To The Moon

Richard Toh’s raw mea culpa details how he ignored Nvidia and bitcoin and misread tariffs In early December, Richard Toh, the chief executive and investment officer for the Singapore-based hedge-fund firm Kenrich Partners, sent a four-page letter to investors.  The news was bad.  Kenrich’s Ocular Asia fund, which managed around $50 million, lost 7.9% in November. The bigger picture was worse—it had lost 35.4% so far in 2024. By comparison, its benchmark of Asian stocks outside of Japan was up 8.6% for the year.  For a page and a half, Toh discussed tariffs, investments and missed opportunities while weaving in mentions of Donald Trump, Elon Musk and Taylor Swift. Then he got to the point.  “I have come to the realization that I am not good at what I am doing but I guess

Currently, the U.S. Federal Reserve is navigating a similar scenario. During its rate-cutting process, it closely monitors market reactions. If the economy continues to perform strongly and inflation remains high, further rate cuts may not be necessary. However, markets often overreact during such periods, which seems to be the case with the recent fluctuations in bond yields. This article is written by Shernice, if you like my article please hit the like button or do a repost.  For example, the yield on 10-year U.S. Treasury bonds recently exceeded the Federal Reserve's target range of 4.25%–4.5%, reaching as high as 4.632%. This implies that the bond market is effectively imposing its own version of financial tightening. While the Federal Reserve has projected two rate cuts next yea

I encountered a potential scammer on Tiger Broker who frequently posts about the enormous profits they claim to have made from stock investments. The screenshots they share often show WhatsApp messages providing advice on specific positions and displaying alleged winnings, which appear to be heavily edited—unlike the official Tiger Broker screenshots that cannot be altered. They also persistently share links, urging others to join their telegram group. If you click on his profile picture, it will enlarge, and within it, his Telegram group "t.me/Moneyrollmoney" is discreetly indicated. He is highly skilled at concealing his Telegram group from public view. I was surprised that so many people actually believe him, even though most of the screenshots and advice are shared only after

•$30B+ market for autonomous car tech. •AI-powered software for safety & navigation. •$500M+ revenue, 50%+ gross margins. •Partnerships with Mercedes-Benz, Toyota. •$2B+ in contracts  Next target.🎯 $25 then $30. In a recent exclusive CNBC interview, Mobileye CEO Amnon Shashua discussed the company's strategic roadmap for autonomy, highlighting its competitive position against industry giants like Tesla and Waymo. Shashua emphasized Mobileye's unique approach, which integrates supervision technology requiring a human driver to monitor the vehicle, alongside its fully autonomous robotaxi initiative.  Mobileye is currently trading at $20.03, reflecting an increase of 2.88% despite a challenging market environment yesterday. This marks a significant achievement for the

$Serve Robotics Inc.(SERV)$  Thank you!  $SERV 20250117 16.0 CALL$  

Starbucks is currently grappling with significant challenges in its business performance, particularly in the United States. This year, the company has entered a period of notable decline in same-store transactions, a sharp contrast to the stable growth experienced over the past two years. In North America, sales growth has stagnated at just 1%, while internationally, both same-store sales and overall revenues have plunged by 23%. This article is written by Shernice, if you like my article please hit the like button or do a repost.  With a new CEO taking the helm, Starbucks is reevaluating its promotional strategies. In response to the post-pandemic landscape, the company had previously introduced various offers, such as buy-one-get-one deals and discount vouchers. However, these effo

Donald Trump has demanded that the Panama Canal be given back to the US if Panama did not manage the waterway in a fashion that was acceptable to him – and he accused the central American country of charging excessive rates for use of the ocean-connecting ship passage. “The fees being charged by Panama are ridiculous, especially knowing the extraordinary generosity that has been bestowed to Panama by the US,” Trump wrote on his Truth Social platform late Saturday, a little more than a month before the start of his second US presidency. “This complete ‘rip-off’ of our Country will immediately stop….” The Panama Canal is a vital conduit for U.S. shipping companies, facilitating efficient trade between the Atlantic and Pacific Oceans. Approximately 40% of all U.S. container traffic, valued at

$Credo Technology Group Holding Ltd(CRDO)$   It's trading at $69.20 during weekends. 

In September, the Federal Reserve's decision to lower interest rates by 50 basis points was expected to lead to a decrease in bond yields. However, contrary to expectations, the yield on the 10-year U.S. Treasury bond rose instead. This unexpected increase continued even after the Fed's recent meeting, where further rate decisions were made, leading to a complex situation for bond investors who are now facing significant losses attributed to this rate cut announcement. Looking back , they were projecting a 4-rate cut in 2025. The dot plot is updated every three months, and the previous one was fairly dovish, as they anticipated a 2-rate cut in one move and the dot plot suggested 4 cuts for next year. However, after three months, the outlook has shifted to a more hawkish stance. My adv

Yesterday, stock market fluctuations were quite dramatic, with most of my favourite stocks falling more than 5% in premarket trading. Media outlets and social media have been fueling fear by heavily emphasizing the risk of a U.S. government shutdown tonight, which has heightened risk-averse sentiment among investors. As a result, stock futures have dropped significantly, with Nasdaq 100 futures declining over 1.7% in pre-market trading. This article is written by Shernice if you like my article please hit the like button or do a repost.  However, at 8:30 AM, the Federal Reserve's key inflation indicator, the Personal Consumption Expenditures (PCE) index, was released. The U.S. PCE index for November showed a year-over-year increase of 2.4%, which is below the expected 2.5% but hi