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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