To The Moon

As of 10 Mar 2026, the "luxury-as-a-safe-haven" narrative is being eroded by a 2-pronged assault:Structural fatigue in its core business.A macroeconomic "black swan" in the Middle East.Inflation Invasion.The surge in Brent crude toward $120/barrel (with analysts warning of $215 if the Strait of Hormuz remains contested) is not just a pump-price issue.It is a direct hit at the luxury supply chain. How so ?Cost of Goods Sold (COGS) Escalation:Luxury manufacturing is energy-intensive. From the heating of glass furnaces for Perfumes & Cosmetics to the high-frequency air-freight logistics required for LV’s weekly inventory drops, energy accounts for a significant portion of variable costs.In my 09 Mar 2026 post, I have already explained how Energy will be the star performer in US market in

From my perspective, the hype around OpenClaw is partly justified because AI is finally moving beyond simple chat to actually executing tasks. If agents can automate workflows like research or scheduling, that’s a real productivity shift. Still, I’m cautious since AI trends often run ahead of real adoption. From an investment angle, I lean toward infrastructure players. Companies like NVIDIA benefit as token consumption rises because autonomous agents require far more compute. At the same time, platforms such as Alphabet and Microsoft could capture long-term value by embedding AI execution into their ecosystems. In terms of opportunities, Tencent launching WorkBuddy shows how quickly AI can scale within large ecosystems. But personally, I still prefer global leaders like NVIDIA and

🌟🌟🌟USO vs Oil Stocks is the energy tug of war. USO is a high octane bet while oil stocks are a steady dividend paying fortress. If I put my money into USO, I am buying "oil promises" or their future contracts. If I think that the Straits of Hormuz continues to stay closed and the fireworks continue, I would bet on USO. But if Trump's "Peace Whisper" comes true next week, then I would exit USO immediately. My Preference: Oil stocks. My top pick is $Energy Select Sector SPDR Fund(XLE)$ which includes the Big oil giants like $Exxon Mobil(XOM)$ & $Chevron(CVX)$ . Why? Because even if the war ends, XLE will continue to pay nice j

Singapore’s market has been quietly doing its thing, but there are some stocks that really stand out. High dividends, growth potential, and a pinch of defense — these five caught my eye: 1. $SGX(S68.SI)$ The monopoly play. Daily trading hitting SGD 2.1B, government throwing a SGD 5B lifeline at the market. More trades = more fees = happy SGX. If you like steady dividends and a deep moat, this is your core holding. 2. $DBS(D05.SI)$ Singapore’s banking giant. Growing fast in Southeast Asia, leading digital banking, and rates are high. Solid asset quality and ~5% dividend yield make it the classic “hold and collect” stock. 3. $ST Engineering(S63.SI)$ Defense m

$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $Redwire Corp.(RDW)$ $Planet Labs Pbc(PL)$ $EchoStar(SATS)$ With the war appearing close to an end, markets are rapidly shifting focus again. Oil prices, which had surged to around $116 per barrel, plunged below $90 after an announcement by Donald Trump, triggering a sharp reversal as traders began pricing in easing geopolitical risks. As energy markets cool and the broader stock market begins to rally again, investor attention is shifting back to long-term structural themes — and on

Will US market be torpedo by a double whammy from Mon, 9 Mar 2026, based off what US Treasury Secretary Scott Bessent has said on Wed, 4 Mar 2026 ? (see below) Since the revised tariff did not material on Fri, 6 Mar 2026 - this imminent 15% tax across the board ‘globally’ is going to haunt US market in the new trading week, I believe. The new tariff under Section 122 of US Trade Act of 1974, gives Trump ‘free rein’ to impose a maximum 15% (that he will be doing) for a maximum 150 days. Section 122 is a stop gap as the current government examine closely 2 other trade rules that have withstood court challenges : US Trade Act of 1974 - Section 301 that allows US Trade Representative (USTR) to investigate and respond to unfair foreign trade practices, eg. IP theft or forced tech transfers etc.

February reminded me how quickly market narratives can shift. Early in the month the focus was AI momentum, but geopolitical tensions quickly pushed investors toward safe-haven assets. It reinforced the importance of portfolio balance—having some exposure to assets like gold or commodities can help cushion sudden volatility. The reaction to NVIDIA $NVIDIA(NVDA)$ was also a good lesson. Even with strong results, the stock dropped because expectations were already very high. In fast-growing sectors like AI, sentiment and positioning often matter as much as fundamentals. For me, the priority is protecting profits and staying diversified. If geopolitical risks per