Stoks
- Another down week for local banks, while not much directions for US markets despite the wars or whatever ongoing saga.
- Biggest news was the fed cut but decision was expected as JP remains his stance on higher inflation due to tariffs.
- Looks like local banks are front running the interest rate cut based on their share price.
- No buybacks from DBS this week, the only reason why UOB was flat unlike the other 2 which dropped 1%.
- At this point, doubt to be any positive catalyst for banks to go up.
- Plan for DBS div drip may have to be reconsidered, the funds can probably earn more from selling options on HIMS and IBIT.
- Sold off some US positions on a red day to deploy into other stronger convictions despite higher valuations.
- Touched some CSPs on CRCL, bloddy ridiculous stock, would have got 240 USD if not for pussy me, ended up with around 60 USD.
- Left with 6 US positions and 2 HK positions.
- Did some sell low buy lower with PING AN and CNOOC but paid extra 71 HKD due to the fees.
- TSLA robotaxi is on Sun, feeling it to be just a hype event, nothing much to expect but still keeping the stock nonetheless.
US P/L 272346.07
SG P/L 281999.94
HK P/L 164888.07
Down-ed approx 14.5K this week, WD 5.5K out for life policy.
1.2828 USD FX
- MSTY/MSFT/IBIT
Life
- Went for MI8 movie screening, a final closure to a 29 year old franchise.
- Tom Cruise is still the OG for action movies, went to Vivo just for the free movie.
- If somehow I have a car next year, will drive to Seah Im to park there.
- Nothing much of happening this week...pkl
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