Category: Macro Economics
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MyNest US Fund Sep 25
MyNest US Fund is up 14.4% year to date, in line with the general US market. This performance was made possible by Google, as it single-handedly moved the needle for our fund.
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MyNest US Fund Aug 25
I am happy to report that the fund has returned to keep pace with our benchmark the S&P500 index, despite it being structured to be a more resilient portfolio.
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MyNest US Fund Jul 25
This earnings season has turned out rather well so far, as Google led the way to dispel investors’ concerns about its search monopoly. The company also made inroads into segments including cloud and YouTube.
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MyNest US Fund Jun 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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MyNest US Fund May 25
Generative AI is increasingly giving knowledge workers the leverage to be more and more productive. As we embrace the use of ChatGPT, Gemini, Grok etc
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MyNest US Fund Apr 25
The month of April will likely go down in history as one of the most significant as the United States abandoned the World Trade Order that it painstakingly built since the 2nd World War.
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MyNest US Fund Mar 25
The long-awaited drawdown of the US stock market finally arrived. Not since 2022 had the US market seen any significant drawdown of sorts.
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MyNest US Fund Feb 25
Tariff was the key word of the month. Despite the use of the word in every financial media and conversations, the details and any impact tariff may create is still up in the air.
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The Normalisation of the Yield Curve
Historically inversion of the yield curve had forewarned a recession in the making. After 2 decades of low-interest rates, runaway inflation post-Covid had finally pushed the federal reserves to increase the short-term rates at an unprecedented pace, now at over 5.5%.
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Is this a Sucker Rally?
The stock market rally which begin in Jan of 2023 seem more driven by emotional factors than macro trends. While all signs points to lower inflation (main trigger for last year selloff)
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