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Trade Tracker: Josh Brown buys Exxon Mobil
Youtube路 2025-12-11 17:47
We do have another trade alert and it is from Josh Brown. Maybe surprised by it. I'm not sure.Exon Mobile. Yeah. So, I I have a long-term position in IEO, which are the uh American natural gas and oil producers.Um the problem with that ETF, not problem, the thing about that ETF, it's very concentrated into Kico Phillips COP and that's okay. It's a great stock. Um but Exxon is breaking out right now.We talked about this two weeks ago or three weeks ago on the show. It was uh the column that we wrote for CNBC ...
Oracle Joins Code Red Club
Seeking Alpha路 2025-12-11 17:08
Group 1 - The article discusses the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] - The Pragmatic Investor covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies, aiming to guide investors at all levels [1] - Features of The Pragmatic Investor include a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor interaction [1]
X @Token Terminal 馃搳
Token Terminal 馃搳路 2025-12-11 16:55
RT OnChain (@onchaineduX)tokenized equities / commodities will be the biggest growth catalyst for DeFi we will ever see.pair that with easy access to consumer leverage via perps + spot spreads tighter than CEX quotes on-chain via pAMMs, and you are cooking with serious fire.still early ...
DoubleLine's Gundlach: I've turned positive on commodities broadly
CNBC Television路 2025-12-10 21:31
So Jeffrey, you you so rightly told me last time that you were looking for a steeper yield curve. Um, and it's exactly what what we've gotten as you alluded to that. Why do you think rates have backed up on the long end the way that they have >> people are worried about the interest expense on the Treasury debt and they're worried about the fact that the budget deficit is 6.2% 2% of GDP while we're in an extended economic expansion.So they're worried that the interest expense is going to be out of control b ...
Why I Think Palantir Is Not Like DiamondCluster
Seeking Alpha路 2025-12-09 12:16
Core Insights - The article discusses the investment strategies and focus areas of The Pragmatic Investor, led by economist James Foord, emphasizing the importance of building diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is an investing group that covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] - The group aims to guide investors of all levels through features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for discussions [1]
My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For
Seeking Alpha路 2025-12-05 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .It鈥檚 time for another deep dive into what I consider one of the most important topics at the moment, a topic that combines a number of heavyweight themes we have spent a lot of timeLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infra ...
How I Plan To Ride The Next Decade Of Hidden Market Winners
Seeking Alpha路 2025-12-04 12:30
Group 1 - The article discusses the lack of recent focus on Charlie Munger, indicating a shift in investment strategies towards other areas [1] - Leo Nelissen is highlighted as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] Group 2 - The article includes a disclosure regarding beneficial long positions in shares of TPL, LB, and CME, emphasizing the author's independent opinions and lack of compensation from mentioned companies [2] - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [3]
X @Bloomberg
Bloomberg路 2025-12-04 00:48
Rates to ship commodities from energy to bulk ores across the world鈥檚 oceans are heading for a rare year-end surge as conflicts, sanctions, and swelling output upend global supply lines https://t.co/h92OCCWEbF ...
My 3 Big Market Predictions For 2026: The Shift I'm Positioning For Now
Seeking Alpha路 2025-12-03 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating a strong user satisfaction [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis particularly emphasizes dividend growth opportunities, suggesting a focus on income-generating investments [2]
Boeing shares jump as CFO signals strong recovery
Proactiveinvestors NA路 2025-12-02 17:25
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]