US stock market facing new challenges.....

 US stock market always has many challenges " so it can climb wall of worries "

Highest inflation worldwide.....

High Interest rates....

Slowing GDP....

NOW B2 " bombing "

Followed by Iran Missiles hitting Haifa & Tel Aviv

Sound like a " bad movie "

As Aunt Clara used to say " where is the beef "

Lot of " disinformation & tough talk "

BUT Wall & Broad St...can sort the " fluff out "

There is NO WW111.....that involves real Army on ground.....the best we can do these days is Firing from 14000 Kilometers away with REMOTE and GRAZE few structures.....

SO.....

Wall Street should rally....as one more " step is out of the way "

YES...same old same old 7 stocks should lead this market much higher.....

Fed is all set to " reduce rates in July " which IS few days away.....

SO...increase your exposure with " opportunistic buying "

Here is my last week result "

Last week UP .68%

YTD          UP 14.32%

Here is my weighting on 80% exposure :

SHOP       36.90%

AAPL       17.85%

GOOG     16.90%

UBER     10.88%

MSFT       8.47%

NVDA      4.67%

SMCI      4.33%

BLOG does NOT give buy or sell.

Saleem