Pics from INVESTMENT MEET on 6|8|25

 Please find the pics from our Investment Meet on 6|8|2025.






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Shesa's March 2026 Investment Blog

By Shesa Nayak Welcome to Shesa’s investment Blog! U.S Stock Market Update The stock market in February was a horror for the technology investors. Nasdaq was hardest hit dropping -3.3% for the month and Dow +0.17% (9-month win streak), S&P 500 -0.86% . The stock market markets fell on hot inflation data, AI disruption fears of job cuts, private credit risks, and geopolitical scare. U.S., Israel and Iran war tensions are expected to push oil higher and thus inflation. The January’s producer price index ( PPI ) which is a measure of wholesale inflation was up 0.5% , much above 0.3% expected . The core PPI reading, which excludes food and energy prices, recorded huge 0.8% gain, much more than the 0.3% expected. The software companies stocks got obliterated and lost 20, 30, 40% in last few weeks after Anthropic launched  automation AI tools for Code, legal, finance, software models etc.  Earnings : Most of the earnings for Q4 2025 are over now. Despite Nvidia’s ( NVDA )...
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Shesa's weekend Stock Market updates - 3|15|25

Welcome to the weekend's update The stock market is going through chaos. None of the economic data were favorable last week. The U.S, Israel and Iran war is on its 17th day and no sign of abating .  The Oil price has pushed to $100 a barrel .  You may be aware that oil prices had gone to about $125 on last Sunday night.  For the week,  Dow -2.0%, S&P 500 -1.6% to -2.0%, Nasdaq -1.3%. The economic numbers were bad this week but it may get ugly once we get the inflation numbers next month due to escalated oil prices. As we know, higher the oil price, higher becomes the transportation cost and correspondingly inflation. So, the future is looking gloomy. Having said that, there is one positive that I came across which gives some hope. I will write that later.  Economic Report last week The February  consumer price index  (CPI) a key inflation gauge was up 2.4% comparing to last year in-line with the estimates.  Core CPI (- Food & Ene...
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Shesa's Weekend Stock Market Updates - 3|8|26

Welcome to my weekend updates Congratulations to Indian Cricket team for winning the T-20 World Cup consecutively!! Last week the US stock market was extremely volatile due to Iran war, weak jobs report and more importantly  oil surged 35% for the week . This was   the biggest gain in oil futures trading history dating back to 1983. The oil price  currently traded at $91.27. It can be noted that oil price has surged almost 50% in last one month. This has panicked the Wall Street because higher the oil prices, higher would be the inflation because price of goods and commodities may go up due to higher transportation cost. Furthermore, FED can't cut interest rate on higher inflationary environment. The Gold and Silver prices surged too. The US, Israel and Iran war continues for 9th days and no sign of slowing down. The stock market goes one step forward and 2-3 steps backward. At this time of writing, the Oil futures are up another 20% to $110 a barrel, meaning up mo...
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