Jump to content

The Perfect Storm of the Stock Market III

Wt_know

By Wt_know,
in Investment & Financial Matters

 Share

Recommended Posts

Throttle2

Throttle2

Supersonic
On 10/11/2024 at 5:25 PM, Wt_know said:

one of my most heavy holdings in my portfolio ... keep fighting !

https://thesmartinvestor.com.sg/trouble-brewing-for-mapletree-logistics-trust-can-the-logistics-reit-see-its-dpu-recover/

brew some black coffee first ... later become LATTE ... song song ... 😉 

2024-10-11_172428.jpg

 

Old news being reported.  Thats why MLT is trading around $1.45 …..  same for Ascendas REIT trading $2.80+
Comes at no surprise whatsoever as i have also mentioned that Fed’s stance isnt to continously cut rates like some people are hoping.

rates will still stay around the better half of 4% for a longer time.  People are starting to understand that.
 

↡ Advertisement
  • Praise 2
Link to post
Share on other sites
Wt_know

Wt_know

Supersonic
  • Author
(edited)

seriously, i wonder why people buy this company stock?

what is it brewing ... coffee or latte?

2024-10-12_112854.jpg

Edited by Wt_know
  • Haha! 1
Link to post
Share on other sites
Throttle2

Throttle2

Supersonic
On 10/12/2024 at 11:31 AM, Wt_know said:

seriously, i wonder why people buy this company stock?

what is it brewing ... coffee or latte?

2024-10-12_112854.jpg


for those who had bought, i am as sorry as i am sorry for Steven Lim.  
for those who havent sold till date, i am even more sorry than i am sorry for Steven Lim

for the record, i am not at all sorry for Steven Lim Didi.  Muayhahhahhahhahahha

muayhahhahhahhahhhahha

 

Link to post
Share on other sites
Throttle2

Throttle2

Supersonic
On 10/12/2024 at 1:15 PM, Wt_know said:

monday hk & china market open ... huat ah!

whatever it takes !!!

2024-10-12_131001.jpg


if the Chinese Govt and as serious as they say they are,  we are going to see a new 52week high incoming.

Link to post
Share on other sites
Wt_know

Wt_know

Supersonic
  • Author
(edited)
On 10/12/2024 at 12:33 AM, Throttle2 said:


fullerton is a fund manager, taking profits when the stock has performed well is a good move to free up cash for other investments.   I would do the same if i operated withnthe same strategy.

in the mean time Temasek owns 50% of ST Eng which holds all the military weapons contracts and receives defence budget spending from SG as well as many other countries.    Therefore i wouldnt be led anywhere by such an insignificant sell.

no scare no scare ...

continue to WIN projects after projects ...

order book filled gao gao ...

2024-10-15_120743.jpg

Edited by Wt_know
Link to post
Share on other sites
Vidz

Vidz

6th Gear
On 10/15/2024 at 11:32 AM, Wt_know said:

sawadeekap … wake up !!!

aiyoh $5.20 i sold liao... been a very long nap

  • Praise 1
Link to post
Share on other sites
Throttle2

Throttle2

Supersonic
(edited)

Today do a bit of rebalancing.

Taking profit in global equity markets and shift to fixed income, and hold a bit more cash.  just a bit more.

 

 

Edited by Throttle2
  • Praise 2
Link to post
Share on other sites
Wt_know

Wt_know

Supersonic
  • Author
On 10/17/2024 at 11:46 AM, Throttle2 said:

Today do a bit of rebalancing.

Taking profit in global equity markets and shift to fixed income, and hold a bit more cash.  just a bit more.

i rebalance a bit for US stocks for hitting ATH again

huat ah!

  • Praise 1
Link to post
Share on other sites
Wt_know

Wt_know

Supersonic
  • Author
(edited)

no $0.60 no talk by x'mas ... can? 

it's a true blue F&B liao after swap deals of Frasers to F&N

:grin:

2024-10-17_153102.jpg

Edited by Wt_know
Link to post
Share on other sites
Voodooman

Voodooman

Supersonic
On 10/17/2024 at 11:46 AM, Throttle2 said:

Today do a bit of rebalancing.

Taking profit in global equity markets and shift to fixed income, and hold a bit more cash.  just a bit more.

 

 

The latest data shows strong job market / spending in the US and receding recessionary risk. Within < 1 month, the data appears to flip. It is quite unusual.  Wonder what is going on in the states.

Trump looks like winning, 10/30 years rate may spike with his highly inflationary policies. 

 

 

  • Praise 1
Link to post
Share on other sites
Throttle2

Throttle2

Supersonic
On 10/18/2024 at 12:01 PM, Voodooman said:

The latest data shows strong job market / spending in the US and receding recessionary risk. Within < 1 month, the data appears to flip. It is quite unusual.  Wonder what is going on in the states.

Trump looks like winning, 10/30 years rate may spike with his highly inflationary policies. 

 

 

I dont think so hard becos i dont know.    What i do know is that nobody knows.   

So i at least take some profit, and enjoy it by using the money, then it wouldnt be in vain or just a number on my screen. 

The best thing about America or the US is that regardless which President, money makes it go round so it wont make too much difference if you are in it long enough.

For China, its the opposite and therein lies its biggest risk.

On the subject of recession, i have mentioned many a time, that i have never been afraid of recession and welcome it more than most people.  it is the market's own way of detoxification and great for people holding loads of cash (me)

On the subject of rates, I would say again as i said a week or two ago, that they are not coming down as easily or as much as people think. 

 

Good Luck fellas, huat ah

 

 

 

  • Praise 4
Link to post
Share on other sites
Throttle2

Throttle2

Supersonic
On 10/18/2024 at 2:49 PM, Fishbowl said:

STE...go go go 🤩

As i was saying…..😂😅.  
 

my target of $4.75 hit exactly in last qtr 2024.   

During 1H24 when i said my target for STeng was towards $5 year end, who believed?


huat ah!

 

 

↡ Advertisement
Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share
Go to topic listing
×
×
  • Create New...