High rates for longer? I’d change what I call “defensive.” If interest rates stay elevated for longer, I wouldn’t simply move everything into cash and wait. I’d look for companies that can fund themselves, generate real cash flow and still grow without relying heavily on cheap debt. That changes the way I’d look at the market. Instead of chasing the highest-growth names, I’d pay more attention to: 💰 Strong free cash flow — businesses that can fund growth internally. 🏦 Healthy balance sheets — less exposure to refinancing risk if borrowing costs remain high. 📈 Pricing power — companies that can protect margins when costs stay elevated. 💵 Shareholder returns — buybacks or dividends become more interesting when capital has a higher opportunity cost. I’d also keep some dry powder. Higher rates

$Halliburton(HAL)$ signed memoranda of understanding with Brazil's Eneva and Venezuela's WESCA to explore oil and gas projects in Venezuela. The agreements, disclosed September 21, position Halliburton for a recovery in a country with enormous reserves and degraded infrastructure. They do not yet provide the security of funded, enforceable service contracts. Reuters' report on the agreements describes them as exploratory pacts amid renewed foreign interest. The bullish case is service intensity. Years of underinvestment mean Venezuelan fields need drilling, completions, well intervention, software and maintenance. Halliburton can earn from activity without assuming the full commodity risk of owning reserves. Early positioning may produce customer r

🌟🌟🌟When crude oil prices shoot past USD 100 a barrel, that pain isn't just felt at the pump.  It sends a massive shockwave straight through Wall Street. Right now, everyday families are feeling the squeeze.  Worse yet, the latest inflation numbers show that general prices are stuck at 3.4%.  Things simply aren't cooling down. If you are a new investor, you need to know the golden rule of this market: high oil prices act like a giant tax on the economy.  Money is being violently dragged out of normal businesses and poured directly into the pockets of oil giants. If you leave your money sitting in the wrong investments, inflation will slowly est away at your savings.   But you don't have to just sit there and take the hit.  You can fight back by changing wh

Hello everyone, is oil gonna go up, predictions for the next Days?

Look Back, Trade Forward | Reflect on August, Plan for September August was a month worth looking back on, not just because of the numbers, but because of the lessons, discipline, and small wins along the way. I’m grateful for the opportunity to earn a few thousand dollars through my trades last month. These wins are more than just P&L on a screen, they’re slowly becoming future vacation funds, a reminder that consistent execution can create something meaningful beyond the market. One of the things I enjoyed most last month was taking the time to share the Iron Condor as a playbook, breaking down the idea of defined risk, positioning, probability, and patience. Writing about the strategy also made me reflect on my own process. Sometimes, teaching what you trade helps you understand you

I have come here especially to buy mooncake to take back to Australia. The traditional teochew yam paste mooncake from Crown Hotel has been shifted over here. Took me a while to find the hotel - Amara. I was basically walking passed the entrance without realisation! Ended up having lunch here as well. I was not too hungry, and they offer dim sum lunch, which suits my current lack in appetite. Had a balanced diet, a porridge (abalone anyone?), beancurd rolls and siu mai, washed down with a fine pot of Chinese tea. Oh... I forgot its free starter, a guava with dried orange peel! Totally gently sweet and refreshing...  It's not your normal dim sum... a classy one. Oh... Let's forget the price for this nice meal 😜 Let's just say the service and ambience makes up for it to give the meal a

Come on and how.... let's goookoo

ServiceNow

My pick: D. ServiceNow. Salesforce has delivered the most eye-catching AI growth, but I believe ServiceNow has the strongest long-term AI monetization story. The reason is simple: ServiceNow doesn’t just provide AI assistants—it owns critical enterprise workflows across IT, HR, customer service and operations. That gives its AI agents a natural path from answering questions to actually executing tasks and automating processes. As companies shift from paying for software seats toward paying for AI agents, workflows and outcomes, ServiceNow could capture a larger share of enterprise spending. Salesforce’s Agentforce growth is impressive, while Microsoft has unmatched distribution and infrastructure. CrowdStrike remains a cybersecurity AI leader. But for pure AI-driven expansion of software

I think the biggest change in the software narrative is that AI is no longer automatically viewed as a threat. Salesforce and CrowdStrike are showing that companies with proprietary data and deeply embedded workflows can monetize AI and potentially increase the value of their platforms. Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow. For me, the next few quar

For months, investors treated AI as an existential threat to software companies. The latest earnings reports offered a different possibility: companies with proprietary enterprise data and deeply embedded workflows may be able to charge for AI instead of being replaced by it. Salesforce surged 22.6%, CrowdStrike climbed 20.5%, while the iShares Expanded Tech-Software Sector ETF gained roughly 7.6%. ServiceNow and Palo Alto Networks also joined the rebound. Salesforce: Agentforce is starting to generate real revenue Salesforce reported fiscal Q2 revenue of $11.35 billion, up 11% year over year, and raised its full-year revenue outlook to $46.1–46.4 billion. The AI numbers attracted even more attention: Agentforce and Data 360 ARR approached $3.9 billion, up 210%. Agentforce ARR exceeded $1.

🌟🌟🌟The post earnings carnival has hit a massive wall of global reality.  The S&P500 slipped 0.69% while the tech heavy Nasdaq 100 tumbled 1.33% today as skyrocketing global bond yields and relentless USD 90+ oil prices choked out equity momentum. While high flying tech sectors suffered sharp mid day reversals, the S&P 500 Energy Sector Index was the lone green beacon on Wall Street, surging 1.8% to eye an all time high. Why is The Market Tumbling Today? The sudden slide isn't an isolated anomaly.  It is a direct consequence of a massive worldwide bond market rout crushing speculative valuations: The Multi Decade Yield Spike: The US 30 year Treasury Bond yield blasted to a fresh 19 year high of 5.33%.  Spilling from a hot economic print in Japan, global borrowing cost

Time to stock up with some vgs

Hedge funds pile into the next frontier of AI compute and orbital infrastructure The latest batch of 13F filings, covering the second quarter of 2026, reveals an unusual degree of consensus among the industry’s most closely watched managers. Across multi-strategy giants, long-short equity specialists and concentrated growth funds, a clear thematic tilt has emerged: a decisive pivot towards the physical infrastructure required to sustain the artificial intelligence boom, alongside a fresh embrace of newly public space and advanced semiconductor plays. Citadel Advisors, whose equity book swelled to $875bn, disclosed fresh stakes in SpaceX (now trading as SPCX following its mid-year IPO), Cerebras Systems (CBRS) and Quantinuum. Coatue Management, Altimeter Capital, Point72 and Appaloosa all s