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I feel the "twist" of the treasury buy-back interesting as I have not noted it's effect of shortening the holding period for the investors; definitely something refreshing here. @Soyabean89
in the Singapore market, the leading 2 big banks (DBs, OCBC) are crowded and investors should pay attention to how their valuation can be supported instead of cheerleading their ascend mindlessly. For long term holders, it may be tolerable, but for those who are not, they would have to finalise their trade plan asap, least a surprise is sprung without warning.
Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.
totally agree that the persistent strength in Gold is telling that Bessent's rescue has failed. The fact that treasury showing panic and blinked is telling. @mr_cashcow come comment for coins.
I'd prefer A but caveat is not because I like the stock, but rather it's fundamentals are still solid. Going for A means I have a better risk/reward setup, especially if I'm going to hold it long term. From the list presented, I would pick MU due to the real demand bottleneck driven by the AI infrastructure buildup. What sets MU parts from the other memories is that it's sheltered from regulatory risk/uncertainty from the Trump administration.
Today's ATH is another lower point in the future. That said, I'm cautious about a pullback due to the macro and geopolitical backdrop of the Iran conflict, mid-term elections and the first 100 days of the new Fed chair. As we can't time the market, I'll add on red days and then add more aggressively if a crash happens. I'm still long on AI but due to my limited knowledge, would continue on S&P500 ETF, NVDA, MSFT and APPL - an index, a hardware, a software and a consumer product rep. Energy could be something to look at since nothing works without it. @mr_cashcow @Soyabean89 come join for points.