JB & RTS

  Been going into JB a lot this year.

Something’s drawn me there that I will be going in a little more out of necessity.

What excites me is firstly the latest RTS development, and secondly the SEZ between SG and MY.

I see a lot of potential in these developments that the north of SG will be a lot more integrated with JB.

Hopefully it really gets better and becomes a realistic opening up of more businesses, lower prices and better interconnectivity for us all.

To cheaper purchases!

To retirement in JB!

USDJPY

 There was suspected intervention recently.

So I took the chance to go long around 158.50.

Basically taking advantage of the daily carry while the price trends back to 164 thereabouts.

The same old story and same old playbook.

Let’s see how long I keep this position.

SPCX

 SpaceX just IPOed.

I made some money on the way up to 200+ but it’s since come down to close to 100!

I’ve bought some puts on the way down as I feel the stock will crush into the 60-70s due to the share unlocks. Only 5% of the float is public right now!

Guess what, the first unlock tripled the share float just two days ago and the stock last night flew up to 133!

So weird.

And The Market Has Recovered

 And suddenly, everything has recovered.

It is almost as if the sudden AI mega drop didn’t happen.

Glad I never liquidated anything.

I feel like my portfolios are all very strong and resilient right now.