US stock market has a new problem to discount....

 US stock market faced a new problem to digest & discount, that is IRAN......

In war nothing is predictable

Many new possibilities may happen which has not been factored IN...

Like a new " deadly weapon " which may come into play.....

OR an escalation no one was prepared for....

War creates " desperation "

While these factors are being discounted, we may have a " positive close " in Nasdaq....nothing is fair on Wall St or WAR

SO fasten your seatbelt for a sharply lower open and new highs on GOLD & SILVER

Here is how my last week ended :

Week Down 4.26%

YTD  Down 13.41%

Here is my weighting on 85% exposure :

GGLL        42.53%

AAPL        23.17%

TSLL        13.06%

HOOD       7.70%

BTCC        7.19%

ZMIC        6.35%

BLOG does NOT give buy or sell.

Saleem

US stock correction may have subsided for NOW....

 US stock market has gone through " rotational correction " which has subsided for now

Every sector has been corrected from Bit coin, Gold Silver, Mag 7, SOXX, Financials...you name it

We have corrected for the most part...

SO

Where are we headed next ?

A little reprieve now & then and then back to volatility...a fancy name for pullbacks

2026 remains a " very difficult TAPE "

There are NO easy way out of a " Bear Market 2026 "

I am trying to adapt within my know how of few sectors

Here is how my last week ended:

Last week UP 5.70%

YTD      Down 9.15%

Here is my weighting on 75% exposure :

GGLL      49.43%

TSLL       15.56%

GLDU      14.22%

HOOD       8.79%

BTCC        8.40%

ZMIC         3.60%

BLOG does NOT give buy or sell.

Saleem

US stock market completely different in 2026...

 US stock market is completely different in 2026....

US stock market averages not telling the true picture...

US stock market broadest index S&P 500 is @ new high....

While Nasdaq is taking it on the chin.....

Many stocks are in a bear market territory which IS DOWN 20% or more...

This S&P 500 vs Nasdaq divergence is the first time I have observed since 1970....

Software stocks has been trashed due to AI intrusion....

Magnificent 7 is struggling @ best, they are meant to be AI King....

AI as a concept stocks are NOT doing well...

Many portfolios are down big time based on yesterday's success stories...

2026 remains a painful challenging story, hard to figure out success path in this confusing TAPE.....

Here is how my last week ended :

Last week Down 10.95%

YTD          Down 14.85%

Here is my weighting on 66% exposure :

GGLL          53.03%

TSLL          18.22%

HOOD        10.06%

BTCC          9.69%

GLDU         7.52%

ZMIC.NE    1.48%

BLOG does NOT give buy or sell.

Saleem

US stocks saw wave of Tsunami selling....

 US stock market saw wave of Tsunami selling, It was relentless where most stocks got trashed, AI or NO AI, Tech or no Tech, It was brutal......

BUT it created many many opportunistic situation to make money....

It allowed everyone to understand RISK in this TAPE, an investment 101 teaching...

This volatility is NOT over.....

2026 may go down as most volatile market in recent memory...

2026 is separating winners from losers in every sector....

Winners / leaders will be rewarded BUT laggards will be punished ...

Sloppy choices needs to be avoided, select on facts and trendlines only....

Here is how my last week ended :

Last week Down 6.35%

YTD           Down 3.90%

Here is my weighting on 65% exposure:

GGLL          60.66%

TSLL           18.11%

HOOD.NE   11.12%

BTCC.TO    10.11%

BLOG does NOT give buy or sell.

Saleem

Sold AAPL.NE @ $39.75...

 Sold AAPL.NE @ $39.75...in Toronto

BLOG does NOT give buy or sell.

Saleem

Bought GLDU @ $43.56....

 Bought GLDU @ $43.56 in Toronto....

BLOG does NOT give buy or sell.

Saleem

US stock market, only the-best earnings are moving UP!!!

 US stock market has gone through a major transformation, only a huge beat & great guidance making the-desired list, rest promptly fail to impress anyone...

Normal beat does not cut it anymore.....

Why this change in market sentiment, because every stock was bid up before based on hope & actual result....NOW they want MORE....MUCH MORE to justify lofty PE....

SO its going to be tough going blind in this TAPE...

Stock market never remains the same more so after 3 year of relentless upside

Storage & Memory stocks are in their own bubble......look @ Silver one day slump of 30% should be a wakeup call to anyone in any sector....

Some of the key earnings report this week are :

Monday PLTR

Tuesday AMD

Wednesday GOOG

Thursday AMZN

Here is how my week ended :

Last week UP 1.37%

YTD           UP 2.45%

Here is my weighting on 63.92% exposure :

GGLL       36.34%

AAPL       30.60%

TSLL        20.23%

HOOD      10.11%

BTCC        2.72%

BLOG does NOT give buy or sell.

Saleem