To The Moon

1.History of Bulls and Bears(as proxied by Gold vs Death crosses) $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Image2.Now that the S&P500 is back above its 200-day moving average we'll have to put the "Bear Market Seasonality" chart on the bench, and bring the "Bull Market Seasonality" chart onto the field...Image3.What will it take to turn REITs around?multi-year relative bear market remains entrenched, but things may change soon...ImageFor 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

1.Tariff tantrum in perspective... $S&P 500(.SPX)$ Image2.Gold is sounding a bullish signal for Commodities $Gold - main 2506(GCmain)$ Image3.Gold and agri commodity prices are both trending higher...what does that tell you?Image4.It's time to start thinking about upside risk to inflation as multiple forces converge...ImageFor 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 Commission-Free trading.💰Join the TB Contra Telegram G

1.Global ex-US Equities have made a strong recovery since the tariff tantrumKey question now is whether they can clear that upper ceiling and make a clean breakaway to new bull market...Image2.Risk sentiment and speculative mood recovering...Image3.Retail arrived...ETF holdings of gold $Gold - main 2506(GCmain)$ only just started to take-off -- are they too late? or right on time?ImageFor 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 Commission-Free trading.💰Join the TB C

1.Gold vs BondsGold has done an outstanding job as a bond alternative — and has not only outperformed as a diversifier in downturns, but has outright added to returns even as risk assets have performed well. $Gold - main 2506(GCmain)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ Image2."Sell in May" actually refers to the May-Oct period, which has historically been the worst time of the year for stocks.(vs Nov-Apr being the best)May-Oct is particularly worse in Bear Markets $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Image3."The Euphoriameter" stockmarket cycle indicator has peaked at a record level and rolled o

1.Resharing this classic Warren Buffett chart ---which I always find profound just from the standpoint that he only made his first $1B in his 50’s (and crossing 10B in his 60’s)... which goes to show the power of compounding, and how you’re never too late in life to achieve big things.Image2."Bear Market Seasonality" Chart UpdatedQuestions:-will it take a seasonal slump?-(or will price get back above the 200dma?) $S&P 500(.SPX)$ Image3.Turns out the Gold price peaked just as retail started piling in.Stay alert to the key charts on gold to navigate the twists and turns and spot opportunities $Gold - main 2506(GCmain)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and en

1.US dollar is transitioning from bull market to bear marketThis is part of a larger longer-term cycle of strength vs weakness and is underpinned by valuations, fading yield support, shift in perceptions/political risk, and flows loops unwinding.Image2.Rich Wealth vs Poor WealthAside from real estate:-the Poor own stuff-the Rich own businessesCause or effect?Image3.Here's the Dashboard summary from our latest monthly Gold $Gold - main 2506(GCmain)$ Market Chartbook ImageFor 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 Co

1.Tech Stocks are a lot of things, but they are definitely *not* cheap...Still a long way to go, and still beholden to the market cycle (even if it doesn't feel like it) $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ Image2.I sometimes like to ponder as a thought experiment: what if the entire stockmarket was owned by passive investors... what would it mean, how would things work in that world?(and then how close to that world do you even need to go to see that?)Image3.Gold at extreme expensive levels...While there are strong monetary tailwinds and an entrenched bull trend, this alongside overbought technicals, consensus bullishness, and extended flows/positioning make for an uncertain outlook.

1.Market heading into a major pinch-point here, oversold indicators already snapped back, while 5600 + 50dma overhead resistance means technically this would be a very convenient point for some bad news/excuse to show up... $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Image2.Stocks are starting to lose ground vs Bonds, and it may just be the start...Valuations say the odds favor bonds vs stocks (stocks are expensive absolute + vs bonds, while bonds are cheap)Image3.Nothing new...Rug-pulls and Bag-holders are not a new concept, in fact there were plenty of that sort of thing back during the dot com bubble. ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileg

1.Big bubble burst in progress?Semis and the AI theme have displayed characteristics akin to the market cycle, the bubble cycle, and the Gartner hype cycle... $VanEck Semiconductor ETF(SMH)$ Image2.Inconvenient issue from the 1930's bear market (which was in part triggered by tariffs) Most of the world's stockmarkets declined -- there wasn't anywhere to hide...Image3.Most agree that tariffs are likely to put upward pressure on prices (cost push inflation) and downward pressure on the economy.That's ~~stagflation~~ 🤮 Not good for bonds or stocksImageFor 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

A couple of years ago I made a discovery about Stockmarket seasonality.It works differently during bull vs bear markets.It’s one of those sorts of research findings where once you lay it out, it seems kind of obvious. But sometimes you just need to look at the same things differently to come up with unique insights and better understanding.As a refresher, during down markets you tend to see a much more accentuated “Sell in May“ effect — while the same old rule of thumb barely works at all during bull markets.So where do things stand today?I used two methods in the original analysis to quantitatively define up vs down (bull vs bear) markets; and both saw consistent results.One was simply “did the market close the year up or down?“, the other was “is the index above or below its 200-day movi