Angela Merkel made a notable shift towards allowing and subsidizing the import of LNG from the U.S. to Germany and the EU in 2018.
While the action today has positive aspects, it is premature to assume that a low has formed.
Just dump the overpriced hopium names from your portfolio. Now.
This war has been anticipated to some extent, and that is preventing much worse action so far.
It comes as no surprise that among Industrials named as outperformers by JPM were LMT, NOC, and 5 additional defense stocks.
Buying in the face of the outbreak of war and extreme emotions is tough to do.
Thought the semiconductor shortage had already been severe? That's where the cards currently lie.
It is an ugly situation, and market players are going to sit on the sidelines until there is some greater clarity.
How tight are the oil markets here, really? Let's take a look.
The oracles at the Fed will hike rates until they cause a significant hiccup in the economy and/or markets.