📅 This week's key events! Important geopolitical events, market data, the start of earnings season and even the Fedminutes are on the schedule this week. Here are the most important things to watch:
🌍 Monday BRICS Summit - a summit of emerging economies. Discussion of alternative currencies, strengthening trade ties outside the dollar system, and energy cooperation could all have... Read more
Currencies and the impact of the exchange rate are often discussed here. I personally invest in CZK and I don't mind it. In the end, I don't put that much weight on the currency and I'm 100x more interested in the stock itself and... Read more
On what share have you made the biggest profit so far this year?
It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.
Under what conditions do you sell shares from your portfolio?
I usually sell stocks only in two cases: when the fundamentals deteriorate significantly and the company stops doing well in the long term, or when I have an extreme profit (e.g. over 1000%), then I start to gradually take profits. Otherwise, I try to hold quality stocks for as long as possible.
📈 Datadog is heading to the S&P 500 index! Shares of Datadog $DDOG jumped more than 15 %! This is due to the inclusion of this technology company in the prestigious S&P 500 index , where it will replace Juniper Networks after its recent acquisition by Hewlett Packard Enterprise $HPE.
Hi Buliosianssince I'm on vacation, I want to learn something new again. This time I'm interested in options. What is your experience with writing and buying options? What helped you in the beginning and what mistakes to watch out for the most? What sources do you recommend to get information from?
Thanks for all the tips and advice in the comments!
This week, the US Senate passed Trump's landmark "One Big Beautiful Bill" package, which combines tax breaks, spending cuts and security measures. It is a rather controversial issue, as the proposal almost did not pass the Senate and was decided only by a single vote, which was eventually added by J. D.Vance. In addition, the whole package would significantly increase the debt.
📢 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... Read more
Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see... Read more
☁️ Oracle at historic highs! Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
📅 This week's key events! Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday Fed Chairman Powell's Speech - What is his view on the current state of the US economy? 🏭 ISM Manufacturing PMI - An indicator of the current health of the industry. 💼 JOLTS Job Openings - An important... Read more
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
📅 This week's key events!
Important geopolitical events, market data, the start of earnings season and even the Fedminutes are on the schedule this week. Here are the most important things to watch:
🌍 Monday
BRICS Summit - a summit of emerging economies. Discussion of alternative currencies, strengthening trade ties outside the dollar system, and energy cooperation could all have...
Read more
Zobrazit další komentáře
There's a lot going on and the stock is quite volatile. It's interesting to watch Musk too😂
Currencies and the impact of the exchange rate are often discussed here. I personally invest in CZK and I don't mind it. In the end, I don't put that much weight on the currency and I'm 100x more interested in the stock itself and...
Read more
Zobrazit další komentáře
I buy most of my stocks in dollars and in the long run it's probably ideal and safe for me.
On what share have you made the biggest profit so far this year?
It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.
Zobrazit další komentáře
For me, it's definitely going to be $PLTR stock which I'm about +70% on this year.
Under what conditions do you sell shares from your portfolio?
I usually sell stocks only in two cases: when the fundamentals deteriorate significantly and the company stops doing well in the long term, or when I have an extreme profit (e.g. over 1000%), then I start to gradually take profits. Otherwise, I try to hold quality stocks for as long as possible.
📈 Datadog is heading to the S&P 500 index!
...Shares of Datadog $DDOG jumped more than 15 %! This is due to the inclusion of this technology company in the prestigious S&P 500 index , where it will replace Juniper Networks after its recent acquisition by Hewlett Packard Enterprise $HPE.
Read more
Zobrazit další komentáře
I don't think I'm missing anything right now, but I was very surprised recently that the $COIN wasn't there.
Hi Buliosianssince I'm on vacation, I want to learn something new again. This time I'm interested in options. What is your experience with writing and buying options? What helped you in the beginning and what mistakes to watch out for the most? What sources do you recommend to get information from?
Thanks for all the tips and advice in the comments!
Zobrazit další komentáře
I've been thinking about it too, but unfortunately I haven't gotten around to it yet. I've seen Nic Nevim or Kovarik doing it.
This week, the US Senate passed Trump's landmark "One Big Beautiful Bill" package, which combines tax breaks, spending cuts and security measures. It is a rather controversial issue, as the proposal almost did not pass the Senate and was decided only by a single vote, which was eventually added by J. D.Vance. In addition, the whole package would significantly increase the debt.
...
Read more
Zobrazit další komentáře
Hopefully it won't be fatal and maybe it will help the USA. Stocks have been rising so far, so hopefully that will continue.
📢 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...
Read more
Zobrazit další komentáře
It's great news, but I think the buybacks are much better than the dividends.
Does anyone else have $WBDstock in their portfolio ?
Shares fell 5% yesterday after a major shareholder sold a stake for over $1 billion. The price is still moving up and down, but in the long run it's going more sideways. I've had $WBD in my portfolio for a while because I was expecting a change and believed the business would change, but it hasn't and I don't think we'll see...
Read more
Zobrazit další komentáře
I haven't followed this company for a long time because they have a lot of debt and the growth is lousy.
☁️ Oracle at historic highs!
...Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.
Read more
Zobrazit další komentáře
It's good business, but the valuation is already very high. I'd buy the stock, but it would have to be cheaper.
A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
Zobrazit další komentáře
A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.
Do you currently have a stock in your sights that you think could be the "second Palantir" (+1,391% over 5 years)? I'd like to look for something new, maybe a bit riskier, but with an interesting business model.
Zobrazit další komentáře
Frankly, I'm not looking for such shares yet, and I don't want to, because it might not turn out well.
Archer Aviation: air taxis closer to reality than science fiction
🚀 Company background and vision
Read more
Zobrazit další komentáře
For me, this is more of a sci-fi thing, so it's not really appealing to me.
📅 This week's key events!
Important events this week will be labour market and macroeconomic indicators. Friday will be quiet on the stock markets due to Independence Day.
🎙️ Tuesday
Fed Chairman Powell's Speech - What is his view on the current state of the US economy?
🏭 ISM Manufacturing PMI - An indicator of the current health of the industry.
💼 JOLTS Job Openings - An important...
Read more
Zobrazit další komentáře
I've also read that there's supposed to be a law being passed and it's not certain if it will be passed, so that could be interesting.
Do you invest in emerging markets? If so, what stocks or ETFs do you have in your portfolio?
I used to consider buying ETFs on India because of its strong growth, but I eventually backed away from it because of the political problems there at the time.
Zobrazit další komentáře
I honestly don't care that much and if I wanted to invest in it somehow I would just buy ETFs.