Lawrence Chan's Blog, page 16
September 12, 2022
TLC Weekly Update September 12, 2022
Belated Happy Mid Autumn Festival! I was away for better half of the week taking care of chores out town. Hence the delay to post until now, on this Monday evening. I watched this very interesting video talking about Enron and the latest energy crisis. It provides a different perspective in looking at the current …
September 4, 2022
TLC Weekly Update September 4, 2022
This Non-Farm Payroll week gave us a roller coaster ride all week. Traders are now guessing what the Fed will do and what Powell will say next week. The mess for sure will continue as we have so many Fed governors speaking this coming week! I love this video of Joe Rogan talking about the …
August 28, 2022
TLC Weekly Update August 28, 2022
Powell did not disappoint and gave a clear picture of what the Fed plans to do with interest rate and warned the public that some pain is expected. That clear message should never be needed if S&P just drop to 3400. As I explained last week, the aggregated effect of all past interest policies can …
August 20, 2022
TLC Weekly Update August 20, 2022
Another week of retail mob fomo buying the stock market up together with corporate buybacks at full force. Friday option expiration put a dent at the end but no serious damage was done. On one hand we have huge geopolitical risk and at the brink of global economic collapse. On the other hand we have …
August 14, 2022
TLC Weekly Update August 14, 2022
This week we got another confirmation of red hot inflation still on-going, yet “Brandon” dares to tell the world inflation is under control thanks to his government. This feeds the animal spirit of the market participants to push the market much higher. Very interesting dynamics going on in the stock market right now. Could this …
August 13, 2022
How To Survive The Coming Decades Of This Dysfunctional World (Part 1)
We all know that post COVID, the world has entered a very different era with wars, civil unrests and out of control inflation. This is the end of the era of easy money and the start of a completely different geopolitical era that will turn everything a normal person knows about the world upside down. …
Continue reading "How To Survive The Coming Decades Of This Dysfunctional World (Part 1)"
August 6, 2022
TLC Weekly Update August 6, 2022
This NFP week was full of surprises. First, everyone keeps paddling that Fed will “pivot” very soon and economic data will be weaken so much that Fed may even restart QE again. Then on Thursday, people get all hyped when they see an unimportant economic data confirming their wet dreams. By Friday, the wet dream …
July 30, 2022
TLC Weekly Update July 30, 2022
Just gone through another hectic week with so many things to take care of and running out of time everyday. Latest talk from Tony Robbins with Ray Dalio. Nothing much Dalio has not explained before. It is just an update of his views at this point in time. If you have not read his book …
July 24, 2022
TLC Weekly Update July 24, 2022
Drank too much after birthday dinner with friends. Woke up late this morning. Should be more careful next time when the night is expected to be long … Thank you to everyone who sent me well wishing emails. My dad is now out of the hospital. He has recovered a lot since. Inflation has been …
July 16, 2022
TLC Weekly Update July 16, 2022
I am fighting wasps at my cottage at the moment as I type this piece up. Don’t know how it happened but sudden they found my place and built a nest here. Need to learn to deal with them quickly! For those of you following the Musk vs. Twitter drama, here is a sarcastic take …
