Still bearing on losses on the labs division 🤦‍♀️ if other existing is not profitable they will be in trouble long time ago 🤦‍♀️

Howard Marks interview and insights are always golden for distressed times and I will always try to catch up whenever he is in the press for his insights 👏

Btw great article for those who want understand how distressed assets works and AT1s clearly explained

Concentration risks 🤦‍♀️ the next big financial crisis will be to easier to trigger

I only would only worried if BAC and MS more than JPM now because this round forced takeover because PNC saw the FRC books and silently pulled out

China so called reopening boom faded already long time ago as it highly dependant on globalised economy 🤦‍♀️ in fact I been waiting for so long for this volatility this year to pick up more now

They are called forensic short sellers 🤦‍♀️ the same company brought Adani to its knees

They are known for taking position early because they know that the deck of cards will fall soon

A lot of MNCs that were previously in China is just started reshoring out of China just started those factories which is why you see last month why Xi started asking those companies to visit China 🤦‍♀️ Remember Tim Cook visit last month as Xi now is worried about it

Not wiped out as you think just on rumours 🤦‍♀️ now regaining more than half the losses 🤦‍♀️

Shorting

Wait for your losses next week 🤦‍♀️

The safe play for it is to buy SMH under 130

Yeah get your shopping list ready for next week 👏

Wow you bought at last peak before the current hype on AI

If you manage to sell at yesterday at 390 plus well done then 👏 at least you make close to 30%

Dividends counters are always better if you just buy and hold

Just wait for the hype to wear off as you can buy back at around 280 plus within this year and I am waiting for that happening somewhere in q3

Wait till Wednesday cause the debt ceiling drama should be ending by then

Did you bought Marvell as well back then?

Tomorrow is a holiday in the US 🤦‍♀️ Memorial Day

I doubt it will be green until early Wednesday as the bill has to be read in Senate and then is dissension between Dems members 🤦‍♀️

As long as you profit just move along for the next oppurtunity and never look back because you will make wrong decision if think too much

1stly RM will be difficult go back to 3 plus level anymore as it shown since 2018 hardly break past rm3.80 🤦‍♀️ why worry about RM depreciation when share price go up higher than that to cover the depreciation

I bought apple shares this year when it is rm4.40 and when the rm gain to 4.24 during Feb I was losing money but yet I am not worried because I know in the future the shares gains will cover depreciation and provide more appreciation

If you got such mindset worried about currency moves then you shouldn’t buy US stocks but put your money in Bursa instead 🤦‍♀️

Be patient as will be coming soon as I am also waiting after I sold off all my tech portfolio as well

Because this tech rally is driven by institutional investors hence it is very dangerous to buy at this highly overvalued point

Likely dividends aristocrat type of shares flat but dividend paying

Likely ESPP based on the class type shares with no voting power being vested into ESPP

Worth it because discounted rate price

Not true as it is not RSU 🤦‍♀️ because the employee will buy through brokerage like Etrade it is from the open market and the 20% price discount is paid by the employer

This is because if the employee leave or resign even before 5 years they got the option to keep or sell open market

Then what your company offering is not actual shares but vested treasury shares held by the company itself 🤦‍♀️ which is have 5 year term because it is held under the company not under your name in the shareholding itself unlike ESPP

In your case it is a class type share but how will they enforce 12 months rule 🤦‍♀️ which means you are buying through them and actually not owning the shares itself like treasury shares case just like Google and Grab which have various class type shares

To me voting right no issue because how much power you can have through votes when your amount is so small 🤦‍♀️

You should be happy for now 🤦‍♀️ as major suprises are in sight soon after Jackson Hole meeting

It will turn after Jackson Hole meeting 🤦‍♀️ and the pause is overhype into a big blowup when they start raising again as 3 countries have done it thinking inflation will go down during pause but they are wrong