Apr 7 We are probably in a recession say most US CEOs

$HDB $SE $DDOG

Author

Mukund Mohan
April 07, 2025

Market

“Over 48% of US CEOs mentioned we are likely in a recession right now which should show up in GDP numbers in Q2 2025.” 😦 🙀 

Surprisingly calm markets after initial sell off

I think this Q2 quarter earnings will see a lot of companies lowering guidance or not issuing guidance at all. With consumers slowing their spend, expect most companies to be cautious and very circumspect on their Q3 numbers.

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Insights from the portfolio

Sea Limited $SE Deep Dive

The recovering gaming and eCommerce stock is profitable now and poised for growth

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Video of the day

Today’s video is on DataDog $DDOG ( ▼ 0.15% ) the observerability SaaS company.

Deep dive of the day

HDFC Bank Limited $HDB Deep Dive – Investment Literacy Coach

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Good setups for swing

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