy and inflation remain stable in the coming months. The stock market rebounds slowly after a sharp pullback.
Wors...

A Quick Review of my Trading Activities in this week ( 27 - 31 Jan 2025 ).
Market Overview
- The surprise success of China's DeepSeek R1 reasoning model shocked the entire AI world, sending chip stocks tumbling, with Nvidia fell 17% on Monday.
- China's DeepSeek, a free and open source model, is challenging US dominance in AI. It reportedly achieves similar performance to ChatGPT at a fraction of the cost, using fewer and less advanced Nvidia chips.
- The Fede...