Photo Clips from Investment Meet on SATURDAY 1|19|19

Thanks to all those who joined the investment meet. Appreciate your time!












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Shesa's JULY 2025 Investment Blog

 By Shesa Nayak U.S. Stock Market Update   The U.S. stock market has rallied to record highs in July 2025, with the S&P 500 closing at 6,279.35 on July 3, up 6.76%, and NASDAQ up 6.68% for the year. These gains were driven by a strong June jobs report (147,000 nonfarm payrolls vs. 110,000 expected) and a U.S.-Vietnam trade deal with 20% tariffs. But ADP reported private sector lost -33,000 jobs in June vs. +100,000 expected. Trump’s one Big Beautiful Bill passed in the congress and signed by Donald Trump on July 4. The Geopolitical situation has subsided after U.S bombing Iranian nuclear facilities. The stock market has been cheering and AI stocks are leading the way along with some of the industrials stocks.  A word to the wise “A recent MIT study found that workers using AI saw a 60% jump in productivity . That’s not hype - that’s hard data showing AI’s transformative power for businesses. So, if we still think that AI is a hype, it’s time to re-think!! Trade De...
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Shesa's JUN 2025 Investment Blog

By Shesa Nayak U.S. Stock Market Update   The U.S. stock market had an incredible month of May. The S&P 500 added more than 5% in May, while Nasdaq was the star performer blasting 9.5% . Most of the gains were driven by tech and AI stocks. Despite tariff concerns, strong corporate earnings (about 12.5% Q1 growth) and a stable labor market supported stock market optimism. After a  marathon run in May, the U.S. stock market in June has shown resilience amid trade tensions, economic uncertainties and high intensity of Geopolitical tensions .  Israel, Iran War : Israel bombarded Iran and killed many of their senior leaders and Iran retaliated. The war intensified over the weekend between both nations. Israel has also attacked some of the oil fields. Wall Street was jittered last Friday due to the war. The reason is, if both these countries continue to battle then it may impact oil supply and oil prices would go up. Lat Friday, crude oil jumped around 10%. The worry ...
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Shesa's Weekend Update - 6|29|25

We saw a fantastic week for the stock market. The S&P 500 and Nasdaq hit record highs on June 27 , 2025, with the S&P 500 closing at 6,173, up 3.32% for the week, and the Nasdaq closed at 20273.46, up 4.36% . The Dow gained 2.6%. Stocks rallied due to easing Middle East tensions, trade deal optimism with China (Trump said deal was signed - framework), and expectations of Federal Reserve rate cuts.  There were  211 new small-cap stocks added to the Russell 2000 Index on June 27, 2025 which will start trading in Russell index starting tomorrow, Jun 30.  A glance to the Economic Report last week The Manufacturing PMI index came at 52 vs.51 expected. The Services PMI came at 53.1 vs. 53 expected. All comfortably above 50, signaling ongoing expansion in U.S. economic activity. The economy remains on solid footing. The Consumer Confidence Index for June 2025 was released on Tuesday, June 24, 2025. It dropped to 93.0 from 98.4 in May, below the expected 99.4.  Per...
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