Monday - Bearish even plunge due to WHO alert on Monkeypox. May hit my Travel/Leisure stocks - I will SELL RCL.If, market ignores WHO alert and Putin's attack, even doesn't care about the intense days coming up, it will be in BULL mood.Track/Read Whirlpool, Squarespace, NXP, F5 earnings reports.Tuesday - FED meeting begins. MSFT, KO, MCDm 3M UPS, CHUBB, CHIPTOLE, MONDELEX, LVMH, VISAGE, GM  Most of the will fall due to poor earnings or poor guidance. So you can consider shorting.As a result index may go down which may pull down your stocks. so consider off-loading earlier a bit. I will SELL WFC,  BUY MSFT, Price Action (B n S) 3M, CHIPTOLE, MONDELEX, LVMH.Another crutial one is consumer confidence numbers that come around 10 AM - if they are good suggesting inflation peaked

I don't Want repeat what is said again and again but just want to know why Fed is using rates to control inflation if rates are not the root cause of issue. Post covid demand, supply issues, war are the root causes for spike in prices. Wrong medicine for a real problem. Post pandemic, customers ability to spend more has increased, so no matteryou increase the rates they will still throw the money to get what they want, exception a little change. not sure how they derive and rely on CPI prices as a measure of inflation but I feel is nt more reliable to use CPI vs Salary increases as a measure? People are earning more, people have accumulated more during lock downs so they have funds to splash but supply is clogged with various reasons. Definitely NOT rates that caused this mess. If it is ra

Now Jobs Cut! Huh!   $Apple(AAPL)$$Microsoft(MSFT)$$Vimeo Inc.(VMEO)$First they said inflation and then recession and finally jobs cut. Crazy all this in 6 months after a splendid year of growth. Both companies with fat reserves of money and young ones too opting for lay offs is sad thing. Can't have a better plan to deal these things?If a company mints profits, credit goes to CEO. If any economic head winds, the medicine is 'layoff', not fair right. Companies should set reserve funds to 'maintain'employess on bench with bench payment, so thatwhen there turn arounds, they have these reservepools which can give the company early advantage

$Netflix(NFLX)$Results for Q2 will be out on Tuesday (post). 3 things why I m going to off-load my positions: 1. Loss of 2m subscribers 2. Loss of revenue - generally Q2 is NOT good for Netflix, plus post-pandemic effects, increased competition. 3. Huge impact of FX losses due to strong dollar(?). Will retake position post results. Let me know your thoughts too. 

The 75 basis point (bp) move in June was aimed at reinforcing the Fed’s message that it is indeed nimble and trying to get ahead of the curve on inflation. The Fed essentially indicated it will have a “single mandate” for the foreseeable future, with the focus squarely on headline inflation. The updated dot plot now shows the 2022 year-end policy rate at 3.375%—a cumulative increase of 175 bps over the remainder of the year. While Fed Chair Jerome Powell noted that a hike of 50 or 75 bps is most likely at the next meeting, I think the Fed will continue to frontload with a 75 bp hike in July (and 50–25–25 thereafter). Moreover, if June inflation and July inflation expectations surprise to the upside and markets smoothly price in another 75 bp hike, the Fed will once again lean into mar

$Meta Platforms, Inc.(META)$Surprise dip indeed. Still trying to understand what's the root causefor yesterday's sudden drop :1. News of higher ad revenue for TikTok?2. News of loss of revenue from Russian segment?3. News of no taking up share of revenue from new content creators (Meta) till 2024?4. News of agreeing to settle all charges of discrimination by changing algorithm for displaying housing ads which potentially can impact the revenue?What is still not clear is the potential impact of projected earnings due to all of above events.Which may have some impact on key ratios and there by METAs stand in valuations.Fingers crossed till next earnings or any possible earier disclosure which take toll on revised Target Price.Whatever it be, it

Arent Inflation and Recession mutually exclusive?Yesterday CPI proved Inflation still going higher. But what suprises me is that already market tooktoo many dips citing recession. Some head's already screaming that we are already recession. Butjobs data, inflation, CPI all say other story. If we are already in recession, Fed should stick to moderate to lower interest rate hikes. If we are in stillin super inflation stage, lets not hurt our selves by taking more about recession. I think industry should redefine these terms - current inflation is caused by imbalance of supply and demand due psot pandemic and war situations. Simply raises Interest rates wont cut down demand as jobs and high salaries are piling up, no matter what, ppl will still throw that extra to get what they want. The

$Apple(AAPL)$As expected AAPL dropped to 151 and then to 148 to 145. I bought in tranches. I was expecting it would climb back to 158s post fed rate and around midterm. Unfortunately, due to news from China covid situation AAPL may not be able to meet Christmas demand. Anddue to dollar rates etc revenue from services alsodropped off. Dint really expect it would tumble to138. With these strong negative news, AAPL may drop to 115-120s though the street is anticipatin 106ish. But I should I strongly believe this is a minor correction and major opportunity before AAPL releases a foldable phone or a VR set which will push it to 190s. May be it takes another 8 months. So An entry at 116 and an exit at 188 after 8 months is poss

Earnings this week : AMZN, AAPL, META, GOOGL, XOM, GM, AMD ... Mega Caps and Large Caps. And We have Fed Hike on 1st Feb. I feel this week will be too volatile but has poor visibility. I will sit on sidelines for this week and prepare for Scalping opportunities. Possible scenarios : 1. Fed goes 50 bps : then forget market for this week. (10% Probability) 2. Fed goes 25 bps but continues hawkish tone during press conference. Markets will correct. (90% Probability) 3. META Earnings add drama to above : A. Reports beat estimates but decreased revenue numbers YoY and for quarter and increased expenses. And Mark choose mid-path to tone changes and wary of upcoming tough times. (70% Probability) META may go down to 125s B. Reports beat estimates with hopeful guidance. (30% Probability) META may

indexes seems to be peaked, is it time for a correction? watch the MACD indicators in attached