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Esther_Ryan

11 Yrs Equities Journey, Learned Options at CBOE.

    • Esther_RyanEsther_Ryan
      ·12-23 20:20
      Thank you for sharing!

      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook

      @Kenny_Loh：
      (1) Review of 2025 Singapore REITs Performance (The Wrap-Up) Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline. Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024. Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden. Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and posit
      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook
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    • Esther_RyanEsther_Ryan
      ·12-10

      Gold-Silver Ratio Breaks 14-Year Support: Silver Speed Up? Top ETFs & Stocks

      Core Conclusion: After the Gold-Silver Ratio broke above 105 in April 2025, it rapidly retreated. The current level of 68 remains above the historical average of 58. Looking at history and reviewing the patterns from the past four "above 100" episodes, silver may still have several months of gains ahead from December 2025 through mid-year 2026. $Silver - main 2603(SImain)$ 's pace and magnitude of gains are expected to exceed $Gold - main 2602(GCmain)$ 's rise. Time to seize more allocation? $Silver - main 2603(SImain)$ $E-mini Silver - main 2603(QImain)$ has gained 64% since breaking to new highs since J
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      Gold-Silver Ratio Breaks 14-Year Support: Silver Speed Up? Top ETFs & Stocks
    • Esther_RyanEsther_Ryan
      ·12-05

      Goldman Sachs: 2026 Family Offices - Stay resilient, adopt AI, deploy cash, bet on growth. 🧐

      Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All
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      Goldman Sachs: 2026 Family Offices - Stay resilient, adopt AI, deploy cash, bet on growth. 🧐
    • Esther_RyanEsther_Ryan
      ·12-03

      Mag 7 Long/Short Watch:Trading Volume Exposes Institutional Intentions?

      I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai
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      Mag 7 Long/Short Watch:Trading Volume Exposes Institutional Intentions?
    • Esther_RyanEsther_Ryan
      ·12-01

      US Premarket: AI Partnership Fuels ACN Surge, Chinese Solar Stock Skyrockets

      Premarket sentiment is positive as individual stock news dominates market focus: $NASDAQ(.IXIC)$ The MACD signal indicates "A MACD buy signal has been triggered, the strongest since April."【Premarket Movers】 $Accenture PLC(ACN)$ soared 4.8% in premarket trading after announcing a partnership with OpenAI to deepen its AI services layout. $Canadian Solar(CSIQ)$ skyrocketed over 12% in premarket trading as the company plans to restructure its U.S. business by establishing two new joint ventures with its controlling shareholder to focus on U.S. solar and energy storage operations.【Major Deals】
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      US Premarket: AI Partnership Fuels ACN Surge, Chinese Solar Stock Skyrockets
    • Esther_RyanEsther_Ryan
      ·11-20

      Google's TPU Checkmate: How Gemini 3 & Buffett's $4.3B Bet Set Up the $5T Path

      Alphabet stock $Alphabet(GOOG)$ , $Alphabet(GOOGL)$ just played the ultimate chess move. The stock surged over 6% to breach $300 for the first time in history Tuesday, closing at $292.99, So far this year, it has gained 53.85% in return. The champion over MAG 7.The real story? All the magic started in September.Core Market Drivers: The Perfect Storm1. Gemini 3 Pro topped the LMArena leaderboard. This isn't just a model update—it's a declaration of AI supremacy against OpenAI.2. Berkshire Hathaway dropped a $4.3 billion bombshell. Not only did Buffett buy $Alphabet(GOOGL)$ in Q3, but he made it a top 10 holding for the first time ever. This could be his final ma
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      Google's TPU Checkmate: How Gemini 3 & Buffett's $4.3B Bet Set Up the $5T Path
    • Esther_RyanEsther_Ryan
      ·11-18

      XIAOMI-W｜18-22 HKD Range Battle Amid Smart Device Recovery Signals

      $XIAOMI-W(01810)$ ｜Tech Giant Consolidation: 18-22 HKD Range Battle Amid Smart Device Recovery SignalsLatest Close (Hong Kong Time): XIAOMI-W closed at approximately 19.85 HKD (-1.2%), trading within the key consolidation range. The stock remains about 15% below its recent high of 23.50 HKD, showing typical post-earnings volatility patterns.Core Market Drivers: Xiaomi's Q3 smartphone shipments showed resilience despite global headwinds, with IoT ecosystem expansion gaining momentum. However, margin pressure from component costs and intensifying competition in the premium segment continue to weigh on investor sentiment.Technical Indicator Analysis: Volume patterns suggest institutional accumulation at current levels, though momentum indicators rem
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      XIAOMI-W｜18-22 HKD Range Battle Amid Smart Device Recovery Signals
    • Esther_RyanEsther_Ryan
      ·11-04

      ORCL: Institutional Holdings Solid, Return to $330 Still Expected This Year

      $Oracle(ORCL)$ recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure.It's worth noting that although the institutional money flow curve has recently started to decline, as of today, the institutional cumulative flow is still higher than the level on September 10th.This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains.From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception:The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driv
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      ORCL: Institutional Holdings Solid, Return to $330 Still Expected This Year
    • Esther_RyanEsther_Ryan
      ·10-29

      KBW Slashes Berkshire to Underperform, Citing Post-Buffett Risk and Profit Squeeze

      $Berkshire Hathaway(BRK.B)$ : Rare Wall Street Downgrade to "Underperform" on Succession and Profit ConcernsIn an unusual move, Keefe, Bruyette & Woods (KBW) has downgraded Berkshire Hathaway Class A shares from "Market Perform" to "Underperform"—the only "sell" rating among analysts tracked by Bloomberg. Key concerns:Earnings Pressure: GEICO's underwriting margin may have peaked, catastrophe-reinsurance rates are sliding, and lower short-term rates will compress investment income.Operating Headwinds: Railroad volumes are tariff-hit, and renewable-energy tax credits are fading.Succession Risk: Investors remain wary of capital-allocation quality once Warren Buffett departs.KBW cut its price target to $700,000 (from $740,000) and trimmed 2026-2
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      KBW Slashes Berkshire to Underperform, Citing Post-Buffett Risk and Profit Squeeze
    • Esther_RyanEsther_Ryan
      ·10-22

      Apple Nears $4T: still in right-hand lane, $255–$258 the new bull/bear pivot

      $Apple(AAPL)$ stock hit new ALL TIME HIGHS for the second time in 2025, and all in a week.ImageiPhone-17 build-order surge + Apple Intelligence pay-wall buzz + the $4 trln market-cap magnet are aligning; $Apple(AAPL)$ ’s momentum is still in the right-hand lane, with $255–$258 the new bull/bear pivot.Ticker snapshot: $Apple(AAPL)$ $262.90 (+1.7%, ATH $263.47 intra-day), YTD +38% vs SPX +22%.Market cap ≈ $3.94 trln—only 1.5% away from the historic $4 trln level (≈ $267.2/sh).$65 bn buy-back firepower left = 2.4% of float, EPS tail-wind ≈ 2.8%.Catalysts in plain EnglishHardware: iPhone 17 s
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      Apple Nears $4T: still in right-hand lane, $255–$258 the new bull/bear pivot
       
       
       
       

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