Shesa's Investment Blog

Welcome to my weekend Updates Last week U.S. equities closed lower despite some rebounds on Friday. Early-week pressure came from rising oil prices amid Middle East tensions and higher Treasury yields. Both the PPI and CPI matched expectations at +0.4% month-over-month, though core CPI came in slightly hotter than forecast. This lifted the probability of a 0.25% Fed rate hike at the September 16 meeting to approximately 85-90% . Oil prices moved beyond $100, further raising inflation concerns. The 10-year Treasury yield closed at 4.96% and the 30-year yield reached 5.35%. Friday’s recovery was supported by a retreat in oil prices and reduced near-term policy uncertainty. Technology and hardware stocks led the gains, with Dell rising about 12% to a record high following strong results from Oracle.   • S&P 500 declined -0.80% to close at 7,656.98 • Nasdaq declined -0.66% to close at 26,333.04 • Dow Jones declined -1.57% to close at 52,573.29 • Russell 2000 declined -2.41% t...

Friends, THANKS for attending the Investment Meet on Sunday, 9/7/26. Appreciate your time!!

                                                                                                              By Shesa Nayak Welcome to Shesa’s investment Blog!  U.S Stock Market Update The month of August was another productive month for the stock market. The Nasdaq rose approximately 4% , the S&P 500 gained 2.7% , the Dow was up 1.5% , and the small-cap Russell 2000 advanced about 1%. Although most major stock indexes are trading near their peaks, however roughly 40-50% of Nasdaq-100 stocks are trading more than 20% below their 52-week highs. On August 26, Nvidia ( NVDA ) delivered another outstanding quarter . Revenue more than doubled year-over-year ...