Friday, 4 July 2025

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

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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...