zlance
zlance
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avatarzlance
2022-06-19
$FTSE China Bull 3X Shares(YINN)$is a buy given US fed is doing more damage to the US econ with rate hike given this is a supply-driven inflation. Fed doesn't have a choice cos it only has 1 tool for the task. China's limited stimulus during covid & being self sufficient in terms of necessities, e.g. oil, food, continues to ensure its inflation is benign. The perception on China opening up shud outweigh the "uninvestible" calls due to its regulatory controls, with themes that no one company is larger than the ppl & safety among ppl first. Ultimately the themes are intended to build a more sustainable nation. Companies with US debt may either have to pay back or borrow less or control expenses in this higher interest environment v
avatarzlance
04-17
$Tesla Motors(TSLA)$  the market is different from reality.  Reputational wise, it's an EV heavyweight; it's a component to major indices; and it's a car which is owned globally. Sentiment wise is not the best right now but it should be the bottom as long as there are no geopolitical shocks and fed giving any signs it will hike (at least no banks economists saying that)
avatarzlance
2022-07-12
Chinese stocks, which include some etfs like $FTSE China Bull 3X Shares(YINN)$broadly fell yesterday on news that china imposed fines on $Alibaba(09988)$$TENCENT(00700)$because of their anti monopoly guidelines violations. The transactions that were reviewed include Alibaba's acquisition of Best Inc, Tencent's purchase of Okaybuy (China) Holding Inc, as well as Ping An Healthcare And Technology Co's establishment of a joint venture with SoftBank. Before you jump into conclusion and make remarks that china regulators are being unreasonable, do take note of the following 3 points:1. These are past transactions that were concluded and this
avatarzlance
2022-06-27
I don't know what this means but I gotta score more on my shots. Making monies is important but making crazy amount as results define you
avatarzlance
2022-06-29
$Coinbase Global, Inc.(COIN)$is painful especially when ppl have less spare cash to trade cryptocurrencies & the value being traded is lower since the recent cryptocurrencies fall. What more when Mr Gold "finger" man takes cheap shots at it while its on the ground by downgrading the price to "sell" at 45. Then again, that's what analysts are extremely proficient in doing, i.e causing more misery. Anyone who wants to be invested in crypto but worried about the risks and volatility should consider coinbase. It's a decent platform with very solid support. Moreover if more ppl trade crypto, coinbase is at the forefront in terms of platform since it's been spending on its support functions, e.g. customer relations, legal & compliance&
avatarzlance
2022-06-08
$Alibaba(09988)$just refuses to give up being below hkd100. I wonder who would sell below hkd 100 if one has a choice
avatarzlance
2022-05-02
$ProShares UltraPro QQQ(TQQQ)$not gonna panic if i'm in growth stocks. & what more in a diversified port
avatarzlance
2022-07-14
the report of highest US inflation rate in 41 years is worrying & that piece of news adds more fear to the financial markets because it signifies higher or more rate hikes going forward. Now the current perception is that fed is raising rates to slow growth & consequently, will dampen inflation. What if fed is wrong? What if inflation & slow growth are able to coexist, I.e. stagflation, as how the so-called smart economists frequently term it.It is likely naive to think that raising interest rate can solve current inflation issue that is supply-constraint driven. Interest cannot solve freight cost that is sky rocketing & neither can it solve the hoarding mentality of certain companies knowing that it will further drive up the price of goods & raw material
avatarzlance
2023-02-12
$TSLA 20240119 85.0 CALL$ $TSLA 20240119 85.0 CALL$   bought it when all analysts called for it to go to 70/share. While I never like that the analysts always make calls that only build on the momentum, I'm also wary that most investors like to subscribe to these reports. Thus, I bought calls with strike of 85/share instead of outright. Capped loss of 42/share & chance to prove to myself that these analysts just do not deserve their jobs. Shame on these analysts who always create trouble in the fin markets.
avatarzlance
2022-04-06
$HUISEN INTL(02127)$ this is a lesser known gem. While it may be mostly held by insiders but it valuation looks too cheap for its price 
avatarzlance
2022-06-23
$FTSE China Bull 3X Shares(YINN)$say all u want about Chinese stocks not being spared in a selldown. Truth is there is no rate hike in china, nothing much about inflation and it's just a matter of time it opens up...so I can see why Chinese stocks are going up
avatarzlance
05-01
All the economic data releases only point to one outcome: fed leaving rates unchanged.  Data doesn't support rate cut since inflationary pressures aren't easing & fed has no incentive to hike more since it will bring bad press (elections coming this Nov). It will just be cafe chit chit session but fret not, the economists will help to create some korean drama or  Christopher Nolan movie out of it, to give the markers some excitement.  So skip the fed and go straight to the analyst reports!
avatarzlance
2022-08-05
Just glad to see investors are not sufficiently blinded by inflation, interest hikes, unnecessary US-China tensions to abandon $Coinbase Global, Inc.(COIN)$. While some bitter investors and bank analysts would say it's a meme stock squeeze and my response would be you're absolutely right but meme traders or investors have the right to make monies too. Back to why it's a great stock to see if the rally is sustainable. Reputaional wise, it's one of the digital asset exchanges that is highly efficient in managing its platform & lifecycle. It's teaming up with Blackrock to offer coinbase prime to institutional clients. Kudos to Blackrock for soughting partnerships to get into a space that it's not extremely familiar. No do
avatarzlance
2023-07-18
$Coinbase Global, Inc.(COIN)$  is a great crypto exchange company with a forward-looking mission statement, i.e. to create an open financial system for the world. While most bankers don't believe in things that they can't visualise but doesn't mean that we shouldn't invest in companies that are striving hard to support the new investment world. COIN maintains pooled custodial accounts at FDIC-secured banks, securely connects customers' bank accounts for crypto trades & blocks suspicious accounts to ensure user safety. In 2022, COIN & BlackRock(BLRK) created new access points for institutional crypto adoption by connecting Coinbase Prime and Aladdin (portfolio management software for BLRK's institutional client
avatarzlance
2023-02-04
$TSLA 20240119 85.0 CALL$ $TSLA 20240119 85.0 CALL$   picked up some tesla calls when analysts were calling it to be 70 per share. Didn't want to go against the tide and neither was I convinced it will go to 70. Thus, bought calls to limit the loss with hope that those so-called analysts were wrong.
avatarzlance
2023-03-06
$Gaotu Techedu Inc.(GOTU)$  may more investors find value in companies as such that has a success story to tell after the china education crackdown. The crackdown was needed to ensure companies do not over-earn on the students. To be nimble and adaptable in an ever changing sector gives this company a competitive edge.
avatarzlance
2022-06-30
$iShares MSCI China A ETF(CNYA)$can be considered if investors are looking into diversification from US companies to China companies. Moreover, this etf gives investors access to the Chinese A-Share stock market, which has historically been largely inaccessible to international investors.There are three main themes in this play1. China has to open up one day - china's zero covid strategy has been disrupting the supply chain of some of its companies. With higher prices in goods, China reopening and running production at 100% will benefit from it. Already snippets of news in china easing quarantine has boosted the sentiment on chinese equities 2. US Inflation and interest rate - yup, I know many of you may disagree with me but this is
avatarzlance
2022-06-21
$Gaotu Techedu Inc.(GOTU)$can only go up once it closes above usd 2.00 consecutively. This sector is oversold by crappy analysts reviews and anti-chinese stocks traders
avatarzlance
2022-06-13
$Nasdaq100 Bull 3X ETF(TQQQ)$is bracing for another round of storm. Sighzzz. Just don't get how inflation or interest rate hike would affect the techs. Recession would be better story but wouldn't tech be more resilient towards recession given how tech reliant we are. You can live without the extra burger but u can't live without wifi or your handphone
avatarzlance
2022-05-18
$XPeng Inc.(XPEV)$hopefully earnings release on May 23 will shed some bright light to reveal the sustainable growth of the company in this tough environment.

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