To The Moon

On March 4, BZ topped 115 as Russian forces gradually encircled southern cities of Ukraine. Crude oil traders rushed to cancel their short orders. A large number of short sellers have gathered in this price range. The withdrawal of these short orders and upcoming long orders are likely to lead to a further spike in oil prices. The U.S. announced 60 million barrels of crude oil will be released. But it only equals to 3-4 days of US consumption, and wartime is likely to consume more oil. With crude oil inventory data well below market forecasts, crude oil futures logically present a super-backwardation structure. It means that traders have no confidence in the short-term market supply balance. In fact, not only crude oil futures, but also other major commodity futures are starting to exhibit

CRM: Undervalued Cloud and Software LeaderSalesforce App (Source: Company website)Investment Thesis$Salesforce.com(CRM)$ is the world’s #1 customer relationship management (CRM) platform. Its cloud-based, CRM applications for sales, service and marketing allow businesses to connect with their customers in a whole new way. The transition to e-commerce has made CRM integral in providing technological infrastructure to companies seeking to expand their online presence. Increasing adoption of technology for sales, service and marketing provides tailwinds for CRM's business, allowing it to grow its revenue 20+% annually. I believe that this trend is going to perpetuate into the future as more businesses adopt CRM's leading digital solu

Hundreds of large U.S. companies have suspended their operations in Russia, but some companies have continued to operate in Russia undeterred. The full, current list of companies that have curtailed operations in Russia as well as those that remain, as of March 10, can be seen below. Source from yale.edu Seeing that companies and investors from all walks of life have withdrawn from Russia one after another, it is expected Western companies leave Russia will expand in the future. The Impact of Ruble Sunk on Russia and Globally Remember or not? 30 years ago, after the collapse of the Soviet Union, Russia was regarded as a promising new blue ocean by Western companies. From large energy companies, to car manufacturers, to beer,

$DraftKings Inc.(DKNG)$ CEO says people selling his company’s stock will ‘regret that decision more than any other decision you’ve ever made in your life’. From twitter Mar 9th,2022 The online gaming company DraftKings(DKNG)offered up some potentially exciting news for investors on March 3. Management said it underestimated its market opportunity by $13 billion at an investor day presentation. Dr. Parik Patel, BA, CFA shared some infos collected form fillings shows that the CEO is keeping selling his own shares of DKING. Wall Street analysts predict that DraftKings Inc. (NASDAQ:DKNG -Get Rating) will announce $410.65

“Don’t wait for the last judgement. It comes every day.” – Albert CamusKey Points:-The Twin Sessions set ambitious growth target and fiscal expansion. But China’s macro leverage will likely stay steady, and the onshore market will stagnate.-Every oil crisis or oil price surge is followed by a US recession.-RMB strength explains the divergence between on- and off-shore markets in 2021. But the Hang Seng has outperformed CSI300 YTD by 2x.-Schrödinger’s nuclear bomb suggests that near-term risk skews deeply negative.The "Twin Sessions"The all-important “Twin Sessions” are still proceeding. Many were surprised by the 5.5% GDP growth target set for 2022, but with a lower budget deficit than 2021. It is at the top end of consensus forecast, and well above the IMF’s estimate of below 5%. The sess