@我要睡觉了 再见:Apple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones? 2021 was "peak everything" for consumers, with spending on consumer goods like Apple's products being a key bellwether. Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening. Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical. While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequence

@Mungerism:$Tesla Motors(TSLA)$Amazing that Tesla was able to deliver 200k+ cars in Q2 given the 2 months of lockdown in Shanghai

@kytphine:Global bond rout extends as three half-point Fed hikes priced inGlobal bonds added to this year’s epic rout as traders brace for the most aggressive Federal Reserve interest-rate hikes in 40 years and the likelihood most global central banks will also tighten.The policy-sensitive two-year yield climbed as much as eight basis points on Friday to 2.76%, the highest since late 2018, after Fed Chair Jerome Powell said overnight “it is appropriate in my view to be moving a little more quickly.” Ten-year Treasury yields jumped to 2.95%.“The 3% yield on the 10-year U.S. Treasury is an important psychological barrier, and should this be reached in the coming days it would only add to the already formidable challenges currently roiling the bond markets,” said Todd Schubert, head of fixed-income res

@Stock Trends: VERU STOCK: SQUEEZING SHORTS (AGAIN) | $VERU Price Prediction + Technical Analysis

@tigjun21:My most memorable investment in the first quarter of 2022 is purchase of AAPL in January, before the Tiger Lunar New Year. It was an auspicious move as the bright RED apple is a main motivational factor to me. My return for the first quarter of 2022 is slightly positive, although I am thinking that a deeper correction is good for investors waiting for entry into quality/solid companies. Otherwise, I think it is safer to remain cautiously optimistic. My 2022 investment plan remains unchanged, DCA small amounts, and into ETFs for the diversification. However, I am currently interested in the 5Y SGS bonds. If the projected yield can hit 2.5% for 5Y SGS bonds, I will take part in the May 2022 auction.