Jaimini Desai has been a financial writer and reporter for nearly a decade. He has helped countless investors take profitable rides on some of the hottest growth trends. His previous experience includes writing for Investopedia, Seeking Alpha, and MT Newswires.
Jamini's first exposure to the stock market was during the dotcom bubble as a high-schooler. He was active in the markets during college and was trading full-time during the 2008 crash and reflation rally in 2009. This formative experience instilled in him the importance of risk-management, understanding market conditions, and betting big on the best ideas.
In his career, he has worked with investment managers, financial advisors, fintech companies, and news publishers. His unique background allows him to connect the dots between businesses, industries, economies, and markets.
He lives in Philadelphia, PA and loves his family and dogs (in no particular order). He enjoys playing tennis, yoga, and eating ice-cream. If you would like to see more of his best growth stock ideas, then click the following link See Jaimini Desai’s Favorite Growth Stocks.
Industries like cloud computing, autonomous driving, and AI continue to expand regardless of near-term road bumps. Companies selling to these industries will also prosper. Therefore, investors should target high-quality semiconductor stocks like Micron Computers (MU), ON Semiconductor (ON), and Broadcom (AVGO). Sep 7, 2022| 10:26am
Since testing the 200-day moving average in mid-August, the S&P 500 (SPY) has been in liquidation mode. More importantly, we have retraced more than 50% of the advance that began in mid-June. Is this just a pullback? Or, are we back in bear market mode? This question will be the major focus of today's commentary. Read on below to find out more… Sep 2, 2022| 11:49am
Did you know that the tug of war was actually an Olympic sport from 1900 to 1920. Now, I’m generally a person who embraces the new and doesn’t reflexively believe the past is better. But, in this case, I’ll make an exception. Tug of war needs to be immediately added back to the Olympics. And, I have a feeling that it could help the Olympics with their ratings problem. Tug of war is on my mind, because it’s what is exactly happening in the stock market (SPY) as the bulls and bears grapple for control. On the bullish side, you have falling inflation, resilience in earnings and employment data, and high levels of traders/investors who are underinvested or short. On the bearish side, you have a hawkish Fed, a slowing economy, and various tail risks that could turn into outright crisis. In today’s commentary, we will discuss this market dynamic and then dive into various topics. Read on below to find out more… Aug 30, 2022| 7:00am
The bear market in growth stocks has been brutal. However, there are many high-quality stocks that have seen their earnings, revenues, and margins continue to expand amid this tough environment such as Veeva Systems (VEEV). Read on to find out why VEEV is our growth stock of the week... Aug 26, 2022| 7:41am
Usually, Thursdays are a great day for commentaries, because Fridays tend to be low-volatility and volume days. Occasionally, this isn’t the case like today for instance. Tomorrow, there is the inflation report and Chair Powell’s speech at Jackson Hole. Both of these are going to be major factors in determining the stock market’s (SPY) near-term direction. Therefore, this is a good day to focus on more big-picture items although we will give some updates on the new bull market vs bear market debate that continues to rage on Wall Street. Read on below to find out more… Aug 26, 2022| 7:00am
The S&P 500 (SPY) hit its first rough patch since mid-July. And, we've basically retraced the entire last leg higher. As we laid out in our previous commentaries, the conditions that contributed to the melt-up (bearish sentiment and positioning) remain intact albeit to a lesser degree. Similarly, the factors that precipitated the bear market also remain, for the most part, intact. In today's commentary, we will discuss these two dueling impulses and then lay out our current gameplan. Then, I want to do an overview of some market topics. Read on below to find out more… Aug 23, 2022| 10:35am
The S&P 500 (SPY) rally has taken a breather after hitting the 200 day moving average. It’s certainly possible that we have topped and are immediately headed lower, it’s possible that this dip will resolve higher, and/or we could chop around in a range for some period of time. Given the market’s momentum and our above-average cash position, I’m comfortable with our current holdings and allocations as long as we stay above 4,200. Therefore in today’s commentary, I want to just share some brief comments on the market, then I want to dive into some of the various sectors that we have discussed in the past - auto parts, energy, biotechs, and travel - and provide some updates. Read on below to find out more… Aug 19, 2022| 6:00am
Learn about Stride (LRN). This has been an outperformer in 2022 due to rising demand and interest in homeschooling. It's also quite cheap due to the bear market in growth stocks. Read on to find out why it's our stock of the week... Aug 18, 2022| 11:14am
The S&P 500 (SPY) relentless climb continues...There's increasing chatter that this move higher could actually be the start of a bull market. In today's commentary, I want to explore this possibility. Then, I want to add on some follow-up thoughts to last week's commentary and trade alerts. Read on below to find out more… Aug 16, 2022| 1:44pm