Norbert’s Wealth Dome

The week of August 11–15, 2025 delivered fresh all-time highs for the S&P 500, Nasdaq, and Dow Jones — despite hot inflation data. Strong consumer spending, hopes for a September Fed rate cut, and key corporate earnings moved the markets. In this recap, I’ll break down the top stock market events, major earnings (AMC, Cisco, Applied Materials, Amazon, Ford, CoreWeave, UnitedHealth, Intel, Nike, Costco, Apple, Procter & Gamble, Realty Income, Mercado Libre), plus share my own trades and dividend income from the week.📊 Market Action* S&P 500 (SPX), Nasdaq (IXIC), and Dow Jones (DJI) hit new record highs before Friday’s slight pullback.* Small caps surged to six-month peaks.* Nearly $9 billion flowed into U.S. equity funds, led by technology stocks.👉 Related: What drove the S&P 500 higher this week?🛍 Consumer Spending & Retail* July retail sales rose +0.5%, showing consumer resilience.* Winners included Costco (COST), Netflix (NFLX), and Spotify (SPOT).* Analysts eye Nike (NKE) as a 2025 turnaround play with leadership changes and tariff benefits.🌍 Global & Macro* U.S.–China tariff truce supported optimism.* Trump announced new tariffs on semiconductors and steel, boosting Intel (INTC) nearly 9%.* In Europe:* Shein sales surged +33% in the UK, surpassing Boohoo and Asos.* Associated British Foods (ASBFY) acquired Hovis, creating the UK’s largest bread brand.💡 Company Spotlights* Amazon (AMZN): Expanded grocery delivery to 33,000+ locations.* CoreWeave (CRWE): Stock sank post-IPO on heavier losses.* Applied Materials (AMAT): Beat earnings but gave cautious guidance, pressuring chipmakers.* Ford (F): Unveiled new EV platform, calling it a modern “Model T moment.”🧾 Earnings Recap* AMC Entertainment (AMC): $1.4B revenue, breakeven EPS — better than expected.* Cisco (CSCO): EPS $0.99 vs. $0.97 est, $14.7B revenue, $2B in AI infrastructure orders.* Applied Materials (AMAT): Revenue +1.1% surprise, EPS +5.2% surprise, but cautious outlook.👉 Related: Full U.S. Earnings Calendar💼 My Trades & Dividends (Aug 11–15)* Sold small positions in:* Mercado Libre (MELI): +$23* Apple (AAPL): +$115* Costco (COST): +$14* Dividends received:* Apple (AAPL): $11* Costco (COST): $6* Realty Income (O): $23* Procter & Gamble (PG): $66* Weekly Net Profit: $247* August Month-to-Date: $985🔮 Looking AheadNext week brings key U.S. economic data:* Tuesday: Building permits, housing starts* Wednesday: FOMC minutes* Thursday: Existing home sales* Friday: Fed Chair Powell’s speech at Jackson HoleClosing:This was a cautious but profitable week, with more gains expected if the Fed signals a September cut. Stay subscribed to Wealth Dome — where we build and protect wealth. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Hello Wealth DOME readers,This week was packed with market-moving news—from Donald Trump’s new tariffs on Switzerland, Canada, and India, to Apple’s $100 billion U.S. manufacturing pledge, and a string of major earnings reports from some of the market’s biggest names. Here’s your breakdown.🌍 Tariffs & Trade Tensions* 39% tariffs on Switzerland targeting luxury goods, chocolate, and gold exports* Tariffs on Canada & India increased, with India now facing 50% tariffs on oil* Global trade war fears rise, with potential ripple effects in the gold market📉 U.S. Labor Market* Jobs report showed a slowdown in growth* Speculation increases that the Federal Reserve could cut rates* Bond yields fell on weaker employment data🍏 Apple’s $100 Billion U.S. Investment ($AAPL)* Tim Cook announces additional $100B investment in U.S. manufacturing* Brings total planned U.S. investments to $600B* Apple stock jumped for three consecutive days, closing at $230 on Friday💼 Earnings Highlights* Eli Lilly ($LLY) – Revenue +38% YoY to $15.56B, EPS $6.31; stock fell 13.7% on sentiment concerns despite strong results.* * Hims & Hers ($HIMS) – Revenue +73% to $544.8M; stock up 2% on strong subscriber growth.* * Uber ($UBER) – Revenue +17% to $12.7B; announced $20B buyback; stock volatile.* * Shopify ($SHOP) – Revenue +31% to $2.68B; stock jumped 20%.* * Airbnb ($ABNB) – Revenue +13% to $3.1B; announced $6B buyback but stock fell on cautious guidance.* * Palantir ($PLTR) – Revenue +48% to $1B; U.S. commercial revenue +93%.* * AMD ($AMD) – Revenue +32% to $7.7B; strength in data center & gaming segments.* * Super Micro Computer ($SMCI) – Revenue +19% but missed forecasts; stock hit 200-day MA.* * McDonald’s ($MCD) – Revenue +5% to $6.84B; dividend ex-date Sept 2.* * Disney ($DIS) – Revenue +2% to $23.7B; strong theme parks & streaming, but potential correction ahead.* 📈 My Weekly Trades (Week 32)* Sold: $PLTR, $RHM, gold (PPFP), $MELI, $COST, $AMZN, $TSLA, $AAPL* Best Trade: $AAPL (+€332)* Weekly Total: +$489 (target was $500)🔮 Next Week’s Preview* Tuesday: Inflation data* Thursday: PPI report* Friday: Retail sales & Michigan Consumer Sentiment⚠️ Expect volatility—consider defensive plays.🔗 Relevant Links* Apple Investor Relations* Eli Lilly Investor Relations* Shopify IR* Airbnb IR* Palantir IRSEO Tags: tariffs, US labor market, Apple $100B investment, Eli Lilly earnings, HIMS growth, UBER buyback, SHOP stock rally, ABNB cautious guidance, PLTR revenue growth, AMD semiconductor growth, SMCI correction, MCD dividend date, DIS earnings. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Hey Wealth Dome readers,Eli Lilly (LLY) just dropped a bombshell—both good and bad. The Q2 2025 earnings were stellar on paper, yet the market punished the stock with a 14% post-earnings sell-off. Let's dive into the key metrics, chart analysis, sentiment, and my short-, medium-, and long-term price predictions.🧾 Earnings Highlights – Q2 2025* Revenue: $15.6 billion (+38% YoY)* Non-GAAP EPS: $6.31 (+61% YoY)* Full-year guidance: $60B–$62BStar products Mounjaro and Zepbound continue to drive growth, but the market reaction tells a different story...❌ Why Did Eli Lilly (LLY) Stock Crash?The sell-off was triggered by disappointment in the oral version of its GLP-1 weight loss drug, Orforglipron, which showed only 11.5% placebo-adjusted weight loss, lagging behind Novo Nordisk’s (NVO) injectable alternatives (14–15%).Investor sentiment tanked due to:* Weaker-than-expected weight-loss results* Concerns over long-term efficacy* Skittishness from a previously overbought chart📉 Chart & Technical AnalysisCurrent Price: ~$633RSI: 25 (deeply oversold)Major Moving Averages: Below 20-, 50-, 100-, and 200-day MAsKey Resistance Levels:* $680–$700 (23.6% Fibonacci)* $750 (38.2% Fibonacci)* $800 (50% Fibonacci)If these levels break, we could see LLY either bounce or enter a multi-year correction.📈 Price Predictions (Not Financial Advice)Short-Term (1–4 weeks): Rebound to $680–$700Medium-Term (1–3 months): Range-bound between $650–$760Long-Term: Only bullish if $800 level is retested and held. Be cautious if 200-day MA breaks on the 5Y chart.⚠️ Final ThoughtsWhile earnings are strong, sentiment rules the short-term game. Orforglipron’s underwhelming results have spooked investors, despite LLY’s solid fundamentals.Personally, I’m not bullish on the stock, but I’ll share any trades I make in the Weekend Edition. Stay cautious out there.—Noble B.M.I protect wealth. This is Wealth Town.🔗 Mentioned Links* Eli Lilly (LLY) IR Page* Mounjaro Drug Info* Zepbound Drug Info* Orforglipron Overview This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Welcome to this detailed AMD (NASDAQ: AMD) earnings report analysis and stock price prediction. This report covers the recent earnings release, key financial figures, chart analysis, and forecasts for short, medium, and long-term stock movements.AMD just dropped its Q2 2025 earnings! 🚀 In this detailed analysis, we cover AMD’s financials, key growth drivers like AI, and potential impact from China export restrictions. Plus, we dive into a detailed technical analysis to forecast AMD’s stock price in the short, medium, and long term.📈 AMD Earnings Highlights* Revenue: $7.7 billion (+32% YoY)* GAAP Net Income: $872 million* Non-GAAP Net Income: $781 million* Diluted Earnings Per Share (EPS):* Q2 2024: $0.16* Q2 2025: $0.54 (significant growth)📌 Revenue Breakdown* Gaming & Client Segments: Up 69% YoY, 23% QoQ* Data Center Segment: Growing, yet impacted by export restrictions🔍 Key Stock Drivers* AI and Data Center Expansion: Growth driven by AI infrastructure (MI350 & MI355X processors)* China Export Restrictions: Exports of the Instinct MI308 to China remain uncertain, impacting guidance and stock sentiment* Potential Catalyst: A favorable U.S.-China trade deal could significantly boost AMD📊 Technical Chart Analysis* Current pullback landed on Fibonacci retracement level of 23.6%* Key Moving Averages:* 20-day: Resistance* 50-day: Critical resistance around $140* 100-day recently crossed above the 200-day moving average (bullish indicator)🎯 Short-Term Outlook (1-4 weeks)* Likely pullback to support zones around $123-$138🚦 Medium-Term Outlook (1-3 months)* Stabilization and potential recovery* Target range: $160-$180 (approaching previous all-time highs)🌟 Long-Term Outlook (6-12 months)* Potential new all-time highs* Price targets: $210-$260 range This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Welcome to your weekly market wrap-up! We cover the most significant market-moving news, detailed trade reviews, and key lessons learned.🔥 Market Highlights* Trump Tariffs: New tariffs of 15% on Europe, significant tariffs on Switzerland, and massive 50% tariffs on copper triggered market volatility.* Market Reaction: Broad declines in various sectors, except for health and technology.* Copper's Big Move: Copper prices dropped significantly following the tariff announcement. My copper short (ETF: XMWF) ended with an $88 gain but could've yielded over $3,000 had I held longer.📈 My Trades This WeekDateTickerCompany / ETF NameProfit/LossJuly 28XLVHealth Sector ETF+$61.75July 28HCCWarrior Met Coal-€132.2July 29XLEEnergy Sector ETF+€10July 29MPMP MaterialsSmall profitJuly 29MCDMcDonald's+€7.2July 29TXNTexas Instruments+€17.19July 29RCLRoyal Caribbean Cruises+€9.7July 29LLYEli Lilly+€6.8July 29TXNTexas Instruments (second trade)+€67.03July 30XOMExxon Mobil+€5.6July 29XMWFCopper Short ETF+$88.59July 29Tax RefundTax adjustment from previous losses+€32.48🗓 Trades and Income (August 1)DateTickerCompanyDetailsIncomeAug 1NLYAnnaly Capital ManagementDividend+€46.60Aug 1FIGFigma IPOSold position+€178Aug 1COSTCostco Wholesale CorpSold position+€35.5Aug 1PMPhilip MorrisSold position+€20.2Aug 1DELLDell TechnologiesDividend+€7.9Aug 1Cash InterestCash holdingsInterest payment+€13.5🧠 Lessons Learned* Position Sizing: Avoid oversized positions causing emotional trading and early exits.* Trust Your Thesis: Stick to your research; early exits can significantly impact returns, as seen in the copper trade.* Stop Loss Importance: Tight stop losses can limit losses but can also prematurely exit profitable trades (example: Warrior Met Coal).📌 Stocks & ETFs Mentioned* Health Sector ETF: XLV* Energy Sector ETF: XLE* Copper Short ETF: XMWF (WisdomTree)* Warrior Met Coal: HCC* MP Materials: MP* McDonald's: MCD* Texas Instruments: TXN* Royal Caribbean Cruises: RCL* Eli Lilly: LLY* Exxon Mobil: XOM* Annaly Capital Management: NLY* Figma IPO: FIG* Costco Wholesale Corp: COST* Philip Morris: PM* Dell Technologies: DELL This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

📌 Weekly Highlights* 🇺🇸 Trade Tensions: New U.S. tariffs spark global reactions* 📊 Earnings Kickoff: Q2 reports begin strong* 🏠 Economic Data: Inflation, housing, sentiment updates* 🏦 Fed Focus: Market eyes policy signals* 🤖 Sector Strength: Tech & crypto remain resilient🚨 Event 1 – Trade TensionsWhat Happened* July 14: 30% tariffs on EU & Mexico imports* 50% copper tariff extended earlierMarket Impact* 📉 Monday dip across sectors* ⚙️ Agriculture & manufacturing exposed* 📈 Recovery later in week as focus shifted💹 Event 2 – Earnings Season BeginsKey Results* Fastenal, JPMorgan: Beat expectations* Netflix: Beat but fell on inflated expectations* Schwab & Chevron: Strong results + acquisitionsMarket Impact* Major driver of gains* S&P 500 & Nasdaq hit record highs* Q2 earnings growth revised from 4% → 10%📈 Event 3 – Economic DataWhat Happened* CPI in line with forecasts* Housing starts rebound* Consumer sentiment up to 61.8* Inflation expectations down to 4.4%Market Impact* 📊 Stability in inflation calms Fed fears* 🏠 Positive housing data lifts confidence* 💼 “Risk-on” mood builds end-of-week momentum💰 Event 4 – Fed Policy WatchOngoing Trends* Rate cut hopes remain* Tariff-related inflation seen as temporaryMarket Impact* 🎯 Uncertainty keeps yields range-bound (4%–4.5%)* 🧩 Anticipated easing supports equities🤖 Sector Spotlight – Tech & CryptoHighlights* Nasdaq & Bitcoin hit highs* Nvidia dips slightly post-$4T* Palantir & Autodesk jumpMarket Impact* 🚀 AI and crypto momentum drives investor interest* 💡 Key contributors to market strength📊 Overall Performance* 📈 S&P & Nasdaq: New highs* ⚖️ Dow: Slight dip despite intraday volatility* 🧭 Main drivers: Earnings & economic resilience offset tariffsThis week’s markets were a rollercoaster driven by new tariff announcements, corporate earnings, and evolving monetary policy signals. Let’s dive into what happened, how major indices reacted, and how I traded it — including updates on copper, AMD, NVIDIA, and more.🔥 Key Market Drivers🇺🇸 Trump Announces New Tariffs* 30% tariffs announced on imports from EU and Mexico* Follows earlier 50% copper tariffs* Impact: Initially sent markets lower, copper soared* Personal Trade: I’m shorting copper — but trend remains dangerously bullish short-term📉 Market Reaction & RecoveryDespite the tariff shock:* Dow, S&P 500, NASDAQ opened lower but rebounded midweek* NASDAQ hit all-time highs, optimism fueled by earnings💼 Q2 Earnings Season Kicks Off🟢 Strong Performers:* Fastenal (FAST): Beat expectations* JPMorgan Chase (JPM): Strong numbers, flat stock reaction* Netflix (NFLX): Beat on earnings, but declined due to high expectations* Charles Schwab (SCHW): Stock rallied on positive results* Chevron (CVX): Gained on acquisition but later turned down🔎 Energy Sector Overview:* Exxon fell -3.48%* Sector dragged down by majors despite green performance elsewhere📈 Technical Outlook* S&P 500 reached new all-time highs midweek, but closed red on Friday* Watching 20-day MA for short-term support* If that breaks, 50-day MA is key dip-buy zone🧾 Economic Data HighlightsIndicatorReport DateResult🧮 CPI (Inflation)TuesdayIn line with expectations🏠 Housing StartsFridayRebounded in June🎓 Michigan SentimentFridayConfidence rising, inflation expectations down to 4.4%🏦 Monetary Policy:* Fed expected to cut rates twice by year-end* Powell under pressure from Trump* Inflation vs growth remains a tightrope walk💻 Tech & Crypto Overview* NASDAQ hits new highs 📈* Bitcoin holds strong* Breakout started July 10th* Short-term pullback possible to 20-day MA* Target: $150K by 2026 (long-term)💼 My Weekly Trades✅ Profitable Trades:StockNet ProfitNotesAutodesk$91Closed early; could have earned moreNVIDIA$16Exited too earlyAMDLarge UnrealizedWatching for pullback to reenter❌ Loss Trades:StockNet LossNotesLockheed MartinSmallAvoided bigger lossExxon-$114Exited on sell signalXLF (Financial ETF)MinorWaiting for dip to re-enter📈 Total July Profit (So Far): €277.94 = $322 USD🧠 Final ThoughtsDespite geopolitical noise, markets remain bullish on strong earnings and muted inflation data. I’m closely watching copper and AMD for new entries, and I expect volatility to remain high into August.📝 Conclusion* 🔀 Mixed signals: Trade worries vs. strong fundamentals* 📢 Earnings as key catalyst* 🛣️ Outlook: Eyes on future earnings, Fed, and trade updates This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Ever wish you could own a piece of the entire stock market without buying thousands of individual stocks? ETFs (Exchange-Traded Funds) make that possible.In this blog post, I’ll break down everything you need to know about ETFs — what they are, how they work, the pros and cons, and how to choose your first one. This is your complete beginner guide to ETFs in 2025.🧺 What Is an ETF?An ETF (Exchange-Traded Fund) is like a basket holding different types of investments such as:* 📈 Stocks from various companies, industries, or countries* 💵 Bonds (corporate or government)* 🛢️ Commodities like oil, gold, or even agricultural goods* 🌍 Currencies or Real Estate assetsYou can buy and sell ETF shares just like stocks, but each share gives you exposure to everything inside the basket.🔄 ETF vs Mutual FundFeatureETFMutual Fund🕒 TradingAll day (like a stock)Once daily (after market closes)💵 PricingMarket-drivenEnd-of-day NAV💰 FeesLow (TER)Often higher💳 MinimumsOften $1 or less (fractional)Sometimes $1,000+🔁 ManagementPassive (mostly)Often actively managed💸 Tax EfficiencyHighLower✅ Benefits of ETFs for Beginners* 🚀 Instant diversification — one ETF = exposure to many assets* 💲 Low costs — trade once, pay minimal TER (Total Expense Ratio)* 🧠 Simplicity — one ETF can track entire markets (e.g. S&P 500)* 🏦 Access — invest globally or sector-specific from one account📈 Types of ETFs🌐 1. Broad Market ETFs* e.g., S&P 500 ETFs or World ETFs* Exposure to top U.S. companies or global markets💵 2. Bond ETFs* Stability & potential income* e.g., government bonds, corporate high-yield bonds🏥 3. Sector/Industry ETFs* Focused exposure (tech, healthcare, renewables, etc.)* Higher potential returns & risk💰 4. Dividend ETFs* Invest in dividend-paying companies* Great for income investors⚠️ What to Avoid* ❌ Leveraged ETFs* ❌ Inverse ETFs* ❌ Complex commodity fundsThese are high-risk and not beginner-friendly.⚖️ Risks of ETFs* 📉 Market Risk — ETF will drop if the overall market drops* ❗ Tracking Error — minimal in broad ETFs, but exists* 💧 Liquidity Risk — smaller ETFs can be hard to trade* 🧨 Concentration Risk — sector-specific ETFs can crash on bad news🛠️ How to Start Investing in ETFs* ✅ Open a brokerage account* Look for: no minimums, zero-commission ETF trading, good research tools* Example brokers: Fidelity, Vanguard, Schwab, E*TRADE (U.S.)* 🎯 Define your goal* Retirement? Down payment? Long-term savings?* Choose ETF based on time horizon & risk tolerance* 🔍 Pick your ETF* Look for low TER (e.g., 0.07%)* Choose broadly diversified ETFs (S&P 500, Total World Market)* Avoid complex or niche ETFs🧠 Suggested ETFs to Research* SPY / VOO – S&P 500* VT – Total World Stock Market* BND – U.S. Bond Market* VYM / SCHD – Dividend-focused ETFs This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

📰 Top News from the Week✅ Strong U.S. Jobs Data* 147,000 jobs added in June* Unemployment rate dropped due to a decline in labor force participation* Average hourly earnings increased slower than in May* Market reaction: Mixed early, then turned bullish midweek; slight red close Friday📊 Inflation Surprises* China CPI: +0.1% — a sign of weak inflation and potential stalled recovery* Eurozone CPI: Climbed to the ECB’s 2% target* Retail Sales in Eurozone: Cooled to 1.8% in May* Potential pause in ECB rate cuts🛠️ Tariff Talk & Copper Market AnalysisDonald Trump floated 200–300% tariffs, including:* 50% tariff on copper — a huge signal for the commodity space📈 Copper Market Overview:* At all-time highs* Strong bullish uptrend since early 2024* Copper demand expected to rise due to AI infrastructure, electric cables, and energy needs🤔 Should you short copper now? I say: not yet — the trend is your friend.📅 Key Economic Events (Next Week Preview)* Monday: Core Inflation (YoY, MoM)* Wednesday: PPI report* Thursday: U.S. Retail Sales* Friday: Building Permits, Housing Starts, Michigan Consumer Sentiment⚠️ Risky week ahead — cautious trading advised.💼 My Trades This Week🟢 Sold Positions:TickerProfit (in $)NotesEli Lilly$7.49Closed at minor gainRheinmetall (RHM)$35Locked in profitTesla (TSLA)-$25 & -$56, +$9.5First losses, slight reboundS&P 500 ETFSmall swingBought & sold same weekVisa (V)$118Fully exitedAmazon (AMZN)$8.89Small gainCircle$117Sold MondayMat Co/Warrior Met Coal$44.34Planning re-entry on other portfolio📈 Weekly profit goal: €250✅ Achieved: €287🎯 Monthly goal: €1,000📈 My Weekly Investing StrategyI aim to hit consistent targets through:* Small, low-risk swing trades* Using macro events + charts* Weekly trade reviews to refine strategy🧠 Final ThoughtsThis week was volatile yet rewarding. Between strong jobs data, uncertain inflation, and copper hype, the market remains unpredictable. But with discipline, small trades, and clear goals, you can stay ahead. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

In this blog post, I’m breaking down the latest market news, geopolitical shifts, economic data, and my updated portfolio strategy including high-conviction stocks like Visa, Apple, AMD, Mastercard, and more. Plus, I’ll share key earnings takeaways and how I’m trading oil and bonds right now.📰 Market RecapThe S&P 500, Nasdaq, and Dow Jones all hit new all-time highs as geopolitical tensions eased and trade optimism resurged. Major catalysts include:* Ceasefire between Iran & Israel* Reports of potential trade deals with China and India* Dovish Fed comments and high expectations of rate cuts* Explosive performance in AI and tech sectors (e.g. Nvidia, Oracle)📊 Index Weekly Performance:* S&P 500: +3.4%* Nasdaq: +4.25%* Dow Jones: +3.8%🛢️ Oil Trade BreakdownTensions in the Middle East initially drove oil prices higher, but once de-escalation occurred, WTI crude dropped 13% to ~$65/barrel.💼 My Trade:* Bought a short on WTI on Monday (sold shortly after)* Target buy range: $55–$60/barrel* Preferred oil stock: Exxon Mobil (XOM) – decent dividend but still waiting for better technicals💰 Economic Data & Fed Outlook* Core PCE inflation rose slightly* Consumer inflation expectations dropped* Durable goods orders surged (especially aircraft)* Fed rate cut probability: 92% chance by September📉 Rate cuts would boost borrowing and market momentum.📊 Earnings & Stock Picks✅ Nike (NKE)* Popped +20% on solid earnings* MACD shows buy signal, RSI overbought* Exiting this small position in my portfolio🆕 Circle IPO* Small starter position: 0.85% of my portfolio* Down ~18%* Watching for a potential re-entry after summer correction💳 Mastercard (MA) & Visa (V)* Re-entered Visa after its June breakout* Bought 7 shares of MA at $468* Bullish on both companies for the long term📈 Portfolio HighlightsStockPosition %NotesLong-Term Bonds12%Waiting for rate cuts; yield ~4.31%Apple (AAPL)11.5%Expecting late-year rallyAMD9.3%Down currently, strong long-term playASML–Monopoly in lithography chipsGoogle (GOOG)–Bullish on AI + Gemini rolloutNovo Nordisk–Still holding; litigation ongoingUnitedHealth–Down but potential 30%+ annual returnBerkshire Hathaway–Long-term conviction buy🧪 Watchlist* Intel – Potential acquisition target* Realty Income (O) – Oversold, watching for bounce* Truist Financial (TFC) – Will exit on RSI overbought This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

In this tutorial, we’ll build a full-featured Recipe App using React, Tailwind CSS, and Vite. This project is perfect for React beginners who want to learn how to manage state, use components, handle modals, and filter dynamic data.🚀 What You’ll Build* React app powered by Vite* Styled with Tailwind CSS* Data fetched from a local recipe "database"* Features:* Search bar* Filter by categories* View recipe details in a modal* Responsive layout🧰 Tech Stack* React 19* Tailwind CSS 4.1+* Vite* React Icons (optional)🛠️ Step 1: Set Up with Vitenpm create vite@latest tasty-recipes cd tasty-recipes npm install npm run dev Choose React with JavaScript (no TypeScript).🎨 Step 2: Install Tailwind CSSFollow the Tailwind + Vite installation guide:npm install -D tailwindcss postcss autoprefixer npx tailwindcss init -p Update your tailwind.config.js:content: ["./index.html", "./src/**/*.{js,jsx}"], Update src/index.css:@tailwind base; @tailwind components; @tailwind utilities; 🧼 Step 3: Clean Up Vite TemplateDelete unnecessary files:* src/assets folder* App.css* Boilerplate JSX in App.jsx🧩 Step 4: Create ComponentsHeader.jsxconst Header = () => ( Tasty Recipes {["Home", "Recipes", "About", "Contact"].map((item, i) => ( {item} ))} ); 🧾 Step 5: Add a Local Recipe DatabaseCreate src/db.js:const recipes = [ { title: "Spaghetti Carbonara", category: "Pasta", image: "https://www.themealdb.com/images/media/meals/llcbn01574260722.jpg", ingredients: ["Spaghetti", "Eggs", "Parmesan", "Pancetta", "Pepper"], description: "A creamy, savory classic Roman pasta dish.", instructions: "Boil pasta, cook pancetta, mix eggs & cheese, combine everything." }, // Add more recipes... ]; export default recipes; 🧠 Step 6: Main App State LogicIn App.jsx:import { useState, useEffect } from 'react'; import recipes from './db'; import Header from './Header'; function App() { const [filteredRecipes, setFilteredRecipes] = useState([]); const [selectedRecipe, setSelectedRecipe] = useState(null); useEffect(() => { setFilteredRecipes(recipes); }, []); const handleRecipeClick = (recipe) => setSelectedRecipe(recipe); const closeModal = () => setSelectedRecipe(null); return ( {filteredRecipes.length > 0 ? ( filteredRecipes.map((recipe, i) => ( handleRecipeClick(recipe)} /> )) ) : ( No recipes found. )} {selectedRecipe && } ); } 🍽️ Step 7: RecipeCard Componentconst RecipeCard = ({ recipe, onClick }) => ( {recipe.title} {recipe.description} ); 🔍 Step 8: RecipeModal Componentconst RecipeModal = ({ recipe, onClose }) => ( e.stopPropagation()} className="bg-white rounded-lg shadow-lg p-6 max-w-xl w-full relative"> × {recipe.title} {recipe.description} Ingredients: {recipe.ingredients.map((item, i) => ( {item} ))} ); 📁 Folder Structuresrc/ ├── App.jsx ├── Header.jsx ├── RecipeCard.jsx ├── RecipeModal.jsx ├── db.js ├── index.css ├── main.jsx ------------------------------------------------------------------------------------------------- 👉 Full Source Code: https://github.com/NorbertBM/learn-web-development-for-beginners-.git ------------------------------------------------------------------------------------------------- #React #TailwindCSS #Vite #RecipeApp #FrontendProject #React2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

🔥 Weekly Market Recap: Crash or Rebound?The stock market saw a significant downturn over the past month, with the Fear & Greed Index hitting 16—indicating extreme fear. However, Friday brought a strong rebound, leading to the key question:👉 Is this the bottom, or are we in for more downside?📉 Market Overview* S&P 500 RSI: Rebounded from oversold (27) to neutral (35).* MACD Indicator: Starting to trigger a buy signal—buyers could be stepping in.* Geopolitical Risks: Trade wars & interest rate uncertainty continue to weigh on sentiment.* Fear & Greed Index: Sitting at 21 (Extreme Fear)—markets may be overreacting.📊 Portfolio Adjustments: What I Bought & Sold📌 Increased Holdings* ASML (ASML): Holding 6.77% of my portfolio—best in class chipmaker.* Alphabet (GOOGL): Increased position to 5.82%—huge AI potential.* Procter & Gamble (PG): Added more, now at 4.64%—defensive play.* GE Vernova (GEV): AI-related energy infrastructure—up 3.58%.📌 Sold/Reduced Positions* Broadcom (AVGO): Took profits before expected pullback.* UnitedHealth (UNH): Holding 2.87%, looking to trim soon.* Caterpillar (CAT): Not a long-term hold—watching for next move.* Nvidia (NVDA): Will reduce to 1%—waiting for better valuation.📌 Added New Trades* Kinder Morgan (KMI): Pipeline play—watching geopolitical shifts.* Diamondback Energy (FANG): Temporary energy trade.* Palantir (PLTR): High-growth AI stock—watching for major pullback.⚠ Risk Assessment & Market OutlookKey events next week:* Monday: Retail Sales* Tuesday: Building Permits & Housing Starts* Wednesday: FOMC Rate Decision & Powell Speech 🚨* Thursday: Existing Home Sales🔹 Risk Level: 45% (Medium-High) – More volatility ahead, but a relief rally possible.🎯 Key Timestamps & Topics Covered00:00 - Market sell-off: Extreme fear hits investors00:34 - S&P 500 Analysis: Oversold or another leg down?01:46 - Fear & Greed Index: Panic levels signal buying opportunity?03:03 - Economic risks ahead: What could trigger more downside?05:54 - Why I increased my Alphabet (GOOGL) holdings07:26 - Defensive moves: Added Procter & Gamble (PG)09:01 - Key earnings next week: Will Powell crash the market?10:32 - New trades: Kinder Morgan (KMI) & Diamondback Energy (FANG)12:24 - My cash position strategy & why I’m raising it14:09 - Market sentiment: The Trump wildcard & political risks15:00 - Final thoughts: Should you buy or wait for more downside?📢 Final Thoughts: Buy the Dip or Stay Cautious?Markets are showing signs of a bounce, but risks remain elevated heading into next week. My strategy:✅ Stay cautious but look for selective buying opportunities✅ Hold cash & take profits where necessary✅ Watch the FOMC meeting closely for Powell’s next move💬 Are you buying the dip or waiting for lower prices? Drop a comment below!🚀 Subscribe for weekly market insights & portfolio updates! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

📌 Description:Markets saw another volatile week with minor corrections, a potential rebound, and critical risk indicators flashing warnings. In this episode, I analyze my latest trades, earnings reports, and why I believe 2022 could repeat itself in the coming months.🔹 S&P 500 moving averages: Bullish or Bearish?🔹 Risk assessment: Is this a dip to buy or a major warning sign?🔹 Why I’m reducing exposure & what I’m selling next week!🔹 Key earnings to watch: Oracle, Adobe & more!📢 Subscribe for real-time market updates & portfolio insights!#StockMarket #Investing #RiskManagement🔥 Weekly Market Recap: Are We Headed for a 2022 Repeat?The past week was a rollercoaster ride, with the market trying to rebound after a correction. But is this a real recovery or just a trap? Let's analyze the S&P 500's technical levels, my latest portfolio moves, and what I expect for next week.📉 Market Overview* The S&P 500 dropped below the 200-day moving average, triggering a technical sell-off before bouncing back.* 50-day & 100-day moving averages are close to crossing—historically a sign of caution.* Market sentiment remains weak, as investors fear rate cuts may take longer than expected.* Geopolitical risks (tariffs, Ukraine war, inflation concerns) continue to weigh on markets.🔹 Key Question: Are we headed for a new all-time high, or is a bigger correction coming?📊 Portfolio Adjustments: What I Bought & Sold📌 Sold Positions* Adobe (ADBE): Weak outlook, exited before earnings.* Broadcom (AVGO): Taking profits, reducing exposure.* Procter & Gamble (PG): Trimmed position to lock in gains.📌 New Buys* TLT (Long-Term Treasuries): Preparing for a potential interest rate cut in late 2024.* Oracle (ORCL): Entered ahead of earnings—AI cloud growth remains strong.* Palantir (PLTR): Took advantage of recent pullback, holding long-term.* Berkshire Hathaway (BRK.B): Safer bet as market volatility increases.⚠ Risk Assessment & Market Outlook* Major earnings next week: Oracle, Adobe, and Dick’s Sporting Goods.* Buybacks season starting: Will this support the market?* Unemployment rising: Potential impact on consumer spending & earnings.🔹 Risk Level: HIGH (60%) – Prepare for more downside before a true recovery.🎯 Key Timestamps & Topics Covered00:00 - Introduction: Why this market is so unpredictable00:34 - S&P 500 Analysis: Moving averages & technical breakdown01:46 - Sentiment Check: Are we in a short-term oversold condition?03:03 - Will the market hit a new all-time high in 2024?04:42 - Risky stocks that could get washed out in a downturn05:54 - Personal investing mistake: The greed trap that cost me -80%07:26 - Risk management tips: When to take profits & cut losers09:01 - Buybacks explained: Why companies don’t buy at low prices10:32 - My portfolio updates: What I bought & sold11:45 - Earnings to watch next week: Oracle, Adobe, and more12:24 - Why TLT (long-term bonds) could be my next big move13:18 - Geopolitical impact: Tariffs, Ukraine & European markets14:09 - Market outlook: How I’m preparing for a 2022 repeat15:00 - Final thoughts: Should you buy this dip or sell the rally?📢 Final Thoughts: Should You Buy or Reduce Risk?Markets are showing warning signs, and I plan to reduce risk on any rebound next week. If the 2022 pattern repeats, we could see a much deeper pullback before a real recovery.💬 What’s your strategy? Are you buying the dip or selling into strength? Drop a comment below!🚀 Subscribe for weekly updates & portfolio insights! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Discover key market trends, stock movements, and economic data from last week, including Nvidia earnings, geopolitical risks, and major trades. Find out what’s next for the market!YouTube Market Overview: February 24 - 28Last week was full of uncertainty, with major corrections shaking the market, only to be followed by a late-week recovery. The S&P 500 barely held above its 50-day moving average, while economic data, geopolitical tensions, and earnings reports heavily influenced investor sentiment.Key economic indicators included:* Durable Goods: 3.1% (higher than expected)* GDP Growth: 2.3% (down from 3.1%)* Core PCE: 0.3% (as expected)* Personal Income: 0.9% (higher than expected)* Personal Spending: -0.2% (lower than expected)Major Stock Movers: AI Stocks & Nvidia EarningsNvidia’s earnings report was highly anticipated. Despite exceeding expectations, the stock saw immediate post-earnings volatility, reflecting high investor expectations and market uncertainty.Nvidia (NVDA)* Earnings Beat: EPS and revenue exceeded estimates* Stock Movement: Initially dropped post-earnings before recovering slightly* Current Price: $NVDA Yahoo Finance ChartOther AI-related stocks saw declines early in the week, followed by rebounds on Friday.Geopolitical Impact: Trump & ZelenskyTrump’s latest tariff announcements on Canada, Mexico, and China added to the market's volatility. Additionally, a televised exchange between Trump and Zelensky rattled investor confidence.Market Sentiment: Increasing geopolitical risk, adding to economic concerns.Trades & Portfolio AdjustmentsHere’s what I bought, sold, and adjusted in my portfolio:Closed Positions* Chipotle (CMG): Closed due to concerns over consumer spending slowdown* HP (HPQ): Exited after lackluster earnings and weak growth outlook* Broadcom (AVGO): Closed position as stock showed sideways movement* Walmart (WMT): Sold after weak forward guidance* JPMorgan Chase (JPM): Trimmed due to overvaluation concernsReduced Positions* Eli Lilly (LLY): Reduced to 1.63% of my portfolio due to high valuations* Procter & Gamble (PG): Trimmed to 3.8% after strong rally* AbbVie (ABBV): Reduced as RSI hit overbought territoryAdded Positions* Hims & Hers Health (HIMS): Increased to 5.66% despite current losses (-11.29%)* GE Vernova (GEV): Energy infrastructure play with AI power demand* Brookfield Corporation (BN): Long-term investment with strong fundamentals* Palantir (PLTR): Added after major pullback, waiting for breakout* Rocket Lab (RKLB): Invested post-correction, strong earnings beat* Realty Income (O): REIT yielding 5.54%, added for defensive exposureNew Positions* Nvidia (NVDA): Initiated position, looking for long-term hold* Berkshire Hathaway (BRK.B): Small position, waiting for better entry* PepsiCo (PEP): Added ahead of dividend X-date* Merkle Group: Insurance & reinsurance holding, similar to Berkshire Hathaway* Diamondback Energy (FANG): Entered energy sector with a small stake* Caterpillar (CAT): Infrastructure play as a long-term bet* MicroStrategy (MSTR): Bitcoin exposure play, short-term trade* Kinder Morgan (KMI): Added gas transport company for AI-driven energy demandRisk Assessment for Next WeekKey upcoming economic events:* ISM Manufacturing PMI* ISM Services PMI* Non-Farm Payrolls & Unemployment RateRisk Factors:* MACD Indicator: Still showing sell signals → Medium Risk* RSI: Sitting at 44, moving up → Medium Risk* Geopolitical Events: Trump & Zelensky tensions → High Risk* Seasonality: March historically strong → Low Risk* Corporate Buybacks: Nvidia buybacks could provide support → Low RiskOverall Market Risk: 50% (Neutral)Final Thoughts & Market OutlookI remain cautiously optimistic but fully invested. The next week is a coin flip, so I’ll be watching economic data closely. If volatility spikes, I’ll consider locking in some gains and raising cash levels.Stay safe, manage risk, and trade smart!Legal Disclaimer The content on this YouTube channel is for informational and educational purposes only. I am not a financial advisor, and nothing in my videos should be considered financial, investment, tax, or legal advice. All opinions expressed are solely my own and should not be taken as specific recommendations for buying, selling, or holding any securities, cryptocurrencies, or other financial instruments. Investing involves risk, and you should always conduct your own research and consult with a qualified financial professional before making any investment decisions. While I strive to provide accurate and up-to-date information, I cannot guarantee that all information presented is complete, accurate, or current. Market conditions and regulations change frequently, and past performance is not indicative of future results. This channel may include affiliate links or sponsored content, which may provide compensation to support the channel at no additional cost to you. Any such partnerships do not influence my opinions or recommendations. By watching my videos, you agree that I am not responsible for any financial losses or decisions you make based on the information provided. Always do your due diligence and make informed choices. For legal compliance, this disclaimer applies to viewers in the United States, the European Union, and any other applicable jurisdictions.📢 Like & Subscribe to Wealththarm for more insights! 📊 Follow me for daily stock market updates, portfolio reviews, and in-depth trade breakdowns.📌 Subscribe for next week’s risk assessment & earnings previews! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

The stock market faced a volatile week, with the S&P 500 experiencing a sharp pullback. We started strong, rallying early in the week, but a disappointing economic outlook and weaker-than-expected earnings guidance from major companies led to a sell-off on Thursday and Friday.00:00 - Start 01:29 - Why did the market crash last week 02:45 - Why did Walmart Stock Crash 03:12 - Why did UnitedHealth Stock Crash 04:40 - My trades 05:08 - Tesla (TSLA) stock analysis. buy or sell 05:45 - Rheinmetall AG (RHM) stock analysis. buy or sell 07:54 - How much cash do I hold in my portfolio 08:43 - Eli Lilly (LLY) stock analysis. buy or sell 09:22 - AbbVie (ABBV) stock analysis. buy or sell 10:46 - Brookfield Corp (BN) stock analysis. buy or sell 11:48 - Procter & Gamble (PG) stock analysis. buy or sell 14:34 - S&P500 ETF (SPDR) stock analysis. buy or sell 16:19 - AMD (AMD) stock analysis. buy or sell 17:43 - Chipotle (CMG) stock analysis. buy or sell 18:59 - GE Verona (GEV) stock analysis. buy or sell 19:56 - Alphabet Inc (GOOGL) stock analysis. buy or sell 21:16 - Hims & Hers Health (HIMS) stock analysis. buy or sell 24:04 - Axon (AXON) stock analysis. buy or sell 26:16 - Constellation Brands (STZ) stock analysis. buy or sell 28:27 - Walmart (WMT) stock analysis. buy or sell 29:52 - Berkshire Hathaway (BRK.B) stock analysis. buy or sell 32:50 - Constellation Software (CSU) stock analysis. buy or sell 34:08 - Rocket Lab (RKLB) stock analysis. buy or sell 35:38 - PepsiCo (PEP) stock analysis. buy or sell 37:46 - Should you invest in the stock market next week 39:34 - Should you sell S&P500 ETF 40:25 - How much risk is in the stock market 41:46 - Witch companies report earnings next week Key Market Events:* Disappointing Economic Data: Weaker business activity readings signaled slowing consumer demand.* Walmart’s Guidance Miss: The retail giant dropped -2.5% after issuing weaker-than-expected earnings guidance.* UnitedHealth (UNH) Drops Hard: Investigations into their Medicare billing practices led to a steep decline.* Tech Sector Sell-Off: Nvidia (NVDA), Amazon (AMZN), and Tesla (TSLA) saw significant pullbacks.My Portfolio AdjustmentsTrades I MadeTesla (TSLA) - Quick Swing TradeBought at a dip, sold quickly for a profit. Tesla remains unpredictable, but I capitalized on oversold conditions, executing two trades between February 18-19. Profit: €500Rheinmetall (RHM) - A Costly MistakeTook a position in Rheinmetall, Germany’s largest ammunition producer, after speculation about increased EU defense spending. The stock quickly pulled back, and I cut my losses. Loss: €100Stocks I ReducedEli Lilly (LLY) & AbbVie (ABBV)Both stocks were overbought, and I trimmed my positions. These remain solid pharmaceutical stocks, but I’m waiting for a deeper pullback to add again.Procter & Gamble (PG)Reduced to 5.24% of my portfolio. PG remains a strong dividend player, but I’ll consider adding back if it pulls back further.Brookfield (BAM)Waiting for a larger dip before re-adding. Currently holds 1.04% of my portfolio.Stocks I BoughtHims & Hers (HIMS) - Small Speculative PositionThe FDA lifted its compounded weight-loss drug restrictions, causing a sell-off in HIMS. I took a small 0.93% portfolio position, expecting a rebound.Axon Enterprises (AXON) - First EntryAxon produces security cameras, tasers, and AI-driven public safety software. After a major pullback, I opened a 3.56% position.Constellation Brands (STZ) - Berkshire Hathaway’s PickAfter Warren Buffett’s firm added STZ, I followed suit. Great alcohol brands like Corona & Modelo make it recession-resistant.Walmart (WMT) - After the Sell-OffI took advantage of Walmart’s post-earnings drop and added a 1.21% stake.JPMorgan Chase (JPM) - Short-Term TradeJPM dipped, so I bought in. I may not hold for long, but it’s a solid financial play.Berkshire Hathaway (BRK.B) - Swapped for S&P 500 ETFInstead of holding an S&P 500 ETF, I chose to own Berkshire Hathaway directly.Rocket Lab (RKLB) - Long-Term Growth BetExpecting this company to become the “UPS of space” as the industry grows.Pepsi (PEP) - Buying at Pandemic LevelsAdded to Pepsi, which is now trading at its pre-pandemic valuation.Risk Assessment for Next Week* MACD Sell Signal Triggered: Indicates caution.* RSI at 45: We could still see more downside.* Major Earnings Coming Up: Nvidia, Home Depot, Realty Income, and Rocket Lab are reporting. Their guidance will be critical.* Stock Buybacks Are Coming: Could support market strength through March.* Economic Reports (Feb 26 - Mar 2):* Durable Goods (Tuesday)* GDP Growth Rate (Thursday)* Core PCE & Personal Income (Friday)👉 Risk level: 60% (Medium-High). Markets are shaky, but buybacks could push us higher into Q2.Final ThoughtsMarkets pulled back hard, but I see buying opportunities emerging. The next week will be crucial, with earnings and economic data driving sentiment. If earnings come in strong, we may see another leg up.💡 What’s your strategy? Are you buying, holding, or waiting for more pullbacks? Let me know in the comments! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Intel's stock surged over 10% in a day, Hims & Hers skyrocketed 27%, and CVS finally made a comeback! In this week’s market recap, I break down key earnings, portfolio updates, and my 40% risk assessment for the coming week. Should you buy, hold, or sell these stocks? Let’s dive in!🔹 Intel’s big move—can it sustain the rally?🔹 Hims & Hers explodes after Super Bowl ad—overhyped or a buy?🔹 CVS rebounds—strong earnings or just temporary momentum?🔹 Portfolio updates: Why I sold Nvidia, Oracle, and Palo Alto Networks!Don’t forget to like, comment, and subscribe for more in-depth stock market insights!#StockMarketUpdate #Investing #IntelStock💰 Weekly Market Recap & Portfolio Update (Feb 10 - Feb 14, 2025)February brought volatility, breakouts, and key earnings that shook the market. I’ll go over the biggest stock moves, portfolio changes, and a risk assessment to help navigate the upcoming week.Next weeks earnings🔥 1. Intel (INTC) — Government Support Sparks 10% Surge!📉 Ticker: INTC💰 Current Price: ~$44.50📈 Weekly Gain: +10.2%Intel had a monster week, rallying over 10% in a single day, fueled by:✅ US Government backing domestic semiconductor manufacturing✅ Rumors of a joint venture with TSMC✅ Intel’s turnaround efforts gaining tractionDespite the surge, Intel still faces massive competition from NVIDIA (NVDA) and AMD (AMD). I’m still holding my shares but watching carefully—this could be a short-term hype rally.🚀 2. Hims & Hers (HIMS) — Super Bowl Ad Sends Stock Up 27%!📉 Ticker: HIMS💰 Current Price: ~$18.25📈 Weekly Gain: +27%Hims & Hers stock exploded this week, following a massive Super Bowl ad campaign that put them on the radar of new investors.📌 Why the rally?✅ Subscription-based revenue growth (steady recurring income)✅ Massive marketing boost from the Super Bowl✅ Analyst upgrades & bullish sentiment⚠ BUT... is it overvalued?While the stock is on fire, the RSI is flashing overbought signals, so I sold my position for a quick trade. If it pulls back, I might re-enter.💊 3. CVS Health (CVS) — Finally a Breakout!📉 Ticker: CVS💰 Current Price: ~$73.40📈 Weekly Gain: +5%After two years of pain, CVS finally broke out, thanks to:✔ Strong Q4 earnings & raised 2025 guidance✔ Solid 4.2% revenue growth YoY✔ Improving fundamentals & dividend stability (4% yield)I’m long on CVS, and my entry at $60 is finally in the green. Still a great long-term buy for dividend investors.📉 Portfolio Adjustments — What I Bought & Sold This Week🔴 Sold Positions* Nvidia (NVDA) ❌ — Took a loss, expecting a pullback post-earnings* Oracle (ORCL) ❌ — Sold ahead of earnings uncertainty* Palo Alto Networks (PANW) ❌ — Overextended, locking in profits* Target (TGT) ❌ — Weak outlook, time to move on🟢 Added to Positions* Procter & Gamble (PG) ✅ — Defensive play, now 6.48% of portfolio* Google (GOOGL) ✅ — Increased holdings to 5.06%* Novo Nordisk (NVO) ✅ — Strong growth story, now 3.94% of portfolio* Brookfield (BAM) ✅ — Waiting on earnings before adding more🚀 New Positions* Tesla (TSLA) ✅ — Short-term trade, looking to exit on a rally* Realty Income (O) ✅ — 5.7% dividend, monthly payer, solid REIT⚠ Market Risk Assessment — Should You Be Cautious?📅 Key Economic Events Next Week:* Wednesday: Fed Meeting Minutes (FOMC)* Friday: Existing Home Sales Report📉 S&P 500 RSI: 57 (Moderate risk)📊 MACD: Buy signal triggered🔄 Stock Buybacks Open: Positive for market stability💡 Risk Level: 40% (Medium-Low) → The market remains range-bound, waiting for a catalyst.🔥 Final Thoughts: Should You Buy Intel, CVS, or Hims & Hers?📌 Intel (INTC) — HOLD (Watching for a pullback)📌 Hims & Hers (HIMS) — SELL (Overbought, looking for re-entry)📌 CVS Health (CVS) — BUY (Solid earnings & long-term value)💬 What’s your market outlook? Drop a comment below!🚀 Subscribe for weekly stock market insights! Stay safe and trade smart! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe