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WEEKEND UPDATE - 4|27|25

So finally, we saw a good week for the stock market since January 2025. This week will be full of big tech earnings. But before I discuss further, let’s see how did the market do last week. The U.S. stock marke t posted strong gains, with the S&P 500 up 4.6% , closing around 5,485, and the Nasdaq Composite up 6.7% , closing near 17,166. The Dow Jones Industrial Average rose 2.5%, ending around 40,093. This marked the second positive week in three, driven by tech sector rallies and easing trade concern. Economic : Economic indicators showed resilience despite tariff uncertainties. New orders for durable goods beat expectations, and weekly jobless claims remained stable at 222,000, signaling a steady labor market. However, consumer sentiment dropped to a 2022 low (50.8 on the University of Michigan index) due to fears of tariff-driven inflation, with one-year inflation expectations spiking to 6.7%. The IMF cut its 2025 U.S. growth forecast to 1.8%, citing tariff impacts.  This we...
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Weekend Update - 4|19|25

The U.S. stock market remains chaotic and blood bath does not seem to stop. During my last investment meet last Sunday, 4/13. We also discussed about what is causing these turmoil in the market, my perspective, some strategies, optimism and of course some of the stocks that I like. During the week,  The S&P 500 dropped 1.5% this week, Dow was down 2.7% and  Nasdaq lost 2.6%.  So far this year, S&P 500 is down 11.34%, and Nasdaq is down 18.57% - almost in the bear market territory. The market sentiment is remains terrible. So, it makes sense to be vigilant and judicious in deciding which equity to buy, sell, accumulate. Well, let's take quick look to last week market.  Investors rotated to defensive sectors (e.g., utilities) and safe-havens like gold has gone to $3341 per ounce.  On Thursday, 4/17, Trump pinged saying that Fed chairman J Powell is always too LATE and WRONG! The EU has already cut interest rates for 7th time. He should cut the interest rat...
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Pics from INVESTMENT MEET on 4|13|25

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Friends, THANKS to all of you who joined for the investment meet. As you all know, stock market is going through tough time. I hope and wish that the discussion could have added some value.
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Shesa's APRIL 2025 Investment Blog

By Shesa Nayak U.S. Stock Market Update   The U.S. stock market has been decimated with the scare of Trump tariff. Since February 19, the market has been on a free fall except a couple days baring the week of March 20. Today we saw some big relief rally in the morning but it evaporated within a couple of hours. The investors agony continues.. This is one of the irrational news driven stock market that probably we are witnessing. Yesterday, we saw DOW fluctuated almost 2600 points within a span of about 40 minutes!! Well, going forward there are lots of economic news and Trump tariff to be published where he says 103% tariff for China. So, we are in an unprecedented time.  Market Recap : On Monday, 4/7, all the major stock indexes plunged and hit 52-week low intraday before bouncing back. This year alone Dow is down -16.2% (-18.8% from all-time high), S&P is down -21.65% and Nasdaq is obliterated with - 33.3% in 2025. Both Nasdaq and S&P 500 were in the bear ma...
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