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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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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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Iran and the USA have agreed to a 60-day extension of the ceasefire.

The final deliberation awaits Donald Trump's approval. WTI crude oil is weakening below $88 per barrel this morning.

The proposed memorandum of understanding would guarantee free passage through the strait, and Iran would have to remove all minefields within 30 days of signing. Negotiations on Iran's nuclear...
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For me, this isn’t entirely positive. It doesn’t change much — there has already been a ceasefire and attacks are still taking place, as are blockades, and an end is nowhere in sight even under the cover of an extended ceasefire. Until the Iran–US chapter is closed and the Strait of Hormuz is fully reopened, this doesn’t really change anything.
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Sale of Caesars for $17.6 billion: the biggest casino deal of the decade

Caesars Entertainment $CZR, the largest casino company in the US, announced that it has accepted a takeover offer from Fertitta Entertainment.

The price? $17.6 billion in cash, of which $11.9 billion represents assumed Caesars debt. Shares of $CZR reacted with an increase of roughly 1%, since the offer of $3...
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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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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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