Posts

Weekend Stock Market Updates - 3|8|26

Welcome to my weekend updates Congratulations to Indian Cricket team for winning the T-20 World Cup consecutively!! Last week the US stock market was extremely volatile due to Iran war, weak jobs report and more importantly  oil surged 35% for the week . This was   the biggest gain in oil futures trading history dating back to 1983. The oil price  currently traded at $91.27. It can be noted that oil price has surged almost 50% in last one month. This has panicked the Wall Street because higher the oil prices, higher would be the inflation because price of goods and commodities may go up due to higher transportation cost. Furthermore, FED can't cut interest rate on higher inflationary environment. The Gold and Silver prices surged too. The US, Israel and Iran war continues for 9th days and no sign of slowing down. The stock market goes one step forward and 2-3 steps backward. At this time of writing, the Oil futures are up another 20% to $110 a barrel, meaning up mo...

Shesa's March 2026 Investment Blog

By Shesa Nayak Welcome to Shesa’s investment Blog! U.S Stock Market Update The stock market in February was a horror for the technology investors. Nasdaq was hardest hit dropping -3.3% for the month and Dow +0.17% (9-month win streak), S&P 500 -0.86% . The stock market markets fell on hot inflation data, AI disruption fears of job cuts, private credit risks, and geopolitical scare. U.S., Israel and Iran war tensions are expected to push oil higher and thus inflation. The January’s producer price index ( PPI ) which is a measure of wholesale inflation was up 0.5% , much above 0.3% expected . The core PPI reading, which excludes food and energy prices, recorded huge 0.8% gain, much more than the 0.3% expected. The software companies stocks got obliterated and lost 20, 30, 40% in last few weeks after Anthropic launched  automation AI tools for Code, legal, finance, software models etc.  Earnings : Most of the earnings for Q4 2025 are over now. Despite Nvidia’s ( NVDA )...