Karan Dewan

Trusted Advisor to Private Clients

[Karan Dewan @Techtrade99]

TECHNOLOGY: CAN THE SECTOR RETURN TO AN UPWARD TRAJECTORY?

The sector has been consolidating since mid-May, as has the S&P 500 itself.

For the market to move decisively higher again, the technology sector will need to

break above its June highs.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Can Technology Become the Leading Sector for the Final Quarter?".
👉Read here - https://t.co/4tbRezEzGr

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

FED, CORPORATE EARNINGS, AND MIDTERMS AS MARKETS SHOW RESILIENCE

Corporate earnings remain strong, with analysts continuing to revise their 2026
and 2027 estimates upward.

The AI investment cycle remains in full swing, with strong demand for
computing infrastructure

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Fed, Corporate Earnings, and Midterms as Markets Show Resilience".
👉Read here - https://t.co/dk9y4sRPOY

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

Model Portfolios in USD

Global Growth USD recorded a decline of -2.91%, but continues to show an exceptionally strong overall year-to-date return of +9.87%.

Income USD was the strongest strategy of the month, posting +2.40% and raising its year-to-date return to +7.24%.

[XSpot Wealth @XSpotwealth]

📈 Discover the full Market & Portfolio Update for July below!

https://t.co/qsbBoQEVFs

#MarketAnalysis #Investing #XSpotWealth #AI #WealthManagement

[Karan Dewan @Techtrade99]

THE S&P 500'S EXCESSIVE CONCENTRATION MAY BE HIDING A MESSAGE

The index's high concentration is not necessarily a worrying sign. It is better for investors to ask why this high concentration involves specific companies and whether these stocks is supported by fundamentals.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Why aren't investors “buying” the strong corporate earnings?".
👉Read here - https://t.co/sdG2hs0e1k

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

💼 Our XSpot Wealth portfolios performance:

✅ USD portfolios: mixed — Global Growth USD -0.73% (YTD +12.57%), High Income USD +0.53% (YTD +4.12%)

✅ EUR portfolios: all positive — Global Growth EUR +1.58% (YTD +15.50%), High Income EUR +1.61% (YTD +5.47%)

[XSpot Wealth @XSpotwealth]

📈 Discover the full Market & Portfolio Update for June below.…

https://t.co/9KlNZGQIGM

#MarketAnalysis #Investing #XSpotWealth #SpaceX #WealthManagement

[Karan Dewan @Techtrade99]

DOW JONES AT NEW RECORD HIGHS

While the semiconductor and memory sectors are seeing significant swings, and July has started
with sharp losses, the overall picture is not worrying.

For example, the Dow Jones is hitting new record highs,

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Volatility in hot stocks, calm in the market, no change in momentum".
👉Read here - https://t.co/DiAnB2Roxk

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

We believe, however, that all of this analysis is largely irrelevant, as it fails to account for the scenario in which the war ends — a possibility that is already being set in motion. Oil has returned below $70, there are signs pointing toward deflation in July

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Oil, Interest Rates, and Microchips: The Market Puzzle".
👉Read here - https://t.co/cxF3THmzbz

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

The RBI's FCNR(B) changes could be one of the most attractive fixed-income opportunities for NRIs in years.
I shared my thoughts with @EconomicTimes on why Gulf-based investors may want to take a closer look
@XSpotwealth

[XSpot Wealth @XSpotwealth]

📈 Discover the full Market & Portfolio Update for April below.

https://t.co/J9uL4IluvU

#xspotwealth #marketanalysis #wealthmanagement #democratisinginvestments

[Karan Dewan @Techtrade99]

THE MAIN U.S. STOCK MARKET INDICES CONTINUE TO BREAK RECORDS

U.S. stocks continued their rally for a sixth consecutive week, with three of the four major indices reaching new highs. The S&P 500 rose by +2.0%, the Nasdaq climbed +4.0%, and small-cap stocks gained +1.5%

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Six-week rally: Artificial Intelligence is pushing stocks to new records".
👉Read here - https://t.co/BrBvDP2dgS

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

For the first time since 2022, retail investors did not buy the dip, reflecting the fear triggered by the war in Iran. However, as we have said many times, the current bull market is clearly driven by the growth in corporate earnings.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "New all-time highs, but with attractive valuations".
👉Read here - https://t.co/XQOQ0ahOfz

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

SHOCK PROFITS FROM THE MAG 7 ARE PUSHING THE INDICES TO NEW ALL-TIME HIGHS

With the indices trading at all-time highs, interest during the past week shifted
once again to corporate earnings, as almost all of the Mag 7 companies reported first quarter results

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Shock profits from the Mag 7 are pushing the indices to new all-time highs".
👉Read here - https://t.co/2qGzRpSmOy

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

THE MAIN SCENARIO FOR OIL

According to most analyses, banks believe that the more optimistic scenario will prevail—the one that views the current situation as a temporary disruption in the energy supply chain rather than a permanent damage.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Markets remain resilient despite tensions in the Middle East".
👉Read here - https://t.co/aM6xi6um9w

#xspotwealth #investmentresearch #economy #stocks #oil #investments #marketanalysis

[Karan Dewan @Techtrade99]

ARE MARKETS PRICING IN THE END OF THE
WAR?

Substantial sell-offs in gold and silver, alongside notable stability in Bitcoin.

These may be early moves by large players who anticipate a positive development on the Iran war front at some point in the near future.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Are Markets Pricing in the End of the War?".
👉Read here - https://t.co/L4FGdGpf5f

#xspotwealth #investmentresearch #economy #stocks #oil #investments #marketanalysis

[Karan Dewan @Techtrade99]

MARKETS ARE NOT FEELING THE PRESSURE

This is not the first time that markets have largely disregarded a new military operation, even when it involves Iran - a country with nuclear capabilities and a highly unpredictable profile.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "What are the factors behind stocks ‘ignoring’ the war in Iran?".
👉Read here - https://t.co/tKf50fQSEU

#xspotwealth #investmentresearch #economy #stocks #oil #investments #marketanalysis

[Karan Dewan @Techtrade99]

AN EXTREMELY SUPPORTIVE ENVIRONMENT FOR EQUITIES

Key factors include:

1) Economic confidence indicators have improved.

2) Manufacturing data came in better than expected.

3) The labor market is showing notable resilience.

4) U.S. GDP was revised upward.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "Markets Hold Within a Strong Supportive Environment".
👉Read here - https://t.co/9VconZhAfD

#xspotwealth #investmentresearch #economy #stocks #gold #investments #marketanalysis

[Karan Dewan @Techtrade99]

2026: THE YEAR BEGINS WITH THE MOOD TO CONTINUE THE CURRENT BULL MARKET

The decline of the dollar, as well as the generally sustained excellent investor sentiment, has begun to create capital flows toward markets that have lagged behind in recent years.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "2026: The year begins with the mood to continue the current bull market".
👉Read here - https://t.co/nkd9B5PpU9

#xspotwealth #investmentresearch #fed #economy #stocks #dollar #investments #marketanalysis

[Karan Dewan @Techtrade99]

2026: AGGRESSIVE START – WHAT DOES HISTORY SHOW WHEN THERE ARE MIDTERM ELECTIONS?

All of the above is reflected in GDP, which grew by 3.8% in the second quarter, 4.3% in the third quarter, and, according to estimates, is expected to rise to 5.1% in the fourth quarter.

[XSpot Wealth @XSpotwealth]

Read our latest Weekly Report with the title "2026: Aggressive Start – What Does History Show When There Are Midterm Elections?".
👉Read here - https://t.co/PTwAdXGLzr

#xspotwealth #investmentresearch #economy #stocks #investments #marketanalysis

[Karan Dewan @Techtrade99]

📈 Year-to-Date Highlights (USD Portfolios):
Fixed Income: +7.98%
Income Plan: +17.37%
Global Growth Plan: +21.41% —still outperforming both the S&P 500 and MSCI World

[XSpot Wealth @XSpotwealth]

November Review | From Volatility to a Positive Finish 
Watch the full analysis video for October below! https://t.co/fPCGjiSXSe

#xspotwealth #marketanalysis #wealthmanagement #democratisinginvestments #volatility #fed #alphabet

[Karan Dewan @Techtrade99]

@XSpotwealth
⚠️ How anonymous and unregulated review platforms operate
🔎 What investors should actually rely on
🛡️ Why protecting investors from misinformation matters
✅ Our position as a regulated wealth manager

[XSpot Wealth @XSpotwealth]

Our latest article shares practical tips to recognise misleading information online and assess the credibility of an investment company. https://t.co/WvhnVPuuSm

#XSpotWealth #Investment #WealthManagement #InvestorEducation #InvestmentInsights #DemocratisingInvestments