My favorite $NXST had a lawsuit filed against it and a preliminary injunction was issued regarding the acquisition of Tegna. The shares fell 14% in one day; it reminds me a bit of when GOOGL faced a lawsuit and a year after winning we saw a 100% gain. I don't think anyone can stop NXST from acquiring Tegna — now I see an opportunity to significantly increase my position.
European regulator EASA sends two messages: relations with the U.S. FAA are, after years of tension, back in a mode of "partnering trust," and Boeing $BA is, according to EASA, responding as it should. This is a fairly significant shift compared with the post‑737 MAX accident era, when EASA made it clear it would no longer automatically accept FAA decisions and began... Read more
Boeing seems to have gotten through the worst, which is good, and now this news has come on top of that. I don’t own any shares, but it might not be a bad investment right now.
Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?
When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms... Read more
Look on the bright side: even if Europe plays second fiddle to the USA, we’re invested mostly in the US, so we’ll benefit too. So maybe with our heads bowed and our egos a bit bruised, but with the warm feeling of a growing stock account...
Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t... Read more
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested... Read more
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.
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Powell's Farewell Warning: Why the Fed Chose to Stand Still
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Amex takes the NFL field as it chases the most loyal fans in US sports
My favorite $NXST had a lawsuit filed against it and a preliminary injunction was issued regarding the acquisition of Tegna. The shares fell 14% in one day; it reminds me a bit of when GOOGL faced a lawsuit and a year after winning we saw a 100% gain. I don't think anyone can stop NXST from acquiring Tegna — now I see an opportunity to significantly increase my position.
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Well, I'll stick with Google, because it's more stable and that 100% gain could easily happen again.
European regulator EASA sends two messages: relations with the U.S. FAA are, after years of tension, back in a mode of "partnering trust," and Boeing $BA is, according to EASA, responding as it should. This is a fairly significant shift compared with the post‑737 MAX accident era, when EASA made it clear it would no longer automatically accept FAA decisions and began...
Read more
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Boeing seems to have gotten through the worst, which is good, and now this news has come on top of that. I don’t own any shares, but it might not be a bad investment right now.
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Ackman sees Iran war selloff as a rare chance to buy world‑class US stocks
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The quiet cash machine behind phones, cars and rent
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The Big Five of Finance: Who Really Dominates the Global Money Machine?
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Meta and Google face first big legal defeat over addictive social design
Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?
When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms...
Read more
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In the defence sector I only own $CSG.AS, and it has just fallen sharply 😂
Europe and Trump have signed an agreement. Why is nobody excited about it?
I...
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Look on the bright side: even if Europe plays second fiddle to the USA, we’re invested mostly in the US, so we’ll benefit too. So maybe with our heads bowed and our egos a bit bruised, but with the warm feeling of a growing stock account...
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
SoftBank loads up on debt to deepen its OpenAI bet
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The company that has rewritten the global ranking in the packaging industry and has no real competition
Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t...
Read more
Zobrazit další komentáře
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 4 ETFs Profiting the Most From High Oil Prices in 2026
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.