Market Update 07/01
I have nothing intelligent to add on the market.
Bull case – new gov, better ministers (dare I say it’s the best I’ve seen in 2 decades?). With Anutin as a puppet where the powers that be have their hands so far up his backside that no matter what stupid $hit he says the country is going to perform better than the past decade.
Bear case – Iran continues, Ukraine vs Russia is dialed down and all parties focus on Iran and this drags out longer than every “expert” says.
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Paul Renaud
We most all know how things runs here…until the US mkt materially corrects: Delta stock gets all the attention, volume and volatility while much (all) else gets sidelined or ignored regardless of fundamentals or record high dividend yields.
Pon
Just enjoy the dividends until the cap gains return 🙂