Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on... Read more
✈️ Delta Air Lines is slowing down! Delta Air Lines $DALCEO ,Ed Bastian, isn't worried about it and leaned into Trump: tariffs and uncertainty in global trade are hurting business. Delta, still considered one of the most profitable players in the airline industry, is pulling back its 2025 outlook and reassessing capacity expansion.
Weakening demand, weaker bookings, declining... Read more
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the... Read more
There may be too much going on lately and crazy Trump is moving stocks back and forth. In the beginning, stocks were rising and it looked like Trump would help US companies and the markets would rise, but now it is exactly the opposite. Personally I think Trump doesn't want to be seen as the president that made stocks fall and hopefully next year will be better.
It's as you write, Trump wants those stocks to go up and companies to be profitable, but it's just tough right now and in the short term stocks may still fall.
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📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth! The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost... Read more
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on...
Read more
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For me, China is a risk because of the politics and the current situation isn't ideal either, so I won't be buying.
A threat to Starbucks? A rising star among American coffee shops
✈️ Delta Air Lines is slowing down!
Delta Air Lines $DALCEO , Ed Bastian, isn't worried about it and leaned into Trump: tariffs and uncertainty in global trade are hurting business. Delta, still considered one of the most profitable players in the airline industry, is pulling back its 2025 outlook and reassessing capacity expansion.
Weakening demand, weaker bookings, declining...
Read more
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For me, this sector is too risky because it's a very cyclical environment and these stocks are quite volatile.
In an uncertain macroeconomic environment, as markets react to the risk of recession, higher tariffs and inflationary pressures, comes Charles Schwab $SCHW as a stable player with an attractive combination of defensive and upside potential. Morgan Stanley has responded by raising its recommendation to "overweight," which implies an above-average expected return relative to the...
Read more
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It's a great stock for diversification, but the valuation is pretty high right now, so I'd rather wait for a better price.
American Tower | 4Q 2024 Analysis: Record Profits and Huge Data Center Investments
US
There may be too much going on lately and crazy Trump is moving stocks back and forth. In the beginning, stocks were rising and it looked like Trump would help US companies and the markets would rise, but now it is exactly the opposite. Personally I think Trump doesn't want to be seen as the president that made stocks fall and hopefully next year will be better.
What do you...
Read more
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It's as you write, Trump wants those stocks to go up and companies to be profitable, but it's just tough right now and in the short term stocks may still fall.
📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth!
The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost...
Read more
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The companies are doing well now and I'm already making nice profits. I'm up about +40% on $CVS right now.
US
AT&T | 4Q 2024 Analysis: growth in mobile and optical services, strong results and bold plans
Will anyone be buying $NVDAstock again ?
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
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I'm shopping for that $AMD now and I might buy some more. We'll see how these companies do now.