Photo from our Investment Meet of 3rd July

 



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Shesa's October 2025 Investment Blog

By Shesa Nayak Welcome to Shesa’s Investment Blog I will have a shorter version of my blog this month.  U.S. Stock Market Update   September happens to be the worst month of the year but we saw an exceptional September with S&P 500 up 3.5% , Nasdaq up 5.6% and Dow rose 1.9% . The market further gained momentum in October but last week the U.S. stock market saw significant volatility. The S&P 500 fell -2.4% , the Nasdaq dropped - 2.5% , and the Dow declined -2.7% , marking their largest single-day percentage drops since April 10 . Despite hitting record highs earlier in the week, driven by AI optimism and a tech rally, markets took a U turn on last Friday after President Trump threatened 100% tariffs on Chinese imports starting November 1 or sooner in response to China’s response on rare earth exports on port fees on U.S. vessels sparking trade war fears. The S&P 500 closed at 6,553 points, down 2.71% on October 10, while the Nasdaq lost 3...
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Shesa's Weekend Stock Market Updates - 10|26|25

Welcome to my Weekend Updates This week, the Dow Jones Industrial average rose 472.51 points, or 1.01% , to 47,207.12, securing its first close above the 47,000 level ever. The S&P 500 added 0.79% to 6,791.69, while the Nasdaq Composite climbed 1.15% to 23,204.87. All three major averages closed at records.The consumer price index ( CPI ) showed a 0.3% increase on the month, putting the annual inflation rate at 3% vs. 3.1% expected by Wall Street. Also, Core CPI was less than expected. The  Market Fell Wednesday because of Disappointing Earnings: Netflix shares dropped 10% after a profit miss, dragging tech stocks. Tesla’s stock fell 1% post-earnings (EPS $0.50 vs. $0.55 expected). The quantum computing stocks and many AI related stocks were thrashed early in the week but bounced back after the news that Trump administration would take stake in some of the companies. Market was impacted by:  Trade Tensions: U.S.-China trade concerns intens...
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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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