Jul 16 The market grinds upwards, with or without the Fed

$GS $BAC $SHOP

Author

Mukund Mohan
July 16, 2025

Market

“Despite Trump tariffs, US stocks with high international sales beat those that were only US focused” 😊 😋

Good day for most stocks and indices

The bank earnings this morning tells us last quarter was good for most companies. This means most earnings are going to be good even though many companies said there was “uncertainty” due to tariffs. This means the market goes higher.

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Insights from the portfolio

Goldman Sachs deep dive and 2025 outlook $GS

The banker is trading at high multiples relative to the historical trend

stocksmarts.substack.com/p/goldman-sachs-deep-dive-and-2025

Video of the day

Today’s video is on Shopify $SHOP ( ▲ 0.25% ) the eCommerce company.

Deep dive of the day

Bank of America Deep dive and 2025 outlook $BAC – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/16/bank-of-america-deep-dive-and-2025-outlook-bac

Good setups for swing

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