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

US stock market ready to rally…

 US stock market has just about discounted just about every known challenges in the last 6 months.

With new Fed Chief and expected hike, we should rally after that much awaited decision on Wednesday.

Some war goes on & on like Ukraine 

Iran situation may be facing similar drag.

But investing / trading may be much more challenging.

No more simple buy & hold or day trade environment.

Many AI themes have been played out already, they are all mature trades 10% +-

So it’s back to basics

Study fundamental first then technical picture, combination of both should be productive.

Here is how my last week ended :

Last week              UP 6.11%

YTD                     UP  61.64%

Here is my portfolio weighting on 129% exposure:

AMDL                            31.98%

GDXJ                            19.47%

MU.TO                         14.22%

SPAX                           11.56%

MVLL                            8.13%

GGLL                            8.12%

SNDU                           6.52%

BLOG does NOT give buy or sell.

Saleem 

US stock market stable despite many challenges.....

 US stock market showing resiliency despite sky high inflation worldwide and interest rate hike is in the air, these are not very desirable environment for a roaring stock market.

Iran remains in focus.

Shipping is disrupted with higher shipping rates.

Trade fiasco continues between US & Canada.

World politics is in a flux.

BUT AI related stocks have regained some footing and much more to go.

Best way to approach this stock market is to have long term vision, not a day traders market @ all.

Keep your expectations low, expect 8% gain in a year IF you are lucky.

Here is how my last week ended :

Last week                     down 3.87%

YTD                                UP 55.53%

Here is my portfolio weighting on 117% exposure :

AMDL                                 30.32%

GDXJ                                  22.03%

MU.TO                                16.31%

GGLL                                     8.95%

SNDU                                     8.20%

MVLL                                     8.09%

SPAX                                      6.10%

PS...today I got my laptop going, still trying to settle in a very different culture in Karachi Pakistan.

BLOG DOES NOT GIVE BUY OR SELL.

SALEEM