Stoks
- Closed at 170.80 after hours from last week of 164.01, not bad considering that they announced production cuts due to demand.
- Managed to recover by end of the day for the lucky bulls.
- Fed didn't cut as expected in the latest meeting but still on track to at least 2 cuts from projected 6.
- First cut to supposedly happen on June but is there really a point to cut now given the optimism in the markets?
- NVDA had a conference on Mon and stock fell to 850 but still managed to close at almost $100 higher for the week.
- Sold HESAY and basically left w 100 shares of QQQ to wheel, current 78% in cash to wheel while earning in MMFs.
- USD is on a uptrend, which is surprising considering the fact that it is moving up w stocks.
- Decent week in premiums but compared to just leaving portfolio as it was few weeks ago, def higher, oh well
- Seeing prices getting higher and higher, went for longer exp CSP instead of dailys.
- Aiming for at least a 5K in monthly premiums for a 630K USD base, which comes out to 9% pa ish if MMF rates stay constant.
- Will let banks run on their own, unless PB falls to desired levels.
- Fomo-ed in to crypto, used IR for now, probably transferring to Trust every 1K.
US P/L 271548.62
SG P/L 32939.89
Up-ed ~7.2K ftw
1.3446
Subscribed into USD MMF
87820.81 SGD
569000 USD
Sold off HESAY
-542.54 QQQ
Life
- Went to Chicco for lunch with ex colleague, not too bad just abit too loud for convos.
- Not much happening week...pkl
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