Yea the war is affecting the whole world. US currency being cheapened for spending so much in helping Ukraine.

Russia exports oil, wheat, and other natural resources which is having their prices affected as well. Scalpers will come in to buy cheap from Russia and sell them at a higher price to other countries to avoid sanctions. This is making such goods more expensive. Another cause for inflation. Latest news is OPEC cutting oil production which will also jack up inflation if oil prices reach 100 a barrel.

Countries reopening everywhere now with people going crazy traveling.. Another source of spending making prices go up.

Hence Fed is not giving up on raising interest rates yet as long inflation doesn't go down. Hard to see it go down soon with the above factors. This is why some experts are predicting a recession soon.

When company growths get affected by recession (by too many jobless people, or people not earning enough to buy more of their goods or services), that's when their stock prices will tank. Can only confirm more as future earnings are revealed globally.

If only Putin stops his war and the world is back on peace again.. That alone will help so much.

hope China is not stupid not to launch a war against Taiwan.
US will definitely help out Taiwan which results in a big war. Maybe other countries will join in too.
Whole world economy will go haywire that time if this happens.

so many news against Intel now if search "Intel, AMD, Ampere"

They facing stiff competition from Non US CPU chipmakers. Hard for Intel to cut costs having its HQ mostly in the US and western countries. Only way for them is to launch some outstanding new chipset that is way ahead of the competition. Else its stock will continue to plummet.

This post has been edited by Davidtcf: Jun 30 2023, 03:08 PM

US is not like other stock markets. The green wave is strong here. Just make sure to avoid stocks that are too overvalued or have a high risk element. Most top stocks are overvalued already whether we like it or not. If the company has good track record, and you are confident, then go for it

I invest long term, once go in that's it leave it there till I need the money or old later.
Even paper loss also just leave it. Unless if the stock in question really need to sell due to the company being in deep shit.

So far my Amazon, Apple, Tesla stocks showing good results due to this. After 1 year+ can see they go up so much.
Then continue DCA once every few mths. Gave up on timing the market.. like yesterday news suddenly out of nowhere Fitch downgrades US' credit rating causing market to fall. Out of nowhere pops up.

Only news we can time somewhat is Fed's decision to raise interest rates (impact already over somewhere last year), or if company have many bad news and in decline (time to cut loss). Or if something really bad happens to US and time to sell our stocks.

This post has been edited by Davidtcf: Aug 3 2023, 11:19 AM

I mean if long period of 0 interest rate like last time Covid, suddenly Fed say want to tighten interest rate, suddenly everything fall left right center.. so sure this is not a good time to buy any stocks (at least for the next 6 mths). This is the lesson I learnt.

0 interest rate time for few years = result in many overpriced stocks due to investors factoring in lower cost of bank debt.
once Fed announce interest rate hike for xx mths = market prices will calculate this in to reflect stock's actual price in the future. Stock prices will then drop step by step to its lowest actual.

if just started buying some stocks right before (1-2 mths prior) that announcement, good to sell them and wait till prices stabilize. Else risk seeing lots of red in your portfolio after several months down the road. Some could take a longer time to recover to previous prices.

This post has been edited by Davidtcf: Aug 3 2023, 04:28 PM

yeah of course check all these also, EPS, valuation (PE Ratios, PEG etc) before buying.
now talking about timing mar.. so this is my way to time in case if such a thing occurs again.

anyhow buying any stocks during low interest rates at US is dangerous, especially when stocks reach its peak price and inflation starts to booming.. anytime Fed can ring a bell everything fall to reality prices once again. I experience this at my own porfolio - so ngam I started investing US stocks end of 2021, a month before that Fed celaka announcement. I didn't sell fast enough, and hold many of them till now. Some really still deep red until now. So just sharing my bad experience.

This post has been edited by Davidtcf: Aug 3 2023, 04:36 PM

yes overall US portfolio now is green.. thanks to bull run that started last month.

should have added more when market was at its lowest... but that time inexperienced so don't dare to buy more. Next time will know.

ya I wondering this also.. how to recession if job data so strong? Fed also not going all out to raise interest rates high.. but rather a few bips each time.

will see how it goes, if really recession means good also, good time to buy more stocks while they drop. Then likely Fed will announce some easing to boost economy.

Then the biggest pandora box in the room is ongoing Russia-Ukraine war.. dunno what will happen in the future with this. Really hope war fast2 end stock market sure boom if this happens.

Wah suddenly market so green again after Amazon’s earnings.

US stocks kena goreng kao2.. won't fall for it again.

wait till red only buy. US Fed not done with raising rates and Ukraine war still ongoing.

wait for bloodbath to end first before going in.. seems like possibility for market to drop even more till they see a stable interest rate outcome. Fed keep being hawkish and ongoing 2 wars adding more fuel to the fire.

scary la Taiwan election this Saturday.. News headlines is like "peace or war" election.

good if KMT party can win, at least guarantee some peace with China. They are more pro China than the ruling party.

stock market exhausted with 2 ongoing wars already - Ukraine then Israel-Gaza. Don't need to add another Taiwan war to the mix.

This post has been edited by Davidtcf: Jan 11 2024, 11:02 AM

is now a good time to drop some bullets into US stocks? Been away for some time.

yea majority of my US stocks and ETFs went up. Total gained 10+%

Tesla, BNKS etf, and Pfizer only still underwater.

Issue is lacking the bullets as an average day to day employee.. need to save many months before can invest. Having 3 kids really suck for investing.. majority of money go there.

regretted buying some stocks of Tesla.. already saw red flags that it was overpriced but still go for it. Now suffer paper losses as I thought it would improve, only to see bad news after bad news hammering the stock.

all the hype surrounding the stock on youtube, social media are to blame. So next time don't follow what people keep pushing to buy... make your own analysis before diving into a stock.

will just hold on to it and hope Elon Musk get his shit together to boost his stock. I believe he can with his brilliant mind. Let's hope he can do a 360 like how Mark Zuckerberg did to Meta.

This post has been edited by Davidtcf: Apr 8 2024, 09:38 AM

Yea during this round I just top up VUAA. Notice bull market pushing stock prices high up again.
Also bought a number of Grab shares as it seems like a good price to enter now, plus they starting to make profit.


2 batches - one at 184.15, another at 290.42

opposite will happen. fed cut rate = easier to borrow loan for companies, ppl more money to spend due to cheaper housing/car loan = more growth for stocks

yes experienced that for Google stock. Best buy after split after hype cool down.
Right now it's overpriced anyway.

is because of this news:
https://www.reuters.com/markets/us/us-job-o...ril-2024-06-04/

hence ppl betting that Fed will cut rates soon.