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SARS is coming, buy gold stock like CNMC Goldmine
Luzern
Supreme
05-Mar-2026 16:37     
 
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Yells: "Holding Cash is also a Strategy."
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 Alert Admin 		Cleared all my bottom picked counters bought yesterday.

Luzern      ( Date: 05-Mar-2026 08:47) Posted:

Taking my profit today.
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Luzern
Supreme
05-Mar-2026 09:41     
 
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 Alert Admin 		As long as there is no ground offensive by US against Iran, situation will stay contained. 

If there is ground offensive, market will go into risk-off mode.
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Luzern
Supreme
05-Mar-2026 08:47     
 
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 Alert Admin 		Taking my profit today.
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Luzern
Supreme
04-Mar-2026 18:13     
 
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 Alert Admin 		Picked some local big names that has been sold down these few days.
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Luzern
Supreme
04-Mar-2026 00:49     
 
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 Alert Admin 		Mostly semicon.
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Luzern
Supreme
04-Mar-2026 00:37     
 
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 Alert Admin 		Picked up some US Tech stocks.
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Luzern
Supreme
02-Mar-2026 09:26     
 
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 Alert Admin 		Dont' t follow US Indices futures bindly.
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Luzern
Supreme
02-Mar-2026 09:04     
 
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 Alert Admin 		让 子 弹 飞 一 会 儿 . 

AI momentum trading.
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Luzern
Supreme
09-Feb-2026 12:17     
 
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 Alert Admin 		Cleared all my US Tech stock on Friday.
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Luzern
Supreme
06-Feb-2026 11:11     
 
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When Could Crypto &ldquo Stop Crashing&rdquo ?



Timing crypto recoveries is extremely hard &mdash nobody can predict exact dates &mdash but current outlooks suggest:
Time Horizon Likelihood of Rebound
Now &ndash Q2 2026 🟡 Continued volatility base building
Mid-2026 🟢 Early recovery signs possible
Late-2026 🔵 Broader uptrend and stronger rally possible
Beyond 2026 🔷 Structural growth if adoption keeps rising
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Luzern
Supreme
06-Feb-2026 10:11     
 
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 Alert Admin 		Picked up some beaten down Semicon and Data Center stocks after hours.
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Luzern
Supreme
06-Feb-2026 09:11     
 
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 Alert Admin 		Selective.
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Luzern
Supreme
02-Feb-2026 17:15     
 
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Yells: "Holding Cash is also a Strategy."
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 Alert Admin 		让 子 弹 飞 一 会 儿
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Taylor
Elite
02-Feb-2026 16:22     
 
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 Alert Admin 		Faster buy low.,
T rebound
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Luzern
Supreme
02-Feb-2026 15:55     
 
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Why would Trump nominate someone who is less inclined to cut rates?
 


That&rsquo s the key paradox, and it&rsquo s exactly why markets are confused.

Trump&rsquo s decision to nominate Kevin Warsh, who is less inclined to cut rates, actually makes sense once you separate Trump&rsquo s political instincts from market expectations. There are several strategic reasons &mdash some short-term, some long-term.

1. Credibility with Markets Comes Before Rate Cuts



Trump wants lower rates, but he also understands something critical:


Rate cuts only work if markets believe the Fed is credible.


If Trump had nominated someone openly dovish or seen as a &ldquo yes-man,&rdquo markets might:


  • Dump the US dollar


  • Spike inflation expectations


  • Push long-term bond yields up (which cancels out rate cuts)


Warsh is viewed as:


  • Inflation-serious


  • Institutionally credible


  • Respected by bond markets


This gives Trump room to pressure for cuts later without triggering a confidence crisis.

In short:
👉 A credible hawk can cut rates later without panicking markets.
👉 A weak dove cannot.

2. Trump Wants to Control Long-Term Yields, Not Just the Fed Funds Rate



Trump learned from his first term that:


  • Cutting short-term rates alone doesn&rsquo t guarantee cheap financing


  • Bond vigilantes matter more than the Fed headline rate


Warsh signals:


  • Fiscal discipline concern


  • Inflation vigilance


  • Resistance to runaway monetization


That reassures bond investors and helps:


  • Keep 10- and 30-year Treasury yields contained


  • Lower mortgage and government borrowing costs over time


Ironically, a hawkish Fed chair can produce lower long-term yields if credibility is restored.

3. Warsh Is Hawkish on Inflation, Not Anti-Growth



This is subtle but important.

Warsh is:


  • Hawkish on inflation expectations


  • Less hostile to financial markets than Powell


  • Critical of excessive QE distortions


Trump likely believes Warsh would:


  • Tighten credibility early


  • Then pivot when inflation weakens


  • Support markets during stress (just not pre-emptively)


That fits Trump&rsquo s pattern:


Shock &rarr Stabilize &rarr Stimulate
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Luzern
Supreme
02-Feb-2026 14:41     
 
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 Alert Admin 		No longer holding any US stocks because of    President  Donald Trump&rsquo s  nomination  for the next chair of the Federal Reserve, Kevin Warsh.
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Luzern
Supreme
29-Jan-2026 13:50     
 
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 Alert Admin 		Semiconductor, AI, Nuclear Power
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Luzern
Supreme
29-Jan-2026 13:49     
 
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SK Hynix overtakes Samsung in annual profits for the first time
 

SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry

  • SK Hynix overtook Samsung in operating profit in 2025 for the first time, driven by its dominance in AI memory chips.
  • Samsung&rsquo s broader business diluted gains as SK Hynix benefited from its focus on the memory business.
  • SK Hynix has maintained a lead over rivals in the lucrative high-bandwidth memory market.
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Luzern
Supreme
14-Jan-2026 17:32     
 
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 Alert Admin 		Why Small Modular Reactor is important for AI Data Centers

Why AI & data centres are straining power systems ⚡
1️ ⃣ AI power demand is fundamentally different
Traditional IT loads:
&bull                         Predictable
&bull                         Can scale slowly
&bull                         Can tolerate brief interruptions
AI data centres:
&bull                         Extremely power-dense (hundreds of MW per site)
&bull                         24/7, zero-downtime
&bull                         Load spikes during training
&bull                         Often clustered in specific regions
👉 This stresses generation + transmission + cooling simultaneously.
 
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Luzern
Supreme
12-Jan-2026 09:36     
 
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 Alert Admin

Fed Chair Powell says he&rsquo s under criminal investigation, won&rsquo t bow to Trump intimidation

  • Federal prosecutors have opened a criminal investigation of Federal Reserve Chairman Jerome Powell, he said.
  • Powell said the probe was the result of the Fed &ldquo setting interest rates based on our best assessment of what will serve the public, rather than following the preferences of&rdquo President Donald Trump.
  • The DOJ served the Fed &ldquo with grand jury subpoenas threatening a criminal indictment related to my testimony before the Senate Banking Committee last June that testimony concerned in part, a multi-year project to renovate historic Federal Reserve office buildings,&rdquo Powell said.&rdquo
Fed Chair Powell under criminal investigation, blames Trump



 
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