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Hello
일반
에서
Oct 02 at 09:36
What are your thoughts on AAPL?
Policy vs Profits: Which Stocks Are You Betting On?
일반
에서
Oct 01 at 07:31
Feels like 2025 is the year policy headlines move stocks faster than earnings. Tariffs, chip rules, TikTok, and lithium are all shaking sectors overnight.Tariffs: Pharma shrug (Lilly, Amgen up), PACCAR up, import-heavy furniture down.Chips: Intel + GlobalFoundries rally; Nvidia still dominating AI headlines.TikTok: Oracle takes US cloud lead → volatility, potential long-term play.Lithium & rare earths: Gov’t backing MP Materials & Lithium Americas = stocks jump.Power & AI: Utilities & REITs (Entergy, Equinix, American Tower) look set to benefit.Your t...
US & Global Economy Slowing – Tariffs to Blame?
일반
에서
Sep 30 at 07:28
Looks like 2025 isn’t starting strong for the US economy. Q1 growth was only 0.4% – weakest in almost 3 years. Consumers are pulling back, trade deficit is ballooning, and people are starting to talk “recession” again.Globally it’s the same story:- Canada’s growth may stall after elections + tariff issues.- China could lose up to 2.3% of GDP from US tariffs.- Europe barely grew at 0.2% in Q1.On the flip side, US jobs are still holding up (unemployment steady at 4.2%), and Europe’s inflation looks a bit better than the US.Personally, I feel like tariffs...
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