To The Moon

Woohoo ✋ 

$SPDR S&P 500 ETF Trust(SPY)$   As we end 2024, many investors are concerned about the stock market. High valuations, re-inflation risks, and the potential changes under a Trump administration have left some wondering whether it's time to exit. However, a closer look at history and the current economic landscape suggests a strong bull market may be ahead, similar to the 1982 recovery. The S&P 500 could keep climbing with annual returns of 15-20% from 2025 through 2030, potentially pushing its value to 12,000-15,000 by 2030. Concerns: High Valuations and Inflation Many are cautious about the current market. With high valuations and inflation showing signs of a potential resurgence, fears of re-inflati

$Invesco QQQ(QQQ)$  

Don't forget about this ETF... $ARK Innovation ETF(ARKK)$  

As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to

$iShares Russell Mid-Cap ETF(IWR)$  

Australia's ASX200 has reached record highs, signaling strong performance in traditional sectors like banking and retail. Yet beneath this market optimism lies a critical challenge: Australia's preparedness for the AI revolution. While countries like the U.S., China, and Taiwan pour resources into transformative technologies, Australia faces unique hurdles from high interest rates, unaffordable housing, and stagnant consumer spending. Without decisive action, these structural issues could leave Australia lagging in the global race for innovation and economic growth. --- 1. ASX200 Highs: Risk or Opportunity? The ASX200's strong performance reflects resilience in established industries, but its lack of tech sector representation reveals an economic blind spot. While U.S. and Asian markets in

$Qualcomm(QCOM)$  Connecting the Future Beyond Smartphones, at an attractive valuation after the recent sell-off in semiconductors Qualcomm (NASDAQ: QCOM) is best known for its leadership in the smartphone market, where it powers approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. However, as smartphone growth stabilizes, Qualcomm’s diversification into other high-growth sectors paints an exciting picture for its future. --- 1. Automotive Evolution Qualcomm is revolutionizing the automotive industry, working with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis powers cutting-edge features like autonomous driving, connected infotainment, a

$Invesco KBW Bank ETF(KBWB)$  

Long-term outlook:  Bull Case for Japan, Canada, and Israel in a Post-Tariff World, during a US-centred disinflation + rate cuts $iShares MSCI Japan ETF(EWJ)$   $iShares MSCI Canada ETF(EWC)$  $iShares MSCI Israel ETF(EIS)$   If the U.S. were to enact steep tariffs—10-20% for most countries and 60% for China—it would radically reshape global trade dynamics, creating a unique bull case for markets in Japan, Canada, and Israel. Here’s why these countries could benefit the most: Japan 🇯🇵 With high tariffs on China, Japan would become an attractive alternative supplier for the U.S. and global markets, especially in tech