Feds already put their foot down and said their goal is to bring inflation under control, a pause would mean something broke so hard that Feds can't prioritize bringing inflation down anymore. Truly a highly regarded veteran, dude's a perma S&P bull btw so good luck listening to him.

Yeah it was predicted by analysts from the start when people started overordering, but greed covered people's eyes as all they saw was golden opportunity to take advantage of supply and demand. Demand destruction will slowly take out the morons who took out loans to order excess supply, then the big corporates will start having problems selling too(eg. Samsung missing this hard). That's how we know we're on track for another global recession.

While this isn't a Singapore exclusive problem, they would be one of the outliers. Lots of countries increased their orders by several folds during the supply chain disruption last year thinking that it will last several years. They also increased their price by several times and blamed supply chain to rake in record profits for the first few months. But now every country have excess inventory in many different industry but nobody is ordering. That's why we saw the sudden massive drop in demand and shipping prices crashing in the last few months of 2022.

As for Singapore in particular, their excess inventory problem is much worse since they just increased their GST(Their equivalent of VAT) by 1%, but the great capitalistic opportunists saw it as an opportunity to increase their prices by anywhere between 10%-40%. You can take a look at their sub to see people mad about it, especially if you know the supply chain disruption have largely subsided but the vendors are still using it as their excuse.

I expect OI to be jacked up once this catches traction, I expected better numbers but I also doubt it'll go down that much neither unless they blow up all their investments. They're America's 3rd largest insurance company and the biggest auto insurer in the states, a bit hard to make them fall even with that amount of debt.

Your entire "DD" sounds like you just discovered Steam, or you are bagholding one of the companies.

Steam is a direct competitor to Microsoft Store, I don't know how you think MSFT would benefit from it when Microsoft Store is doing so shit that MSFT gave up and listed some of their top games like Microsoft Flight Simulator and Minecraft Dungeons on Steam.

NVDA is going to eat shit next quarter, their 4000 series aren't flying off the shelf because of all the scandals and shitty engineering, scalpers are struggling to get rid of the 4000 series cards they hoarded. Nobody is upgrading, even if they are, they're going for 3000 series whose price got lowered to the point where it's sold at a loss to clear inventory.

EA and ATVI are some of the most hated gaming companies for consumers. Even on Steam, their event sales usually have one of the lowest sales numbers. EA is carried by Apex, and ATVI by COD. Both's recent future guidance is dog shit and was already talked about recently.

PS5 is doing so bad that SONY went back on their words and started listing console exclusive on PC. Which works to your advantage if you are bullish on PC building.

Also, Steam is essentially a gamers' equivalent of booze and hoes, top selling games are either triple A games by a big publisher, porn games, or skimpy weeb games by Koei-Tecmo/Capcom/Square Enix. Top 5 games with the most concurrent players are literally f2p on cosmetic/battle pass system.

Your post would make sense last year or 2020, not now where all of them are going to take a hit due to economy situation. It'll take years before you start seeing green if you buy now, Bullard, JPow and the FOMC minutes already firmly stated interest rate hikes aren't stopping at least until 2024 so I don't know what fucking regarded copium you are huffing.