To The Moon

Fed has hint several times that stock market has to fall eventually if not it will by force.CPI index although is just a guidance, but what's better than the recent CPI index to help FED push it harder.Fedex has announced and cut their 2023 forecast and declared we are already in Recession. Hot labour market doesn't seems to have cool down so far, which meant, companies still hiring based on above average salaries package.Slow down in retail sales doesn't seems significant enough for what fed want to achieve.Oil reserve is going to top up their reserve soon, drop in oil price is not reflect to the market, it will going high again soon.Just my 2 cents comment. $SPDR S&P 500 ETF Trust(SPY)$

Even since $Netflix(NFLX.US)$ come into the market whether the disc renting business or video content business. In my opinion other than easy access which provide convenient to user's. One big main selling point also differentiate with it's rival is ads FREE. We not paying for a content which come with advertisement. Similar to the success of $Alphabet-A(GOOGL.US)$ to its initial rival $YAHOO JAPAN CORP(YAHOY.US)$ and MSN, if Google change it is not Google anymore. Same to Netflix, they think they can get more income from ads and ignore the user growth. Investor may happy with this, but a content provider that chasing their subscribers away will relatively getting lesser Income from subscription and ads, because user not paying to watch ads! Time to say Good Bye to Netflix

$Twitter(TWTR)$ once the offer news was out, the share price once break $51. What interesting I can find out for yesterday high volume on Call and Put Option, please see attach, there's 3.8k put expired on 14th April been sold, and what a coincidence another 5.5k call option on $55 was bought in the same day. Are these all the coincidence or pre-arrangment? I got no interest to calculate how much does it worth but it definitely worth alot too us but not the mystery person. Will Elon Musk buyout the companies? Yes and No, and the motive has achieved. 

$Twitter(TWTR)$once the offer news was out, the share price once break $51. What interesting I can find out for yesterday high volume on Call and Put Option, please see attach, there's 3.8k put expired on 14th April been sold, and what a coincidence another 5.5k call option on $55 was bought in the same day. Are these all the coincidence or pre-arrangment? I got no interest to calculate how much does it worth but it definitely worth alot too us but not the mystery person. Will Elon Musk buyout the companies? Yes and No, and the motive has achieved. 

$Twitter(TWTR)$Elon definitely has bought the share cheaper than a lot of flipper over here. And I guess the biggest winner will not be twitter or the shareholder's as I don't see what synergy Elon Musk can bring to the companies but fear. Furthermore I think the biggest winner here is always the meme hero Elon Musk, he must have make a fortune from here and guess whose money it is, look at $Digital World Acquisition Corp(DWAC)$share price after the peak you would know what I meant. 2 cents advise, run when you can, hide when you rich. We are way slower than the hero, because he always can fly. 

Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand.War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? As the war continue, inflation benefit the retail market, but not the pre-order market. If most of the EV manufacturer not only the largest manufacturer have so much backlog order to be clear, will this affected their profit margin? By adjusting the selling price but that's only applicable to new order. How much

Biden has officially visited the NATO, and I can say that this has risk the war relation between Russia and it's a smart move for him and also his nation. In fact he is a very good businessman, his visit to NATO can rest assured the consistency of supply resources to them, while on the other hand without using any resources from his nation and asked NATO to stand together with Ukraine. If NATO really take on this advise, indeed the war will not ending soon as Russia doesn't like to be threaten, this we can see from why this war started. While China, are awaiting USA to make the move, and this is obviously the 3 kingdoms in realities. Only negotiation will make the peace. Supply chain will still disrupt while this continue, hope the NATO think twice before action, accepting Ukraine as part

$Boeing(BA)$Another bad news just happen, a Boeing 737 plane carrying more than 130 people crashes in Guangxi China. This going to be another road block for Boeing to restart it's business in worldwide. What shall investor do next? Is Boeing a worth investment or $Airbus SE(EADSY)$

FED has finally announced the final rate hike yesterday while negotiations between Russian and Ukraine seems promising and market seems well received the news. Share soared yesterday, is this a buying or selling signal to investor? With the rate hike which lead people's tend to keep their money with bond or FD more compare to Stock Market? If so investors now should sell now to buy back later or vise versa? And how much will it retreat then will become attractive to global investor? Please feel free to comment. My guess with lesser support currently and depend on how panic is the investors want to get out of the market, but I think is less concern for long term investor's but definitely not for the hedge funds manager around the world as they did it for living. 

Based on my 2 cents macroeconomic understanding rate hike is to fight inflation. While war has created a lot uncertainty and indirectly increase the inflation rate. But good news come just before the rate hike which 5th rounds of negotiations going around Russian and Ukraine; Oil price start dropping back to previous price level which has simulate the share market rise yesterday. It seems like market's are confident in this matter. But I truly sure that no one in this world likes war, especially Russia. As due to the action of cause, their economy may downturn few years back compare to other countries due to sanctions. Back to the rate hike, i think it is a good time for FED if I were Powell i will choose to increase a 0.50% instead of 0.25% to pass it back to retailer or market. In f