Last week was mixed for me.
$NASDAQ(.IXIC)$ remained relatively strong, while the
$S&P 500(.SPX)$ and
$DJIA(.DJI)$ were pressured by higher Treasury yields. The weak jobs report and softer core PCE reduced Fed hike expectations, but elevated yields remain a key risk.
I am still focusing on quality growth and AI-related names rather than chasing short-term moves. Semiconductor strength is encouraging, but I remain mindful of stretched valuations and the impact of higher rates. I also see opportunities during pullbacks if the underlying fundamentals remain strong.
This week, I will watch the ISM Services PMI and FOMC minutes for clues on the Fed. My approach remains simple: stay patient, continue DCA on strong long-term ideas, and avoid FOMO. Market moves can be noisy, but I prefer to stay composed and stick to my plan.
@TigerStars @Tiger_comments @Tiger_SG @TigerClub @TigerObserver
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