To The Moon

The article by Ray Dalio on LinkedIn titled "What's Coming: The Changing Domestic and World Orders Under the Trump Administration" discusses the anticipated changes in policy and approach under a second Trump administration. Here are the key points: Domestic Policy Reforms: Trump's approach is likened to a corporate raider executing a hostile takeover, aiming for efficiency and productivity in government operations. This includes significant changes in personnel, reduction of costs, and integration of new technologies. The focus will be on industrial policies to enhance productivity, potentially at the expense of environmental concerns, poverty alleviation, and social equity issues like diversity, equity, and inclusion (DEI). Economic and Financial Policies: There will be a push towards bu

NVIDIA $NVDA Q3 FY25 EARNINGS ARE OUT: (From X user carbon finance) 🟢 Adj. EPS: $0.81 vs. $0.75 Est. 🟢 Revenue: $35.08B vs. $33.16B Est. $NVIDIA Corp(NVDA)$

Excellent summary of Target’s earnings by X user Wall St Engine $Target(TGT)$ And why does the price drop so much?

When do we sell our stocks? Lessons by Peter Lynch Compiled by X user The X Capitalist

My Investing Muse (18Nov24) Layoffs & Closure news Marriott starts to Lay Off Corporate Employees which may result in hundreds of employees exiting. The cuts are worldwide and affect “above-property” positions, which refer to people at the corporate level rather than those working in hotels. - Skift FuelCell Energy to lay off 13% of workforce to reduce operating costs - Reuters US supermajor to lay off nearly 400 workers following $64 billion merger - Upstream online Image What is going on in San Francisco? Layoff news seems relentless. Some of the layoffs are international. Can any advise on new job openings in SF or California? - SF Gate Advance Auto Parts, a major supplier of aftermarket replacement parts and accessories, announced plans to close 700 stores by mid-2025, closing 523

News and my thoughts from last week (18Nov24) If we keep views binary and polarized, society runs the risk of being split by opinions and perspectives. We need to return to days when we can live together despite our differences. Differences do not make one enemy. The Pentagon just failed its seventh audit in a row. The nation’s largest government agency is unable to fully account for its budget of over $824 billion. They don’t even know where billions of taxpayers’ money is going. Efficiency is coming - X user America What DOGE brings is transparency and accountability. The taxpayers should know how the money is spent, what it is spent on, the benefits of such spending, and who the money goes to. Every government and business needs a DOGE. Energy is the next area of concern for the develop

Market Outlook of S&P500 - 18Nov24 Observations: The MACD indicator is about to complete a top crossover. This implies a potential downtrend coming up. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. Both MA50 and MA200 lines are below the last candle. Thus, it could be read as bullish for both the mid and the long-term. The 3 Exponential Moving Averages (EMA) lines are on an uptrend but looks to converge soon. This implies a potential change of the current trend. Chaikin’s Monetary flow (CMF) shows a downtrend. This implies more selling momentum than buying. The CMF seems to be moving sideways - applying similar momentum by both buyers and sellers. From the 18 indicators, 9 point to a “Buy” rating (using daily intervals) and 9 point to a “Sell” rati

Earnings Calendar (18Nov24) There are a few interesting earnings namely Baidu, Walmart, NIO, ZIM, and Lowe’s. Let us look at ZIM Who is ZIM Integrated Shipping Services? ZIM Integrated Shipping Services (ZIM) is an Israeli shipping company that offers container shipping, logistics, and other services:  Services   ZIM offers a variety of services, including container shipping, refrigerated cargo, dangerous and hazardous cargo, and inland transport.  Fleet   ZIM is the world's 10th largest container ship operator and the leading Middle Eastern operator. As of May 2023, ZIM operated 139 container ships, with a combined capacity of nearly 600,000 TEUs.  Technology   ZIM offers a real-time monitoring system called ZIMonitor, which provides customers with 24/7

Public Holidays There are no public holidays in Singapore, Hong Kong, America, or Singapore in the coming week. Economic Calendar (18Nov24) Notable Highlights S&P Global US Manufacturing PMI. The last update came in at 48.5, indicating a contraction in the manufacturing sector. S&P Global Services PMI is expected to expand following a strong previous showing at 55.0. Philadelphia Fed Manufacturing Index is a good reflection of the manufacturing sector. Existing Home Sales is a good reference for real estate’s health. Initial jobless claims will be announced. The Federal Reserve uses this as one of the key macro data references as it balances inflation and employment in the economy. Crude Oil Inventories can be seen as forward indicators of market demand and

Public Holidays There are no public holidays in Singapore, Hong Kong, America, or Singapore in the coming week. Economic Calendar (18Nov24) Notable Highlights S&P Global US Manufacturing PMI. The last update came in at 48.5, indicating a contraction in the manufacturing sector. S&P Global Services PMI is expected to expand following a strong previous showing at 55.0. Philadelphia Fed Manufacturing Index is a good reflection of the manufacturing sector. Existing Home Sales is a good reference for real estate’s health. Initial jobless claims will be announced. The Federal Reserve uses this as one of the key macro data references as it balances inflation and employment in the economy. Crude Oil Inventories can be seen as forward indicators of market demand and consumption. If the tren