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Showing posts from November, 2025

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...