With robotaxi reveal and potential China stimulus this weekend. The question is, how much is already priced in 🤔
Any thoughts?
Any thoughts?
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still amazes me $Occidental Petroleum (OXY.US)$ is still at this price given all the escalation in the Middle East, Russia/Ukraine, Chinese stimulus and rate cuts in the US. let's see how this pans out
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Biggest Q3 outcome was the changing of tide on Chinese stocks. Once unloved and avoided by most but the fundamentals were still there and the valuations just didn't make sense. Now the stimulus is out, we're seeing more focus on Chinese stocks and perhaps away from other overvalued markets. Money flows where it grows. More to come, might see short term fluctuations but long term, we should see healthy gains.
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It appears that any company or asset even tangentially connected to China and its consumer market is currently experiencing a boost in share price.
Tesla however, despite receiving a substantial portion of its deliveries from China, seems not to have gotten the memo![]()
Let's see what the upcoming robotaxi event holds![]()
Tesla however, despite receiving a substantial portion of its deliveries from China, seems not to have gotten the memo
Let's see what the upcoming robotaxi event holds
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Another 10k+ day thanks to Chinese pre-market gains ![]()
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$Occidental Petroleum (OXY.US)$
New position added. Oil play, China stimulus, ME conflict, low cost producer, rate cut![]()
New position added. Oil play, China stimulus, ME conflict, low cost producer, rate cut
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but probably better than Buffett, Pabrai and Li Lu's recent entries.Chinese play paying off. Finally seeing a pop. ![]()
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