1. Yes I am ready to adjust positions in banks to increase 2. Yes banks are a key economic stock to hold 3. Yes $SGX(S68.SI)$ is a key bank stock 4. Yea the Singapore stock exchange will reach 6000 points

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

$NVIDIA(NVDA)$ is the largest driver of the data centres and ai construction boom and is a buy at $180 1. While there is an ai chip war, nvda’s cuda is the dominant Gpu in this war 2. Nvda’s revenue is growing not shrinking 3. $180 is a buy not a sell, there aren’t many other ai stocks

Which SRS investment: large cap public equity investments in US market CPF vs SRS: SRS is more flexible for holding public equities Best year end strategy for SRS: best strategy for minimising tax is to reduce turnover in the portfolio

$Tiger Brokers(TIGR)$  1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month 2. strategy for December: with losses to recover in this month, strategy is to long protective put options on $SPDR S&P 500 ETF Trust(SPY)$   3. Outlook : market outlook is negative with tariffs in the USA and further market volatility forecast

1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month. 2. Santa rally: while history pre 2020 showed evidence of a Santa rally, there have been substantial changes in markets this year with tariffs in the USA. Likely outcome is further losses . 3. December trading plan is put option protective put contracts on $SPDR S&P 500 ETF Trust(SPY)$

Prediction 1: stock market will experience a 30% drawdown next year due to tariffs after trump loses House of Representatives Prediction 2: collapse of the ai boom with a decline in $Microsoft(MSFT)$

Most excited for 1. $Microsoft(MSFT)$ due to windows 12 2. $Alphabet(GOOGL)$ due to quantum computing 3. $Apple(AAPL)$ due to Mac Pro refresh

REIT investments such as $STOCKLAND(SGP.AU)$ are high quality investments in real estate as an alternative to direct property investment these investments are low risk & high yield. 1. Property is an essential part of an investment strategy 2. Real estate is a high dividend yield investment as an alternative to stocks

1. This week’s market rally is already in reverse with significant pull back from $SPDR S&P 500 ETF Trust(SPY)$ 2. Now is a great time to invest in $ETFS Physical Gold(GOLD.AU)$ before more market turmoil occurs

How to tell when market Armageddon is coming is every investor’s research goal. Key to this research is the relative risk and opportunity assessment. Is this the best oppportunity to invest or are there better opportunities in the future. When there are cases of market dislocation & high risk, this decision is less complicated. $SPDR S&P 500 ETF Trust(SPY)$ in times of less uncertainty $ETFS Physical Gold(GOLD.AU)$ is a better option

The difference between top down and bottom up investing is the intent and research required for investing. Top down investing in $SPDR S&P 500 ETF Trust(SPY)$ involves researching broad economic risks. Bottom up investing in individual stocks involves researching a much broader set of stocks $MEGAPORT LTD(MP1.AU)$

$SPDR S&P 500 ETF Trust(SPY)$ to determine when to long or short the broad market the key is to work out which key drivers will impact the market in the future. While this is a challenge. Key strategy is to short the market with long out option contracts this week

$SPDR S&P 500 ETF Trust(SPY)$ opportunity to profit from market declines through long put options to reduce broad market losses. This strategy benefits from market behaviour to close out option contracts on expiry this Friday

$YZJ Shipbldg CNY(SO7.SI)$ is a ship building company the main characteristic of this stock which is of interest is its dividend paying status which resulted in an increase in share price on rumours of higher shipping volumes. Long term this stock is in decline with a declining economic outlook and reduced share expectations for shipping and shipbuilding

$NVIDIA(NVDA)$ is a high quality stock with high earnings growth. There has been a recent sell off of technology share in the us on fears of a recession. This is a reason to long $ETFS Physical Gold(GOLD.AU)$ or other momentum trades to benefit from the decline of technology shares. Nvidia has peaked and is now in long term decline over ai rumours of declining share prices

Strategy for market downturn is to momentum trade stock markets 1. Betting on a stock market decline 2. There is no support level when stocks are priced highly 2. Black Friday is likely to be a weak revenue event with retail stocks impacted by adverse economic conditions 4. Michael burry is a news commentator not an investment professional 5. Michael burry is as accurate as CNN at promoting negative stock movements

$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

My pick for a retirement stock is banks and $Microsoft(MSFT)$ The question for retirement is what is the goal of retirement? If the goal is to pay living expenses from high cost dividend income then banks provide certainty of income. If the goal is to not pay living expenses from dividend income then capital growth is the target. $OCBC Bank(O39.SI)$ is a high quality bank with share price growth at $ 18.8 per share which is a discount to future earnings

$NVIDIA(NVDA)$ share price forecast $205 1. Forecast share price movement for nvidia is +5% on revenue growth due to data centres 2. My strategy for nvidia’s earnings announcement is to buy long positions in call options with expiry after earnings