Very unusual rally

Stoks

STI  4261.06

HSI 25388.35

Nasdaq 21108.32

• As per title, very unusual continuous rally for local markets, wondering which BB is the one behind this STI rally?
• DBS continues to move upwards, more than 4% for the past 5 days while the other 2 lags behind.
• STE and other blue chips are also feeling the gains from the fund inflow.
• 1% for the US markets, some meme stocks are running up like no tomorrow.
• 2% for the HK markets, waiting for some pullbacks from 2318 and 0883.
• GOOG beat earnings with a greater than expected result while TSLA surprisingly missed and crashed more than 9% on Thurs.
• But news of robotaxi made some recovery pumps for the stock on Fri, managed to earn some small cash on the 5 shares bought at 303.
• Bought some IBIT and continued with the CSPs till assigned.
• Removed ASML from position, will proceed with caution for any purchase now.
• CFA dividend will be coming next week, hopefully on Fri.
• Sidenote received TBL Aviva payout of 7874, next will be in Mar.

US P/L 277019.73

SG P/L 417555.36

HK P/L 180333.07

Up-ed approx 57K for the week due to DBS pump, likely to see this dump soon

1.2775 USD FX

-ASML

Life

• Last week of the month, time for the monthly PF update on Sheets.
• Went to try ISTEAKS for the first time, have not spent so much on a meal before.
• Ribeye was ok, may try grass fed next time and different cut of meat.
• Grain fed gets cloying after a while, onion soup was salty af.
• Officially, countdown for the inevitable.
• Meanwhile, started to have some interest for the 16622 yachtmaster, damn
• My birdday next week, one more lolex?...pkl

DBS close ATH, STI also the same.

Stoks

STI 4189.50

HSI 24825.66

Nasdaq 20895.66

• Another strong week for local markets as BB buy in big into STI, more and more blue chips going higher day after day.
• All 3 indexes are up from previous week.
• Local 3 less UOB are being bought up massively in the last 5 days. DBS managed to close at 46.99, touched 47.05 but failed to closed above 47.
• Given the bull market for STI, there is no saying when the next resistance will be hit.
• Think we should see a pullback going towards next week, US seems to have hit it's resistance.
• Still have 3 weeks to DBS earnings and then div around month end.
• Took profits on TSLA and as usual went up after doing so. Put profits into RDDT only to lose it all.
• Rotated to ASML after their 10% drop on Wed.
• New position in AIMS, after chairman increased his stake. Will slowly build a position here, slight regret not holding to my shares at 1.29.
• Officially the start of earnings week for US markets, seeing whether the so call tariffs are inflationary. CPI was higher and yet markets went up.
• BTC touched ATHs of 122K but fell back to close the week at 118K.
• Sold a put on IBIT at 62 for next week, shall see.
• DBS got some best bank award like what...

US P/L 275146.65

SG P/L 363333.46

HK P/L 175618.07

Up-ed approx 29K thanks to another pump of DBS

1.2796 USD FX

+ AIMS ASML

- TSLA

Life

• Both of them went to BKK for a 3D2N trip, sent them to T2 on a early 7am.
• Will be back on Mon night where we will pick MW up once they reached back SG.
• Arranged for AC servicing after almost 8mths, good for reminder from Tom.
• Ordered Thai on Wed, went back to BFCC for $20, came back and ate the remaining green curry and made omelets.
• Ended up having to puke all out, should be overdose of oil.
• Gonna blacklist the stall for now, most of the items were a little salty for liking.
• Cancelled remaining IPT sessions cause fked that...pkl

STI ath, US slight resistance, BTC 118K but...

Stoks

STI 4087

HSI 24139

Nasdaq 20585

• Funds are constantly flowing into SG, pushing up non banks stocks for the last few weeks.
• DBS finally pushed to 46.3 since Apr but failed to close above 46.
• OCBC CEO stepped down, new guy will take over officially next year but not holding the stock anymore.
• US pf has been steadily going up due to big tech, mainly NVDA.
• Just slowly buying in if prices have a slight pullback, sort of aths now so never know when the resistance will be hit.
• BTC finally broke through consolidation of 112K and went to 118K, suay to sell my IBIT at 59+ and now it's at 67.
• Will continue selling puts on IBIT for both accounts, bought 500 worth of IBIT for TBL.
• Sold QQQM for her and replaced with MSFT, gonna DCA 1 share every 2 weeks.
• Got some push for Ping An, wanted to sell at 50 but luckily not, will just hold and see.
• CNOOC div payout looks to be delayed, supposed to received on Fri but now probably next week onwards.

US P/L 273248.09

SG P/L 337129.53

HK P/L 174818.07

Up-ed approx 23K for the week from DBS

1.2761 USD FX

+ GOOG TSLA

- QQQM

Life

• Cutted hair this week as per schedule. 
• Met fren for danlao and starbucks catchup, good to see that he's got a plan to fix his mistake.
• Recently into two tone DJ frenzy, will see how it goes after sec school fren returns my 3K next Mar or unless PF does a good job towards 2nd half of the year.
• 1st week of DBS $3 paylah, surprised to get it at 11am+, imo just for this week only.
• Went to CCP for shoe viewing, likely to get once next discount is available.
• 2nd week of July, time flies gotta look for something soon...pkl

 

Another ATH, looks like the sky the limit, QQQ almost 10% ytd less depre

 Stoks

• Another strong week for the markets after manipulated data was better than expected.
• Every week seeing PF losing out to QQQ lol. Tohz
• People have jobs and inflation is trending down despite big companies cutting.
• BBB has passed which means more money will be taken from the poor to give to the rich, huat shareholders and CEOs.
• MAGA supporters, laughing at you right now.
• New highs for NVDA, despite being 4T soon. Money still flows there like no tomorrow.
• Initially talk for cuts were in placed but after jobs data, local reits sold down on Fri as chances of July cut is gone.
• STI officially closed above 4000 since the last resistance on 28th Apr when DBS had it's AGM.
• But banks are still not in their ATHs, funds are just flowing into other dino laggards.
• Fomo-ed back into US markets and brought cash levels to <4% as of now.
• Similar to levels before the Apr crash for SGX.
• Just gonna monitor to see how irrational the US can go after this BBB passing.
• Had a fking itchy hand and lost my TSLA PnL with some more due to buying calls on their delivery day. Got played by BB.

US P/L 272078.97

SG P/L 317109.73

HK P/L 170218.07

Up-ed approx 9K this week. Put back cash withdrew into MMF.

1.2702 USD FX, seems to have stabilize.

+ QQQM and top up-ed current pos.

Life

• So fast 1 week for newly purchased car, sent for servicing and changed some necessary stuff before last Vicom check in Apr26.
• Will take over if she decides to be car free some time in the future.
• But looking at future premiums, definitely more expensive.
• Slightly cooler week this time, more rain is better.
• TBL went for Penang trip, good to have her enjoy some off time from work.
• 1 more month to my birdday, some gian-ing for the 15200 silver dial although I have a 16200.
• Thinking should I go or not...pkl