Friday, 12 September 2025

CPI expected, cut next week

Stoks

STI 4344.24 another strong week

Nasdaq 22141.10, fk your puts

  • Very powderful week for markets, DBS shot up to highs of 53.24 for absolutely no reason but closed down at 51.79, still a high closing.
  • Alot of pumping in the US markets, first was ORCL then OPEN then the motherfking TSLA shit stock.
  • Fk all of them, did some trades on PLTR, RDDT, SE and AVGO.
  • Now only left w IBIT which I will start to sell higher puts monthly cause volatility is dropping and since cut is most likely confirmed, may see more risk taking.
  • Can't say the same for SGX as funds may move out of Asia back to US due to lower cost of funding.
  • May still be the good for reits, plan to pump more into Link reits.
  • Considering to clear local non-reit for them since still undervalue by P/B and low gearing.
  • Doubt USD will go even lower from here.
  • Bought some CLINT back as share price had some pullbacks, in Yindia I trust.
  • Or shall I trim my DBS to allocated there? Next div is in 2 months time, may be too late?

US P/L 279715.58

SG P/L 508587.95

HK P/L 175152.60

Up-ed approx 28K







1.2798 USD FX












+ IBIT TSLA
- PLTR

+ LINK CNMC





Life
  • Sleep has been bad for the past 3 days, really need to switch off mind and just focus on IBIT.
  • I think I need to limit my app viewing in the night.
  • Looks like MW will be moving out by 2 more weeks max.
  • Sold my 2 Subs, ND and the Hulk. Left w the SB, WBD and the spoiled GMT.
  • 7th month dinner next week then followed by poly fren 2nd kid 1st year.
  • Need to appreciate my current position and stop chasing those unnecessary stress...pkl

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