Markets need very little — and this particular "little" is quite significant. According to the WSJ, Trump is prepared to end the war with Iran even if the Strait of Hormuz remains largely closed, and to postpone the very complex operation of reopening it indefinitely. In other words: a ceasefire yes, but the world's key oil chokepoint remains under pressure — at a time when... Read more
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?
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Is Meta’s AI capex shock a reset or the best entry point in years?
Markets need very little — and this particular "little" is quite significant. According to the WSJ, Trump is prepared to end the war with Iran even if the Strait of Hormuz remains largely closed, and to postpone the very complex operation of reopening it indefinitely. In other words: a ceasefire yes, but the world's key oil chokepoint remains under pressure — at a time when...
Read more
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I'm still expecting a big drop and have cash set aside. The end of the war would be great, but I think it'll be more complicated.
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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.
Zobrazit další komentáře
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
Zobrazit další komentáře
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.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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
Zobrazit další komentáře
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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Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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?