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GeoPark: Picking The Right Location To Strengthen Valuation
Seeking Alpha· 2025-07-12 18:05
Group 1 - The article discusses the importance of strategizing to counter external risks and price volatility in the oil and gas market when considering potential portfolio additions [1] - The author has nearly two decades of experience in the logistics sector and focuses on stock investing and macroeconomic analysis, particularly in ASEAN and NYSE/NASDAQ stocks [1] - The author emphasizes the diversification of investments across various industries and market cap sizes, including banking, telecommunications, logistics, and hotels [1] Group 2 - The author began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later expanding to different sectors [1] - The entry into the US market occurred in 2020, with the author gaining insights through a relative's trading account before opening their own [1] - The author has been utilizing analyses from Seeking Alpha to compare with their own research in the Philippine market since discovering the platform in 2018 [1]
Markets are at all-time highs but warning signs are emerging
Yahoo Finance· 2025-07-12 14:00
Well, futures searching for direction after the NASDAQ notched a fresh record high. Joining me now, Brent Shy, Northwestern Mutual Wealth Management Company CIO. So, Brent, um, as investors are weighing what to pay and hedge it to, they seem to be looking past tariffs largely.So, then you've got earnings and you've got the Fed, which should investors be more focused on right now. All the above. I mean, I think investors are just looking past everything that's out there and and judging that nothing is going ...
X @Ansem
Ansem 🧸💸· 2025-07-12 12:27
RT Rachel (@tolstoybb)A world economic system built with bearer assets will be violent beyond anything the vast majority can comprehend. If you're asset poor, you might as well be militiamaxxing ...
X @The Economist
The Economist· 2025-07-11 23:01
From the Vikings and the Mongols to pirates of the 18th century, economics is a useful tool for understanding conflict. A new book explains why https://t.co/TxYGOpxQU0 ...
Trade Adviser Navarro on Trump's Tariffs, Fed's Powell
Bloomberg Television· 2025-07-11 21:52
When we consider the remarks the president made to NBC yesterday suggesting most of our trading partners could see a tariff rate of between 15 and 20% being implemented. Was that the president just riffing or should we expect that the baseline 10% rate currently in place is going to go higher. The baseline way to think about this is to look at the original levels of reciprocal tariffs and the letters that have just gone out where the president has lifted the tariffs from the 10% to a higher rate, roughly tr ...
X @Investopedia
Investopedia· 2025-07-11 16:00
So far, the impact of President Donald Trump's campaign of steep tariffs against U.S. trading partners has been difficult to spot in hard economic data, but that may be about to change. https://t.co/P9CgOYRHc4 ...
What Happens When a Country Accumulates Too Much Debt?
When debts become very large and there is an economic downturn and the empire can no longer borrow the money necessary to repay its debts, the financial bubble bursts. This creates great domestic hardships and forces the country to choose between defaulting on its debts or printing a lot of new money. It always chooses to print a lot of new money at first gradually and eventually massively that devalues the currency and raises inflation.For the Dutch, this was the financial crisis brought about by financial ...
X @The Economist
The Economist· 2025-07-11 14:40
“Environmentalists often propose solutions divorced from the laws of economic gravity,” warns Vinod Khosla. “Their opposition to nuclear energy led to more coal plants being built.”He argues that economic viability should be a focus of green projects https://t.co/4UdAMQO3l6 ...
3 Leisure & Recreation Stocks to Watch Despite Industry Woes
ZACKS· 2025-07-11 14:31
The Zacks Leisure and Recreation Products industry faces challenges due to the ongoing tariff war and soft macroeconomic data. However, a positive fitness product sales trend, driven by growing health and fitness awareness, bodes well for the industry. Industry participants who design, market, retail and distribute products for the outdoor and recreation market are witnessing solid demand. Stocks like Academy Sports and Outdoors, Inc. (ASO) , Peloton Interactive, Inc. (PTON) and Playboy, Inc. (PLBY) are lik ...
X @Bloomberg
Bloomberg· 2025-07-11 13:54
The chaos wrought by a recent wave of US tariff actions may be obscuring early signs of recovery in South Africa’s economy, Standard Bank says https://t.co/A5E6K2TwQI ...