Fully vaccinated nurse was infected in TTSH.

https://www.todayonline.com/singapore/fully-vaccinated-nurse-tan-tock-seng-hospital-tests-positive-covid-19-doctor-and-3

We have a few fully vaccinated people getting infected in Singapore already and the medical experts are still saying that this situation is rare.

We had stated our reasoning on why fully vaccinated people were getting infected.

http://sg-stock.blogspot.com/2021/04/vaccinated-man-got-infected-after.html

Another constellation is aligning and a big financial crisis is brewing this time. - Part 11

We are picking up signs of impending financial stresses in the US in 2022 and we will be sharing our opinions.  Please note that this is the first time we are putting a timeline for our projected financial crisis.

The US FED has accumulated a lot of assets with its QE program since the pandemic.

However, the excess liquidity provided by the US FED did not go to the main street.  Instead, most of the liquidity went into the financial market which caused the velocity of M2 to decline significantly.  Furthermore, the excess liquidity had created many zombies firms and these firms would get into financial troubles when the FED started to rein in its QE.  Many of such firms will default on their debts.

Bloomberg had indicated that the US would start to conduct bond tapering in Q1 2022 which would impact the financial market and zombies firms.

https://finance.yahoo.com/news/fed-taper-bond-buying-fourth-040000553.html

Moreover, scientists had indicated that the current vaccines could be ineffective in 2022.  If there is no new vaccine in 2022, there will be another major covid outbreak again.

http://sg-stock.blogspot.com/2021/03/scientists-current-vaccines-could-be.html

Last but not least, continuous China's monetary tightening will cause the US treasury yield (risk-free rate) to exceed 2% in 2022 and the conflation of these factors may cause a US financial crisis in 2022.

http://sg-stock.blogspot.com/2021/04/chinas-monetary-tightening-will-impact.html

As you can see, I keep mentioning 2022 in my analyses and I don't believe in many coincidences. 

When I predicted the US recession with my analyses, I also saw many coincidences which led me to believe that the US recession would happen in 2020 (Please see below).

http://sg-stock.blogspot.com/2019/12/the-recession-constellation-are.html

Pan-United - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/18/20	Lim & Tan	PanUnited	0.31	0	Buy
06/23/20	Lim & Tan	PanUnited	0.315	0	Hold
08/04/20	Lim & Tan	PanUnited	0.29	0.31	Hold	PB1x FY20
09/11/20	Lim & Tan	PanUnited	0.29	0.31	Hold	PB1x FY20
03/29/21	phillip	PanUnited	0.295	0.4	Buy	EV/Ebitda7.8x FY21

Oxley - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/27/20	DMG & Partners	Oxley	0.23	0.29	Buy	RNAV (55% discount)
07/14/20	DMG & Partners	Oxley	0.235	0.29	Buy
09/01/20	UOB Kay Hian	Oxley	0.225	0.37	Buy	RNAV (30% discount)
09/28/20	DMG & Partners	Oxley	0.215	0.27	Buy
01/13/21	DMG & Partners	Oxley	0.235	0.27	Buy
02/15/21	DMG & Partners	Oxley	0.23	0.27	Buy
02/15/21	Lim & Tan	Oxley	0.23	0	Buy
02/18/21	UOB Kay Hian	Oxley	0.235	0.37	Buy
04/27/21	UOB Kay Hian	Oxley	0.26	0.37	Buy	RNAV (30% discount)

Overseas Edu - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/18/20	Lim & Tan	Overseas Edu	0.32	0	Buy on weakness
06/18/20	CIMB	Overseas Edu	0.32	0.423	Add
08/17/20	Lim & Tan	Overseas Edu	0.29	0	Buy
09/02/20	CIMB	Overseas Edu	0.28	0.26	Hold
04/07/21	Lim & Tan	Overseas Edu	0.315	0	Accumulate on weakness

Stock calls for 28 April 2021

Date	Analyst	Company	Last	Target	Call	Valuation
04/28/21	UOB Kay Hian	A-Reit	3.11	3.82	Buy	DDM
04/28/21	UOB Kay Hian	ARA Logistics	0.765	0.89	Buy	DDM
04/28/21	UOB Kay Hian	Hong Leong Asia	1.04	1.38	Buy	PER12x FY22
04/28/21	DBS Vickers	Mapletree Commercial	2.13	2.25	Buy	DCF
04/28/21	Lim & Tan	Mapletree Commercial	2.13	0	Neutral
04/28/21	UOB Kay Hian	MM2 Asia	0.073	0.098	Buy	Sum of parts
04/28/21	UOB Kay Hian	Sheng Siong	1.54	1.74	Hold
04/28/21	CIMB	Sheng Siong	1.54	1.6	Hold
04/28/21	DBS Vickers	Sheng Siong	1.54	1.77	Buy
04/28/21	DMG & Partners	Sheng Siong	1.54	1.7	Neutral
04/28/21	OCBC	Sheng Siong	1.54	1.72	Buy

OMG! President Biden is proposing another US$1.8T family bill after his US$2.3T infrastructure bill.

https://www.cnbc.com/2021/04/28/biden-american-families-plan-whats-in-it.html

OMG! The US is proposing another US$1.8T family bill after its US$2.3T infrastructure bill.

The US really thinks that it doesn't need to pay back all these debts.

OUE Commercial - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/08/20	DBS Vickers	OUE Commercial	0.4	0.5	Buy	DCF
06/08/20	CIMB	OUE Commercial	0.4	0.482	Hold
07/27/20	Lim & Tan	OUE Commercial	0.395	0	Buy on weakness
07/28/20	CIMB	OUE Commercial	0.39	0.482	Hold
08/04/20	OCBC	OUE Commercial	0.37	0.39	Hold
11/17/20	OCBC	OUE Commercial	0.35	0.39	Buy
12/10/20	DBS Vickers	OUE Commercial	0.38	0.5	Buy
01/29/21	Lim & Tan	OUE Commercial	0.385	0	Accumulate
02/03/21	CIMB	OUE Commercial	0.4	0.415	Hold	DDM
02/05/21	OCBC	OUE Commercial	0.385	0.4	Hold