Norbert’s Wealth Dome

Norbert’s Wealth Dome

By Norbert B.M.BusinessNewsBusiness News
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Norbert’s Wealth Dome episodes

  • Weekly Stock Market Recap (Aug 11–15, 2025): Fresh Highs, Earnings Surprises & My Trades

    The week of August 11–15, 2025 delivered fresh all-time highs for the S&P 500, Nasdaq, and Dow Jones — despite hot inflation data. Strong consumer spending, hopes for a September Fed rate cut, and key corporate earnings moved the markets. In this recap, I’ll break down the top stock market events, major earnings (AMC, Cisco, Applied Materials, Amazon, Ford, CoreWeave, UnitedHealth, Intel, Nike, Costco, Apple, Procter & Gamble, Realty Income, Mercado Libre), plus share my own trades and dividend income from the week.

    📊 Market Action

    * S&P 500 (SPX), Nasdaq (IXIC), and Dow Jones (DJI) hit new record highs before Friday’s slight pullback.

    * Small caps surged to six-month peaks.

    * Nearly $9 billion flowed into U.S. equity funds, led by technology stocks.

    👉 Related: What drove the S&P 500 higher this week?

    🛍 Consumer Spending & Retail

    * July retail sales rose +0.5%, showing consumer resilience.

    * Winners included Costco (COST), Netflix (NFLX), and Spotify (SPOT).

    * Analysts eye Nike (NKE) as a 2025 turnaround play with leadership changes and tariff benefits.

    🌍 Global & Macro

    * U.S.–China tariff truce supported optimism.

    * Trump announced new tariffs on semiconductors and steel, boosting Intel (INTC) nearly 9%.

    * In Europe:

    * Shein sales surged +33% in the UK, surpassing Boohoo and Asos.

    * Associated British Foods (ASBFY) acquired Hovis, creating the UK’s largest bread brand.

    💡 Company Spotlights

    * Amazon (AMZN): Expanded grocery delivery to 33,000+ locations.

    * CoreWeave (CRWE): Stock sank post-IPO on heavier losses.

    * Applied Materials (AMAT): Beat earnings but gave cautious guidance, pressuring chipmakers.

    * Ford (F): Unveiled new EV platform, calling it a modern “Model T moment.”

    🧾 Earnings Recap

    * AMC Entertainment (AMC): $1.4B revenue, breakeven EPS — better than expected.

    * Cisco (CSCO): EPS $0.99 vs. $0.97 est, $14.7B revenue, $2B in AI infrastructure orders.

    * Applied Materials (AMAT): Revenue +1.1% surprise, EPS +5.2% surprise, but cautious outlook.

    👉 Related: Full U.S. Earnings Calendar

    💼 My Trades & Dividends (Aug 11–15)

    * Sold small positions in:

    * Mercado Libre (MELI): +$23

    * Apple (AAPL): +$115

    * Costco (COST): +$14

    * Dividends received:

    * Apple (AAPL): $11

    * Costco (COST): $6

    * Realty Income (O): $23

    * Procter & Gamble (PG): $66

    * Weekly Net Profit: $247

    * August Month-to-Date: $985

    🔮 Looking Ahead

    Next week brings key U.S. economic data:

    * Tuesday: Building permits, housing starts

    * Wednesday: FOMC minutes

    * Thursday: Existing home sales

    * Friday: Fed Chair Powell’s speech at Jackson Hole

    Closing:This was a cautious but profitable week, with more gains expected if the Fed signals a September cut. Stay subscribed to Wealth Dome — where we build and protect wealth.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    16 min
  • Market Shocker: Trump Tariffs, Apple’s $100B Pledge & Earnings, my Shocking Trades

    Hello Wealth DOME readers,

    This week was packed with market-moving news—from Donald Trump’s new tariffs on Switzerland, Canada, and India, to Apple’s $100 billion U.S. manufacturing pledge, and a string of major earnings reports from some of the market’s biggest names. Here’s your breakdown.

    🌍 Tariffs & Trade Tensions

    * 39% tariffs on Switzerland targeting luxury goods, chocolate, and gold exports

    * Tariffs on Canada & India increased, with India now facing 50% tariffs on oil

    * Global trade war fears rise, with potential ripple effects in the gold market

    📉 U.S. Labor Market

    * Jobs report showed a slowdown in growth

    * Speculation increases that the Federal Reserve could cut rates

    * Bond yields fell on weaker employment data

    🍏 Apple’s $100 Billion U.S. Investment ($AAPL)

    * Tim Cook announces additional $100B investment in U.S. manufacturing

    * Brings total planned U.S. investments to $600B

    * Apple stock jumped for three consecutive days, closing at $230 on Friday

    💼 Earnings Highlights

    * Eli Lilly ($LLY) – Revenue +38% YoY to $15.56B, EPS $6.31; stock fell 13.7% on sentiment concerns despite strong results.

    *

    * Hims & Hers ($HIMS) – Revenue +73% to $544.8M; stock up 2% on strong subscriber growth.

    *

    * Uber ($UBER) – Revenue +17% to $12.7B; announced $20B buyback; stock volatile.

    *

    * Shopify ($SHOP) – Revenue +31% to $2.68B; stock jumped 20%.

    *

    * Airbnb ($ABNB) – Revenue +13% to $3.1B; announced $6B buyback but stock fell on cautious guidance.

    *

    * Palantir ($PLTR) – Revenue +48% to $1B; U.S. commercial revenue +93%.

    *

    * AMD ($AMD) – Revenue +32% to $7.7B; strength in data center & gaming segments.

    *

    * Super Micro Computer ($SMCI) – Revenue +19% but missed forecasts; stock hit 200-day MA.

    *

    * McDonald’s ($MCD) – Revenue +5% to $6.84B; dividend ex-date Sept 2.

    *

    * Disney ($DIS) – Revenue +2% to $23.7B; strong theme parks & streaming, but potential correction ahead.

    *

    📈 My Weekly Trades (Week 32)

    * Sold: $PLTR, $RHM, gold (PPFP), $MELI, $COST, $AMZN, $TSLA, $AAPL

    * Best Trade: $AAPL (+€332)

    * Weekly Total: +$489 (target was $500)

    🔮 Next Week’s Preview

    * Tuesday: Inflation data

    * Thursday: PPI report

    * Friday: Retail sales & Michigan Consumer Sentiment⚠️ Expect volatility—consider defensive plays.

    🔗 Relevant Links

    * Apple Investor Relations

    * Eli Lilly Investor Relations

    * Shopify IR

    * Airbnb IR

    * Palantir IR

    SEO Tags: tariffs, US labor market, Apple $100B investment, Eli Lilly earnings, HIMS growth, UBER buyback, SHOP stock rally, ABNB cautious guidance, PLTR revenue growth, AMD semiconductor growth, SMCI correction, MCD dividend date, DIS earnings.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    22 min
  • Eli Lilly (LLY) Drops 14% After Q2 2025 Earnings – Opportunity or Warning Sign?

    Hey Wealth Dome readers,

    Eli Lilly (LLY) just dropped a bombshell—both good and bad. The Q2 2025 earnings were stellar on paper, yet the market punished the stock with a 14% post-earnings sell-off. Let's dive into the key metrics, chart analysis, sentiment, and my short-, medium-, and long-term price predictions.

    🧾 Earnings Highlights – Q2 2025

    * Revenue: $15.6 billion (+38% YoY)

    * Non-GAAP EPS: $6.31 (+61% YoY)

    * Full-year guidance: $60B–$62B

    Star products Mounjaro and Zepbound continue to drive growth, but the market reaction tells a different story...

    ❌ Why Did Eli Lilly (LLY) Stock Crash?

    The sell-off was triggered by disappointment in the oral version of its GLP-1 weight loss drug, Orforglipron, which showed only 11.5% placebo-adjusted weight loss, lagging behind Novo Nordisk’s (NVO) injectable alternatives (14–15%).

    Investor sentiment tanked due to:

    * Weaker-than-expected weight-loss results

    * Concerns over long-term efficacy

    * Skittishness from a previously overbought chart

    📉 Chart & Technical Analysis

    Current Price: ~$633RSI: 25 (deeply oversold)Major Moving Averages: Below 20-, 50-, 100-, and 200-day MAsKey Resistance Levels:

    * $680–$700 (23.6% Fibonacci)

    * $750 (38.2% Fibonacci)

    * $800 (50% Fibonacci)

    If these levels break, we could see LLY either bounce or enter a multi-year correction.

    📈 Price Predictions (Not Financial Advice)

    Short-Term (1–4 weeks): Rebound to $680–$700Medium-Term (1–3 months): Range-bound between $650–$760Long-Term: Only bullish if $800 level is retested and held. Be cautious if 200-day MA breaks on the 5Y chart.

    ⚠️ Final Thoughts

    While earnings are strong, sentiment rules the short-term game. Orforglipron’s underwhelming results have spooked investors, despite LLY’s solid fundamentals.

    Personally, I’m not bullish on the stock, but I’ll share any trades I make in the Weekend Edition. Stay cautious out there.

    —Noble B.M.I protect wealth. This is Wealth Town.

    🔗 Mentioned Links

    * Eli Lilly (LLY) IR Page

    * Mounjaro Drug Info

    * Zepbound Drug Info

    * Orforglipron Overview



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    9 min
  • AMD Earnings Deep Dive & Stock Analysis (Q2 2025)

    Welcome to this detailed AMD (NASDAQ: AMD) earnings report analysis and stock price prediction. This report covers the recent earnings release, key financial figures, chart analysis, and forecasts for short, medium, and long-term stock movements.

    AMD just dropped its Q2 2025 earnings! 🚀 In this detailed analysis, we cover AMD’s financials, key growth drivers like AI, and potential impact from China export restrictions. Plus, we dive into a detailed technical analysis to forecast AMD’s stock price in the short, medium, and long term.

    📈 AMD Earnings Highlights

    * Revenue: $7.7 billion (+32% YoY)

    * GAAP Net Income: $872 million

    * Non-GAAP Net Income: $781 million

    * Diluted Earnings Per Share (EPS):

    * Q2 2024: $0.16

    * Q2 2025: $0.54 (significant growth)

    📌 Revenue Breakdown

    * Gaming & Client Segments: Up 69% YoY, 23% QoQ

    * Data Center Segment: Growing, yet impacted by export restrictions

    🔍 Key Stock Drivers

    * AI and Data Center Expansion: Growth driven by AI infrastructure (MI350 & MI355X processors)

    * China Export Restrictions: Exports of the Instinct MI308 to China remain uncertain, impacting guidance and stock sentiment

    * Potential Catalyst: A favorable U.S.-China trade deal could significantly boost AMD

    📊 Technical Chart Analysis

    * Current pullback landed on Fibonacci retracement level of 23.6%

    * Key Moving Averages:

    * 20-day: Resistance

    * 50-day: Critical resistance around $140

    * 100-day recently crossed above the 200-day moving average (bullish indicator)

    🎯 Short-Term Outlook (1-4 weeks)

    * Likely pullback to support zones around $123-$138

    🚦 Medium-Term Outlook (1-3 months)

    * Stabilization and potential recovery

    * Target range: $160-$180 (approaching previous all-time highs)

    🌟 Long-Term Outlook (6-12 months)

    * Potential new all-time highs

    * Price targets: $210-$260 range



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    11 min
  • Weekly Market Recap: Tariffs, Trades & Key Stock Moves | July 28 – August 1, 2025

    Welcome to your weekly market wrap-up! We cover the most significant market-moving news, detailed trade reviews, and key lessons learned.

    🔥 Market Highlights

    * Trump Tariffs: New tariffs of 15% on Europe, significant tariffs on Switzerland, and massive 50% tariffs on copper triggered market volatility.

    * Market Reaction: Broad declines in various sectors, except for health and technology.

    * Copper's Big Move: Copper prices dropped significantly following the tariff announcement. My copper short (ETF: XMWF) ended with an $88 gain but could've yielded over $3,000 had I held longer.

    📈 My Trades This Week

    DateTickerCompany / ETF NameProfit/LossJuly 28XLVHealth Sector ETF+$61.75July 28HCCWarrior Met Coal-€132.2July 29XLEEnergy Sector ETF+€10July 29MPMP MaterialsSmall profitJuly 29MCDMcDonald's+€7.2July 29TXNTexas Instruments+€17.19July 29RCLRoyal Caribbean Cruises+€9.7July 29LLYEli Lilly+€6.8July 29TXNTexas Instruments (second trade)+€67.03July 30XOMExxon Mobil+€5.6July 29XMWFCopper Short ETF+$88.59July 29Tax RefundTax adjustment from previous losses+€32.48

    🗓 Trades and Income (August 1)

    DateTickerCompanyDetailsIncomeAug 1NLYAnnaly Capital ManagementDividend+€46.60Aug 1FIGFigma IPOSold position+€178Aug 1COSTCostco Wholesale CorpSold position+€35.5Aug 1PMPhilip MorrisSold position+€20.2Aug 1DELLDell TechnologiesDividend+€7.9Aug 1Cash InterestCash holdingsInterest payment+€13.5

    🧠 Lessons Learned

    * Position Sizing: Avoid oversized positions causing emotional trading and early exits.

    * Trust Your Thesis: Stick to your research; early exits can significantly impact returns, as seen in the copper trade.

    * Stop Loss Importance: Tight stop losses can limit losses but can also prematurely exit profitable trades (example: Warrior Met Coal).

    📌 Stocks & ETFs Mentioned

    * Health Sector ETF: XLV

    * Energy Sector ETF: XLE

    * Copper Short ETF: XMWF (WisdomTree)

    * Warrior Met Coal: HCC

    * MP Materials: MP

    * McDonald's: MCD

    * Texas Instruments: TXN

    * Royal Caribbean Cruises: RCL

    * Eli Lilly: LLY

    * Exxon Mobil: XOM

    * Annaly Capital Management: NLY

    * Figma IPO: FIG

    * Costco Wholesale Corp: COST

    * Philip Morris: PM

    * Dell Technologies: DELL



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    21 min
  • Stock Market Weekly Review “Navigating Tariffs, Earnings, and Economic Data”

    📌 Weekly Highlights

    * 🇺🇸 Trade Tensions: New U.S. tariffs spark global reactions

    * 📊 Earnings Kickoff: Q2 reports begin strong

    * 🏠 Economic Data: Inflation, housing, sentiment updates

    * 🏦 Fed Focus: Market eyes policy signals

    * 🤖 Sector Strength: Tech & crypto remain resilient

    🚨 Event 1 – Trade Tensions

    What Happened

    * July 14: 30% tariffs on EU & Mexico imports

    * 50% copper tariff extended earlier

    Market Impact

    * 📉 Monday dip across sectors

    * ⚙️ Agriculture & manufacturing exposed

    * 📈 Recovery later in week as focus shifted

    💹 Event 2 – Earnings Season Begins

    Key Results

    * Fastenal, JPMorgan: Beat expectations

    * Netflix: Beat but fell on inflated expectations

    * Schwab & Chevron: Strong results + acquisitions

    Market Impact

    * Major driver of gains

    * S&P 500 & Nasdaq hit record highs

    * Q2 earnings growth revised from 4% → 10%

    📈 Event 3 – Economic Data

    What Happened

    * CPI in line with forecasts

    * Housing starts rebound

    * Consumer sentiment up to 61.8

    * Inflation expectations down to 4.4%

    Market Impact

    * 📊 Stability in inflation calms Fed fears

    * 🏠 Positive housing data lifts confidence

    * 💼 “Risk-on” mood builds end-of-week momentum

    💰 Event 4 – Fed Policy Watch

    Ongoing Trends

    * Rate cut hopes remain

    * Tariff-related inflation seen as temporary

    Market Impact

    * 🎯 Uncertainty keeps yields range-bound (4%–4.5%)

    * 🧩 Anticipated easing supports equities

    🤖 Sector Spotlight – Tech & Crypto

    Highlights

    * Nasdaq & Bitcoin hit highs

    * Nvidia dips slightly post-$4T

    * Palantir & Autodesk jump

    Market Impact

    * 🚀 AI and crypto momentum drives investor interest

    * 💡 Key contributors to market strength

    📊 Overall Performance

    * 📈 S&P & Nasdaq: New highs

    * ⚖️ Dow: Slight dip despite intraday volatility

    * 🧭 Main drivers: Earnings & economic resilience offset tariffs

    This week’s markets were a rollercoaster driven by new tariff announcements, corporate earnings, and evolving monetary policy signals. Let’s dive into what happened, how major indices reacted, and how I traded it — including updates on copper, AMD, NVIDIA, and more.

    🔥 Key Market Drivers

    🇺🇸 Trump Announces New Tariffs

    * 30% tariffs announced on imports from EU and Mexico

    * Follows earlier 50% copper tariffs

    * Impact: Initially sent markets lower, copper soared

    * Personal Trade: I’m shorting copper — but trend remains dangerously bullish short-term

    📉 Market Reaction & Recovery

    Despite the tariff shock:

    * Dow, S&P 500, NASDAQ opened lower but rebounded midweek

    * NASDAQ hit all-time highs, optimism fueled by earnings

    💼 Q2 Earnings Season Kicks Off

    🟢 Strong Performers:

    * Fastenal (FAST): Beat expectations

    * JPMorgan Chase (JPM): Strong numbers, flat stock reaction

    * Netflix (NFLX): Beat on earnings, but declined due to high expectations

    * Charles Schwab (SCHW): Stock rallied on positive results

    * Chevron (CVX): Gained on acquisition but later turned down

    🔎 Energy Sector Overview:

    * Exxon fell -3.48%

    * Sector dragged down by majors despite green performance elsewhere

    📈 Technical Outlook

    * S&P 500 reached new all-time highs midweek, but closed red on Friday

    * Watching 20-day MA for short-term support

    * If that breaks, 50-day MA is key dip-buy zone

    🧾 Economic Data Highlights

    IndicatorReport DateResult🧮 CPI (Inflation)TuesdayIn line with expectations🏠 Housing StartsFridayRebounded in June🎓 Michigan SentimentFridayConfidence rising, inflation expectations down to 4.4%

    🏦 Monetary Policy:

    * Fed expected to cut rates twice by year-end

    * Powell under pressure from Trump

    * Inflation vs growth remains a tightrope walk

    💻 Tech & Crypto Overview

    * NASDAQ hits new highs 📈

    * Bitcoin holds strong

    * Breakout started July 10th

    * Short-term pullback possible to 20-day MA

    * Target: $150K by 2026 (long-term)

    💼 My Weekly Trades

    ✅ Profitable Trades:

    StockNet ProfitNotesAutodesk$91Closed early; could have earned moreNVIDIA$16Exited too earlyAMDLarge UnrealizedWatching for pullback to reenter

    ❌ Loss Trades:

    StockNet LossNotesLockheed MartinSmallAvoided bigger lossExxon-$114Exited on sell signalXLF (Financial ETF)MinorWaiting for dip to re-enter

    📈 Total July Profit (So Far): €277.94 = $322 USD

    🧠 Final Thoughts

    Despite geopolitical noise, markets remain bullish on strong earnings and muted inflation data. I’m closely watching copper and AMD for new entries, and I expect volatility to remain high into August.

    📝 Conclusion

    * 🔀 Mixed signals: Trade worries vs. strong fundamentals

    * 📢 Earnings as key catalyst

    * 🛣️ Outlook: Eyes on future earnings, Fed, and trade updates



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    14 min
  • Beginner’s Guide to ETFs: What They Are & How to Start Investing Today (2025)

    Ever wish you could own a piece of the entire stock market without buying thousands of individual stocks? ETFs (Exchange-Traded Funds) make that possible.

    In this blog post, I’ll break down everything you need to know about ETFs — what they are, how they work, the pros and cons, and how to choose your first one. This is your complete beginner guide to ETFs in 2025.

    🧺 What Is an ETF?

    An ETF (Exchange-Traded Fund) is like a basket holding different types of investments such as:

    * 📈 Stocks from various companies, industries, or countries

    * 💵 Bonds (corporate or government)

    * 🛢️ Commodities like oil, gold, or even agricultural goods

    * 🌍 Currencies or Real Estate assets

    You can buy and sell ETF shares just like stocks, but each share gives you exposure to everything inside the basket.

    🔄 ETF vs Mutual Fund

    FeatureETFMutual Fund🕒 TradingAll day (like a stock)Once daily (after market closes)💵 PricingMarket-drivenEnd-of-day NAV💰 FeesLow (TER)Often higher💳 MinimumsOften $1 or less (fractional)Sometimes $1,000+🔁 ManagementPassive (mostly)Often actively managed💸 Tax EfficiencyHighLower

    ✅ Benefits of ETFs for Beginners

    * 🚀 Instant diversification — one ETF = exposure to many assets

    * 💲 Low costs — trade once, pay minimal TER (Total Expense Ratio)

    * 🧠 Simplicity — one ETF can track entire markets (e.g. S&P 500)

    * 🏦 Access — invest globally or sector-specific from one account

    📈 Types of ETFs

    🌐 1. Broad Market ETFs

    * e.g., S&P 500 ETFs or World ETFs

    * Exposure to top U.S. companies or global markets

    💵 2. Bond ETFs

    * Stability & potential income

    * e.g., government bonds, corporate high-yield bonds

    🏥 3. Sector/Industry ETFs

    * Focused exposure (tech, healthcare, renewables, etc.)

    * Higher potential returns & risk

    💰 4. Dividend ETFs

    * Invest in dividend-paying companies

    * Great for income investors

    ⚠️ What to Avoid

    * ❌ Leveraged ETFs

    * ❌ Inverse ETFs

    * ❌ Complex commodity funds

    These are high-risk and not beginner-friendly.

    ⚖️ Risks of ETFs

    * 📉 Market Risk — ETF will drop if the overall market drops

    * ❗ Tracking Error — minimal in broad ETFs, but exists

    * 💧 Liquidity Risk — smaller ETFs can be hard to trade

    * 🧨 Concentration Risk — sector-specific ETFs can crash on bad news

    🛠️ How to Start Investing in ETFs

    * ✅ Open a brokerage account

    * Look for: no minimums, zero-commission ETF trading, good research tools

    * Example brokers: Fidelity, Vanguard, Schwab, E*TRADE (U.S.)

    * 🎯 Define your goal

    * Retirement? Down payment? Long-term savings?

    * Choose ETF based on time horizon & risk tolerance

    * 🔍 Pick your ETF

    * Look for low TER (e.g., 0.07%)

    * Choose broadly diversified ETFs (S&P 500, Total World Market)

    * Avoid complex or niche ETFs

    🧠 Suggested ETFs to Research

    * SPY / VOO – S&P 500

    * VT – Total World Stock Market

    * BND – U.S. Bond Market

    * VYM / SCHD – Dividend-focused ETFs



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    12 min
  • 📉 Wealthdom Weekly Recap: July 7–11, 2025 – Market, Trades & What’s Coming

    📰 Top News from the Week

    ✅ Strong U.S. Jobs Data

    * 147,000 jobs added in June

    * Unemployment rate dropped due to a decline in labor force participation

    * Average hourly earnings increased slower than in May

    * Market reaction: Mixed early, then turned bullish midweek; slight red close Friday

    📊 Inflation Surprises

    * China CPI: +0.1% — a sign of weak inflation and potential stalled recovery

    * Eurozone CPI: Climbed to the ECB’s 2% target

    * Retail Sales in Eurozone: Cooled to 1.8% in May

    * Potential pause in ECB rate cuts

    🛠️ Tariff Talk & Copper Market Analysis

    Donald Trump floated 200–300% tariffs, including:

    * 50% tariff on copper — a huge signal for the commodity space

    📈 Copper Market Overview:

    * At all-time highs

    * Strong bullish uptrend since early 2024

    * Copper demand expected to rise due to AI infrastructure, electric cables, and energy needs

    🤔 Should you short copper now? I say: not yet — the trend is your friend.

    📅 Key Economic Events (Next Week Preview)

    * Monday: Core Inflation (YoY, MoM)

    * Wednesday: PPI report

    * Thursday: U.S. Retail Sales

    * Friday: Building Permits, Housing Starts, Michigan Consumer Sentiment

    ⚠️ Risky week ahead — cautious trading advised.

    💼 My Trades This Week

    🟢 Sold Positions:

    TickerProfit (in $)NotesEli Lilly$7.49Closed at minor gainRheinmetall (RHM)$35Locked in profitTesla (TSLA)-$25 & -$56, +$9.5First losses, slight reboundS&P 500 ETFSmall swingBought & sold same weekVisa (V)$118Fully exitedAmazon (AMZN)$8.89Small gainCircle$117Sold MondayMat Co/Warrior Met Coal$44.34Planning re-entry on other portfolio

    📈 Weekly profit goal: €250✅ Achieved: €287🎯 Monthly goal: €1,000

    📈 My Weekly Investing Strategy

    I aim to hit consistent targets through:

    * Small, low-risk swing trades

    * Using macro events + charts

    * Weekly trade reviews to refine strategy

    🧠 Final Thoughts

    This week was volatile yet rewarding. Between strong jobs data, uncertain inflation, and copper hype, the market remains unpredictable. But with discipline, small trades, and clear goals, you can stay ahead.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
    8 min
  • Market Update & Portfolio Strategy – July 2025 Edition

    In this blog post, I’m breaking down the latest market news, geopolitical shifts, economic data, and my updated portfolio strategy including high-conviction stocks like Visa, Apple, AMD, Mastercard, and more. Plus, I’ll share key earnings takeaways and how I’m trading oil and bonds right now.

    📰 Market Recap

    The S&P 500, Nasdaq, and Dow Jones all hit new all-time highs as geopolitical tensions eased and trade optimism resurged. Major catalysts include:

    * Ceasefire between Iran & Israel

    * Reports of potential trade deals with China and India

    * Dovish Fed comments and high expectations of rate cuts

    * Explosive performance in AI and tech sectors (e.g. Nvidia, Oracle)

    📊 Index Weekly Performance:

    * S&P 500: +3.4%

    * Nasdaq: +4.25%

    * Dow Jones: +3.8%

    🛢️ Oil Trade Breakdown

    Tensions in the Middle East initially drove oil prices higher, but once de-escalation occurred, WTI crude dropped 13% to ~$65/barrel.

    💼 My Trade:

    * Bought a short on WTI on Monday (sold shortly after)

    * Target buy range: $55–$60/barrel

    * Preferred oil stock: Exxon Mobil (XOM) – decent dividend but still waiting for better technicals

    💰 Economic Data & Fed Outlook

    * Core PCE inflation rose slightly

    * Consumer inflation expectations dropped

    * Durable goods orders surged (especially aircraft)

    * Fed rate cut probability: 92% chance by September

    📉 Rate cuts would boost borrowing and market momentum.

    📊 Earnings & Stock Picks

    ✅ Nike (NKE)

    * Popped +20% on solid earnings

    * MACD shows buy signal, RSI overbought

    * Exiting this small position in my portfolio

    🆕 Circle IPO

    * Small starter position: 0.85% of my portfolio

    * Down ~18%

    * Watching for a potential re-entry after summer correction

    💳 Mastercard (MA) & Visa (V)

    * Re-entered Visa after its June breakout

    * Bought 7 shares of MA at $468

    * Bullish on both companies for the long term

    📈 Portfolio Highlights

    StockPosition %NotesLong-Term Bonds12%Waiting for rate cuts; yield ~4.31%Apple (AAPL)11.5%Expecting late-year rallyAMD9.3%Down currently, strong long-term playASML–Monopoly in lithography chipsGoogle (GOOG)–Bullish on AI + Gemini rolloutNovo Nordisk–Still holding; litigation ongoingUnitedHealth–Down but potential 30%+ annual returnBerkshire Hathaway–Long-term conviction buy

    🧪 Watchlist

    * Intel – Potential acquisition target

    * Realty Income (O) – Oversold, watching for bounce

    * Truist Financial (TFC) – Will exit on RSI overbought



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    24 min
  • 🍽️ Build a Tasty Recipe App with React, Tailwind CSS & Vite (2025)

    In this tutorial, we’ll build a full-featured Recipe App using React, Tailwind CSS, and Vite. This project is perfect for React beginners who want to learn how to manage state, use components, handle modals, and filter dynamic data.

    🚀 What You’ll Build

    * React app powered by Vite

    * Styled with Tailwind CSS

    * Data fetched from a local recipe "database"

    * Features:

    * Search bar

    * Filter by categories

    * View recipe details in a modal

    * Responsive layout

    🧰 Tech Stack

    * React 19

    * Tailwind CSS 4.1+

    * Vite

    * React Icons (optional)

    🛠️ Step 1: Set Up with Vite

    npm create vite@latest tasty-recipes

    cd tasty-recipes
    npm install
    npm run dev

    Choose React with JavaScript (no TypeScript).

    🎨 Step 2: Install Tailwind CSS

    Follow the Tailwind + Vite installation guide:

    npm install -D tailwindcss postcss autoprefixer

    npx tailwindcss init -p

    Update your tailwind.config.js:

    content: ["./index.html", "./src/**/*.{js,jsx}"],

    Update src/index.css:

    @tailwind base;

    @tailwind components;
    @tailwind utilities;

    🧼 Step 3: Clean Up Vite Template

    Delete unnecessary files:

    * src/assets folder

    * App.css

    * Boilerplate JSX in App.jsx

    🧩 Step 4: Create Components

    Header.jsx

    const Header = () => (

    Tasty Recipes
      {["Home", "Recipes", "About", "Contact"].map((item, i) => (
    • {item}
    • ))}
      );

      🧾 Step 5: Add a Local Recipe Database

      Create src/db.js:

      const recipes = [

      {
      title: "Spaghetti Carbonara",
      category: "Pasta",
      image: "https://www.themealdb.com/images/media/meals/llcbn01574260722.jpg",
      ingredients: ["Spaghetti", "Eggs", "Parmesan", "Pancetta", "Pepper"],
      description: "A creamy, savory classic Roman pasta dish.",
      instructions: "Boil pasta, cook pancetta, mix eggs & cheese, combine everything."
      },
      // Add more recipes...
      ];
      export default recipes;

      🧠 Step 6: Main App State Logic

      In App.jsx:

      import { useState, useEffect } from 'react';

      import recipes from './db';
      import Header from './Header';
      function App() {
      const [filteredRecipes, setFilteredRecipes] = useState([]);
      const [selectedRecipe, setSelectedRecipe] = useState(null);
      useEffect(() => {
      setFilteredRecipes(recipes);
      }, []);
      const handleRecipeClick = (recipe) => setSelectedRecipe(recipe);
      const closeModal = () => setSelectedRecipe(null);
      return (
      <>

      {filteredRecipes.length > 0 ? (
      filteredRecipes.map((recipe, i) => (
      handleRecipeClick(recipe)} />
      ))
      ) : (

      No recipes found.

      )}
      {selectedRecipe && }
      );
      }

      🍽️ Step 7: RecipeCard Component

      const RecipeCard = ({ recipe, onClick }) => (

      {recipe.title}

      {recipe.description}

      );

      🔍 Step 8: RecipeModal Component

      const RecipeModal = ({ recipe, onClose }) => (

      e.stopPropagation()} className="bg-white rounded-lg shadow-lg p-6 max-w-xl w-full relative">
      ×
      {recipe.title}

      {recipe.description}

      Ingredients:
        {recipe.ingredients.map((item, i) => (
      • {item}
      • ))}
        );

        📁 Folder Structure

        src/

        ├── App.jsx
        ├── Header.jsx
        ├── RecipeCard.jsx
        ├── RecipeModal.jsx
        ├── db.js
        ├── index.css
        ├── main.jsx

        -------------------------------------------------------------------------------------------------

        👉 Full Source Code: https://github.com/NorbertBM/learn-web-development-for-beginners-.git -------------------------------------------------------------------------------------------------

        #React #TailwindCSS #Vite #RecipeApp #FrontendProject #React2025



        This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
        51 min

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      Grow and Protect Wealth

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