Summary of July 2026

 Minutes of FOMC Meeting

I read the Minutes of FOMC Meeting to understand what is happening in current economic and I found interesting some pointers in this Minutes was AI Capex has no signs of slowing which I agree with participants that it will improve productivity to the companies embraced AI however it also affected some classes of workers. The current labour market results are stable however with current AI Capex, it takes time to show the result of ROI it might be a slowdown on hiring if deployment is successful.

SPGI completed separation of Mobility Global Inc

SPGI is small part of my US portfolio, recently there was a spin-off activity on this company. SPGI decided to separate Mobility Global, a world's standard for automotive information, providing critical data and analytics across the full vehicle lifecycle. Its portfolio of trusted brands and products includes CARFAX, automotive, Mastermind, Polk Automotive Solutions, and Market Scan, supporting the world's major automotive manufacturers, suppliers, dealer groups, media, financial institutions, and consumers with data, forecasts, insights, technology, and innovation.

In the future, I plan to close this position and add to SPGI if earning reports are not fundamentally good enough. I have a strong conviction in SPGI and will do a low DCA in the coming months for a year as the inflation projected to fall slowing next year, means companies will be taking loans and need credit rating.

CrowdStrike shares spilt into 4

I been holding this stock since 2023 because I noticed CrowdStrike provide the fastest security performance among competitors at the early stage of AI wave. During 2024 outrage, I did hesitate whether to close this position to take profit but I decided to press on and add some. Overall, I still believe this company able to stay relevant of this current geopolitical and cyber security is the new threat that many countries start to take serious precautious to their digital assets.

Option activities

Type

Stock

Strike price

Premium

Expiration

CSP

SoFi

13

0.37

260821

As of 10/07/2026

Continue to do wheel strategy to buy Sofi at $13 if hit below. The recent acquisition helps improving areas like B2B and retail investors increasing cross-selling transactions. They qualify in S&P inclusion based on QoQ earnings and CEO is buying shares in public market however if compare the past transaction,CEO did not buy as much as before. 

Shares Builer Plan

Continuing OCBC third trances after closed Ascendas Reit and dca SGX. Based on FOMC meeting, I believe local banks price likely rise and retain NII until end of the year. Banks have an amber time to pivot on wealth management due to sticky inflation but the good news is geopolitical events creating FOMO help accelerate this segment.




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