To The Moon

Following a stellar start to 2023, the S&P 500 index has now recorded close to a 15% gain year-to-date. However, most of the rally has been concentrated in Large Cap US Tech stocks. The S&P 500 Ex-Information Technology Index is up less than 2% YTD, heavily underperforming the S&P. This underperformance can be attributed to the rise of Generative AI, with companies such as Nvidia, Meta and Tesla contributing to a significant portion of the gains in tech. Best-Performing Stocks of Q1 2023 | Morningstar Macroeconomic Update The US economy is showing no signs of recession despite echoes from the Fed maintaining its hawkish stance. The labour market remains extremely tight with the unemployment rate at 3.6% as of Jun 2023. Following this week’s mixed job data, traders will be looki

The Nikkei 225 is a worthwhile investment After decades of slow growth, Japan’s Nikkei 225 $NIKKEI 225 ETF(XDJP.UK)$ is increasing quite fast. It’s almost back to it’s pre-asset price bubble in 1989 at 33,772.89 yen compared to 38,915 yen at 1989. The Nikkei 225 has increased 5,743.73 yen in 6 months, a rare record set after 1989. The Nikkei 225 seems promising, and could lead to the highest price set ever by the Nikkei 225. The Beginning to the Price Bubble Before we go into the recent rise of the Nikkei 225, let’s see it’s rise before it collapsed on 1989 due to the asset price bubble. It starts off from around 100 and has steady growth, going to 1000 yen in 1960 From 1960, it frequently goes up and down, crossing the 1,500 yen mark several t

$SINGAPORE AIRLINES LTD(C6L.SI)$ travel is not showing any signs of easing despite recession fears or the increased price tag. The latest results announced by SIA confirms this. Full resumption of travel to Japan and china is also another excellent news for SIA. Looks like 2023 will remain good for Airlines and other travel related companies. Beyond 2023, it seems good as well with Singapore progressing with building its fifth airport terminal that is almost as big as terminal 1-4 combined. This gives Singapore Airlines the chance to scale up and not restrict their fleet size due to available space of their home base. Would nibble progressively

Since its a lazy Sunday, I decided not to dwell too much on technical analysis (TA) or official data, charts etc… Instead let’s take a look at the latest happenings to one of the biggest social media conglomerates - $Meta Platforms, Inc.(META)$. When Mark Zuckerberg decided to launch its new product “Threads", he has “inevitably” signal, time to decide who will be crowned the king of “social media”. Personal view In my Thursday post, Buy $Meta Now Becos Of Threads - Twitter Killer. I have shared in detail, why I think Meta Platform will be the eventual winner (not now). Click to read, show some love, give a “Like”, “Share” & “Re-post”&nb

‌ Disney+ launches new ad tier — why it could be a $3 billion opportunity: Analyst‌ ‌$Walt Disney(DIS)$ ‌+0.43% Disney's ad tier officially launched Thursday as the media giant looks to curb accelerating streaming losses. "We expect Disney to generate anywhere from about $500 million to even up to $1 billion dollars in ad-supported revenue on the Disney+ product in their first year of operation," Geetha Rangathan, analyst at Bloomberg Intelligence, told Yahoo Finance Live. Rangathan said ad-supported revenue rise by up to $3 billion over the next three years, reiterating her confidence in the media giant amid its early streaming success. "This is a company that has added about 40 million to 45 million subscribers year after year on their Disn