RickPANDA
09-30
PCT: How To Invest Next 6 Months v1.0 :
PCT = Pandas Coffee Talk.
Because oil inflation will remain high. And bond yield going higher. Interest rate will remain high. So buy bank stocks like JPM DBS & OCBC.
🎁 Write & Win | Earnings Season: Hold or Sell?
Whenever a company is about to report, investors face the same question: Earnings tonight—do you hold or sell? Some investors hold with confidence: “I'm in it for the long term. One night won't change my view.” Some trim their positions: “Lock in some gains and sleep better.” Others keep cash ready: “If it drops, I'll buy more!” One earnings report can send a stock soaring—or falling—overnight. So, what's your move?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Cliff
    10-10
    Cliff
    High rates help NIM, sure, but rising credit losses can wipe that out fast. CRE exposure and provisions matter more here.
Leave a comment
1
1