PH GDP 5.5%

Sentiment drives price, or price drives sentiment? $PLUS

What a weird timeline we are in. Post Trump tariffs export heavy SEA nations trading near 52WH, CN HK VN TW KR. The weak ones? Domestic consumption and services driven economies... ID flat & MY PH are both down. Shouldn't it be the other way around?

Even scammers scamming the original. Beware.

Just had lunch with some HK and China fund managers.. seeing their returns really make me hate the PSEi more

Got introduced to Fixed Coupon Notes (FCN), man those products are wildly inappropriate to sell to unsophisticated HWNs who thought they're getting guaranteed interest income.

AC's board has approved the extension of its buyback program to include shares of its listed subsidiaries. Not surprising considering how cheap they are right now. Among them, we like BPI and ALI the most.

$PSEi worst performing in the region, -9% YTD

First ep is live! Always had a hard time reading thru reports w/o my mind wondering off mid page & I'm thinking, maybe other people are too! So we unpacked it into easy digestible podcasts. Analyzed by pros, voiced by AI. Follow & rate if its useful! open.spotify.com/episode/0SyPxj…

I like using this photo for my presentations because 1. Retro PSE board is cool 2. If you zoom in, you'll see prices from 15 yrs ago 3. Proof that I once had hair

BSP can still cut rates – Salceda philstar.com/business/2025/…

BSP reduces target RRP rate by 25 basis points to 4.75% bsp.gov.ph/SitePages/Medi…

Feels so surreal to see that this is where we are right now in tech

3Q PH GDP grew 4.0% significantly below consensus expectations of 5.2% & 5.5% in 2Q

Went thru the stages of grief reading this, still cant believe it, it feels like I just lost a friend. In any case, I'm still in denial and will be waiting for my MB on Monday. (Come back pls)