Outperforming mining and energy stocks are set for further gains as a constructive backdrop for commodity prices and demand is set to support earnings. Basic resources and energy shares have outpaced the benchmark over the past three months, despite May’s drop in crude prices. Wall Street continues to be bullish on mining and energy stocks, believing that the shareholder payouts and a wide discount to the mar...
Insider selling over a period and lack of purchases may suggest insiders believe shares are not cheap. High insider ownership, however, could indicate well-aligned management incentives with shareholders.
I was chatting in the group shamless plug 🤣 but I thought. why not put these thoughts in a post. So here are iam with Random Thoughts by NOT Jack Handy 😁 I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday. here are some randos I peeked at scanning my watchlists. in no particular order $Intrepid Potash (IPI.US)$ $以星航運 (ZIM.US)$ $淡水河谷 (VALE.US)$ long cons...
102875548 : 歐盟的做法值得稱讚。但川普可能會只考慮“讓美國再次偉大”,只看金錢。
如果對美國經濟有很大幫助,為何不呢?但不知為何,我覺得這太少,來得太晚。
MMAAGGAA。
Wilee_One : 討論這是有道理的,但面臨管道運輸和船舶物流/安防問題可能不會花錢物超所值。封鎖俄羅斯的銷售將無濟於事,如果其他國家/地區(尤其是中國)加入買入廉價能源。