Photos from Investment Meet on 2|26|23

Friends,

THANKS to all the participants who attended my last Investment Meet on 2|26|23.

Investment%20Meet 022623 1


Investment%20Meet 022623 2


Comments

Post a Comment

Popular Post

Shesa's weekend stock market updates - 3|29|26

Welcome to the weekend updates T he US stock market continue to be extremely volatile and painful for the investors. As the U.S, Israel & Iran war continues the stock market are becoming more and more chaotic. Mainly the energy sector (Oil & Gas) are doing well  and some of the defensive stocks in industrial and material are doing OK. All other stocks have/had terrible time.  As a matter of fact, last week we saw another blood bath in the market S&P 500 was down -2.1% , Nasdaq dropped -3.2%, Dow declined -1.7% . Nasdaq and DOW are already in the correction territory. Nasdaq is down almost about -13% and DOW down -10.6% . S&P 500 is at the door step of correction territory. The stock markets have  fifth straight losing week amid US-Iran conflict headlines. The  Early relief rally on ceasefire hopes faded as tensions escalated, oil went past $100. The Markets remain headline-driven.  In order to protect from the downturn and...
Read more

Shesa's weekend Stock Market updates - 3|15|25

Welcome to the weekend's update The stock market is going through chaos. None of the economic data were favorable last week. The U.S, Israel and Iran war is on its 17th day and no sign of abating .  The Oil price has pushed to $100 a barrel .  You may be aware that oil prices had gone to about $125 on last Sunday night.  For the week,  Dow -2.0%, S&P 500 -1.6% to -2.0%, Nasdaq -1.3%. The economic numbers were bad this week but it may get ugly once we get the inflation numbers next month due to escalated oil prices. As we know, higher the oil price, higher becomes the transportation cost and correspondingly inflation. So, the future is looking gloomy. Having said that, there is one positive that I came across which gives some hope. I will write that later.  Economic Report last week The February  consumer price index  (CPI) a key inflation gauge was up 2.4% comparing to last year in-line with the estimates.  Core CPI (- Food & Ene...
Read more

Shesa's March 2026 Investment Blog

By Shesa Nayak Welcome to Shesa’s investment Blog! U.S Stock Market Update The stock market in February was a horror for the technology investors. Nasdaq was hardest hit dropping -3.3% for the month and Dow +0.17% (9-month win streak), S&P 500 -0.86% . The stock market markets fell on hot inflation data, AI disruption fears of job cuts, private credit risks, and geopolitical scare. U.S., Israel and Iran war tensions are expected to push oil higher and thus inflation. The January’s producer price index ( PPI ) which is a measure of wholesale inflation was up 0.5% , much above 0.3% expected . The core PPI reading, which excludes food and energy prices, recorded huge 0.8% gain, much more than the 0.3% expected. The software companies stocks got obliterated and lost 20, 30, 40% in last few weeks after Anthropic launched  automation AI tools for Code, legal, finance, software models etc.  Earnings : Most of the earnings for Q4 2025 are over now. Despite Nvidia’s ( NVDA )...
Read more