I have long the market in January this year when China pledged to support the market. Depending on which stock we go in, I am seeing returns from 30 to 50%. Despite market news saying it is companies covering their shorts, I am just gonna ignore the noise and stay in the market.

$Microsoft(MSFT)$  is the greatest pick. It has managed to revamp itself into new areas, AI, cloud, subscription as a service. It is the best stock to have and will remain years to come with high Roic, and growth rate !

Definitely $googl. They just released a new phone. Uk has ended investigation into their market practice on play store. It is now the cheapest magnificent 7. 

Consumer stocks Im eyeing. $ulta , $nike, $lulu, $crox , $pdd ! You need to have high Roic and high growth !!

If the Fed is going to cut rates, it will be a bullish move for stocks !! Time to load some TLT !

This week is going to be a volatile week. The Fed minutes at Jackson Hole will be the most important event of the week, with Fed cuts to be confirm ! It will be volatile , but with lower interest rates and dcf, the stock market is going to rally !!

I recall the book, You can be a Stock Market Genius by Joel Greenbatt. Each time when a break up is about to happen, it is a positive for the stock ! Think $Zts which break up from $pfe. $zts has went up so much ! $Jnj and $kvue, same story!  Normally when a stock is about to be break up, the sum of parts valuation normally will be higher than the existing stocks now ! Stay Focus !!

It has to be DBS only. SG stocks that gives the best returns so far are all banks, similar to China. I guess the only investment worth taking a look at the local banks !

I am bearish Starbucks because of fierce competition from Luckin and many drinks chain. Unless there are promotions or coupons that I can use to buy coffee, I normally will not visit Starbucks as my first choice. The new CEO has a very good track record and he may be able to switch around the company though.

$Tesla Motors(TSLA)$  the tsla bull story depends if the next President will still support green initiatives trading those carbon credits. It also depends on competition from China EV. It is going to be very tough competition, unless there are some new innovation coming up!

$Amazon.com(AMZN)$ buying during when VIX was highest !

I am already onboard when the VIX shoots above 30. Such occurrence do not happen often! Already i score a free vacation with my $Amzn purchase!! I'm waiting for the rate cuts to happen. To the moon!

$Apple(AAPL)$  I bought apple at around 168 during it's last weakness. The company has high margins and sales and have been expanding to India. The brand has a strong network effect and moat, which should continue to have strong sales for years. Buy and hold forever !

$NVIDIA Corp(NVDA)$  nvda is trading at a very high PE now. The AI success story must hold in order for it to sustain such a high PE. With the trade embargo going on, and pend up demand, nvda should continue to hold!

The VIX has shot up to all time high this month. The last time we see VIX at all time high was year 2008, 2009, 2011, 2020 and now 2024. Any purchases done during such 'fear' period is always a 'buy'. With yields starting to fall, the market is poise for a sharp rebound. Remove your fear and doubt, and buy some stocks. It is also a good time to rotate out of investments that is not moving into quality stocks.