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posi is now also full
Postos
39Do you find oil values like $OXY (-0,14%) and $CNQ (+0,35%) currently interesting for an additional purchase?
I deliberately mentioned them because I am considering buying more :)
vg
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Do you know why Waiting Buffet $OXY (-0,14%) ksuft? 🙏🏼🤔
"A bit of stagnation - and above all more inflation" is the title of the Bank of America economists' new forecast.
In such a scenario, companies with pricing power are in demand, i.e. those that can pass on rising costs to customers. These are companies that are already making good profits today and not in the too distant future. Their profits will not be greatly affected by higher interest rates. The companies must not be too cyclical; after all, they must also be able to withstand an economic slowdown.
The investment bank Goldman Sachs has compiled a list of 102 stocks that can still hold their own in a stagflation.
Analysts see the greatest price potential in commodity companies such as $MTDR (+0,55%)
Matador Resources, $CVE (+0,09%)
Cenovus Energy, $AA (-1,59%)
Alcoa and $DVN (-0,04%)
Devon Energy. The average price target for these stocks is around 40 percent above the current value. They are followed by tech companies such as $AMZN (-1,58%)
Amazon, $GOOGL (-1,65%)
Alphabet, $MSFT (-0,91%)
Microsoft, $META (-0,4%)
Meta and $ISRG (-0,86%)
Intuitive Surgical. The professionals put the potential here at at least 30 percent. This is followed by other commodities and media groups such as $SLB (-2,21%)
Schlumberger, $COP (-0,21%)
Conocophillips, $RIO (-0,65%)
Rio Tinto and $OXY (-0,14%)
Occidental Petroleum with a potential of between 25 and 30 percent.
Also $WMT (-0,48%)
Walmart is also on the list; analysts see a price potential of 27 percent for the retailer. For the conglomerate $DHR (-1,28%)
Danaher experts expect 25 percent and the railroad company $CNR (-1,05%)
Canadian National Railway is also at the top of the list.
Source (excerpt): WELT / Graphic: ChatGPT
Bitcoin's strength fizzles out in 24 hours + Many US stocks hit annual lows + Tesla's sales in Scandinavia slump + Okta exceeds expectations + JPMorgan puts RWE on 'Positive Catalyst Watch'
Bitcoin $BTC (-0,57%)strength completely sold off again
Many US equities at annual lows
Tesla's $TSLA (-0,43%)sales in Scandinavia collapse
Okta $OKTA (-0,09%)exceeds expectations
JPMorgan places RWE $RWE (-0,78%)on 'Positive Catalyst Watch'
Tuesday: Stock market dates, economic data, quarterly figures
00:30 JP: Unemployment rate 1/25
00:50 JP: Investment Q4/24
11:00 EU: Labor market data January Eurozone Unemployment rate FORECAST: 6.3% previously: 6.3%
12:30 UK: Chancellor of the Exchequer Reeves, hearing in the House of Commons
15:00 EU: ECB, APP/PEPP monthly report
No time given:
CN: National People's Congress of China, press conference
US: Import tariffs on goods from China, Canada and Mexico come into force
US: Fed Richmond President Barkin, speech at Fredericksburg Regional Alliance event
The short-term key interest rate rises from 0.25% to 0.5%.
As the increase was expected, things should not go as smoothly as last August. In addition, I $OXY (-0,14%) and $TTEK (-0,73%) in the portfolio and have already seen enough red this week 😄
The oil market is facing a potential surplus, as both the USA and China are increasing their production and demand is falling short of expectations. Analysts warn that an oversupply could put further pressure on prices, especially if China's economy does not recover as hoped. The dynamic could present OPEC+ with new challenges to maintain market stability.
You can find more information in the article on Business Insider.
The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No investment advice. Follow me for more updates!
The International Energy Agency (IEA) is forecasting an oversupply on the oil market for 2025. The reason for this is the planned expansion in production, while demand growth is slowing down. Rising capacities in the USA and countries such as Brazil and Guyana in particular could push supply above the level of global demand. According to the IEA, these developments could stabilize oil prices or even put them under pressure.
Personal opinion:
The election of Donald Trump is also a big factor that could put a lot of pressure on oil prices. With the oil price already weak, Trump has announced that he will boost oil production during his candidacy. To me, that sounds more like oil prices will continue to fall.
$SHEL (-0,32%)
$CVX (+0,6%)
$OXY (-0,14%)
$BP. (-0,19%)
Source:
https://www.reuters.com/business/energy/iea-sees-2025-oil-market-supply-surplus-2024-11-14/
The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.