Monday, July 21, 2025

A Rail Corridor Birthday Treat

 Gave myself a birthday treat my tormenting my body for a day. Jogged/walked the full 23km of the Rail Corridor, from Kranji to Tanjong Pagar. Will drop at least a toenail or two because the rain drenched me and my poor feet. 8/10 would recommend.

Here’s my quick review:

Northern Corridor - most underdeveloped, literally mud paths that destroy shoes when there’s rain, pools of mud traps. Poor signage as well.

Central Corridor - most touristy, all the instagrammable stuff are within this shortest 5km segment (truss bridge, old station etc), paths are very well developed.

Southern Corridor Part- most boring, just endless PCN literally along AYE all the way to Tanjong Pagar. At least the paths are well developed and lots of wild chickens.




















Tuesday, July 15, 2025

Droneshield Pump

  Look at it fly!

Now I wished I’d bought more when it dipped below $1 just six months ago!!!

The hype is real!


Sunday, July 06, 2025

Japan Megaquake Analysis

  If a mega earthquake hits Japan on Saturday, July 5th (today) — here’s what to realistically expect when USDJPY opens on Monday, July 7th, based on:

  • Current FX market structure (as of July 2025)
  • Historic quake reactions
  • Global macro context
  • The so-called “5th July prophecy” triggering panic

🌐 Assumptions:

  • Magnitude ≥8.0, hitting Tokyo or major economic region
  • Significant damage/deaths; global media coverage
  • Tokyo Stock Exchange possibly closed or delayed
  • Current USDJPY context: ~141.5–142 (as of early July 2025)

⏱ Monday Opening USDJPY Reaction (Asia Open – July 7):

Timeframe

Expected USDJPY Movement

Drivers

Sunday night (NY time) / Monday Asia open

Spikes up to 143.5–145 range

Panic risk-off → dump of JPY, algo-driven USD buying, insurance selloffs

Next 6–24 hours

Pulls back to 141–140 if damage is not catastrophic

Repatriation flows begin pricing in

Next 2–3 days

Potential drop to 137–138

Yen strength from insurer flows, reconstruction expectations

If BOJ hints at intervention or eases

USDJPY rebounds back toward 142+

BOJ verbal or actual market support

📊 Likely Market Scenarios

Scenario

Probability

Monday Opening USDJPY

Path

⚠️ Panic Spike Only (short-lived)

50%

143.5–145

Spikes on open, reverses lower within hours

💥 Structural Repricing (severe damage)

25%

145–147

Sustained USDJPY upside due to policy easing expectations

🌀 Quick Recovery (market fades quake)

15%

141–142.5

No lasting move; repatriation balances out

🏦 BOJ Intervenes Immediately

10%

140–141

JPY stabilizes or strengthens outright on policy action

📉 Tactical Positioning (If You Trade This)

  • Short USDJPY after first spike: Position around 143–145 level if seen, expecting reversal.
  • Avoid over-leverage Sunday night: Thin liquidity = huge spreads.
  • Watch BOJ & MOF statements: A single line on Monday can shift JPY 2–3 handles.



Sprained Neck

 Was doing the usual Sunday basketball with the kids.

We were winding down and then I tried to show them trying to do a pull-up and I think I pulled a neck ligament.

Knn.

Like that also can. 

Really getting old liao :’(