Tariffs are good, is it time to buy Apple and Nvidia at the bottom?
According to the latest news from CNBC and other US media on the 12th, according to the latest guidelines of US Customs, smartphones and computers will not be affected by the Trump administration's "reciprocal tariff" policy.The new tariff guidance also includes exemptions for other electronic devices and components, including semiconductors, solar cells, flat-screen TV monitors, flash drives, memory cards, and solid-state drives used to store data. It is reported that this tariff exemption applies to all countries affected by Trump's so-called "reciprocal tariffs".Some analysts believe that one of the purposes of Trump's waving the "tariff stick" is to let the American manufacturing industry return. But Wall Street is not optimistic about this. The latest report released by Bank of Americ
$Advanced Micro Devices(AMD)$ The market doesn’t care about potential anymore. It’s not pricing vision, ambition, or a roadmap full of what-ifs. It’s pricing execution. And right now, AMD isn’t executing -- not where it matters. Not in data center. Not in AI. Not at scale.We’re past the point of giving credit for adjacency. This isn’t 2021, where throwing around “AI” in an earnings call earned you a premium multiple. The hype has matured. The narrative has narrowed. Now it’s about infrastructure. Ecosystem. Dominance. $NVDA isn’t just leading this market -- it’s defining it. And AMD, for all the talk, is still stuck in the preamble.If AI demand were truly diversifying away from Nvidia, we’d feel it in AMD’s numbers. But their latest report gave us
Image $Gold - main 2506(GCmain)$$XAU/USD(XAUUSD.FOREX)$ Gold just hit another all-time high! Hit the key $3250 resistance again! It didn't break out effectively! Short-term sell order trades were once again profit-taking! But note: new highs in gold will continue to be made! Medium and long term trading is still dominated by buying trades! How to cope with this situation?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here:Trade on a Cash Boost Account and enjoy up to 6 months of
Hello everyone! Today i want to share some technical analysis with you!1. $Apple(AAPL)$ “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.”– Charlie MungerAAPL first 200-week test since 2018. 🍎Image2. $SPDR S&P 500 ETF Trust(SPY)$ Boy, that escalated quickly... SPY 479 area looks more important now than ever.Image3. $Invesco QQQ(QQQ)$ This log channel support on QQQ has provided some incredible entries since its origin in the 2008 Global Financial Crisis...Last week, we almost tapped it again.Image4.Is $Broadcom(AVGO)$ good value
Weekly: Earnings guidances take center stage amid tariff turmoil
Last Week's RecapThe US Market - A 90-day pause on new tariffs shock marketsMarkets staged a powerful rally last week following President Trump’s surprise announcement of sweeping new protectionist tariffs on April 2. The $NASDAQ(.IXIC)$ jumped to its second-best single-day percentage gain on record on Wednesday. The $S&P 500(.SPX)$ and $Dow Jones(.DJI)$ logged their strongest weekly performances since November 2023, while tech-heavy Nasdaq posted its best weekly return since November 2022.March’s Consumer Price Index (CPI) showed an unexpected slowdown, with headline inflation easing to 2.4% year-over-year, down from 2.8% in February. Core CPI, which strips
$TSLA 20260116 500.0 CALL$ closed the position too early. I was thinking better to lock in the profit to protect the violent move up and down from due to Trump's tariff move
Rebuild Your Portfolio Like a Government Recalculating GDP When the market feels chaotic — with policy shifts, tariffs, and volatility in play — it’s not always about doing more. Sometimes, the real edge comes from stepping back and refining what truly drives your portfolio. Just like how governments update how they calculate GDP to reflect changing realities, we too can revisit our own allocation — not just to react, but to realign with purpose. Here’s a simple, focused approach: • Anchor around 4 strong, long-term growth stocks — names you understand, believe in, and can track with confidence. • Set aside 1 position (10–15%) for a high-upside, high-volatility play — something with potential, but that you’re prepared to manage actively. • Keep your core tight — 5 names max. It’s not
If inflation persists—possibly driven by tariffs—it could force yields higher. Trump’s efforts to bring manufacturing back to the U.S. will raise production costs, especially compared to China or Vietnam. In the interim, tariffs mean higher consumer prices. While inflation fell to 2.4% in March, that was before the tariffs kicked in. A reacceleration is possible. If inflation rises amid economic slowdown, we could be headed for stagflation—a toxic mix where few asset classes perform well. Bonds would suffer, and growth stocks may struggle too. This is the worst-case scenario. A selloff in Treasuries could signal that investors no longer see them as safe, given America’s debt load. U.S. Treasuries total $51 trillion—40% of the global bond market. If the U.S. faces a credit downgrade or, wor
Stop Watching or Stop Sleeping? When to Rest Under Trump's Impact?
Over the weekend, Trump announced a tariff exemption for semiconductors and smart products, marking a 180-degree shift in U.S. government tariff policy.On Saturday, multiple media outlets and KOLs just finished analyzing Trump’s tariff exemption.On Sunday, another reversal: Lutnick stated that the suspension of tariffs on phones, computers, etc., is temporary. The electronics that received tariff exemptions will be re-reviewed, and may be included in new semiconductor-related tariffs. These products will face special, targeted tariffs to ensure they are reproduced domestically. These new tariffs may be announced in one to two months.Despite the double reversal, $Apple(AAPL)$ rose 5% in overnight trading. Now more and more investors have ideas but
🟩 🦖 Singapore stocks hit turbulence! Join Iggy from the Investing Iguana as we dive into the recent 7.5% plunge of the Straits Times Index (STI)—its sharpest fall since the 2008 financial crisis. Packed with insights, this video sheds light on the ripple effects of Trump tariffs and how global trade tensions are shaking up the market. 📉 We’re analyzing the shocking decline of DBS Group Holdings following a major cybersecurity breach, the dramatic drop in SGX shares amidst market-wide sell-offs, and the latest on Thackrell Corporation’s strategic moves, including a potential IPO for its associate, GemLife. Whether you're assessing economic strategies, making investment decisions, or simply staying informed, this breakdown offers essential financial analysis for navigating volatile times. 💡
1. $Alphabet(GOOG)$ holds $95 billion in cash and t-bills.Yet, it's priced like it's going bankrupt at 14 times operating cash flow..It's now cheaper than it was in Covid crash.What's the downside of buying GOOG here, seriously?Image2.People still want to believe that tariffs are just a negotiation strategy…Well, they aren’t.Trump thought tariffs was the solution back in 1989 and he still thinks that way.This is not a negotiation strategy, this is the worst economic policy decision of the century.Image3. $Amazon.com(AMZN)$ is now trading at 15 times operating cash flow, lowest in history.Meanwhile free cash flow is expected to grow 33% annually for the next 5 years.Can you tell me one reason why this shou
🟩 📉 **Singapore Stocks Crash: What's Behind This 7% Plunge?** 🦖 Join Iggy from the Investing Iguana as we dive into the wild 7% drop in Singapore's Straits Times Index (STI)! Packed with insights, this video breaks down the key impacts on major banks like DBS, OCBC, and UOB, and explores the ripple effects on industry players like Yangzijiang Shipbuilding and Singapore Airlines. ⚡ **Spotlight on Companies** 🌱 **Sembcorp Industries**: Shedding light on their bold renewable energy pivot, from a rapid capacity increase to land bank expansions, this stock's performance and future potential are under scrutiny. ⌚ **The Hour Glass Ltd**: Expanding its luxury watch empire with a major Australian acquisition, we analyze its valuation, dividend yield, and growth strategies across Southeast Asia. 💡 *
Why Defensive Stocks Are Your Best Bet Right Now | 🦖 #TheInvestingIguana EP789
🟩 🌟 **Defend Your Wealth with the Best Stocks for 2025!** 🌟 Is your portfolio ready to weather the storm? Join Iggy from The Investing Iguana as we explore the top defensive stocks and economic strategies to protect your wealth in uncertain times. This video is packed with insights, shedding light on REITs like Capitaland Ascendas REIT and Keppel DC REIT, high dividend plays such as Singtel and ST Engineering, and the ripple effects of tariffs on companies like OCBC, Food Empire, and Venture Corp. Whether you're looking to safeguard your investments or make smarter financial decisions, this guide is your roadmap to stability. 📊 **Key Takeaways:** - Why defensive investing is a smart move for 2025. - How to navigate tariff impacts on Southeast Asian markets. - The best REITs and dividend st
$Vistra Energy Corp.(VST)$ loss position. Yes, I do feel lousy at times but the other side of me tell me it part of puzzle of long term investing. The fund that allocated to invest in this company is not being used in the near future. Stay calm and carry on.
$S&P 500(. $S&P 500(.SPX)$ )$ $NASDAQ(. $NASDAQ(.IXIC)$ )$ $Dow Jones Industrial Average(. $Dow Jones(.DJI)$ )$ On April 9, 2025, the US stock market delivered a jaw-dropping performance, with the S&P 500 surging 9.78%—its third-largest single-day gain since World War II—and the Nasdaq soaring 12.34%, marking its second-biggest day ever. The catalyst? President Trump’s announcement of a 90-day tariff suspension for countries not retaliating against US trade policies. This move sparked a massive relief rally, pulling markets out of a trade-war-induced tailspin. But as of April 10, stocks are retreating, with the S&P 500 down 3.5% and the Nasdaq of
A Rally Reversed — Volatility Returns, and So Do Old Fears
April 10, 2025 What a difference 24 hours can make. Yesterday’s historic market rally, driven by a dramatic tariff pivot from the White House, unraveled quickly today as investors confronted the real issues: policy uncertainty, economic fragility, and the psychological whiplash of market chaos. Markets: When Psychology Drives Price Action WS in the Fog This week’s Story Time Thursday couldn’t be more timely: uncertainty triggers deeply rooted psychological biases that distort investor behavior. We explored three behavioral finance concepts and “hacks” to work around them: Prospect Theory: Investors feel losses ~2x more intensely than gains. Yesterday’s gains felt fleeting; today’s losses feel permanent. The Marshmallow Test: Delayed gratification is hard — especially during high volatility
$SPDR S&P 500 ETF Trust(SPY)$$Invesco QQQ(QQQ)$ US Debt Refinancing: Interest Rates, China, and Trade Tensions: The U.S. faces the challenge of refinancing over $9 trillion in debt by June 2025, making interest rates a critical factor. President Trump has advocated for Federal Reserve rate cuts, as higher rates increase the cost of this refinancing, straining the federal budget and expanding the deficit. Conversely, lower rates would allow the U.S. to refinance at a reduced cost, saving billions. However, Trump's trade policies, specifically tariffs on China, have complicated this situation. China is a major holder of U.S. Treasury bonds, effectively lending money to the U.S. government. C