6Mon·

What would a last full trading day of the year be without buying?

Well vltts there are still some on the shortened 30.12. 😅


$CVX (-1.23%) x600

$XOM (-1.72%) x600

I expect both of them to increase earnings during the Trump era, which can at least be reflected in the dividend, and that's really my only concern


$8001 (-0.14%) x1000

$DB1 (-0.14%) x100

$MSCI (-0.53%) x80

$DHL (-1.96%) x1000

-> I thought this was a good place to build up a position. I'm not entirely sure whether we'll see price growth here at some point, but they probably won't fall much further (hopefully)

$DTE (-0.45%) x3000

27.12
Itochu logo
Bought x1000 at €46.74
€46,735.00
61
10 Comments

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More Sina posts again in the future 🫶🏼
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Interesting, for me $8001 is on the hit list against the background of further interest rate hikes in Japan...
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I also struck at Itochu last week👍
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I appreciate your good intuition for stocks.
But how do you come up with oil? Trump's "Drill, baby, drill!" and his tariff wars should depress oil prices for the time being. Right?
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@Epi Oil prices may go down in the short term, but production volumes could/will increase.
However, I assume that other important states such as the Saudis will then reduce their volumes, as they all have an interest in getting their necks fuller
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@lawinvest Addendum: We will see whether a tariff war will actually have a negative impact on the oil price. Was that the case last time? I don't quite remember.
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@lawinvest If the production volume increases, then prices fall. That's the point. And I don't believe that the Saudis are cutting their production volumes so that the Americans can make more money. 😅

The tariff war is likely to have a negative impact on the economy and at the same time make it more difficult for the Americans to get rid of their stuff abroad due to counter-tariffs.

I see both factors as potential headwinds for US oil stocks. In this respect, I am skeptical. But that's the stock market, it thrives on differences of opinion. 🤷
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