Photo from our Investment Meet of 3rd July

 



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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

Welcome to Shesa’s Blog U.S. Stock Market Update   I have a shorter version of my blog this month. The month of October started in a volatile manner but it picked up and Dow was up 2.6%, S&P 500 was up 2.3% and Nasdaq roared up 4.7%. We are seeing the similar trend in the month of November. Historically, November happens to be the best month for the stock market since 1950. As of date, Nasdaq is up 21.5% and S&P 500 is up 16.4% for the year. Meanwhile, the stock market had a volatile week on the fear of AI/tech valuation, longest government shutdown in U.S history . It’s expected to end tomorrow, let’s see if that happens. The ADP payroll was little better but layoffs in October (153,074) the highest in last 23 years mostly attributed to cost cutting due to AI impact and DOGE impact. The consumer sentiment was second lowest ever due to government shutdown and dull labor market situation. Despite strong Q3 earnings (82% beats, ~11% growth) the stock market has not be...
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