Saturday, September 5, 2026

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