$Mapletree Log Tr(M44U.SG)$
Mapletree Logistics Trust posts 2.5% drop in Q4 DPU; manager warns of further headwinds

$Seatrium(S51.SG)$ As I said last week, when it's over 0.07, if you keep it, you can get in. The value should be over nine. I can't imagine it coming this fast.
I can't see clearly next; just eat enough. I'm gone, so I'll see you again.

$iShares 20+ Year Treasury Bond ETF(TLT.US)$
GDP easing inflation remains high
It seems that it is impossible to raise interest rates, but they will have to wait
STILL KEEP US10Y TO 5 TO ADD CODE

$Tesla(TSLA.US)$
I posted a post this morning saying that Tesla may run out of profit after the earnings report. Since there are too many deviations from the long-term moving average, a rebound is likely at any time. But I didn't bet on earnings, so I didn't buy it. Later, in a message with a mooer, I ended up laughing that I could use the money for a hot pot meal to buy a call and have fun. In the past, I was only kidding, but this time I actually spent a few hundred yuan to buy a call.
I never expected it to rise so much after the earnings report. It seems that I can participate often in this kind of small gambling experience in the future, but I will limit the amount to a few hundred yuan each time. After all, I don't want to make money this way. Money from gambling will be lost sooner or later. Deviating too far from the moving average is not a necessary condition for an increase; suppressing financial reports based on this is still gambling. I can only say that winning is slightly greater than losing.
Let's see how many meals of hot pot I can make money tomorrow.
No matter how high this TSLA rebound is, it is a bear market rebound. Of course, if you do a bear market rebound, you can also make a lot of money. But I'm not really interested in this kind of high-risk stuff. It is still necessary to close the moving average, choose a new direction, and successfully break through upward before entering a bull market. In the early days of the bull market, cars will rise steadily in the morning until later.
As for the subsequent trend of technology stocks, I am most concerned $Microsoft(MSFT.US)$ As an emerging stock leader, Microsoft's earnings report and Friday PC are very important. This week is really important. Whether to return to the rise or continue to adjust, I'll see you on Friday. If it can return to the rise, it will rise again on Friday...

$Tesla(TSLA.US)$
At present, the price has seriously deviated from the long-term moving average, and a sharp rebound may occur at any time. Even if the financial report falls short of expectations, as long as there is no particular slack, it may be viewed as running out of favor and bouncing back. At least there should be a wave of bears.
However, I won't touch this kind of market.
The decline is so severe that without a few weeks of bottoming out, it is impossible to turn 🐻 into 🐮. This kind of bear market bottoming out is too risky, and I don't think it's worth it. After all, it is currently a bull market. There is really no need to keep an eye on bear stocks in a bull market.

As the title says.
Although interest rates on 10-year treasury bonds have risen and fallen in the past two days, overall, they have maintained a good bullish ranking pattern.
The last time this trend occurred was in the summer of 2023.
At the time, US stocks had just gone through a beautiful wave of gains in late spring and early summer. TLT prices are also trending sideways.
No one has forgotten what happened since then.
If 10-year treasury bonds repeat this trend, then the long-term bond market will be very “exciting.” It's also the main reason I've been staying away from tlt lately.
As for the vclt I have, even though the dividend rate is over 5%, I plan to reduce my position when the price rises. It's just that there isn't that much pressure, because the dividends are good, which is about the same as holding cash; in the big case, they have survived until interest rates are cut. I didn't plan to invest in the stock market because of this money.
However, the stock side will be better. After all, it has already entered a bull market, so you can refer to the market adjustments from July to September last year. There may be a sharp retracement, but the overall outlook is positive.
All in all, I will keep a close eye on the trend of 10-year treasury bonds. When it ends its upward trend, the market is bound to usher in a beautiful wave of gains.
However, if interest rates continue to rise for too long, some countries with weak economies may collapse.
$iShares 20+ Year Treasury Bond ETF(TLT.US)$
$Vanguard Long-Term Corporate Bond ETF(VCLT.US)$
$U.S. 10-Year Treasury Notes Yield(US10Y.BD)$

$Apple(AAPL.US)$
$UnitedHealth(UNH.US)$
$Alphabet-C(GOOG.US)$
GOOG 131 has already opened a position and needs a real deal, I can post GOOG

Many value stocks are likely to see good buying spots this week. Although it's not necessarily the lowest point, for long-term entry or swing trading, instead of venturing on the left side to get the most profit, I would choose to step back or on the right side, which is usually an opportunity with better certainty and good returns.
The stocks I'm currently watching include
$McDonald's(MCD.US)$
$Home Depot(HD.US)$
$UnitedHealth(UNH.US)$
$FactSet Research Systems(FDS.US)$
Also considering whether to buy the Dow directly $SPDR Dow Jones Industrial Average Trust(DIA.US)$
Currently, AI chips have led technology stocks to take a breather, but confidence has clearly not recovered. I continue to hold heavy TSM positions and 2% NVDA positions, and stay on the sidelines.
When it comes to Bitcoin, not panicking at a low point is definitely the right thing to do. However, 67k is a pressure level right away, and I plan to continue to reduce part of my position around ibit38 $iShares Bitcoin Trust(IBIT.US)$ If you have a chance to drop in the afternoon, just buy it back.
As for technology stocks, after the Dow rebounds steadily, the NASDAQ will also stabilize soon. The current decline is all reversing. After the car stops, I will get back on the bus. unless $NVIDIA(NVDA.US)$ The financial report really blew up, otherwise...

$Taiwan Semiconductor(TSM.US)$
This wave of decline was a bit severe. I bought it after the last financial report and took back more than half of my profit.
Opportunities have all come down. If it falls again, I'll consider increasing my position. Either keep buying TSM, or buy NVDA or AMD, and check back when the time comes.
However, instead of adding when falling, I prefer to add when stepping back after overfalling and rebounding, or wait until I get out of the bottom of W and come in on the right side. So for now it's still one word: wait!
$NVIDIA(NVDA.US)$
$Advanced Micro Devices(AMD.US)$
Bitcoin ibit rebounded to 37 today. According to my plan, I reduced all the chips that entered the market below 37. The main purpose is to reduce positions and control risk. After that, if you give it a chance to drop to 6w again, just add it back. Bitcoin isn't a big problem; it just fluctuates in the short term.
$iShares Bitcoin Trust(IBIT.US)$