Bank of America

Visa $V and Mastercard $MA are still moving away from their highs. Visa is already back at last April’s levels!

The high-quality businesses of both companies continue to face market pressure. The shares are trading more than 16% below their ATH.

📅 This week's key events!
The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.

📌 Monday
Market reaction to Trump's tariffs announcement.

Results before markets open:
Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.

📈 Tuesday
US CPI Inflation - The monthly consumer...
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Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.

Which companies' results will you be interested in?

📢 US banks increase dividends and buybacks!
The financial sector in the United States has just sent a clear signal to investors: the capital position of the largest banks is robust and so they are rewarding their shareholders. After successfully passing the Fed's stress tests , the banking giants have announced significant dividend increases and the launch of new share buyback...
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What stocks do you consider to be a stable part of your portfolio?

I try to stabilize and diversify my portfolio with stocks like $BAC and $CAT. Until recently, I also had $MO in my portfolio .

📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!

A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.

🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
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There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.

Which companies will you be interested in?

📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!

JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma...
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📉 Financial sector under pressure!
While the beginning of the year suggested that US banks might finally experience a calmer period, recent developments on the geopolitical front have brought a sharp reversal. Donald Trump's administration's sweeping tariff offensive immediately shook the market. The result was the biggest sell-off in bank stocks in months.

Since last week:
Citig...
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We all know it was mostly tech stocks that fell yesterday, but I was very surprised by the drop in $BAC and $JPM. Bank of America stock was down more than 11% yesterday. I have $BAC in my portfolio and I'm happy, but I may overbuy now after the drop.

Will anyone be overbuying bank stocks after the drop too?

In the end, the results of the big banks turned out very well - almost all items exceeded expectations. I have $BACstock in my portfolio and was recently intrigued by @m wise_investor' s article on the City, so I bought $C at the beginning of the year and am very happy so far.

Which bank stocks do you have in your portfolio?

🗓️Týdenní investment overview: key events that move the market!

Earnings season is upon us, with the biggest banking houses in the US kicking off first. Stay tuned for what's ahead! 👀📊

Tuesday:
US PPI inflation: Producer price inflation will reveal whether inflationary pressures in the supply chain are easing. 📦

Wednesday: Big Bank Day! 🏦
U.S. Consumer Price Inflation (CPI): A key...
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