Droneshield (DRO:asx)

 Invested in this small cap Aussie stock about a year ago.

Basically does counter drone products and services.

Since the start of the year it’s taken off in a massive way! Currently more than 3X my very first investment!

Drone warfare is the future!

BTC @ $119K

 As expected.

Looking at $150K by year’s end.

Make of this what you will.

Japan Megaquake Analysis

 If a mega earthquake hits Japan on Saturday, July 5th (today) — here’s what to realistically expect when USDJPY opens on Monday, July 7th, based on:

• Current FX market structure (as of July 2025)
• Historic quake reactions
• Global macro context
• The so-called “5th July prophecy” triggering panic

🌐 Assumptions:

• Magnitude ≥8.0, hitting Tokyo or major economic region
• Significant damage/deaths; global media coverage
• Tokyo Stock Exchange possibly closed or delayed
• Current USDJPY context: ~141.5–142 (as of early July 2025)

⏱ Monday Opening USDJPY Reaction (Asia Open – July 7):

Timeframe	Expected USDJPY Movement	Drivers
Sunday night (NY time) / Monday Asia open	Spikes up to 143.5–145 range	Panic risk-off → dump of JPY, algo-driven USD buying, insurance selloffs
Next 6–24 hours	Pulls back to 141–140 if damage is not catastrophic	Repatriation flows begin pricing in
Next 2–3 days	Potential drop to 137–138	Yen strength from insurer flows, reconstruction expectations
If BOJ hints at intervention or eases	USDJPY rebounds back toward 142+	BOJ verbal or actual market support

📊 Likely Market Scenarios

Scenario	Probability	Monday Opening USDJPY	Path
⚠️ Panic Spike Only (short-lived)	50%	143.5–145	Spikes on open, reverses lower within hours
💥 Structural Repricing (severe damage)	25%	145–147	Sustained USDJPY upside due to policy easing expectations
🌀 Quick Recovery (market fades quake)	15%	141–142.5	No lasting move; repatriation balances out
🏦 BOJ Intervenes Immediately	10%	140–141	JPY stabilizes or strengthens outright on policy action

📉 Tactical Positioning (If You Trade This)

• Short USDJPY after first spike: Position around 143–145 level if seen, expecting reversal.
• Avoid over-leverage Sunday night: Thin liquidity = huge spreads.
• Watch BOJ & MOF statements: A single line on Monday can shift JPY 2–3 handles.

Japan Megaquake

 There’s a prophecy that in Japan there will be a mega earthquake on 5th July, 4.18pm.

There’s a lot of fandom around it and it seems that tourists have been avoiding Japan this period too.

I went to buy some USDJPY Puts and shorted USDJPY as well just in case haha.

And then the weekend basically came and went and nothing’s happened.

Well good lah, nothing tragic and we are just gambling for fun.

Will exit those positions on Monday.

Antique Legos

  Just realized my brother and mum are preserving my old Lego sets.

They’re worth a lot of money!

Some of the smaller sets have been sold with surprisingly high demand!

Here’s my famous pirate set.

A New Big Purchase Incoming

  Praying this is well worth it.

Transitioning to EV!

Here’s a teaser!

Fun Second Property Thought

  Here’s a simplified table summarizing your second property investment strategy in Singapore:

🏠 Second Residential Property Investment Summary (S$700K Property)

Category	Details
Purchase Price	S$700,000
Loan (45%)	S$315,000
Cash/CPF Needed (55%)	S$385,000
ABSD (20%)	S$140,000
BSD (~2.2%)	S$15,600
Total Initial Outlay	S$540,600 (cash + CPF + duties)

💰 Rental Income & Returns

Metric	Amount (S$)
Monthly Rent	2,500
Annual Gross Rent	30,000
Est. Annual Costs	~10,000 (taxes, agent, maintenance)
Net Rental Income	20,000/year
Net Rental Yield	~3.7% on total outlay

🧮 Break-Even & Outlook

Factor	Estimate
Capital gain needed to offset ABSD	S$140,000 → ~20% price gain
Break-even price (to recover ABSD)	S$840,000
Time to reach (at 3% growth/year)	~7–10 years

✅ Pros vs ❌ Cons

Pros	Cons
Stable passive income (S$20K/year)	Huge ABSD upfront (S$140K lost to tax)
Long-term asset appreciation	Limited LTV (low leverage = lower ROI)
Singapore property stability	Better returns may exist in REITs or commercial property

One More Windfall

 Wow.

What can I say.

I thought this was already a good thing coming and was expecting a small nice little add-on ‘bonus’ from the company.

Didn’t expect it to be so much.

This is great and I can add it to my retirement goal amount.

Hopefully I get there sooner rather than later!

Definitely feels great and thankful.

Now thinking of where to park all of that and hopefully not gamble it away senselessly ;P

Perth For Retirement

  Is Perth a good place for retirement?

IMHO it is great at least six months of the year, autumn and winter time.

Temperature is 10-20°C which is VERY NOICE.

So it’s about whether I’ve got a nice place to stay while I’m here.

Buying a property incurs large sums and many say it is a waste of if I don’t rent it out and collect rent to pay for my taxes and other miscellaneous upkeep costs.

Renting might be an option.

Hmm.

Also I think the AUD is waaaaaaay undervalued against the SGD. Right now at 1 AUD buys only 0.83 SGD. So everything I spend here is at an almost 20% discount. Yummy!

Slowly becoming a fan of Australia as a potential home away from home.

Trump-Musk Feud

 This is gold.

Get your popcorn out people!

Here is a comprehensive timeline of the escalating feud between Elon Musk and Donald Trump, beginning on June 3, 2025, and continuing through June 6, 2025:

🧨 

Trump-Musk Feud: Full Timeline (June 3–6, 2025)

📅 

June 3, 2025

• Musk Denounces Trump’s Spending Bill
  Elon Musk lashes out at President Trump’s new “Big Beautiful Bill,” a sweeping tax-and-spending package. Musk calls the bill a “disgusting abomination” and says he was not consulted, contradicting Trump’s earlier claims.
  📎 Source

📅 

June 4, 2025

• Trump Retaliates Against Musk
  Trump threatens to revoke federal contracts and subsidies for Musk’s companies, including SpaceX and Tesla, in response to the criticism.
  📎 Source

📅 

June 5, 2025

• Musk Accuses Trump of Epstein Ties
  Musk claims that Trump’s name is in the unreleased Jeffrey Epstein files, suggesting that’s why they remain classified.
  📎 Source
• Musk Supports Impeachment
  Musk publicly endorses a Truth Social post calling for Trump’s impeachment and removal from office.
  📎 Source
• Massive Tesla Stock Crash
  Tesla stock drops 14%, wiping out $150 billion in market value, as investors grow uneasy over the feud.
  📎 Source
• Musk Threatens Political Realignment
  Musk hints at forming a centrist political party and reducing political donations, signaling a major break from Republican politics.
  📎 Source
• GOP Lawmakers Rally Behind Trump
  Republican leaders distance themselves from Musk and reaffirm their support for President Trump.
  📎 Source

📅 

June 6, 2025

• Feud Intensifies on Social Media
  Trump and Musk continue trading insults on Truth Social and X, criticizing each other’s policies and character.
  📎 Source
• Tesla Stock Falls Further
  The market rout continues: Tesla shares drop another 8%, adding to investor anxiety.
  📎 Source
• Investor and Political Fallout Grows
  Market analysts warn that the feud may affect policy decisions in energy, tech, and space sectors. Wall Street becomes increasingly cautious about Musk-led firms amid regulatory threats.

🧾 Summary

• The feud has moved from policy disagreement to personal attacks and economic consequences.
• Musk is now openly opposing Trump politically, while Trump is threatening the financial lifelines of Musk’s businesses.
• With GOP support behind Trump and Tesla’s market value plunging, Musk’s influence in conservative politics may be waning — unless he pivots into a new political movement