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May 11th Weekly Stock Market Update - Higher inflation, Higher unemployment, Higher interest rates Ouch

May 11th Weekly Stock Market Update - Higher inflation, Higher unemployment, Higher interest rates Ouch

Mukund Mohan
May 11, 2024

Review

As the major earnings comes to a close the big news has been slowing guidance / forecasts from most software and technology names. Similarly big consumer companies like Nike, Starbucks and Disney are also signaling slow growth ahead. The market would be range bound is my working assumption for the next few weeks.

YTD we are still up quite a bit and the S&P is getting to All-time-highs

Videos this week

Deep Dives this week

PowerSchool Holdings $PWSC Deep Dive – Investment Literacy Coach

The software for school adminstration

blog.mukundmohan.online/index.php/2024/05/10/powerschool-holdings-pwsc-deep-dive

Old National Bancorp $ONB Deep Dive – Investment Literacy Coach

Regional bank

blog.mukundmohan.online/index.php/2024/05/09/old-national-bancorp-onb-deep-dive

Kyndryl Holdings $KD Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/05/08/kyndryl-holdings-kd-deep-dive

Ollie’s Bargain Outlet Holdings $OLLI Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/05/07/ollies-bargain-outlet-holdings-olli-deep-dive

Aurora Innovation $AUR Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2024/05/06/aurora-innovation-aur-deep-dive

Portfolio updates this week

$JD JD.com Inc Deep Dive and 2024 Outlook

The China eCommerce company is on a long term slump but can shares rally?

stocksmarts.substack.com/p/jd-jdcom-inc-deep-dive-and-2024-outlook

$GRAB Grab Holdings Limited Deep Dive and 2024 Outlook

Grab Holdings, which started as a ride-sharing company like , offers a diverse range of services through its super-app, operating in Southeast Asia.

stocksmarts.substack.com/p/grab-grab-holdings-limited-deep-dive-3d3

$BABA Alibaba Group Holdings Ltd Deep Dive and 2024 Outlook

Alibaba, the Chinese e-commerce and technology infrastructure provider, offers a diverse range of products and services that cater to merchants, brands, retailers, and businesses globally.

stocksmarts.substack.com/p/baba-alibaba-group-holdings-ltd-deep

$NET Cloudflare Inc Deep Dive and 2024 Outlook

The company's valuations are rich and the revenue growth is slowing

stocksmarts.substack.com/p/net-cloudflare-inc-deep-dive-and

$CPNG Coupang Inc Deep Dive and 2024 Outlook

The eCommerce retailer has growth back on its side.

stocksmarts.substack.com/p/cpng-coupang-inc-deep-dive-and-2024