To The Moon

2 years back, the U.S. stock market was rallying up to all time highs. High growth stocks took the spotlight and it was easy to make money from them even if the business is still loss-making, burning lots of cash and has a narrow moat. But that did not last for long. Fast forward to the present, many of these unprofitable, high growth stocks had their stock prices slammed and they were struggling to cut costs and stay afloat. The investor’s dream of seeing some of these high growth stocks turned into the next Amazon or Google was crushed. Most investors are familiar with growth investing but few are acquainted with quality investing. The key to enhancing your long-term investment returns sustainably is to pick quality stocks to invest in. What are quality stocks/businesses?Q

2 years back, the U.S. stock market was rallying up to all time highs. High growth stocks took the spotlight and it was easy to make money from them even if the business is still loss-making, burning lots of cash and has a narrow moat. But that did not last for long. Fast forward to the present, many of these unprofitable, high growth stocks had their stock prices slammed and they were struggling to cut costs and stay afloat. The investor’s dream of seeing some of these high growth stocks turned into the next Amazon or Google was crushed. Most investors are familiar with growth investing but few are acquainted with quality investing. The key to enhancing your long-term investment returns sustainably is to pick quality stocks to invest in. What are quality stocks/businesses?Q

前言： $騰訊控股(00700)$ 大股東Prosus表示，將在本週把持有的9600萬股騰訊股票以認證形式存入香港中央清算結算系統，以使這些股票能夠有序地在市場上交易。大股東再度開啓減持，同時，騰訊的股份回購也在繼續，該如何看待騰訊後續走勢呢？ 正文： 騰訊控股 是一家在科技、遊戲、社交媒體和雲計算等領域擁有強大業務的公司，是中國互聯網行業的龍頭企業之一。騰訊的業務表現穩健，未來仍有很大的增長潛力。對於騰訊的股票走勢，需要考慮多方面的因素。 一方面，大股東的減持可能會對股價造成一定的壓力。 另一方面，騰訊的股份回購有助於提高每股收益和股價穩定，這也是投資者關注的一個重要因素。 此外，騰訊的業務表現和盈利能力等基本面因素也會對其股價產生影響。 從股價來看，確實短期已有見頂信號。 而且回看Fifi姐之前文章，我也一直建議大家2023年謹慎持倉，多做波段，見好就收。 再看今日新聞，Sensor Tower 商店情報平臺最新數據顯示，3月騰訊(00700)《PUBG Mobile》海外收入環比增長26%，排名上升1位至收入榜第2名，並重回增長榜榜首。 截至2023年4月6日《PUBG Mobile》海外總收入突破39億美元。2月點點互動在海外市場推出冰雪末日生存題材策略新遊《Whiteout Survival》，3月海外收入環比激增6倍之多，首次入圍收入榜第28名，躋身增長榜第3名。 Sensor Tower 商店情報平臺最新數據顯示，3月騰訊(00700)《PUBG Mobile》海外收入環比增長26%，排名上升1位至收入榜第2名，並重回增長榜榜首。 截至2023年4月6日《PUBG Mobile》海外總收入突破39億美元。2月點點互動在海外市場推出冰雪末日生存題材策略新遊《Whiteout

TSLA (TESLA) Favors Further Downside April 12, 2023 By EWFRaj TSLA Showing impulse Elliott Wave sequence as ((1)) higher started from 1/06/2023 low, which ended at $217.82 high on 2/16/2023. Below $217.82 high, it favors pullback in 7 or 11 swings correction in ((2)) against January low before upside resumes. It placed (W) of ((2)) at $163.91 low & (X) connector at $208 high on 3/31/2023. Below (X) high, it ended A of (Y) at $176.11 low & proposed ended B at $189.19 high. Below (X) high, it placed ((i)) at $192.20 low & ((ii)) at $198.74 high. ((ii)) was 0.382 Fibonacci retracement of first leg. It placed ((iii)) at $179.74 low & ((iv)) at $186.39 high. Finally, it ended ((v)) as A wave at $176.11 low in (Y). It proposed ended B wave $189.19 high in 3 swings bounce as 0.382

Morningstar notes: Buy Berkshire Hathaway $Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ stock for Warren Buffett’s steady hand during crises.Why?The company's long history of aiding failing banks is one reason for investors to buy Berkshire Hathaway.Recently, the market has noticed that The “Oracle of Omaha” has been in contact with the Biden administration in recent days about possibly investing in regional banks in some way.“On multiple occasions over the past two decades we have seen firms seek out capital from Berkshire on the belief that the ‘Buffett Seal of Approval’ that came with that capital injection would reduce the pressure on their shares,” Mornings

Yesterday Biden expressed confidence that he would show results in fighting inflation. I thought CPI had to fall to the 5.xx%. As a result, CPI in February was unchanged as expected at 6.0 percent and core was also unchanged at 5.5 percent. Month-on-month, it was slightly higher, at 0.5%.There is a long way to go in the fight against inflation, and a quarter-point rise cannot be missed.$Financial Select Sector SPDR Fund(XLF)$ Source of titleclosed $XLF 20230616 32.0 PUT$ $XLF 20230616 32.0 PUT$ roll $XLF 20230616 28.0 PUT$

$SVB Financial Group(SIVB)$ was rescued by the Federal Deposit Insurance Corporation (FDIC) on Friday, with a new bank set up to hold and guarantee deposits up to US$250,000 held at the bank.On Sunday, crypto bank $Signature Bank(SBNY)$ was also closed down due to what was said by the regulator to be a risk of systemic bank failure.All Signature's depositors will be "made whole", "As with the resolution of Silicon Valley Bank, no losses will be borne by the taxpayer,” said by the FDIC.$SVB Financial Group(SIVB)$ is said to have deposits/assets of anywhere between US$120bn and US$200bn. $Sign

Yesterday Biden expressed confidence that he would show results in fighting inflation. I thought CPI had to fall to the 5.xx%. As a result, CPI in February was unchanged as expected at 6.0 percent and core was also unchanged at 5.5 percent. Month-on-month, it was slightly higher, at 0.5%.There is a long way to go in the fight against inflation, and a quarter-point rise cannot be missed.$Financial Select Sector SPDR Fund(XLF)$ Source of titleclosed $XLF 20230616 32.0 PUT$ $XLF 20230616 32.0 PUT$ roll $XLF 20230616 28.0 PUT$

On Thursday, 11 U.S. banks led by $JPMorgan Chase(JPM)$ , $Bank of America(BAC)$ , and $Citigroup(C)$ banded together to inject $30 billion in uninsured deposits into stumbling lender $First Republic Bank(FRC)$ .Fears of a global banking crisis have eased following the rollout of multi-billion-dollar lifelines for troubled lenders in Europe and the United States. Stocks rose in China, Japan, South Korea, Malaysia, Australia, the Philippines and Hong Kong on Friday: China’s blue-chip index gained 0.8%, while

I'm not good at analyzing bank assets, so let's analyze big option orders.On Thursday, the main explosion was in these sectors: banking, securities, insurance and real estate, as well as some loss-making emerging industries such as offline medical and new drug development companies.Before we had fully reacted to the event, several companies were bought with put options. Keeping an eye on whether these options are closed and rolled will help gauge how things are going.The reason why we did not choose the big four banks is that the direction of trading is confused.$American International Group Inc(AIG)$ A $10 billion insurance company. The 52.5 put was opened on February 2, and it's possible that the big man was one of the first to plot the collapse