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Monday, September 1, 2025

September - Stay Safe

data seldom lie but are easily manipulated...

In 2000, at DotCom peak, WallStreet P/E was 44x; it corrected 78% to it's low before market stabilized and recovered  

In 2007/8, P/E was near 30x and market corrected 59%

Back in 1929 to 1932, market corrected 89% ... today's WallStreet P/E is >37x ... [???]   

Every time at or near peaks, investors said "this time is different...!" Will this time be any different? Can you stomach this; the total market capitalization of the top two U.S. companies is higher than the total market cap of Japan as of 2025. [Japan's total market capitalization was over $6.3 trillion, while the combined market capitalization of the two largest U.S. companies (*NVIDIA and Microsoft) exceed $6.7 trillion

*Nvidia - the 4trillion company ~ after 5-Qtrs of triple-digit expansion in 2023/4, revenue dipped 69% in 1Q/2025 

Like Warren Buffet, who had divested and kept cash of $344bil, Li Ka-Shing had divested lots of their investments and converted into cash(??) ~ are there common grounds or lots of underlying commonsense. [Berkshire Hathaway has significantly increased it's stakes in Japan's five largest trading houses: Mitsui & Co, Mitsubishi Corp, Sumitomo Corp, Itochu, and Marubeni ~ guess, this is food security

I am not an alarmist but trying to learn from history 'the causes of money movements' & which are the preferred asset classes to invest or avoid especially when previous tops are challenged

In uncertainty, stay calm, slow down, observe and analyse - when the mind wonders, let it wonder. Move only your forward path clears

Money matters & no money never matter

Let go & force nothing; you can add any material well-being but you cannot add time to your life

Life is always shifting and do not 'gamble' away your health and wealth 

Let your life carry you forward  

I am being cautious in this uncertain time and has minimized exposures to the capital market, not out of fear but preservation of the little that I have ~ my 'living capital' as some will call it "working capital"

Cultivate an investment mind, no speculative thoughts

There is time for everything; be prepared & ready 

Stay safe: enjoy peace and a less quarrelsome world 

September is here - what have you achieved? Whatever you have done, a wrong decision will [or may] lock you in for a long time   

 

 

 

 

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