Sunday, July 27, 2025

US stock market may pullback.....

 US stock market remains on a tear despite ongoing trade war with overwhelming countries including Canada where chance of a deal is " almost ZERO "

BUT rhetoric has convinced everyone that there has been a " huge lineup of deal seekers from day ONE "

SO

The question of the day IS......

WHY US stock market keeps going UP & UP

BECAUSE......deadline for deal has been delayed for 3 months in a row....

Comes famous August 1 .....expect another " flip flop ".......

BUT rally may NOT last despite August 1 extension.......

Because we are severely overbought based on RSI.....

All one can do is keep booking profit and keep cash handy for opportunistic buying

Here is my last week results :

Last week UP  2.97%

YTD          UP 39.93%

Here is my portfolio weighting on 48% exposure :

GOOG       33.99%

AAPL        33.08%

UBER       20.62%

SMCI          9.08%

CRCL         3.23%

BLOG does NOT give buy or sell.

Saleem

4 comments:

Stock Rookie said...

Hi Salem,

Congrats on another positive week.

Simon

stocktrader_1996 said...

Hi Saleem,

I am back from another weekend away!

I'm sorry to hear about the lingering health issues - I am glad they are managed but praying you get your energy back up soon...

Another great week in the markets for you! I have to do my numbers still tonight.

Stocktrader

stocktrader_1996 said...

Hi Saleem,

Last week: -0.13% (YTD: -6.00%)
Portfolio Leaders: FEIM ASPI OSIS UPST
Portfolio Laggards: AEVA BKSY

Awaiting earnings...

Portfolio: SNAP UPST FEIM DAVE ASPI OSIS MGNI LFMD CVCO III FATN BKSY SSYS, cash 0%

Stocktrader

Stocks100 said...

Hi Stocktrader,

Thanks for your caring note regarding my health status, IT has been " work in progress "

All the good wishes always appreciated !!!!

Saleem