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We have launched a new version of Bulios in preview mode. As a Bulios Black member you get priority access and can try all new features first.
📌 China: a hated market where an interesting opportunity might be emerging?
Lately I've been looking more at sectors and markets where sentiment is weak.
Not where everything is flying up.
Not where everyone chases the same AI or semiconductor story.
But where quality companies trade under pressure, investors avoid them, sentiment is bad, and valuations start to look interesting.
An...
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0.5% of my portfolio is really not worth me studying all the risks I take by investing in China, because any potential gain from those beaten-down companies won't have a significant impact on my portfolio. Besides, this story already played out there recently: stocks climbed hundreds of percent from their lows, and after profits were taken nobody cares about China anymore. Why would it repeat? What further growth potential do those companies have? How has the investment environment changed?
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Markets today are basically reacting to one thing: that a deal with Iran may be taking shape, but no one knows when shipping through the Strait of Hormuz will actually resume.
The war in Iran has for almost three months been keeping the world by the throat through high energy prices and fear of inflation — but now a cautious relief is arriving, because there is talk of a...
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It seems to me that they don’t want to come to an agreement (both sides), and if the Iranians keep demanding those reparations, it’s a complete no-go zone for the USA.
In any case, that deadlock actually suits China too — instead of shipping by sea it’s moving goods by rail, and it has an ideal environment to test the USA–Taiwan connection.
Hi investors, which dividend stock would you call a "must-have"? I'm building a dividend portfolio for a friend, and I'd love some inspiration :)
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"Must-have" dividend stock, in my view, doesn't exist. What is a great complement for one portfolio can be an unnecessary concentration of risk for another. And a high dividend on its own is not an investment thesis.
I have a position, for example, in $TTE, but not primarily because it has an attractive dividend. I see it more as adding a commodities/energy component to the portfolio. So I'd focus mainly on a quality business and a sector that fits my portfolio — not the highest dividend yield in the table.
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Ferrari Luce: the generation to prove that the best Ferrari can be electric
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Why did Arm gain 46% in a single week? From chip designer to AI-era star
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Fixed contractual income and 11% dividend, but there's a catch
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5 companies with the lowest P/E ratio on the US stock market
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Europe Alert: DHL, FedEx and UPS sound the alarm on new tariffs
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Jensen Huang pushes Super Micro for exports to China: what it means for AI infrastructure and shareholders
Booking Holdings in 2026: An opportunity after a market correction and a historic stock split?
The company Booking Holdings $BKNG is an undisputed global leader in online travel booking. Today I’ll try to introduce the company to you in a bit more detail.
Company profile: How does this digital empire work?
Booking Holdings doesn’t own hotels, airplanes, or rental car fleets. It...
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The business is great, and I also think this is just a weaker period; $BKNG will grow again afterwards.
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SpaceX goes public: 6 things you need to know before buying
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Along the lines of Qualcomm: Silent AI wave winner sells everything it can make
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4 Asian ETFs That Could Benefit From the Next Global Growth Wave
Interesting/high-quality stock on sale - You probably noticed that $INTU dropped as much as 20% yesterday! Do you think this has created an interesting opportunity?
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It's a fairly volatile stock and it seems more like a falling knife to me, which is a strong signal that it's risky and I won't buy it.
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US launches quantum computer race. IBM takes a billion, hundreds of millions more to D-Wave and Rigetti
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Donald Trump is preparing to sign an executive order on AI and cybersecurity intended as a compromise between "hard regulation" and the free market. The order would create a voluntary framework under which developers of the most advanced models (e.g., Anthropic Mythos–type models) would provide the government with the model for review roughly 90 days before public release and...
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Interesting news. Do you think $CRWD could profit significantly from that?
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Stellantis risks everything: Five-year turnover of 70 billion, 60 new cars and the hunt for positive cash flow
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NextEra-Dominion: a potential $400 billion energy giant for the AI era