In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.
What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?
August 2024 brought worrying signs for the European automotive industry. New car registrations have fallen by 18,3 % across the major markets. This reflects not only short-term problems, but also long-term changes that could fundamentally affect investment in the EU automotive industry. 📉
📊 Electric cars at a crossroads? ⚡️ The biggest decline... Read more
The problem is not whether combustion or EV (EV is simply much better both in terms of production and user) but further development of production technology. While Europe is running a classic Ford line only supplemented by single purpose robots. Tesla closely followed by China has switched to Gigapress production, unboxing, and it will all be controlled by universal robots. Moreover, China has wisely let its competitors sink a lot of money into the technologically obsolete factories it has allowed them to build while itself learning from Tesla. These Chinese capabilities of European manufacturers are now uncompetitive, as are their parent companies, purely because of the cost of production. The tragedy of VW was that when Dies explained to them a few years ago that it was impossible to produce a car in several times Tesla's time and pushed for efficiency, the union pressured the owners to get rid of him. Well they ended up closing factories instead of radically upgrading them with this approach. Which is the only thing that would help them. So now they're leaning out production and trying to bridge the technology gap by working with "startups" Rivian, QS. And the familly trust Porsche Piech also separated Porsche under its control. Probably to save some of what their ancestors built. 🤷♂️
Broadcom: stock growth and strong AI market position
- Stock Growth:$AVGO shares are upnearly 50%, driven by increased demand for artificial intelligence (AI) chips and collaborations with leading technology companies.
- AI revenue: $AVGO plans to reach $12 billion in AI revenue by 2024, significantly strengthening its position in the AI technology market.
Intuitive Machines shares rise sharply after announcement of mega-contract with NASA
Intuitive Machines history and achievements to date
Intuitive Machines has quickly become a major player in the space technology industry, primarily due to its success in lunar missions. A key moment this year was the success of the Odysseus lander, which autonomously landed on the moon, marking... Read more
💡 Philip Morris International: A transformation attempt that hits obstacles! 💼
Philip Morris International $PM is a global tobacco company best known for producing the iconic Marlboro cigarette brand .
In 2021, the company decided to make a spectacular move - for £1.1 billion(£32.7 billion) the British pharmaceutical company Vectura Group, which specializes in the production of... Read more
Palantir expands its influence: $100 million for US military AI technology
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This is great news. The company continues to thrive and this order is just confirmation that Palantir will continue to grow.
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Well, it looks good. Even though the stock is down, I believe that in time the company will start to thrive and be profitable.
3 stocks Bank of America trusts thanks to rising demand from young consumers
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https://feedback.clickup.com/feature-requests/p/free-psn-gift-card-codes-unlock-amazing-gaming-experiences-with-free-psn-codes
https://feedback.clickup.com/integrations/p/how-to-get-free-psn-codes-free-psn-gift-card-codes-100
https://feedback.clickup.com/new-mobile-app/p/100-free-psn-codes-free-psn-gift-card-codes-generator
https://www.strava.com/athletes/147654088/posts/32519219
https://www.strava.com/athletes/147654088/posts/32519263
https://www.strava.com/athletes/147654088/posts/32519343
https://www.linkedin.com/pulse/wow-free-psn-gift-card-codes-how-get-codes-giftcardcodeus-xkhze/
https://www.linkedin.com/pulse/unlocking-your-free-psn-codes-get-100-gift-card-codes-2024update-ppqlc/?trackingId=V%2B2Kk%2Fa8Lsyx6BQ1udB1Fw%3D%3D
https://disqus.com/channel/discussgaming/discussion/channel-discussgaming/free_psn_gift_card_codes_how_to_get_free_psn_codes_100/
https://forums.black-dog.tech/index.php?threads/ww-free-psn-gift-card-codes-how-to-get-free-psn-codes.59690/
https://www.nairaland.com/8221043/100-get-free-psn-codes
https://giftcardcodeus.com/p/
https://www.strava.com/athletes/146337668/posts/32335592
In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.
What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?
Zobrazit další komentáře
Shares of $MO have been rising nicely now and it looks like they will rise even more now that interest rates have been cut.
🔍 The EU car market is in decline! 🚗
August 2024 brought worrying signs for the European automotive industry. New car registrations have fallen by 18,3 % across the major markets. This reflects not only short-term problems, but also long-term changes that could fundamentally affect investment in the EU automotive industry. 📉
📊 Electric cars at a crossroads? ⚡️
The biggest decline...
Read more
Zobrazit další komentáře
The problem is not whether combustion or EV (EV is simply much better both in terms of production and user) but further development of production technology. While Europe is running a classic Ford line only supplemented by single purpose robots. Tesla closely followed by China has switched to Gigapress production, unboxing, and it will all be controlled by universal robots. Moreover, China has wisely let its competitors sink a lot of money into the technologically obsolete factories it has allowed them to build while itself learning from Tesla. These Chinese capabilities of European manufacturers are now uncompetitive, as are their parent companies, purely because of the cost of production. The tragedy of VW was that when Dies explained to them a few years ago that it was impossible to produce a car in several times Tesla's time and pushed for efficiency, the union pressured the owners to get rid of him. Well they ended up closing factories instead of radically upgrading them with this approach. Which is the only thing that would help them. So now they're leaning out production and trying to bridge the technology gap by working with "startups" Rivian, QS. And the familly trust Porsche Piech also separated Porsche under its control. Probably to save some of what their ancestors built. 🤷♂️
Broadcom: stock growth and strong AI market position
- Stock Growth:$AVGO shares are upnearly 50%, driven by increased demand for artificial intelligence (AI) chips and collaborations with leading technology companies.
- AI revenue: $AVGO plans to reach $12 billion in AI revenue by 2024, significantly strengthening its position in the AI technology market.
- Expert opinion: analy...
Read more
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The stock is really overvalued right now, so I won't be buying now.
Alibaba enters the game: AI models that will surprise many
Intuitive Machines shares rise sharply after announcement of mega-contract with NASA
Intuitive Machines history and achievements to date
Intuitive Machines has quickly become a major player in the space technology industry, primarily due to its success in lunar missions. A key moment this year was the success of the Odysseus lander, which autonomously landed on the moon, marking...
Read more
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The review is great and this report/collaboration will help that even more. Adding to watchlist.
Giant growth potential: the warehouse automation revolution
Inspiration for investors: three long-term investment bets of Bill Gates
💡 Philip Morris International: A transformation attempt that hits obstacles! 💼
Philip Morris International $PM is a global tobacco company best known for producing the iconic Marlboro cigarette brand .
In 2021, the company decided to make a spectacular move - for £1.1 billion (£32.7 billion) the British pharmaceutical company Vectura Group, which specializes in the production of...
Read more
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It's not a bad company, but I don't want to shop. I think $MO is better.
US
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The Fed should have done this a long time ago, but it's a good thing they finally lowered it by that 0.5%.
Today, my friends! What do you think will be the market reaction to the interest rate cut?
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Well, I also expected only a 0.25% cut. The Fed should have done it long ago, but better than nothing.
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Still, it's good news, as I'll definitely enjoy working with $JPM more than $GS.