Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?
When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms... Read more
Look on the bright side: even if Europe plays second fiddle to the USA, we’re invested mostly in the US, so we’ll benefit too. So maybe with our heads bowed and our egos a bit bruised, but with the warm feeling of a growing stock account...
Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t... Read more
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested... Read more
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.
Does it make sense at the current valuation to invest in $CAT or is it better to wait for a lower price?
Caterpillar shows no signs of stopping; year after year it delivers great results and its stock performance is solid. It's a cash machine and I don't see much reason why its growth should slow down significantly. The shares have been rising over the long term and major... Read more
I won't give advice, but I closed my position in $CAT after a year with a fairly decent profit, because it seemed to me that the current valuation is quite high (especially given the current geopolitical situation). It's worth adding, though, that Caterpillar is no longer "just" a cyclical heavy-equipment company focused on excavators—they have a much broader scope. So we'll see whether I end up regretting it.
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The Big Five of Finance: Who Really Dominates the Global Money Machine?
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Meta and Google face first big legal defeat over addictive social design
Iran, the nuclear bomb and the European nuclear dream: what does all this mean for your portfolio?
When people hear about nuclear weapons, most switch off automatically. Too abstract, too remote, too apocalyptic. Yet right now there’s a shift playing out behind the scenes of global politics that will have concrete effects on oil prices, defence budgets, bonds and arms...
Read more
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In the defence sector I only own $CSG.AS, and it has just fallen sharply 😂
Europe and Trump have signed an agreement. Why is nobody excited about it?
I...
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Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Look on the bright side: even if Europe plays second fiddle to the USA, we’re invested mostly in the US, so we’ll benefit too. So maybe with our heads bowed and our egos a bit bruised, but with the warm feeling of a growing stock account...
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
SoftBank loads up on debt to deepen its OpenAI bet
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This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The company that has rewritten the global ranking in the packaging industry and has no real competition
Trump's plans are starting to fail. His support in the U.S. is falling rapidly and the president is coming under increasing pressure. These polls confirm it:
Four ultimatums and four retreats
Since the beginning of March Trump has issued at least four public ultimatums to Iran regarding the strait. Each time he warned that a harsh retaliation would follow if conditions weren’t...
Read more
Zobrazit další komentáře
Many people say Trump bit off more than he could chew and that it’s only hurting his popularity, which seems to be true. On the other hand, I’ve read that he had no choice because Obama’s deal with Iran was set up so poorly that he basically had to move in. Personally, I think he partly had to go in, and Israel pushed him into it, but he didn’t expect it to drag on like this. He’ll definitely try to end it as soon as possible, if only because of the election that year, which is really hurting his ratings. Haven’t you heard that view?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Top 4 ETFs Profiting the Most From High Oil Prices in 2026
An American judge has temporarily blocked the Pentagon’s effort to label Anthropic a “security problem” — and it’s a rather significant moment at the crossroads of AI, politics, and business. Judge Rita Lin paused the designation of Anthropic as a “supply‑chain risk” to national security, which would have effectively cut the company off from government contracts, and suggested...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Anthropic isn't in an easy situation, and I'm a bit sorry that the company isn't publicly traded, because otherwise it would be one of my major positions.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Netflix leans on another US price hike as it targets 50 billion dollar plus revenues
Does it make sense at the current valuation to invest in $CAT or is it better to wait for a lower price?
Caterpillar shows no signs of stopping; year after year it delivers great results and its stock performance is solid. It's a cash machine and I don't see much reason why its growth should slow down significantly. The shares have been rising over the long term and major...
Read more
Zobrazit další komentáře
I won't give advice, but I closed my position in $CAT after a year with a fairly decent profit, because it seemed to me that the current valuation is quite high (especially given the current geopolitical situation). It's worth adding, though, that Caterpillar is no longer "just" a cyclical heavy-equipment company focused on excavators—they have a much broader scope. So we'll see whether I end up regretting it.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
TurboQuant panic hits memory stocks, but the AI fuel story is still HBM
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Eli Lilly’s weight loss revolution and what it means for the next decade
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From Wall Street Darlings to cautionary tales: Stocks down up to 98% from their peaks
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Merck doubles down on oncology as Keytruda cliff nears