Category Archives: Amazon

Singapore can get F1 Grand Prix, WTA finals, Taylor swift, how about TSMC foundries?

After two years of infrastructure and factory building, TSMC’s first make-in-Japan chip production foundry started operating in Kumamoto prefecture by February 2024. In the same month, Japan savoured Taylor Swift’s musical concert performance while the Nikkei 225 index also broke … Continue reading

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Outlook 2024 一年好景君谨记,最是桃红橘绿时

written by George Seah Singapore 佘文发硕士 (for my blog)

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2023 key events

As hope is not a strategy, summary of 2023 global key events may be better expressed through my Q&A below: Amid the ongoing Hamas-Israel war, US vetoed the UNSC resolution for immediate ceasefire, while not intervening the mass bombings of … Continue reading

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用《心弃急》面对罗刹股市?阿里寻他千百度,却在灯火阑珊处。

最近看了刀郎的罗刹海市网络视频, 心想股民朋友也应防范罗刹股市中的圆月弯刀(falling knifes)。 股市对初入门者,如入大观园: 基本面,技术面,政策面, 外汇、黄金、利率, 蓝筹、债券,票息, 市盈、市净,股息增长。 外围、宏观,地缘、区域, 指标、术语,蜡烛,周期,趋势,七上八下… 耳熟能详的高科技尖牙股, 十年间已然壮大扩员,估值也今非昔比。 苹果,微软,谷歌,亚马逊, 英伟达,脸书,特斯拉, 牵七发(magnificent seven)而动全身。 如此日日夜夜熙熙攘攘寻寻觅觅, 或许退一步,海阔天空?切记心弃急: 东风夜放花千树, 香榭大道人满路, 阿里寻他千百度 , 却在灯火阑珊处。(Though buy/ sell is just a simple click away ….) written by George Seah Singapore 佘文发硕士 (for my … Continue reading

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Markets sell off after Fitch downgraded US treasury debt ratings.

The market was caught off-guard this week when Fitch did the right thing to fend off pressures from The White House, and went ahead to downgrade US debt ratings to AA+ (from its AAA rating). With this downgrade, US government … Continue reading

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