Are you buying shares of energy companies or will it be a short-term shot and then a pullback? The situation with the Strait of Hormuz is quite interesting - up to 20% of all production is transported there, which is quite wow. Closures or sabotage can clearly sway oil prices, however many are calling such moves suicidal for Iran's economy.
I don't have steel mills in my portfolio, but I would need to know the competition and would be interested to know which company is the biggest/best in this sector.
The US engaged in an Israeli attack on Iran over the weekend, which is likely to lead to today's stock plunge. Just to be safe, I already loaded cash into my account yesterday and if any stocks drop significantly today, I will be overbought.
What do you think of the US attack on Iran? Are you going to overbought today?
📅 Key events of the upcoming week! Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.
🏭Monday Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June. 🏘️ Existing Home Sales - We'll see how the US housing market performs. 🎙 Waller's FOMC speech - Possible... Read more
Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.
Which luxury sector stocks do you have in your portfolio?
🥫 Kroger is growing - cheap brands and home cooking are driving results! While many retailers are reporting stagnation or uncertainty, Kroger $KR is showing interesting growth.
The company's shares gained more than 9 %after the company raised its full-year sales outlook and reported strong results in segments that reflect current consumer behavior: the search for lower prices,... Read more
I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.
Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?
Are you buying shares of energy companies or will it be a short-term shot and then a pullback? The situation with the Strait of Hormuz is quite interesting - up to 20% of all production is transported there, which is quite wow. Closures or sabotage can clearly sway oil prices, however many are calling such moves suicidal for Iran's economy.
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I don't care much for these stocks and in the end they are pretty volatile stocks.
Nucor (NUE): Iron certainty in steel despite 50% tariffs - outlook rises, shares strengthen
🧾 Summary of key news:
📈 What's driving Nucor's growth despite tariffs?
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I don't have steel mills in my portfolio, but I would need to know the competition and would be interested to know which company is the biggest/best in this sector.
The US engaged in an Israeli attack on Iran over the weekend, which is likely to lead to today's stock plunge. Just to be safe, I already loaded cash into my account yesterday and if any stocks drop significantly today, I will be overbought.
What do you think of the US attack on Iran? Are you going to overbought today?
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Paradoxically, the reaction was positive and the indices rose yesterday.
US
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📅 Key events of the upcoming week!
Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.
🏭Monday
Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June.
🏘️ Existing Home Sales - We'll see how the US housing market performs.
🎙 Waller's FOMC speech - Possible...
Read more
Zobrazit další komentáře
It's going to be an interesting week again, but the most memorable will probably be today's stock reaction to the conflict.
Luxury sector stocks aren't doing well right now and $MC.PA is the lowest it's been since 2020. Even $RMS.PA is cheaper, so I'm wondering if I should buy a bit.
Which luxury sector stocks do you have in your portfolio?
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If I had to choose, I'd rather choose $RMS.PA too.
🥫 Kroger is growing - cheap brands and home cooking are driving results!
While many retailers are reporting stagnation or uncertainty, Kroger $KR is showing interesting growth.
The company's shares gained more than 9 %after the company raised its full-year sales outlook and reported strong results in segments that reflect current consumer behavior: the search for lower prices,...
Read more
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I'm not really interested in this sector, so I don't even have stocks like $KR, $WMT or $TGT in my portfolio.
I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.
Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?
Zobrazit další komentáře
It's definitely a better option currently, but I still think stocks like $UAL or $DAL have more potential.
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