While everyone is moaning that the killer temperatures are hitting, I think to myself:
Let the south come to us then. 😎
🏖️ Climate change? Tragic.
🧊 But someone has to supply the air conditioning.
👉 That's why I'm looking at companies like:
- Daikin (JP) $6367 (-1,7%) - Asian cooling gods
- Carrier Global (USA) $CARR (+1,37%) - Does not only air conditioning, but also cash
- Trane Technologies $TT (-0,9%) - Less well known, but ice cold efficient
And if I'm not in the mood for individual stocks, there are ETFs with the whole smart city/air conditioning eco-mix $CITY (-0,11%) or $RENW (+0,24%) or $INRG (+0,72%)
Maybe that will be my "summer slump play".
Instead of sweating - just profit.
Invest ice-cold instead of taking an ice-cold shower.

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