Photo from our Investment Meet of 3rd July

 



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Shesa's FEBRUARY 2026 Investment Blog

Welcome to Shesa’s investment Blog! U.S Stock Market Update As I wrote in my January blog, this year we may see a lot of volatility. And exactly that’s what we have been witnessing. The year started reasonably well but there were dips, again it picked up some steam towards the end of last month. January ended on a positive note for the indexes. However, February started on a rough note. But Dow Jones hit its all-time high and went past 50,000 mark for the first time in history and closed at 50,115.67 . However, despite the good results from big tech companies like META, Google, Apple, AMD the technology stocks got hammered. Microsoft and Amazon’s results were not very encouraging. Wall Street is very concerned about the tech spending . A humongous $700 billion capital expenditures are planned by the tech giants this year.  Amazon: $200 billion Alphabet: $175–185 billion Meta: $115–135 billion Microsoft: $145 billion  Oracle: $50 billion Tesla: $20 billion Such an ...
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Shesa's Stock Market Weekend Updates - 2|16|26

Welcome to my weekend's update  Last week was the w orst week of 2026 for stocks, driven by the fear of AI disruption. In the whole process, technology and financial stocks were hit hardest despite good CPI inflation and solid jobs data. For the week  Dow Jones was down   -1.2% to 49,501, S&P 500 was down   -1.4% to 6,836 and  Nasdaq losing the most   -2.1% to 22,547. Please note that this is the fifth straight weekly loss for Nasdaq.  The consumer price index ( CPI ) for January came at 2.4% vs 2.5% expected, Year over year. Month over month the inflation was up 0.2% vs 0.3% expected. So, from inflation perspective, it was good numbers and market should have bounced back. We saw a small spike for the indexes after CPI report was released but again the same red color - sell on the news. I will write about the current market situation later.  Economic News last week Nonfarm payrolls (Jobs) increased by 130,000 for January vs. 70...
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Shesa'a JANUARY 2026 Investment Blog

Welcome to my New Year 2026 Blog Wishing a Happy and wonderful New Year 2026 to all my log readers. Let’s hope the market continue to grow in 2026! A recap of 2025 The year 2025 started with a small downturn but subsequently market started picking up till February 20. After that, tariff fears emerged and on April 2, 2025, Donald Trump declared his " Liberation Day " to and announced new tariffs on imports aimed at reducing trade deficits and reviving U.S. industry. That scared the stock market like hell and stocks started dropping like rocks until April 8. Subsequently, Trump declared some relaxation period for the countries to negotiate on tariff. This enlightened the market and started picking up till October 8 and we saw one of the best September (Nasdaq up 5.61%), that defied the typical “September Effect”. Historically, November happens to be one of the best month but Wall Street had some plan. The circular financing, debt financing and AI stock’s valuation issues e...
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