? Friday’s trading in the US reminded us that the “bullish” trend is more alive than ever. Despite mixed index moves during the day, the week ended on a positive note — with Dow Jones reaching historic highs.
Main index dynamics:
- Dow Jones: +0.1% daily, +1.7% weekly. New record high! Leaders: UnitedHealth (UNH), Salesforce (CRM), Amgen (AMGN).
- S&P 500: -0.3% daily, but +0.9% weekly. Index remains near record levels.
- Nasdaq: -0.4% daily, but +12% YTD — tech still outperforms, though with caveats.
- Russell 2000 (small caps): -0.6% daily, +3% weekly. A sign investors are eyeing the “smaller players” again.
Strong sectors:
Healthcare — Buffett’s Berkshire Hathaway boosted its UnitedHealth stake, pushing UNH shares up +12%!
Real estate — steady investor interest amid dovish rate signals.
Solar energy — rally fueled by expectations of new “green” subsidies.
Restaurants & diversified healthcare — consistent capital inflows.
Weak sectors:
Coal — green energy trend hurts fossil fuels.
Automakers — pressured by EV competition and expensive credit.
E-commerce — weaker earnings, cooling consumer demand.
Gaming — sector struggles with revenue decline.
Semiconductors — especially Applied Materials (AMAT), down 14.1% after disappointing results.
Key events this week:
- Housing starts data.
- S&P flash PMI.
- Jerome Powell’s speech at Jackson Hole — markets await signals: policy easing or cautious stance?
Trader ideas:
Buy / hold: UNH, CRM, AMGN.
Avoid / short: AMAT, e-commerce, autos, gaming.
? Bottom line: The market stays strong — Dow writes new history, Buffett shows that “old school” healthcare investing can be just as profitable as flashy tech. But caution in IT and retail is needed: not everything that shines on Nasdaq is gold.
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