📊 What is the current state of the financial market? JPMorgan's Jamie Dimon shares his thoughts and concerns in his recent letter to shareholders. 🏦
🔍 Dimon highlights the risks associated with inflation and interest rates that could be higher than markets expect. Global events are impacting markets around the world. 🌍
💼 Big government spending, efforts by the Federal Reserve to... Read more
📈 This week we have several key events that may affect the markets! 🌍
Here's my list of highlights and events I'm waiting for. The most important, however, is the start of the next earnings season, which is traditionally kicked off by the biggest banking houses in America.
The start of the week won't be very interesting, but things will get going onWednesday . In the US , we'll... Read more
📈💼 Interesting news about growth stocks in the aerospace industry! 🚀
Carpenter Technology $CRS saw its stock rise by more than 19 %. This success was driven by an upbeat presentation by GE Aerospace(General Electric Company) $GE, which provided a positive outlook for aerospace-focused stocks.
Carpenter Technology is a leading producer of specialty materials, alloys and... Read more
Palantir and Oracle launch a new partnership aimed at providing cutting-edge artificial intelligence solutions for the private and public sectors! 🌐 Palantir will leverage Oracle's cloud infrastructure $ORCL to efficiently manage Foundry jobs .
📈💼 Bernstein in his latest review sees a pro PayPal $PYPL huge potential!
With a target price above $100 and attractive indicators such as 8%FCF yield (Free Cash Flow Yield)a 15,5x PE 2025, the stock looks like a great investment.
🚀 Interesting insight into a growing player in the semiconductor market! 💡
SkyWater Technology $SKYT was introduced to the market in2021. This American company specializes in the development and manufacturing of semiconductors. Their headquarters are located in Bloomington, Minnesota. SkyWater is the only purely American company that focuses on integrated circuit (IC) manufact... Read more
@martin42 asked about3M stock and what's happening to it. 3M has completed spin-off of its healthcare division and formally launched the newly formed Solventum Corporation!
🗓️Týdenní for an overview of the most important events in the markets!
I am not planning any buying or selling in the coming week.
🐰Monday: Stock markets in Europe are closed for Easter Monday. Wall Street a Canada however, will open. Also ISM PMI in manufacturing. This index provides information on current conditions in the manufacturing sector of the economy.
📈🦉 Jerome Powell, Chairman Federal Reservemade an important statement yesterday, even though the stock market was closed for a holiday. His statements sounded quite cautious.
It seems to me that, based on these comments, we can conclude that Fed is nowhere near ready to cut interest rates.
Here are Powell's comments : "If our baseline scenario does not materialize, we will hold... Read more
✨ The current power struggle at Disney: Bob Iger versus Nelson Peltz! 🚀
🐰Have a wonderful holiday season and enjoy the sunshine!!!🐣
Disney $DIS is not just a classic entertainment company, but a true iconic empire in the world of film and entertainment. The company's history dates back to1923. Disney has become a symbol for quality film productions, innovative theme park... Read more
AT&T $T, one of the leading global telecommunications companies, has risen over the years to become a key player in the world of telecommunications, currently holding the top spot, with Verizon $VZ right behind . AT&T's network provides a wide range of services, including mobile and landline, internet, television and other digital... Read more
A battle between two giants in the beverage market!🥤💥 I'd like to include such a dividend classic in my portfolio, so I'm coming to the question of whether to choose PepsiCo or Coca-Cola. I'm sure we're all familiar with the battle that's going on here, whether it's indirect conflict in commercials or on supermarket shelves. Both companies are global giants with rich histories... Read more
📈💡 New and interesting player on the pharmaceutical market! 💊🔍
One of the most discussed topics in the pharmaceutical market is the treatment of obesity and diabetes. Only two companies are behind many successful drugs such asOzempic, Rybelsus and Saxenda: Novo Nordisk $NVO and Eli Lilly $LLY. These companies have had significant success in the treatment of diabetes and... Read more
Confirmation Federal Reserve has raised a wave of optimism in real estate investment trusts (REITS) despite recent price increases. With interest rates falling, it is REIT stocks that could rise. Here are 5 lesser-known but interesting funds for me.
🏬MacerichCo. $MAC The company specializes in acquiring, leasing and managing 44 regional malls... Read more
🗓️Týdenní for an overview of the most important events in the markets!
✨ There is a lot going on in the markets this week! Watch out for these key events:
🏡 We start Monday with an announcement new home sales in the US, which will give us an update on the housing market. The growth in new home sales indicates strong interest and positive momentum in the economy.
JPM is a great company and has great management. I'm kind of sorry I didn't buy last year.