Portfolio Diversification

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The Stock Market Is Suffering an AI Hangover. What to Do Now.
Barrons· 2025-09-25 19:36
The pullback is a sign that investors might want to consider broadening their portfolios beyond the frothiest tech plays. Consider industrials and healthcare stocks. ...
Allied Energy Corporation Signs MOU to Develop Option Agreement on Silver Reef Gold Property in California
Globenewswire· 2025-09-25 12:45
DALLAS, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Allied Energy Corporation (OTC: AGYP) (the “Company”), a diversified energy and resource development company, today announced it has entered into a Memorandum of Understanding (MOU) with Puma Gold LLC regarding the potential acquisition of an interest in the Silver Reef Gold Property, located in San Bernardino County, California. The MOU outlines the framework for a proposed Option Agreement, which the parties intend to finalize within the coming weeks. If complete ...
Why Big Oil has its eye on APAC’s EV charging market
Yahoo Finance· 2025-09-25 12:22
Group 1: Industry Trends - The oil and gas industry is undergoing transformation due to the electrification of the transport sector, with significant investments in EV charging stations being a notable strategy [2][4][5] - GlobalData forecasts that EVs will account for nearly 50% of all global light vehicle sales by 2035, with a compound annual growth rate of 6.7% for hybrid and electric vehicle sales between 2025 and 2037 [7] - The market for EV charging infrastructure was estimated to be worth $32.26 billion in 2024, projected to grow to $125.39 billion by 2030 [7] Group 2: Regional Insights - The Asia-Pacific (APAC) region is seen as an attractive investment opportunity due to growing populations, developing economies, and the need for affordable energy sources [3][12] - EVs currently make up 42% of auto sales in APAC, expected to reach 77% by 2037, while in Europe, EVs currently account for around 58% of auto sales, projected to jump to 99% by 2037 [10] - APAC is experiencing rapid increases in disposable incomes, leading to a forecast that the region will account for over 60% of the 115 million EVs sold worldwide over the next five years [13] Group 3: Company Strategies - Major oil companies like Shell, bp, and TotalEnergies are investing in EV charging infrastructure to adapt to the changing market [4][8] - Shell has prioritized investment in seven leading markets for EV adoption, including China, Germany, and the UK, due to their advanced pace of electrification [18][19] - European oil companies are reducing investment in EV charging infrastructure while maintaining a focus on Western markets, with Shell lowering its emissions reduction target for 2030 [17][19]
THOR Industries: Valuation And Fundamentals Justify Recent Price Surge, But That's Enough For Now
Seeking Alpha· 2025-09-25 10:08
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Moving Cash off the Sidelines? Consider Protected Bitcoin ETFs
Etftrends· 2025-09-24 21:27
After months of speculation, the Federal Reserve finally trimmed interest rates by 25 basis points. And not only has the central bank lowered interest rates, Chair Powell indicated that additional cuts may follow. With rate cuts back on the menu, investors and advisors may feel compelled to move their cash around. This includes the cash they have in money market funds, which will offer diminishing returns, along with the cash sitting idle. However, the question remains: where should advisors and investors l ...
Starbucks: Value Has Suffered More Than Necessary; Give It A Break
Seeking Alpha· 2025-09-24 19:24
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
GOP megadonor warns US retirees may pay ‘steep’ price for Trump’s Fed attacks — how to protect your nest egg
Yahoo Finance· 2025-09-23 18:35
Gold has helped people preserve their wealth for thousands of years. Today, its appeal is simple: unlike fiat currencies, the yellow metal can’t be printed at will by central banks.The good news? Savvy investors have long turned to certain assets to help protect their wealth from inflation’s bite — regardless of how well the Fed does its job.Inflation erodes the purchasing power of money, a reality already eating into Americans’ savings. Over the past five years, the U.S. consumer price index has jumped 25% ...
Why Halliburton Rallied Today
Yahoo Finance· 2025-09-23 18:09
Key Points Halliburton is a leveraged bet on higher oil prices. Oil prices were rising after NATO threatened more decisive actions against Russia's recent incursion into NATO airspace. Russia also hinted at further export restrictions as Ukraine continues to strike oil and gas storage assets inside Russia. 10 stocks we like better than Halliburton › Shares of Halliburton (NYSE: HAL) had rallied 9.6% on Tuesday at 1:00 p.m. ET. Halliburton and other oil-and-gas-related stocks took off today as ...
Gold surges to new high as Wall Street predicts precious metal has room to run
Yahoo Finance· 2025-09-23 16:44
Gold (GC=F) hit a new record on Tuesday to surpass $3,800 in intraday trading as Wall Street analysts predicted that the precious metal still has room to run. Gold futures rose 0.8% to trade near $3,805 per troy ounce, while bullion for immediate delivery traded near $3,780 per ounce. Wall Street sees further upside for the precious metal, with Goldman Sachs reiterating a forecast of $4,000 by the middle of next year, and UBS predicting $3,900 during the same time frame. "We think gold prices have furth ...
Exxon Mobil: Attractive Valuation, Robust Fundamentals Should Fuel Upside (NYSE:XOM)
Seeking Alpha· 2025-09-23 11:34
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...