this article was posted on Feb 2023...

https://www.cfr.org/article/how-much-aid-ha...-are-six-charts



and we can add in the 2.6 billion from todays news. ( https://www.latimes.com/world-nation/story/...in-military-aid )

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.

The biggest threat is the war expanding.eg use of nukes or China got involved.

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.

China will definitely launch a soft war 1st against Taiwan and matter is when

Any war happens the world will go haywire 🤦‍♀️ just like now with inflation

Communist teaching is very much different from us. They brainwash put the party 1st. Not economy or money. Less patriotism is a democracy country like us.

Asean is benefiting now from deglobalization into reglobalization. Asean like vietnam and Thailand get more relocation from China.

In Malaysia also, I get more inquiries from EU company for their product shift out from China makers. This company have plant here. They said reducing the risk and dependency.

I think it's time to sell into any rally again... before May comes around.  They gonna tank the market again with the debt crisis coming. 

In fact it is the time to buy if you are in long term horizon 🤦‍♀️

As long as you are staying away or underweight from discretionary and cyclical sectors it will be fine

Look at Dr Horton you will be surprised how strong the economy is

Now it is great time as healthcare is undervalued while tech is undergoing correction soon to pick up good value in those stocks

Trump. The answer is Trump. He seems to think Tariff is some magic cure to fix the economy. This is what happens when you get a loser fail son, who has failed all of his businesses, who had to have his daddy’s money to bail him out, run a country. Imagine if there were no tariffs, all the good news we got this past month would have at least put us in an upward direction with short corrections. It’s all 1 man causing all of this. It’s crazy how billions of people are getting fucked by the orange monkey. I guess maga likes it though.

You see China this round confirm not looking to play ball anymore and accommodate US bullying negotiation tactic and retaliate with 34% back at US.

This has delved into who can take the most hit and a lose lose scenario. Globally this would definitely shave a few percentage point off global GDP and at the same time create a scenario of a possible global recession.

Wow... futures all still red. SP500 below 5000. Going to wipe out 2024 gains if dive below 4700. 
I think we're going to get a small oversold bounce this up coming week after intense sell off.
Waiting for the last bear. Get your cash ready.

Start to green.

Trump chicken out. 

Two material events seen now after 12 midnight now in The USA :-

1) Yuan drops to lowest on record, Offshore Yuan.
2) Oil falls below $60 per bbl.

Except, no one is expecting it

Ya, Dragging to 90 days is what make people nuts. Uncertainty and market cannot fully recover.

This is a game no one can really afford to play, the expectation of pauses to the temporary actions.

It is madness.. or it could be a crooked way to make money.

Some of those MAGAs politicians are using this way to make money (insider trading).
Publicly, they said they support his policy.. behind the scene, they sold equities ahead of time and re-buy again.

There are reports that 2-3 hours before he made announcements, he signaled "Buy" to his MAGA based.
Huge money flows back into the system before the algos took notice.

That 90 days pause is a game that he wants to repeat again just to make more money.

US really becoming a third world joke of a financial market.

President that tweets to swing market, pardon scammers and grifters for donations, attacking financial regulators and dismantling watchdog agency. So many people in positions that has conflict of interest that even pelosi seemed tamed in comparison.

Doing all this in the open shamelessly and everyone lets them get away with it.