US stock market in 2025.....

 2025 has turned much more challenging than my " feared projection "

8% Gain was projected...BUT it has become a much larger losses which keeps piling...

NOT a comforting thought of the day....

On my personal front, First we had major Ice storm, which cut off electricity for 24 hours, thus no heat, no internet, no hot water....PLUS downed 5 trees in my backyard....which were 40 feet tall....

Then came end of Ramadan and our celebration which goes on for 3 days...... today is day 2 for us ....

Hope that explains NO BLOG on Sunday plus missing notification....

Here is my last week :

Last week down 8.28%

YTD Down 13.61%....some errors were found in tabulation

Here is my portfolio weighting as of 2 PM EST today :

GOOG        15.94%

SHOP        15.19%

TSLA           9.95%

AAPL          9.94%

UBER         8.46%

NVDA        7.63%

SMCI         7.58%

AVGO        7.05%

MSFT        6.69%

HOOD       5.93%

MU            3.62%

SLVU        2.02%

BLOG does NOT give buy or sell.

Saleem

Added 170% HOOD @ $45.50...

 Added 170% HOOD @ $45.50....

BLOG does NOT give buy or sell.

Saleem

US stock market has discounted April 2nd trade levies.....

 US stock market has discounted April 2nd trade levies.....

Sometimes market can predict any & all changes which may take place..

Term " flexibility " is being thrown around...which may mean "partial reversal come April 2nd...

Too much mystery is being played out with this " trade " terminology which IS mostly made for TV...a self serving tool...for " look @ me "

No matter what...

US stock market can & will discount any " agenda "

Market has been " derailed " with all the " deliberate confusion "

It will take time to get its " momentum back "

Many good earnings report are being sold off....SO do not believe in " reaction " BE patient for few days and you will see that we are back to levels where we should have been....

SO show CONVICTION & PATIENCE..... a good trait in any market....

On a personal note, Googles compliance wing has been making many false accusation against this BLOG which exposes incompetence of that part of google, ironically I am a share holder of GOOG as my highest exposure...but those employees have NO accountability, previously they said the same things about my You tube channel which has ZERO video...that I am in violation of "community standards "....when I asked them which video they have seen on my channel.....then without apology or compensation for their filth, they restored access to my " blank youtube channel....

I am almost tempted to shut down this BLOG....because I have ZERO financial interest for last 17 years....only Google has benefitted financially from this BLOG...BUT their accusations is the last thing I need in my life when I am trying to " reduce stress due to my weak heart.....

Here is my last week :

Last week UP 1.73%

YTD Down .39%

Here is weighting of my portfolio :

GOOG       16.43%

SHOP        16.11%

AAPL         9.51%

TSLA         9.48%

SMCI         9.15%

UBER        8.57%

NVDA        8.15%

AVGO       7.90%

MSFT       6.80%

MU           3.88%

HOOD     2.20%

SLVU      1.82%

BLOG does NOT give buy or sell.

Saleem

US stock market " ready to explode higher "

 US stock market has finished the-biggest price & PE compression since 2022....

We rallied from end of 2022 to end of 2024 in a straight line, defying GRAVITY & LOGIC

Frothier the stock we ran up to unbelievable levels several 100% higher & higher

NOW...all stocks have come down to realistic levels.....irrespective of all the hoopla associated with their business model....

SO

NOW we have a normal market for 2025.....where gains will be within historical norms of last 50 years

YES

Technology will still lead as it should.....based on...

AI

QUANTUM COMPUTING

BUT there is FEW major OBSTACLE which may create CHALLENGES

TRADE WAR ....... USA VS REST OF THE WORLD

ANNEXATION ....USA vs CANADA, GREENLAND & PANAMA as starting point....

SO DO NOT be too comfortable after this relentless pullback.....ABOVE 2 issues MAY become a major conflict....with GERMANY emerging as MAJOR power.....

Here is my last week :

Last week Down 3.00%

YTD Down 2.12%

Here is my portfolio weighting :

GOOG         16.79%

SHOP          14.91%

TSLA            9.58%

AAPL           9.43%

SMCI           9.29%

NVDA          8.57%

UBER          8.21%

AVGO         8.18%

MSFT         6.86%

MU             4.19%

HOOD       2.06%

SLVU        1.93%

BLOG does NOT give buy or sell.

Saleem

Bought SLVU.NE @ $32.09 in Toronto....

 Bought SLVU.NE @ $32.09 in Toronto....

BLOG does NOT give buy or sell.

Saleem

Added 20% UBER.NE @ $43.08 in Toronto....

 Added 20% UBER.NE @ $43.08 in Toronto....

BLOG does NOT give buy or sell.

Saleem

US stock market under stress.....

 US stock market is under daily stress of " major uncertainty "

World order is being disrupted which traders cannot relate to...

Attempt to change " world order " is extremely deliberate...

US stock market & world market @ large is having serious difficulty in " understanding or adjusting to this rare disorder "

US traders & individual investors were NEVER ready to " so called BREAKING NEWS which gets broken in few hours "

Everyday new " accusation of how BAD others ARE "

YES.... all this has become a " BAD DREAM DAILY "

YES...this IS our morning analysis....and we are suppose to make " trading or investment decision " in this DISORGANIZED CHAOS "

CANADA, MEXICO, CHINA, EU will face the brunt of  " whatever 2.0 will become "

SO....what to do....

NOT MUCH....

ITS TOTALLY IRRATIONAL....

And it will NOT END anytime soon....

SO....

Get your dartboard out...

AND....

Hope for the best outcome.....

Here is how my last week ended.....

Last week Down 7.43%

YTD UP .88%

Here is my portfolio weighting :

GOOG        18.30%

SHOP        16.25%

AAPL        10.92%

TSLA        10.44%

SMCI         8.74%

AVGO        8.42%

NVDA        8.21%

UBER        7.58%

MSFT        7.19%

MU            3.95%

BLOG does NOT give buy or sell.

Saleem

Added 100% UBER.NE @ $45.58 in Toronto....

 Added 100% UBER.NE @ $45.58 in Toronto....

Sold RIOT @ $8.03.....

BLOG does NOT give buy or sell.

Saleem

US stock market deeply oversold....

 US stock market finally gave in to repeat escalation of tariff with China & Tuesday's enforcement with Canada & Mexico....

As a Canadian I can safely say this has " damaged relationship with a good neighbor "

World has changed, It IS NEVER WISE to OVERPLAY an old formula....This tactics MAY have worked in the past....BUT NOW many are fed UP with unilateral misquoting of FACTS.....

BUT everyone learns the hard way with lot of damage done in the process...so much for tariff.....

Majority of stocks are on sale.....black Friday sale.....

IF there is room in your portfolio, pick up everything on sale....prices are way down...even below 200 DMA an ideal time to buy.....

YES there is lot of uncertainty BUT life goes ON even on Wall Street....

BUY whatever you know well and looks good.....

Here is my last week :

Last week Down 8.02%

YTD UP 8.31%

Here is my portfolio weighting :

SHOP       17.62%

GOOG      17.25%

TSLA        11.17%

AAPL       10.61%

SMCI         9.04%

NVDA        8.75%

AVGO        8.30%

MSFT        6.97%

MU            3.88%

UBER       3.64%

RIOT        2.83%

BLOG does NOT give buy or sell

On my health front, heart seems to be working fine, next echo & ecg and its results to be discussed on July 11th, by my Cardiologist, in the meantime medication continues and working on gaining weight...Thanks for all your prayers & best wishes.....

Saleem