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🔥 The Pulse $S&P 500(.SPX)$ April just delivered the $S&P 500(.SPX)$'s best monthly performance since the COVID rebound euphoria of November 2020, closing at 7,209.01 with a blistering +10.4% gain. This wasn't just momentum — it was a capital rotation masterclass. A softer USD, Fed easing expectations baked in, and selective megacap earnings beats created the perfect storm. But here's the twist: while $GOOGL and $CAT soared +10% on blowout results, $META crashed -8.6% and $MSFT slipped -3.9% in the final session. The bull is alive, but it's picking favorites. The question: Do we chase into May, or does the old adage "Sell in May and go away" finally apply? 📊 Key News: The Numbers That Moved Markets $Ca

$S&P 500(.SPX)$   Data suggests you should not blindly "sell in May." Despite the S&P 500 reaching new highs as of May 1, 2026, historical analysis shows the May-October period is weaker but still often positive, with significant underperformance concentrated in late summer, not early May. Staying invested frequently outperforms this strategy.Key Considerations for "Sell in May":Weakened Strategy: While May to October is historically the weakest six-month period (averagi@TigerStars @Daily_Discussion @TigerEvents

$Strategy(MSTR)$   Strategy [MSTR] is the largest corporate holder of Bitcoin. Strategy will be report its quarterly financial results on May 5, 2026, Post Market; this preview summarizes consensus revenue and EPS expectations alongside recent developments in its Bitcoin accumulation and software operations. Market Forecast Based on the latest company-facing forecasts, Strategy’s current-quarter revenue is projected at 120.75 million US dollars, implying 4.23% year-over-year growth; the forecast points to adjusted EPS of -4.41 (year-over-year change of -39.05%) and EBIT of -3.39 billion US dollars (year-over-year change of -27,189.99%), while no company-level guidance for gross profit margin or net profit margi

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Last Week's Recap 1. Moderating Market: $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ Add ~1% as April Momentum Cools Moderating market — S&P 500 and NASDAQ both added ~1% to fresh records; Dow edged up 0.5%, still 1.4% below its all-time high. Fed transition — Fed held rates unchanged; Kevin Warsh’s nomination to replace Powell cleared a Senate panel, teeing up a full Senate vote. Bullish April — NASDAQ +15.3% (best month since Apr 2020); S&P 500 +10.4% (best since Nov 2020); Dow +7.1% (best since Nov 2024). Earnings surge — S&P 500 Q1 EPS growth forecast jumped to 27.1% from 15.0% after mega-cap tech beats, per FactSet. GDP comeback — Q1 GDP grew at a 2.0% annual rate, up from 0.5% in Q4 2025. PC

There were only a handful of US economic reports out last week. As we look backwards, they really did not impact US market at all. Is this even possible ? Reports out last week: Tue, 28 Apr 2026 - US Consumer confidence report for April 2026. Wed, 29 Apr 2026 - US Trade balance in goods for March 2026. Thu, 30 Apr 2026 - US Jobless claims - weekly & continuing. Thu, 30 Apr 2026 - US Gross domestic product (GDP) for Q1 2026. Thu, 30 Apr 2026 - Personal consumption expenditure (PCE) for March 2026. Fri, 01 May 2026 - S&P final U.S. manufacturing PMI (final) for April 2026. US Consumer confidence index (CCI) - April 2026. The US Consumer Confidence report was a mild upside surprise, with Conference Board’s headline index rose to 92.8, by +0.6 points from upwardly revised March 2026’s

In for a much longer horizon rather than jumping in and out. Hard to time the market, let time do the compounding for us.

Timing the market is impossible and hence we need to understand what we are after (e.g. highest return at the YOLO instant, sufficient return to fund your objective, etc) before marking a decision.  Sell in May and come back later sounds fantastic in hindsight but if we are always affected by emotions of a sell down, exiting the market and await to re board, then the heating buy finger may cause us to miss the 10 best days of a rocket run.

i agree! It's very hard to time the market though!

1. Moderating Market: S&P 500 and NASDAQ Add ~1% as April Momentum Cools U.S. indexes rose modestly for the second week in a row, with the $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ both adding around 1%, while the Dow edged up 0.5%. The gains were more measured compared to the rapid advances in the first three weeks of April. The $Dow Jones(.DJI)$ remains 1.4% below its record set nearly three months ago, even as the S&P 500 and NASDAQ pushed to fresh record levels. 2. Fed Transition: Hold with 4 Dissents as Powell Era Nears End The Federal Reserve kept its benchmark rate unchanged, but the updated policy statement drew dissents from 4 of 12 members — refl

Maybe it's time to read up about all these 

News and my thoughts from the past week (04May2026) We are seeing a historic earnings boom. The current year-over-year blended earnings growth rate for the S&P 500 is a whopping +27.1%, more than DOUBLE the +13.1% expected. With ~63% of S&P 500 companies reporting Q1 earnings thus far, we are on track for the highest earnings growth rate since Q4 2021. Meanwhile, Magnificent 7 companies alone are now guiding over $700 BILLION in CapEx spend for 2026 alone. There has never been a more historic time to own assets than now. Asset owners are winning. - X user The Kobeissi Letter UN boss Guterres just went full doomsday mode on the Strait of Hormuz chaos: If it drags on, we’re staring at global recession, inflation exploding past 6%, 32 million more people shoved into poverty, and

Market Outlook of S&P500 (04May2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is trending up. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.46, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines are s

Breadth narrowing is a warning sign, but not an immediate sell signal. With ~$725B in committed AI capex, strong hyperscaler earnings, and supply bottlenecks in memory, power and cooling, the structural bull case remains intact. My take: bull run likely continues into May, but leadership broadens and volatility rises. I would not chase index highs here. Prefer buying pullbacks or rotating into laggards. Catch-up sectors: • Utilities / power infrastructure, the hidden AI backbone • Industrials, cooling, electrical equipment, grid upgrades • Healthcare, defensive growth at better valuations • Financials, if rates stay higher for longer • Selective small caps, if breadth expands again Mega-cap AI still leads, but second-order beneficiaries may offer better risk/reward now. The next leg up ma

April’s surge is powerful, but a +10.4% monthly gain for the S&P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation. My view: Will the bull run continue in May? Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up. Chase or wait? Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run. Which sector catches up? 1. Financials, especially quality banks if rates stay elevated 2. Healthcare, lagging but defensive growth looks attractive 3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical eq

All time high. Invest and trade with cautions!

📈 April was historic: S&P +10.4%, Nasdaq +14.8% — strongest since 2020. I’d rather wait for a pullback than chase highs. 🔥 Energy still has momentum with oil. ⚒️ Materials benefit from gold & industrial demand. 💊 Healthcare offers defensive strength if May turns choppy. ✨ My view: rotation into these lagging sectors could be smarter than chasing stretched tech. @JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel

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