Sunday, July 19, 2026

US stock market remains challenging

 US stock market is facing a real test of where investors sentiment is or will be.

Most are puzzled by recent TAPE

Many stocks have retreated below logical pricing losing not only all gains for many but well below key support levels.

Bears never expected this fast retreat from new new all time highs

Extreme caution is what is needed

Fearing this market may not be a bad strategy

Here is how my last week ended

Last week down 22.45%

YTD gains.         44.29%

Here is my weighting on 21% exposure:

AMDL                 63.08%

MU.TO                22.68%

MVLL                  14.24%

BLOG does NOT give buy or sell.

Saleem 


Sunday, July 12, 2026

US Stock market...new normal....

 US stock market has gone through a " major change "

RA RA 2022 to 2025 is over....

Its more of a " no nothing market & will remain SO "

Its flat to slightly positive market with " violent swings "

One day UP, next day DOWN is more of a NORM

ALWAYS look @ message of the market...It IS quite LOUD & CLEAR

AI is being adjusted into " mainstream with all its volatilities "

SPCX is coming to earth....

New IPO's to be greeted on MERIT

No MORE guaranteed return on anything

UNDERSTAND & then trade....

COPYCAT day's are over....

Focus on your own CONVICTION & PATIENCE

Here is how my last week ended :

Last Week    UP 1.67%

YTD             UP 66.74%

Here is my weighting on 36.04% exposure:

AMDL               48.75%

MVLL               23.97%

MU.TO             22.32%

GGLL                 4.96%

BLOG does not give buy or sell.

Saleem



Sunday, July 5, 2026

US stock market in corrective mode....

 US stock market is showing a rare sector rotation focus.....

Even Technology is NOT behaving in any defined manner....

This IS a difficult market with changing focus on a daily basis...

There are few ways one can deal with " uncertain AI environment "

Reduce exposure

Stay in strong acting stocks

Get rid of weak ones

I have done all of the above with the changing / uncertain investment climate

Here is how I ended last week :

Last week Down 23.20%

YTD               UP 65.07%

Here is my weighting on 30.79% exposure :

AMDL                 40.81%

MVLL                 30.80%

MU.TO               27.83%

GGLL                     .56%

BLOG does NOT give buy or sell.

Saleem