To The Moon

SummaryIt appears to us as if the Fed is fighting an asset bubble rather than trying to lower inflat

$Sea Ltd(SE)$ "We see SEA to continue to experience challenges in top-line growth because of inflation, competition with TikTok, and weak performance of Free Fire. Yet, the losses will be better managed." - Shawn Yang (Blue Lotus Research Institute)Key Points:* We estimate SEA’s 4Q22 revenue to be largely in line with cons., while non-GAAP net loss to be narrower than cons. * We see SEA to continue to experience challenges in top-line growth because of inflation, competition with TikTok, and weak performance of Free Fire. Yet, the losses will be better managed.* We slightly raise SE’s TP by 6% to US$55 to reflect 4Q22’s margin beat, yet maintain SELL because of the mid-to-long-term challenges.

SummaryThe Federal Reserve appears to be losing control of the market.Financial conditions have ease

Summary· As many of you know, I have been writing on Seeking Alpha for over a decade.· While doing so, I have amassed a sizeable portfolio in Real Estate Investment Trusts.· Today, I'll provide you with 10 great reasons to own REITs.· Looking for a helping hand in the market?REIT Reason No. 1: DiversificationREITs are both diversifying and diversified, a combination that can easily strengthen your portfolio.This is true of any investment asset category to some degree or another, admittedly. Pick a category, any category, and you’ll find that kind of opportunity.Take precious metals, for instance.The grouping involves gold and silver, of course, but also platinum, palladium, and titanium. So there’s diversification right there. But then you can divide each of those into

France beats Morocco 2-0 with a spectacularchance to be a World Cup defending champion. If they win, they would have replicated Brazil's historical success. Morocco fought well. Unfortunately their strong crowd support could not overcome the slew of injuries that they accumulated. Will France lift the World Cup once more? Or will Argentina get the World Cup and elevate Messi to the god level of Diego? [Glance] I am hoping for an Argentina win. How about you? Meanwhile Pele has been diagnosed to be ill and incurable. The football world has not forgotten him and has sent him their prayers. Hopefully he will get to watch the last World Cup alive. [What] @TigerStars

* Nov CPI due Tuesday, Fed policy statement set for Wed* Microsoft up on plans to buy LSE stake* Pfi