By Just my thoughts on investing • August 19, 2026
It is one of the oldest ironies in equity markets: a company reports a double-digit decline in earnings, and yet, its stock price starts climbing....
By Just my thoughts on investing • August 4, 2026
While retail traders are panicking and calling this a AI bubble has burst, I just finished scaling into a core position in NVDA. This is a speculative...
By Just my thoughts on investing • August 2, 2026
Markets have a funny way of making you feel like a genius one week and a complete novice the next. While AI and semiconductor-related stocks have been...
By Just my thoughts on investing • April 4, 2026
In a recent post-retirement interview, Warren Buffett said this dip in US stock indices is nothing compared to the Great Financial Crisis (GFC) of...
By Just my thoughts on investing • March 10, 2026
For years, the Magnificent Seven were the "Buy-and-Forget" staples of everyone's portfolio. But recent months have seen these tech titans stumble. ...
By Just my thoughts on investing • February 22, 2026
In the 1990s, if you still remember the "Singapore Dream", it was neatly packaged into the 5Cs: Cash, Condo, Credit Card, Country Club, and most...
By Just my thoughts on investing • February 22, 2026
In the 1990s, if you still remember the "Singapore Dream", it was neatly packaged into the 5Cs: Cash, Condo, Credit Card, Country Club, and most...
By Just my thoughts on investing • February 13, 2026
Lately, everyone is panicking because new AI from Anthropic might replace traditional software companies. This fear caused tech stocks to crash. But...
By Just my thoughts on investing • February 6, 2026
Gold and silver are having a moment. Prices have pulled back from recent highs, and volatility remains elevated. This is not a statement about where...
By Just my thoughts on investing • January 31, 2026
Most people trade based on "gut feel." When I first started looking for a data driven method, I only found Trends and Standard Deviations (the...
