My Investing Muse

The Twitter Takeover by “Free Speech Absolutist” Elon Musk has been garnering much attention. This has drawn the attention of the President Of The United States (POTUS) who has laced his comments with concerns. My preference for Elon to build a new platform Personally, I would have preferred for Elon to build a “new” platform from scratch. Without understanding the structure of Twitter’s business structure and IT platform, I assume that building from scratch could be easier. However, the user base will need to be built from ground zero. This would take years to ramp up but maybe this runway is not feasible given the losses and debts incurred by Twitter. However, Elon would have little difficulty drawing some of the best to work on Twitter. This new platform can be custom-built accordingly to what Elon wants and envisions. With Elon’s background in PayPal and his Tesla products, I am quietly confirmed that this can be much more than just another microblogging APP. With references made t

Latest CPI News as of 10 Nov 2022 Latest CPI data from investing dot com The market moves easily from oversold to overbought in a volatile environment.  Following the CPI news on 10th Nov 2022, the market embarked on a record single day rally.  The market was expecting a MoM increase of 0.5% and the actual CPI amount arrived a lesser 0.3%.   Data and narratives To put CPI into context, let's use an example of us expect a total of 8 fatalities from an industrial accident. Eventually, we end up with 7 deaths.  Depending on how the news paints the perspective, we can focus on the 1 survivor or 7 lives that were lost.  In this way, the facts are presented in a different light, offering a different perspective.  Using this as the background, the news agency can choose to report the news in the following fashion: Heartbreaking tragedy where 7 lives were lost Miracle - 1 survivor found after an accident has claimed 7 lives While both presented factual information, however, the "after

How does Macro affect the stock market and companies?  Macroeconomic <Federal Reserve GOV>  Macroeconomics is the study of whole economies--the part of economics concerned with large-scale or general economic factors and how they interact in economies. <Investopedia> A macroeconomic factor is an influential fiscal, natural, or geopolitical event that broadly affects a regional or national economy. The relationships between various macroeconomic factors are extensively studied in the field of macroeconomics.  Examples of macroeconomic factors include economic outputs, unemployment rates, and inflation.    Macroeconomics look at the elements of inflation , unemployment and economic growth - driven by monetary/fiscal policies and structured in different market models (essentially capitalist versus non-capitalist).  Some of these (inflation, unemployment & economic growth) are causes, some of these effects and some are both. Factors affecting the macro We have several fac

Public Holidays No public holidays for Singapore, Hong Kong, China & the USA Earnings Calendar Earnings for the week starting 7th Nov 2022 For this coming week, there are a few earnings of personal interest, starting with Palantir, Disney, DuPont, Occidental and NIO.  For Disney, its outlook will be a good reference on the re-opening and people going out for more service/experience after 2 years of Covid19.  NIO is one of the famous China EV brands that is challenging in the luxury end.  DuPont is one of the top speciality chemicals whose outlook can be a good reference for future consumption.  Occidental's investment by Berkshire has propelled the stock into fame.  Its outlook can also be a good indicator of the economy's future consumption. Palantir Palantir's stock has fallen from its 52-week high of 27.11 and is currently at 7.93 (just above the 52-week low of 6.44.  The stock price has fallen 69.5% from a year ago.   For the coming earnings, investing has put out t