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Given the geopolitical situation, I'm getting a lot of requests to survey and consider EU defensive stocks. I'm happy to do so. We begin with perhaps one of the biggest plays on munitions, vehicles and armaments. Despite its name, the company is not a metal company. It's one of th...
This is a third installment on ideas of how am I protecting my portfolio against the Russia War against Ukraine. I bought last two weeks oil positions in Aker BP (DETNF) and Africa Oil (AOIFF). I am very bullish on QFUEL. For QFUEL, war is not positive, so it does not fully fit in...
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...
Economic stimulus as a drug addiction The announced economic stimulus packages in different countries have different focus. Some of them concentrate more on infrastructure projects, while others provide greater support to businesses. But what matters most of all is whether the government can...
New York City, NY: April 24, 2020 – Published via (Wired Release):- “Market.us presents a new report titled Large Caliber Ammunition Market: 2020 Research and New Innovations in Oil and Gas Sector. This report provides a detailed overview of the Global Large Caliber Ammuniti...
Thesis Rheinmetall ( RNMBF , RNMBY ) operates through two key segments: Defense and Automotive. While I really like the current condition and the future potential of the Defense segment, I feel that Automotive is struggling and will need time to start contributing to growth significantly...
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New York City, NY: April 24, 2020 – Published via (Wired Release):- “Market.us presents a new report titled Large Caliber Ammunition Market: 2020 Research and New Innovations in Oil and Gas Sector. This report provides a detailed overview of the Global Large Caliber Ammuniti...