Photo from our last Investment Meet on 8|8|20

 THANKS to all those who joined for the Investment Meet on 8|8|20.





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Shesa's weekend stock market updates - 12|7|25

Welcome to my weekend updates December has not been phenomenal but not bad so far. Nasdaq is up 0.9% and S&P 500 is up 0.31%. But the star has been the Small Cap index - Russell 2000 which is up 2.28% so far this year. I will discuss later why we saw some positive move on the market later. Netflix announced a $72B deal to acquire Warner Bros. film/TV studios and HBO Max, pending regulatory approval. Last week, S&P 500 was +0.3%, Nasdaq: +0.9% and Dow: +0.5%. Small-caps (Russell 2000) was up +1.5% last week. Next week's key Earnings Oracle ( ORCL ) on Wednesday,  12/10 after COB Broadcom ( AVGO ) on Thursday, 10/11 after COB  I will keep a close eye on both of the above earnings. I am optimistic about AVGO earnings but little apprehensive about ORCL due to its debt situation and future booking. But I will be thrilled if it surprises.  Economic Report this week WED, 12/10: FOMC decision on Interest Rate Federal Reserver Rate Cut POLL I conducted ...
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Stock Market Weekend Updates - 12|14|25

Welcome to my weekend stock market updates Last week we saw DOW and S&P 500 hit new all-time high but Nasdaq has lost about 3.5% from its all time high. Tech had worst day last Friday in two months and Nasdaq was down about 1.6% for the week. But felt like the index was down more than 5% for the week because most of the tech stocks were hit hard except Tesla from the magnificent seven . Primarily AVGO , ORCL , HOOD, MSFT ,  NVDA  and many other AI related stocks were hammered. The money moved from tech to non-tech DOW stocks. Does it mean that the days of AI and Tech stocks are over? I conducted a poll in my WhatsApp group and found wide variations on what the members think. I will discuss about it little later.  Federal Reserver Rate Cut and Updates The Federal Open Market Committee (FOMC) lowered its key overnight by 0.25% as expected . It brings the borrowing rate in a range between 3.5%-3.75% . In addition, the Fed also announced, it will resume buying short...
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Shesa's NOVEMBER 2025 Investment Blog

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