To The Moon

SummaryGiven the hurdles Palantir encounters, including heightened stock valuations, scalability hur

SummaryGiven the hurdles Palantir encounters, including heightened stock valuations, scalability hur

The latest regulatory filings reveal that from May 16th to May 18th, Berkshire Hathaway purchased an additional 3.46 million shares of Occidental Petroleum at prices ranging from $58.11 to $58.66 per share, amounting to a total investment of approximately $201 million.In fact, Berkshire Hathaway has been gradually increasing its holdings of Occidental Petroleum since early 2022. During a recent Berkshire Hathaway shareholders' meeting, Buffett stated, "We really like the resources, industry position, and technical capabilities of Occidental Petroleum in the Permian Basin. They have a lot of excellent oil wells and have done a lot of beneficial things. It's a completely different kind of oil business." Buffett's optimism about the resources in the Permian Basin stems from the company's acqu

Under SEC regulations, fund managers with assets under management exceeding $100 million are required to file a document known as "Form 13F" within 45 days of each quarter's end, disclosing their holdings in stocks and bonds.Recently, major institutions have released their position data. Based on the 13F holdings data, do you know which stocks the institutions purchased in Q1?The following chart presents the top 20 holdings of institutional investors:Ticker# Shareholding institutions#Institutions QoQ (%)Market value of institutional holdings ($M) $Microsoft(MSFT)$ 3,8000.81,009,842.09 $Apple(AAPL)$ 3,7190.46978,148.19 $Amazon.com(AMZN)$ 3,328-0.3424,312.75

$DBS GROUP HOLDINGS LTD(D05.SI)$ The three Singapore banks (DBS, OCBC, and UOB) all reported record profits for the first quarter of 2023. However, their outlook for the rest of the year is more muted. Moreover, since their 1Q23 reporting, share prices have been coming down as US banking turmoil and political deadlock on US debt ceiling may in turn have a negative impact on SG banks. Have NIMs expansion for SG banks peaked? The outlook on the Federal Funds Rate hikes has changed a bit through the last quarter, and three more 25bps hikes now seem unlikely. On the other hand, deposit rates are creeping up with the customary 5–6-month lag behind the asset yields, raising the cost of funding. DBS's NIM grew by 7bps Qo

On Wednesday, the US Bureau of Labor Statistics released data showing that April's CPI rose 4.9% year-on-year, marking the 10th consecutive monthly decline since its peak in the second half of last year and the smallest increase since April 2021. This was lower than expectations of 5% and the previous value of 5%. Meanwhile, CPI increased by 0.4% month-on-month, in line with expectations.However, while overall CPI has declined slightly, core CPI only decreased by a small margin of 0.1% compared to last month and has remained around 5.5% for four consecutive months. The recent three-month annualized rate is still as high as 5.1%, indicating significant stickiness in inflationary pressures. At this rate, there is still a long way to go before inflation reaches its long-term target of 2%.Look

Elon Musk on Thursday said he's found a new CEO to take over Twitter, months after he first promised to step back from the role.Excited to announce that I’ve hired a new CEO for X/Twitter. She will be starting in ~6 weeks! My role will transition to being exec chair & CTO, overseeing product, software & sysops. $Tesla Motors(TSLA)$ rose on the news.As Elon doesn’t give the name of the new CEO and only mentioned new CEO is female, netizens begin to imagine and pick Twitter’s CEO in their views.1. Elona/Elena - Female Elon2. Linda Yaccarino - NBCUniversal’s head of advertisingElon Musk is in talks to hire Linda Yaccarino, NBCUniversal’s head of advertising, as Twitter’s new chief executive, according to two people familiar with the matter.3.

In a widely anticipated move, the US Federal Reserve raised interest rates for the 10th time in just over a year. The Fed fund rate now stands at a target range of 5%-5.25%, which is the highest it has been since August 2007.Source: Bloomberg During the news conference that followed the meeting, Chairman Jerome Powell confirmed that "a decision on a pause was not made today." This is despite the omission of a sentence stating that “the Committee anticipates that some additional policy firming may be appropriate." It appears that the Fed has finally reached the terminal rates it had set out to achieve. S&P 500 & Nasdaq Index, Source: Bloomberg The bond markets initially priced a rate hike in the June Fed meeting. However, the sentiment soon changed into a likely rate pause

Welcome to review：Buffett's 10 Key Events of the Past YearWelcome to reserve the live about #2023 BRK Shareholder Meeting interpretation (Chinese) and(English) by @TBliveIn

Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press relea