Sunday, September 20, 2026

US stock market in bull mode.....

 US stock market has finally gotten over Fed phobia, not all interest rate hikes are the same.

More clarification coming this week from Fed speak, stay tuned,

AI & Semis has completed its digestion / pullback / correction....all clear for now...

AI fear is @ its speak in terms of what it can do IF not properly placed in a " sandbox "

Many experts are debating potential controls which IS a good thing.

We should see a good October to January time in stock market based on historical trendline, increasing exposure may not be a bad idea.

Here is how my last week ended :

Last week               UP 20.44%

YTD                        UP 82.08%

Here is my weighting on 163% exposure :

GDXJ                          35.46%

AMDL                         29.38%

MU.TO                        11.69%

GGLL                            6.80%

MVLL                            6.79%

SNDU                            6.08% 

SPAX                             3.82%

BLOG does NOT give buy or sell.

Saleem

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