To The Moon

​As the haze returns to cloud the region, a familiar script is playing out across local headlines, sparking sharp public debates about accountability, compensation, and crisis management. ​The Million-Dollar Statement ​Minister for Sustainability and the Environment Grace Fu stepped up to address the situation, stating that she has been in touch with Indonesian counterparts to offer support, assuring the public that Singaporeans "stand ready to assist". However, critics online are questioning what a multi-million-dollar annual ministerial salary actually buys when action is limited to diplomatic touchpoints, monitoring, and lip service. For many everyday citizens waking up to declining air quality, "standing ready" feels a lot like sitting helpless.   ​The Indonesian Response: "W

Chip stocks sell off but AMD says demand still outstrips supply but does that apply to all the big chip makers? or only certain genre of chip makers are seeing demand outstripping supply? In this article, we would like to discuss a comprehensive institutional analysis of sector divergence, sub-genre supply dynamics, and investment strategies for $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$, and $Micron Technology(MU)$. 1. The Semiconductor Sell-Off vs. Fundamental Reality The global semiconductor sector has recently experienced sharp equity pullbacks driven by macroeconomic tightening, rising geopolitical

Samsung just delivered the kind of number that should have sent memory stocks flying. Q3 operating profit reached approximately 107.4 trillion won, up almost ninefold from a year earlier and another quarterly record. Instead, memory stocks sold off. Micron fell about 4.8% to $1,035.84. SanDisk dropped about 4.9% to $1,609.46. SK Hynix also fell sharply. That looks contradictory. It is not. The market has moved beyond asking whether the memory boom is real. The new question is: Are we looking at peak earnings, or simply peak acceleration? Those are very different things. Samsung Record Profit Is Not Bearish The headline number is extraordinary, but the details matter more. Samsung revenue increased sharply, operating profit reached a new record, and memory remains the major engine behind th

$Circle Internet Corp.(CRCL)$   Circle closed Thursday around $84.5, up roughly 4.5%, after spending much of the past two weeks trapped in the low-to-mid $80s. That rebound matters. But I do not think CRCL has broken out yet. For next week, I see $88 as the first gate, $90-$92 as the real confirmation zone, and $100 as the level that could pull momentum traders back in quickly. My base case is that CRCL tests higher next week, but I expect volatility because the macro backdrop is fighting the company-specific story. The micro story is improving. The macro story is not nearly as friendly. That tension is exactly what makes next week interesting. First, What Changed in the Chart? CRCL traded as low as $78.88 on Wednesday, then rallied to an int

Last speech before blackout, what would Warsh say to move the market? In this article we would like to share and discuss how Warsh's pre-blackout signals re-anchor rate expectations, alter asset allocations across tech and fixed income, and impact macro positioning. We will cover the following areas: Core Speech Analysis Scenario Framework & Chart Sector Reality Checks Strategic Positioning Framework 1. Anatomy of the Pre-Blackout Signal The 10-day blackout window enforced prior to FOMC interest rate decisions restricts Federal Reserve officials and key advisors from offering public commentary. Consequently, the final speeches delivered immediately preceding this window function as critical policy anchors. When a voice like Kevin Warsh speaks—combining institutional credibility with a

🌟🌟🌟On Wednesday, the Singapore market suffered a bruising wake up call.  Driven by a brutal Citigroup downgrade on $OCBC Bank(O39.SI)$  , an institutional selloff wiped billions in value off Singapore's banking trio, shaking weak hands out of the market and leaving retail portfolios bleeding. Yet amidst this selloff, the spotlight has swung dramatically onto a legendary enterprise that refuses to be ignored: $Great Eastern(G07.SI)$ . For investors looking beyond the daily panic, Great Eastern isn't just a defensive shelter.  It is company of immense value, backed by over a century of history, massive earnings power and a corporate drama that could ex

During the trading week of October 5 to October 9, 2026, U.S. equities registered modest gains across broad benchmarks, led by the Morningstar US Total Market Index advancing 1.03%. In this article, we would like to discuss the sector performance (top performers and worst performers? what are the key drivers for the week performance? We will also looked at analysis of the breakdown of the tech and utilities sector. Including details on upcoming Q3 earnings reports investors need to be aware of. I. Macroeconomic Overview & Market Drivers The trading week ended October 9, 2026, was defined by factor rotation, interest rate stabilization, and pre-earnings positioning. Broad equity indices posted consistent gains: large-cap stocks advanced 1.17%, mid-caps outperformed with a 1.95% surge, a

🌟🌟🌟Looking at your portfolio and seeing Singapore Real Estate Investment Trusts (SReits) has been a test of patience.  While tech stocks have hogged the headlines, SReits have felt heavily weighed down by continuous macroeconomic headwinds.  For many income investors, it has been deeply frustrating to watch. If the SReits have been underperforming on paper, why should a rational investor deploy their hard earned capital into them right now?  This is because price and value are rarely the same thing.  SReits are currently coiled at a compelling entry point.  Buying into a fundamentally healthy asset class when broader market sentiment is low isn't reckless.  It is exactly how long term wealth is built. The Real Estate Analogy: The Value of the Underlying Brick

. 🐯 Last Speech Before the Fed Blackout: What Do I Want to Hear From Warsh? Three Investments I Would Consider for Diversification 🌎 1. The Market Is Waiting for More Than an Interest-Rate Decision As we approach Federal Reserve Chair Kevin Warsh’s scheduled appearance in Bangkok on October 16, I believe investors should pay attention to more than just whether the Fed will hike, hold or eventually cut interest rates. What I really want to hear from Warsh is a clear explanation of the relationship between inflation, long-term Treasury yields, government debt and the direction of monetary policy. According to the Federal Reserve’s calendar, Warsh is scheduled to participate in a fireside chat with IMF Managing Director Kristalina Georgieva in Bangkok. With the next FOMC meeting scheduled for