Loui Low

Looking at the current rally in Hong Kong, I have a view that this time is quite different in how they are buying.

@DeFiTracer Just close again ?

🚨 I CAN’T BELIEVE THIS IS HAPPENING NOW!! IRAN HAS JUST FULLY OPENED THE STRAIT OF HORMUZ In just 30 minutes after this post: - OIL dumped -10% - Stocks gained +$800 BILLION - The S&P 500 set new all-time highs The MASSIVE scale of what just happened for global markets is unreal. 20% of global oil supply passes through the STRAIT OF HORMUZ. The effect will be IMMEDIATE and POWERFUL. If you hold any assets: - Stocks - Crypto - Bonds - Gold - Or even the US dollar YOU MUST READ this post before markets explode. Here’s what just happened and what’s next for markets: OIL (Brent/WTI) Expect a sharp collapse in the “risk premium.” If prices were pricing in $25–30 of risk during the blockade, then with free passage, oil could drop 10–15% in a single trading session. And price has already started going down. Oil is now trading at $80. A few weeks ago, it hit an ATH at $120 per barrel. NATURAL GAS (LNG) Qatar is the largest LNG exporter and regains access to European and Asian markets. So that means gas prices in these regions will decrease. For tanker stocks and the insurance sector, this is a moment of truth. FREIGHT RATES The cost of renting tankers and container ships will start to decline. The reason is very simple: the risks of attacks and delays disappear. And now everything returns to the normal scenario. INSURANCE (War Risk Premium) Insurance premiums for ships passing through this region will reset to zero or drop sharply. This reduces the cost of nearly all goods transported by sea. STOCK MARKETS AND MACROECONOMICS This is where the most POWERFUL BULLISH effect lies: INFLATION: Cheap oil = slowing inflation worldwide. This gives central banks (Fed, ECB) a reason to cut interest rates faster. STOCKS (S&P 500, NASDAQ): Markets love stability. The removal of a major war threat in the Persian Gulf is a strong signal to buy risk assets. SHIFT TO “RISK ON” Crypto is the main indicator of investors’ willingness to take risk. When the threat of a global conflict in a key region (Strait of Hormuz) disappears, Capital instantly flows from “safe havens” (gold, US Treasuries) into risk assets. Expectations that the Fed will cut rates faster due to falling inflation (thanks to cheap oil) means there will be more “cheap” money in the system. Crypto loves cheap money. Bitcoin will start rising as a tech asset. Growth in the NASDAQ index (tech) almost always pulls BTC with 2x leverage. This is exactly the time when REAL MONEY is made. And you should track all the updates so you don’t miss the opportunity. But don’t worry, I will keep you updated on everything here. I will post everything before it becomes HEADLINES. When I make my next move, I’ll share it publicly here. Follow and turn on notifications so you don't miss it. Comment "Strategy" and I will send you my guide in DMs. Many people will regret not following me earlier...

@jackprandelli Got any updates till yesterday ?

🚢 Strait of Hormuz Vessel Traffic (Daily Transits) 🟢 Feb 26 → 132 vessels 🟢 Feb 27 → 128 vessels 🟡 Feb 28 → 98 vessels 🟠 Mar 01 → 18 vessels 🟠 Mar 02 → 7 vessels 🔴 Mar 03 → 2 vessels 🔴 Mar 04 → 2 vessels 🔴 Mar 05 → 1 vessel 🔴 Mar 06 → 0 vessels 🔴 Mar 07 → 1 vessel 🔴 Mar 08 → 2 vessels 🔴 Mar 09 → 1 vessel 🔴 Mar 10 → 2 vessels 🔴 Mar 11 → 1 vessel 🔴 Mar 12 → 0 vessels 🔴 Mar 13 → 3 vessels 🔴 Mar 14 → 1 vessel 🔴 Mar 15 → 0 vessels 🔴 Mar 16 → 1 vessel 🔴 Mar 17 → 2 vessels 🔴 Mar 18 → 1 vessel 🔴 Mar 19 → 0 vessels 🔴 Mar 20 → 1 vessel 🔴 Mar 21 → 2 vessels 🔴 Mar 22 → 3 vessels 🔴 Mar 23 → 5 vessels 🔴 Mar 24 → 6 vessels Source: Windward Maritime Intelligence, Lloyd’s List, PIB India, regional briefings

@IkhwanHafizLFP What is the 3.5bn for Malaysia referring to ?

Kita dah kalah dengan Norway. Ketinggalan jauh. Sekarang, dengan Timor Leste pun ada harapan juga. Timor Leste: USD 18 trillion Malaysia: USD 3.5 billion 🤦🏻‍♂️

@_PeterRyan Are they referring to Puntamental? 🫡

Pierre is a chud charlatan. There’s no there there, just hot air.

What do you think of this post by nic ?

@IkhwanHafizLFP Diamond hands ! 🫡

Crypto boys! Berapa susut nilai value account korang? Client saya susut RM 130 dah sekarang. Lebih kurang 32%.

@FinBizJedi Bitcoin will be a show of status going forward..

I'm calling it. Akin to how it's becoming increasingly socially acceptable to be an OnlyFans creator in some parts of the world, at some point, it would become socially unacceptable to not own some Bitcoin. It would even be seen as a crime to criticise BTC or unethical to not own any. You would be considered an outcast if you didn't own any. You'd then not have "permission" to transact without BTC. Ultimately, it becomes a requirement, by law, to own a minimal amount of BTC. Social hierarchy and even citizenship will be based on Bitcoin-ownership.

@SteveDJacobs @FINVIZ_com Thank you

Finviz Data - How I Use It The ever excellent @FINVIZ_com is my primary source of data that I use in two ways: 1) Full extract - between market sessions After close and prior to market open, I take a full extract of the Finviz data using this link: elite.finviz.com/screener.ashx?… Below is a link to a sample file so you can see the data for yourself and decide if it is a good fit for you: drive.google.com/file/d/1El6ClM… The Finviz "full" data download is enriched (by scraping other finance websites) and transformed using Python to generate an output file. This is information that does not change intraday (such as analyst revenue/EPS forecasts, longer term moving averages SMA250-500 etc. The output file is uploaded into an Excel workbook as an "End of Day" snapshot on a stand-alone worksheet - I keep source data and derived/calculated data on different worksheets. 2) Partial extract - during market session During market hours (including pre-market and AH), I download the columns I need and drop them directly into my workbook to perform (almost) real-time updates. It takes me seconds to update my universe (currently $1B+ which is 2400 stocks at the time of writing) using this link: finviz.com/screener.ashx?… Finviz does have an API but I prefer to download the data directly, as a CSV files since I perform a full update. It just works perfectly for me as a swing trader. Hope this helps! 🙏 @DaoTraderX

@SteveDJacobs How do you extract those data into spreadsheets ?

Qullamaggie Inspired Screener 64 Stocks Least extended: $SEZL $KEP $PSIX $BASE $OUST $ARLO $PGY $PARR $GOGO $CDTX $ASTS $HOOD $DAVE $NAGE $CVAC $VRNA $EVEX $BBIO $GEV $SPOT $NRG $CUBI $CRK $PL $RKLB $EVLV $CCB $ADPT $NYAX $SBSW $TMC $OPFI $CELH $KTOS $AKRO $PRCH $LMB $ODD $QUBT $ACMR $MVST $GRAL $STNE $SLNO $GH $HSAI $TIGR $IONQ $SEDG $OMDA Criteria: Relative Strength >= 97 (1W, 1M, 3M or 6M) Price >= EMA10 >= SMA20 >= SMA50 >= SMA100 >= SMA200 ATR RS >= 50 (above average) Price-to-20-Day Range >= 50% The market cap has been limited to $1B+ for liquidity purposes although Kristjan used a lower threshold This screen is inspired by the streams of Qullamaggie following his well deserved inclusion in the next Market Wizard book.

@godofprompt @grok build this under grok and send me the link

We tested this prompt on 5 tickers last week. It gave us: ✅ Earnings + margin breakdowns ✅ Bull vs bear argument analysis ✅ Sector insights + valuation comps ✅ Clear investment thesis summaries All in under 2 minutes.

Forget Bloomberg. Gemini 2.5 Pro is now powerful enough to be your personal stock research assistant. • Earnings breakdown • Risk analysis • Valuation insights • Sector comparisons • Price catalysts Here’s an exact mega prompt we use for stock research and investments:

@godofprompt @grok can you do this?

@FinBizJedi @ZaeimAbdullah They sell their coins n monetize it ?

@ZaeimAbdullah How does the Co make money from its blockchain biz?

For yrs, Myeg traded 30-40x PE (maybe higher), now trades at low teens. Net margins now 60-70% vs 40-50% before. Even div yield is now >3.5% vs <2% before. Share price at RM0.70 - RM1.10 range for 4+ yrs. And ICYMI, Myeg will change its name to Zetrix AI Bhd. What doesn't add up?

@elonmusk Hmm seems potentially turning around for all the electric car makers once they reach certain level ? Provided they can sustain the first 6-10 years ?

Tesla vs other electric car companies

@FinBizJedi Well done.. people are full of imaginations .. 🤣

Trump apologists saying it was his plan all along. Lol just 'cause you thought that way; just 'cause you had a strategy doesn't mean Trump did. It's like me scoring an own goal and my teammates saying it was deliberate. If it was the plan then I was def match-fixing.

@FinBizJedi Ecoshop is more like in between the product offerings. 99 is more groceries and daily neccessities, and MRDIY more towards DIY products

@LouiLow7 Also does Ecoshop, 99SM, MrDIY cancel each other out in any way in terms of price points, SKUs, product offerings?

Mr DIY 1QFY25 results: - record qtr revenue & earnings - new stores, Raya helped sales - NOT affected by tariffs, for now - MYR strength --> improve margins - stock traded at 40x TTM PE in April '21, now at 26x - will Co benefit from potentially more downtrading going forward?

@IkhwanPK2022 It is also a function of selling price. If RM5k and everything else being inflated by 10% on your daily necessities. Also not so sustainable.

Yang pergi compare dengan MSME & SME dah kenapa? Gaji RM 5,000 ke atas itu terpakai untuk public listed company. Contohnya 99 Speedmart. Net profit rendah? Tukar lah daripada labour intensive kepada capital intensive. Accelerate IR4.0 into the biz.

Interesting of this statistics. But when will inflation stops ? Or how should we tackle the inflation if it doesn’t stop ?

@ZaeimAbdullah @FinBizJedi Actually looking at 2019 is a very typical example. During that time no Covid, GDP is improving and inflation is manageable. And our OPR rate is at 3.25%. If the current situation is still positive growth in GDP and manageable inflation, BNM in fact can even raise it to 3.25%

@FinBizJedi But Malaysia CPI is at 1.5%, core CPI is approaching 2%. A lower interest rate could boost more employment & inflation, thus boost GDP & share market.

Trump says 1) China called, 2) he's reluctant to raise tariffs further & 3) talks with Japan going well. Good headlines even if they're all BS. Stocks have stabilised. Dips have become smaller & short lived. Nice setups across Bursa for the week ahead.

The fund/capital flow is honestly telling us something…

What about our digital gold ? Bitcoin went Holland? 🙀

Also, during this uncertainty environment, look at gold price it has extended in its uptrend move!