NASDAQ Finally Down

 Lately the NASDAQ has finally come down quite a lot.

Down to below 29,000 last Friday.

Is the AI bubble bursting?

The Mag7 have all come off their highs.

All the compute and AI spin craze have been brought down to earth somewhat.

Let’s see.

R&F Princess Cove Phase 3

  Lately been looking at Phase 3 for f this development as it has been launched on sale for quite some time now.

Generally for less than SGD200K, I can now get a 500+sqft high floor 1bed1bath. That is huge!

I will not talk about the benefits as I don’t want to bother with the hype, a lot of it is all over the internet, specifically with the RTS completion and SEZ incoming.

Four key issues with this property compared to the rest I’ve been looking at.

1) R&F the China developer is facing financial difficulties. There is real insolvency risk. What if Phase 3 cannot be completed if the developer goes bankrupt?

Having been onsite, most Phase 3 towers are more than 30 floors built now. So there is high probability that construction will be completed. Both Phase 1 (2018) and Phase 2 (2024) have been completed and were buzzing the numerous I’ve been there. That said I have to acknowledge that there are still implications if R&F goes bankrupt.

2) If R&F goes bankrupt AFTER completion, the township will still be impacted, Phase 4 and Phase 5 will not even start and the property might be abandoned?

Again my assessment is that this is highly unlikely. It is the face of Johor as you enter Malaysia via the Woodlands Causeway. There is no way the Johor government will let such a prominent project suffer unlike what has happened to Forest City.

3) The unit I’ve been looking at suffers from overcrowding density. 10 units a floor, 49 floors, and only three lifts to service everyone?! 

This is a risk I am willing to accept. It is prevalent in China and many other countries facing such congestion and they can find ways to make it work.

4) SGDMYR FX Risk is real. Currently at around 3.15, if MYR continues to weaken to let’s say 3.50 or even 4! A SGD200K property even at same MYR value might be worth SGD150K to a Singaporean owner thereafter!

Again this is a risk I have to accept. The reverse could also happen, who knows?

Anyway these are the risks of buying overseas properties and there are many others so it’s just good to document the considerations before I make any actual plunge.

Huat ah!

JB Property

  Been travelling up to JB quite a bit.

Looking at the property there.

R&F Princess.

Coronade Twins.

Exsim Causewayz (wtf?)

Thinking of sinking a small bit into another hard asset.

Can be for investment, can also be for retirement?

Might get stuck for the long haul though.

First Berserker Rage Of 2026

 NASDAQ again.

In out in out until liquid come out.

Pui!

Ended up losing $6.3K.

Sigh.

An unnecessary hit to my Huat year dammit.

The US Markets Are Really Weird

  There’re several wars going on.

The Strait of Hormuz is still closed.

There is an energy and oil crisis around the world.

Inflation is running high globally.

Yet.

S&P is near ATH, touching 7,500.

NASDAQ is near ATH, touching 29,600.

Dow is near ATH, touching 50,000.

What gives?

Trading With AI

 I decided to trial using sevens AI engines to help me place a Friday trade.

Below’s my dataset.

Essentially I’ve asked for the best trade recommendations to open on a Friday night, and close by end of day Monday.

I ended up opening a 200,000 long USDJPY position.

Lets see if it huats!

15 May Friday

Gemini	Long Oil
	Short NASDAQ100
	Long USDJPY
	Long Put Options META/MSFT
	Short AUDUSD

Grok	Long Oil
	Long NASDAQ100
	Long USDJPY
	Short Gold
	Long S&P

Claude	Long Oil
	Long Gold
	Short EURUSD
	Long USDJPY
	Long Infrastructure or Defence

Copilot	Long EURUSD
	Long AUDUSD
	Long Gold
	Short NASDAQ100
	Long Call Options NVDA/AMZN

ChatGPT	Long NASDAQ100
	Long AUDUSD
	Long Gold
	Short USDJPY
	Long HS Tech Index

DeepSeek	Long NASDAQ100
	Long NVDA
	Long USDJPY
	Short Gold
	Short GBPUSD

Perplexity	Long Gold
	Long USDJPY
	Long NASDAQ100
	Short EURUSD
	Long S&P

TOP TRADE IDEAS

CLOSE BY 2359 MONDAY

Trade Idea	Votes For	Votes Against
Long USDJPY	5	1
Long Gold	4	2
Long NASDAQ100	4	2
Long Oil	3	0

FINAL TRADE

Long USDJPY 200,000

To close by 2359 Monday

Saxo AutoInvest Again

 Here’s my very own magnificent seven AutoInvest portfolios!

I’m hoping with great discipline, these portfolios will help me FIRE earlier than planned!

1. Boglehead

2. China Power

3. Dividends

4. Greatest Risk

5. JIBVISC

6. Max Aggressive 

7. Purely CSPX

Stock Market And Reality Disconnect

 The NASDAQ pumped for 11 days in a row.

All while the world is still in disarray. The Iran War is still ongoing and there is a brewing global energy crisis.

So it’s true that the stock markets can remain irrational longer than you can remain solvent.

Take care out there!

Iran War Still Ongoing

 This is getting very worrying.

There is an energy crisis unfolding in front of everyone that feels MUCH worse than what the stock market is actually trading.

Maybe it’s just me.

The war does not look like it will end soon, and instead look more likely to escalate.

Oil is already around $110-$120.

Gold has dropped to $4,600.

The NASDAQ is now at 23,500.

All that correlations aren’t making sense.

Yet holding cash is scary because inflation is rearing its ugly head.

Prices are already going up all around us!

Please take care.

An Investment Conundrum

  Here’s an interesting problem I am currently facing.

Say you invested a significant amount X into a stock that you believe in strongly. A very high conviction stock.

Said stock manages to 2X in six months, at which point you could sell off, realize the gains, place it into fixed deposits and earn $1,000/mth in interest at current interest rates, guaranteed.

OR

The stock turnaround has only just begun and the reasons it has already 2X are the same reasons of very high probability it could possibly propel the stock price to an even higher level of 3-5X in the next 1-2 years.

Which would you choose to do?