GENTING Genting - Can we go to bottom now? [CC ENGLISH ENG SUB]
$GENTING(3182.MY)$
GENTING Genting - Can we go to bottom now? [CC ENGLISH ENG SUB]

🤣🤣🤣
$McDonald's(MCD.US)$

$LionGlobal SGD Enhanced Liquidity Fund(SG9999019293.MF)$ Tried out for a while to diversify, quite ok fund.

$Microsoft(MSFT.US)$ I am in until the moat dries up. I don't have a crystal ball, but I don't see that as an immediate threat. With azure and other products working seamlessly, subscriptions, surface computers, and MSFT bolting on acquisitions I feel safe. For now.

$MasterCard(MA.US)$has announced a new share repurchase program to buyback up to $8B of its Class A common stock.
The latest authorization will become effective at the completion of the company's previously announced $6B program. Approximately $4.4B remains outstanding under the current program authorization.
$8B share repurchase authorization represents 2.5% of current market cap of $318.5B.
In other news, Mastercard raised its quarterly dividend by 11% to $0.49.
Shares are +0.66% AH

Morgan Stanley forecast $Ford Motor(F.US)$ EV unit sales will reach 150K in FY22 to rep 3.5% of Ford's volume, 473K units in FY25 to rep 11.5% of volume and 1.24M units by FY30 to rep 34% of volume.
$Tesla(TSLA.US)$ is now a frog in warming water.....tick, tick, tick, tick.

$Novavax(NVAX.US)$ has lagged rival developers of COVID-19 vaccines after the newly detected coronavirus variant Omicron sparked a rally across the subsector on Friday amid a market selloff.
The company shares underwent a brief trading halt previously after news emerged that regulators in India had sought additional data from the company’s partner there before a potential authorization for its vaccine named Covovax.
The Drugs Controller General of India (DCGI) had noted that Covovax also called NVX-CoV2373 had not yet been cleared in its country of origin, Business Standard, reports.
While FDA has yet to authorize the protein subunit vaccine against COVID-19, Novavax has already won the Emergency Use Authorization (EUA) for the vaccine in both Indonesia and the Philippines.

I am drawn to the comparison between the two most innovative CEOs of the last three decades: Musk $Tesla(TSLA.US)$ and Bezos $Amazon(AMZN.US)$.
The commonalities are huge:
• both are visionary & brilliant;
• both are distinguished by their execution not just their ability to see where the puck is going;
• nothing modest about their ambitions -- world domination is the only ambition that counts;
• when they see a legacy impediment, they see it as an extraordinary opportunity to reinvent and disrupt -- from the ground up;
• they attract talent;
• both are fearless about entering new sectors in which they have zero demonstrated expertise (insurance, healthcare & logistics are the tip of the iceberg;
• they both have the intergalactic space bug so bad it hurts.
The differentiators are more nuanced. To me, they mostly involve style. One loves smoking pot on the telly, inciting the SEC on TW and generally being a bad boy. The other is decidedly less flamboyant. One has staked out an enormous philanthropic ambition; the other . . . not so much.

$SPDR S&P 500 ETF(SPY.US)$ This is what happens when the FED tries to be all things to all people.
They are banking on a gentle easing when they feel the economy is ready for it. That is a joke as 60% of the economy has been ready for it for months now and the other 40% will NEVER be ready for it.
At lunch the other day I was bouncing around the build back better bill and its cost. I made the point that there would never be a future generation of the mind set to pay off this burden and the reply I got was that governments know this and all of them are doing it. My next question was what happens when an economy as large as ours does this? Any opinions?

$Palantir(PLTR.US)$ It’s easy to kick someone when they are down. Let’s see what he says when PLTR is kissing $40 again. Winter is coming - but spring isn’t too far behind. The weak hands of speculators are out and now we are seeing more institutional ownership along with PLTR maturing as a public company. I have never been more bullish on PLTR - you just have to have patience.