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📌 Luxury sector: quality brands in weak sentiment?

Lately I’ve been trying to look mainly where sentiment isn’t ideal.

Not where everyone chases the biggest hype.

Not where stocks have shot up by tens of percent in a few months.

But where quality companies are going through a weaker period, investors are cautious and valuations start to look more interesting.

One of the sectors that...
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I have a problem with this sector because I don't understand fashion at all, and I quite often doubt that (wealthy) people have good taste. I think I fairly understand what Hermes' business is built on, but not enough to understand a customer who is willing to pay roughly 10-20k for a bag charm made from "scrap" https://www.hermes.com/cz/en/category/leather-goods/accessories/charms/#|
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Micron $MU has gone through an "AI re‑rating" straight out of the textbook: the stock jumped nearly 20%, crossed the $1 trillion market-cap mark, and UBS poured fuel on the fire by raising the price target from 535 to 1 625 USD and declaring that AI is structurally changing the entire memory business.

Which camp are you in? Micron — sell/buy more/hold? For my part, I can say...
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I have an average of $73.71, so I’m satisfied :-) I only bought 10 shares, so nothing grand, but I’m still happy :-) In any case, I’m holding on, if only because I don’t feel like sending money to Alena :-)
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This is precisely the dark side of combining investing with prediction markets. According to the indictment, a Google engineer used internal search data to bet on Polymarket on who would be the “most searched person of the year” — and allegedly made about $1.2 million.

And that’s the point: it’s not clever analysis, but classic insider trading, just not on a stock but on a...
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And that’s precisely why it’s a criminal offense.
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Hi investors, which dividend stock would you call a "must-have"? I'm building a dividend portfolio for a friend, and I'd love some inspiration :)
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"Must-have" dividend stock, in my view, doesn't exist. What is a great complement for one portfolio can be an unnecessary concentration of risk for another. And a high dividend on its own is not an investment thesis.

I have a position, for example, in $TTE, but not primarily because it has an attractive dividend. I see it more as adding a commodities/energy component to the portfolio. So I'd focus mainly on a quality business and a sector that fits my portfolio — not the highest dividend yield in the table.
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Markets today are basically reacting to one thing: that a deal with Iran may be taking shape, but no one knows when shipping through the Strait of Hormuz will actually resume.

The war in Iran has for almost three months been keeping the world by the throat through high energy prices and fear of inflation — but now a cautious relief is arriving, because there is talk of a...
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It seems to me that they don’t want to come to an agreement (both sides), and if the Iranians keep demanding those reparations, it’s a complete no-go zone for the USA.

In any case, that deadlock actually suits China too — instead of shipping by sea it’s moving goods by rail, and it has an ideal environment to test the USA–Taiwan connection.
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