To The Moon

Hey there, fellow investors! It's been a minute since my last update, but I couldn't resist sharing some insights on how my portfolio has been performing lately and what's on the horizon. So, let's dive in! Portfolio Performance Check-In: Straight to the point – my investments have been chugging along nicely, keeping pace with big shots like the S&P and Nasdaq. We're looking at a solid 10.1% return year-to-date. Not bad, right? Sure, it's a tad shy of the S&P's 10.7% and Nasdaq's 9.41%, but hey, it's all about the journey, isn't it? Winners and Losers: Now, let's talk winners and losers. On the bright side, shoutout to $Micron Technology(MU)$ $Meta Platforms, Inc.(META)$

The performance of US Small Cap Stocks faced challenges throughout 2023, with the iShares Russell 2000 ETF ($iShares Russell 2000 ETF(IWM)$) lagging the S&P 500 Index ($S&P 500(.SPX)$), returning a modest 12.95% compared to the S&P's 22.48%. This underperformance was primarily influenced by the dominance of mega-cap names, notably "The Magnificent Seven," which experienced substantial growth amidst significant advancements in AI. However, recent signals from the US Federal Reserve suggest a shift towards a more dovish policy in 2024, aligning with easing inflation trends and approaching the long-term target of 2.5%. This shift is expected to stimulate a broader market rally, fostering increased

In the ever-evolving landscape of technology, $Microsoft(MSFT)$ stands as a beacon of innovation, recently reaching an all-time high on the wings of AI growth, formidable financial prowess, and an indomitable presence in cloud computing. This article provides a detailed examination of Microsoft's recent achievements, strategic initiatives, and an in-depth valuation analysis. AI at the Heart of Growth: At the OpenAI DevDay Conference on November 6, 2023, Microsoft's CEO Satya Nadella delivered a resounding commitment to the development of superior systems, amplifying model development for developers. The conference unveiled a suite of cutting-edge AI models, including the highly anticipated GPT-4 Turbo, GPT-3.5 Turbo, DALL-E 3, and Whisper 3. Notab

In light of the Federal Reserve's adoption of a hawkish monetary policy, the investment landscape has witnessed a retreat from long-dated assets such as US treasuries, resulting in a notable decline in bond prices. The current 4.5% yield on 10-year Treasury bonds raises the pertinent question of whether this presents an attractive opportunity to engage in fixed-income instruments and money market funds focused on US treasuries. However, the appropriateness of this investment strategy is contingent upon individual risk appetites. For investors, particularly those with a high-risk tolerance like myself, the allure of investing purely in US treasuries for cash management must be scrutinized in light of its limited potential for attractive long-term returns. Instead, the enduring appeal of equ

The pullback has begun. Yesterday, a federal Reserve Chairman Jerome Powell said that the Fed "is not confident it has done enough to achieve its stance of 2% inflation", sending a warning traders betting on rate cuts in 2024. Furthermore, yesterday's Treasury auction of 30 year bonds went poorly, indicating that investors are reluctant to own long-dated government securities. Investors were awarded 4.769% yield 30 year Treasuries, 0.0051 percentage points higher than the yield in pre-auction trading. This led to a sell off in US Treasuries, with yields moving higher. Conversely, the $SPDR S&P 500 ETF Trust(SPY)$ and the $Invesco QQQ Trust-ETF(QQQ)$ 

 Stocks have demonstrated remarkable resilience, particularly as the United States ushers in a seasonally robust phase of the year. The $S&P 500(.SPX)$, has rebounded by more than 6% since late October, primarily propelled by the prevailing conjecture that the Federal Reserve has concluded its course of interest rate hikes. Simultaneously, the yields on 10-year US Treasury bonds have retreated from their zenith of 5%, as discerning investors endeavour to secure favourable yields while contemplating the possibility of a termination of rate increases on the horizon. These dynamics have set the stage for the $Invesco QQQ Trust-ETF(QQQ)$, a representation of the Nasdaq-100, to undergo a brief retracem

Fear has once again instilled a sense of apprehension within the financial markets due to recent macroeconomic developments, thereby reigniting concerns of an impending economic downturn. The $S&P 500(.SPX)$ has experienced a decline of more than 10% from its peak in July, thereby entering into a correction phase. This decline in equity values has coincided with a notable upsurge in treasury yields, marking their highest levels since the 2007 Global Financial Crisis. As a proponent of the wisdom of remaining invested over time, I posit that the recent sell-off in U.S. equities may represent an opportune moment to amass shares in companies of exceptional quality. In this discourse, I shall delineate two equities that, in my assessment, hold the

In the opening months of 2023, two tech industry behemoths, $Microsoft(MSFT)$ and $Alphabet(GOOG)$ $Alphabet(GOOGL)$, have been propelled by the surge in interest surrounding generative AI technology. Both companies have actively embraced AI to enrich their product and service offerings. However, a distinct divergence in their recent performance has come to the forefront. While Microsoft's stock has exhibited a remarkable 3% increase, Alphabet's stock has undergone a significant decline of nearly 10%. This discrepancy has ignited conversations regarding the long-term outlook for these industry leaders, prompting us to delve into an analysis to discern which of t

The third quarter of 2023 has marked the commencement of earnings season for prominent U.S. banks, including $JPMorgan Chase(JPM)$, $Citigroup(C)$, $Wells Fargo(WFC)$, $Bank of America(BAC)$, and $Goldman Sachs(GS)$. These institutions have collectively reported robust results, primarily attributed to substantial interest income and diminished credit costs. Despite these impressive figures, the CEOs of these financial giants maintain a sense of caution, anticipating that such stellar outcomes might gradually return to a more normalized state as the Federal Reserve's interest rate hikes

U.S. equities have recently entered a period of seasonal vulnerability, following a robust start to the year. The most notable downturn has been witnessed in the tech-heavy Nasdaq index, which has incurred a decline exceeding 10%, thus entering correction territory. This prevailing selloff has been catalyzed by renewed concerns regarding inflationary pressures, as evidenced by crude oil prices surpassing the $95 per barrel mark and the 10-year Treasury yield surging beyond 4.5%, representing its highest level since the Great Financial Crisis of 2007. Oil Prices: Surge On Supply Concerns Brent Crude Futures have experienced a notable upswing, reaching their zenith for the year 2023. This surge follows a substantial reduction in U.S. crude oil inventories, compounding apprehensions concernin