Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

The US recession is certain! How to protect your assets?
'25.03.12【豐富│東南西北龍鳳配】Pt.1 美國衰退確定！如何保護好你的資產？
https://m.youtube.com/watch?v=ACmTk7EFQ ... 8JAYcqIYzv


The US dollar continues to depreciate! International funds are going to these two places!
'25.03.12【豐富│東南西北龍鳳配】Pt.2 美元持續貶值！國際資金都往這兩個地方去！
https://m.youtube.com/watch?v=V90P8T3cagI

[behappyalways]

"Can the GTC and FOMC's successive appearances boost the popularity of US stocks?"

25.03.20【豐富│財經起床號】黃詣庭談「GTC與FOMC接力登場，能否拉抬美股人氣？」

https://m.youtube.com/watch?v=DUo2ApXuwZk

[winston]

The art of stewardship: Navigating markets in 2025

To protect profits, investors should embrace volatility and stay strategically invested

by Kelly Chia, Head of Investment Strategy, UOB Private Bank

1. Posture determines positioning
As investors, our posture should not be static; it has to be dynamic to align with emerging realities.

2. Keep the main thing, the main thing
Diversification across geographies, sectors, and asset classes remains the main thing.

3. Keep your FUR on; (Flexible, Uncertain and Resilient)
Build buffers using cash reserves or hedges

4. Time in the market trumps timing it

5. Many things are taught, but some things can only be caught

Source: Business Times

https://www.businesstimes.com.sg/wealth ... ts-in-2025

[behappyalways]

The US's reciprocal tariff plan has shocked the financial market!

25.04.03【豐富│財經起床號】黃詣庭談「美對等關稅方案，金融市場嚇趴！」

https://m.youtube.com/watch?v=XF2qLPbhY ... gAo7VqN5tD

[behappyalways]

A good watch

還沒跌完？川普關稅恐觸發熊市危機 陳鳳馨示警最長21個月！最壞恐暴跌七成！【Yahoo TV】
https://m.youtube.com/watch?v=RBPTPn4xy ... gAo7VqN5tD

[behappyalways]

"After Trump's tariff bomb, pay attention to the fundamentals that have not exploded"

25.04.10【豐富│財經起床號】黃詣庭談「川普關稅核彈後，留意基本面未爆彈」

https://m.youtube.com/watch?v=1p9jsLjYI-Y

[behappyalways]

I have been selling down my portfolio....started about 2 weeks ago. Most probably I will have sold everything within the next 2 weeks except my gold related holdings. Also reducing my gold portfolio to try to take advantage of trading opportunities. Trend is still up....I am very uncomfortable with the current economic situation...the rise in US 10 yield bond, the fall in US dollar index and the determination of China in standing against US ( Chairman Mao's video clips appeared on TV)...we probably will see a recession in the 2nd half of the year and if it happens, the current rally that we are seeing now is probably a bear rally, an opportunity to sell into it....

【CC字幕】川普毀美元美債避險地位！美元貶值還沒見底？黃金爆漲後還能買？川普之亂恐持續到2029年？【Yahoo TV ＃風向龍鳳配】
https://m.youtube.com/watch?v=gCES5HFn88Y

[winston]

Last Chance to Sell in May, Here’s Why

by Chris Johnson

Breadth is weak, volume is suspect, and volatility is simmering just under the surface.

Investor Sentiment Is Flashing Red

The recent AAII Sentiment Survey recently showed 61.9% of investors bearish, the highest percentage in its 38-year history.

In an expected twist, the CNN Fear & Greed Index has turned to “greed” already. This follows weeks of “fear” and “extreme fear” readings.

Here’s what we’re facing as we head into the summer:
1. Tariffs and Trade Tensions
2. Uncertainty at the Fed
3. Geopolitical Landmines
4. Tax and Fiscal Policy Gridlock

Bottom Line: Prepare, Don’t Panic

Protect Your Portfolio from the Summer Swoon
First, control losses.
Second, Hedge your portfolio

Source: Money Morning

https://tradesoftheday.com/2025/05/09/l ... heres-why/

[winston]

How to Find the Next Moonshot Stock

by Whitney Tilson

Hyperscalers Leverage Their Loyal Customer Base

A Hyperscalable Model Sparks Revenue Growth

Source: DailyWealth.com

https://dailytradealert.com/2025/05/15/ ... hot-stock/

[behappyalways]

Will the US debt continue to fall?
The snowball of borrowing new money to repay old debts is getting bigger and bigger!
It will exceed 10 trillion next year!
57% of strategists no longer regard it as a safe-haven asset

【CC字幕】美債續跌止不住？陳鳳馨：借新還舊債務雪球越滾越大！明年破10兆！57%策略師已不再視為避險資產⋯【Yahoo TV ＃風向龍鳳配】

https://m.youtube.com/watch?v=A96BEN2HclA