Saturday, 8 March 2025

Tariff week

 Stoks

  • Flat week for SGX but big down week for QQQ where almost 3% loss compared to last Fri's closing.
  • Most of it was due to Trump imposing his tariffs after postponing for a month.
  • Just before the week ended, he decided to prata again which then made markets moved up towards closing else it would be at least 4% down for the week.
  • Powell said no hurry to cut rates although there were still some uncertainties going on due to orange hair man.
  • AVGO beat estimates and recovered some of it's losses since last week but still painful when it dropped 17% in the current month.
  • PF had very minimal movement due to USD dropping which negated the small gains from the banks.
  • Also took some Ls and bought back lower for some of the US stocks.
  • Started back a new position in TSLA after it filled the gap back at 250 made during the Nov elections.
  • Let's see whether the 215 gap will be filled or not.
  • NVDA next support still stands at 100, PLTR at 72 and chart shows a bearish flag, will be looking to buy AVGO at 160+, big H & S for SOFI so no hurry to buy.
  • Approx 1 more month before banks started to ex div, bought 10000 shares of CFA for TBL.
  • Got into a new position in HSI also, just a small 1.8% for now.

US P/L 270737.13

SG P/L 309981.70

HK P/L 177150.44

Down-ed approx 0.04K due to FX






1.3263 USD FX










+ PLTR/NVDA/SOFI/AVGO/TSLA/2800/DBS






Life
  • Less than a week to KL trip, time to spend some moolah.
  • May not be able to update PF in time for next week since will only be back on Mon night.
  • Other than that, no much stuff this week...pkl

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