🐳 WhalePool Traders Journal
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Bad trading habits make trading like gambling. This channel is for proactive and decerning investors and traders
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#WeekAhead
Wall St Week Ahead Teetering US stock market faces jobs report, big earnings week | Reuters

SUMMARY
Nonfarm payrolls report due August 7, job growth of 83,000 seenOne-fourth of S&P 500 results due, including Lilly, AMD, PalantirElon Musk's SpaceX set to give first quarterly report

NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which ​has been buffeted by geopolitical tensions, uncertain interest-rate policy and sizable moves in heavyweight technology shares.

The S&P 500 (.SPX), opens new tab gained for the week, after some big daily swings, ‌and was roughly 1.6% below the benchmark index's June 2 record high.


https://www.reuters.com/business/wall-st-week-ahead-teetering-us-stock-market-faces-jobs-report-big-earnings-week-2026-07-31/

#QuarterChart
https://vt.tiktok.com/ZS4UH77u8/
Loss-making private home resale deals on the rise in Q2 as price growth moderates

Resale transactions at The Scotts Tower account for the top five biggest losers by percentage in Q2, making losses of S$902,270 to S$1.4 million, or 36 to 43% of their original prices.

https://bt.sg/hG5f
These two weeks made China's self sufficiency in chips and AI feel very real. Memory maker CXMT rallied 466% on day one and Apple is testing its chips for its own devices. China is ramping its own immersion DUV machines capable of 7nm class chips without ASML, and Moonshot's Kimi K3 matches Claude and ChatGPT at a fraction of the cost. Three fronts, all moving at once. Read more: https://growthdragons.substack.com/p/chinas-self-sufficiency-drive-has
Renting out a flat? Holding property stocks? This one's for you.

The 15 month wait out for private owners buying HDB flats. Scrapped. Effective immediately.

Downgraders get their purchasing power back. Landlords lose the captive demand that's propped up their rents for years.

Winners and losers, broken down. Full analysis below.
https://drwealth.com/no-more-15-month-wait-out-how-will-this-impact-the-singapore-property-market/
The recent AI selldown took down a hedge fund manager. And plenty of Korean retail investors too. What they had in common was leverage. Alvin learnt that one the hard way more than ten years ago. Two lessons here: https://finbiteinsights.substack.com/p/right-about-ai-wrong-about-leverage
What happened in China last week:

1. The U.S. banned new imports of Chinese humanoid, quadruped and other advanced robots.

2. That costs China's robotics firms a lucrative market at exactly the wrong moment, just as they move from R&D into commercialisation.

3. But China is still the factory of the world and these companies already have an enormous domestic market. The real question is whether robotics ends up as brutally competitive as EVs.

4. Europe barely has any air conditioning and the heat has changed that fast. Who benefits? Chinese makers like Midea, Haier and Gree.

5. Trip.com fined RMB5.2 billion, with the fine portion alone equal to 7.5% of its 2025 China revenue, for coercing hotels into offering their lowest prices on its platform.

6. China has tightened its grip on offshore trusts, which are now taxable. Interestingly, a handful of trust company stocks rose after the announcement.

7. Think baldness, think men. But hair loss treatment and transplants are increasingly a women's business, and China's largest chain has ridden that shift back into profit.

8. Read Growth Dragons Weekly for more insights [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-us-bans-chinas
<Full-day Takeaway>HSI Closes at 26,009, Up 124 pts; HSTI Closes at 4,875, Up 46 pts; BABA Up over 7%; TENCENT Up over 3%; ANGELALIGN, ABLE DIGITAL, LEE & MAN PAPER, BANK OF E ASIA, DAH SING Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536271/top-news/AAFN
#HKMarketUpdate
<H Shrs>HSI Ends Up 124 Pts, Reclaims 26,000; BABA-W Leaps 7%; XINYI SOLAR Swells 13%+ Post-results
2026/08/03 16:48 GMT+08

The HSI opened 102 pts higher before briefly turning south, but later regained upward momentum. It closed the day at 26,009, up 124 pts or 0.48%, with full-day turnover reaching HKD255.179 billion. The HSTECH closed at 4,875, up 46 pts or 0.96%, while the HSCEI closed at 8,652, up 40 pts or 0.46%.

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536281/top-news/AAFN
🐳 WhalePool Traders Journal
US.Day.Ahead-2026.07.31-Fri.pdf
US.Day.Ahead-2026.08.03-Mon.pdf
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