To The Moon

FED May FOMC 0.25 might be last raise; Much talked about pause from June FED say will pause for longer, Bond market say will cut rate 3x by end 2023 FED say need see next 3 inflation reports - May, June, July, means continued pause or cut will be known by FOMC 21 July Liquidity Mar rally was fuelled by all the bank failures and FED injecting liquidity in the market Late Apr FED resumption of QT briefly stopped the "rally" FED started pumping again after the 2 latest banks "possible" failures Expect some propping of market for now (evident also on Friday 5 May) Price action Has been on an early possible bull cycle since Oct 2022 and remains so on long term indicators Key level to break now is 416 which leads to 421 and then 430 430 will be the confirmation of the bull cycle This does not me

古語云：“以銅為鏡，可以正衣冠，以史為鏡，可以知興替，以人為鏡，可以明得失。”巴菲特股東大會召開在即，就想與大家一起盤點一下股神這些年犯的錯誤，進而減少自己在未來可能犯的錯誤。沃倫巴菲特很可能是有史以來最偉大的投資者，幾十年來巴菲特出任伯克希爾CEO，創造了複利的奇蹟。據福布斯報道，他擁有近851億美元的淨資產，使他成為這個星球上最富有的人之一。儘管他的投資能力很強，但這麼多年來股神也犯過很多錯誤。如果你想要提高的你投資能力，或許可能會從股神的錯誤中學到不少東西。錯誤一：1952年賣出GEICO股份—不要輕易賣出好公司的股票1952年巴菲特以15,259美元的價錢將全部的GEICO股份出清，然後將所得資金投入到西方保險證券公司之上，這項變心的舉動，一部份的原因是因為西方保險證券當時的股價相當吸引人，本益比只有一倍左右。然而在往後的二十年間，當時被賣的的GEICO股份的價值卻成長到1,300萬美元，這樣的結局讓巴菲特體會到絕對不能賣掉一家好公司的股票原則，應該做時間的朋友長期持有。《1995巴菲特致股東信》錯誤二：1965年買下伯克希爾紡織公司的控制權—不要買菸蒂股雖然紡織這個行業沒什麼前景，但因其價格實在很便宜而受其引誘，雖然在早期投資這樣的股票確實讓人獲利頗豐，但在1965年投資伯克希爾後，巴菲特開始發現這終究不是個理想的投資模式。《1989巴菲特致股東信》巴菲特早期的投資方法受他的恩師格雷勒姆影響較大，偏好投資“菸蒂股”即大街上發現的僅剩一口可抽的“菸蒂”可能冒不出一口煙，但是，“買便宜貨”的思路就是發掘那最後一口的利潤。然而長期而言，這種方法並不可取，因為廚房裏的蟑螂絕不會只有你看到的那一隻。原來看起來划算的價格到最後可能一點都不值得，在經營艱困的企業中，通常一個問題才解決不久，另一個問題就接踵而來。錯誤三：1993年買入Dexter鞋業—可持續競爭優勢、護城河199

Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. $PayPal(PYPL)$ will start a busy week of corporate earnings reports on 08 May 2023 after the market close. PayPal did not give guidance for 2023, reason being with cross-border trade declining and macroeconomic conditions continuing to have an impact, They have seen successes for its buy now, pay later (BNPL) offering, as well as transaction and payment volume growth (albeit at a much slower rate than last year). However, the company did predict a 7.5% YoY revenue increase in Q1 2023, including a 150-bps headwind from FX changes. These are some key notes from the last earning reports: Less Focus