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IEXProfs retweeted
When changing the team manager doesn’t make your favourite soccer team perform better.
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T. Rowe Price denkt dat het enthousiasme voor groene energie terugkomt. Dit keer niet omdat de politiek dat forceert, maar gewoon omdat duurzame energie voordeliger is, ook zonder overheidssteun. iexprofs.nl/Column/831843/…
Uit de verslagen in het Amerikaanse Beige Book blijkt dat de economie niet meer zo snel groeit. Er zijn voor het eerst in jaren ook meer werkzoekenden dan er vacatures zijn, aldus @edinmujagic. En dat stelt de Fed voor een dilemma. iexprofs.nl/Column/832109/…
IEXProfs retweeted
A bunch of tech CEOs are currently having dinner with 🇺🇸 President Trump including Meta CEO Mark Zuckerberg Microsoft CEO Satya Nadella Google CEO Sundar Pichai Apple CEO Tim Cook AMD CEO Lisa Su OpenAI CEO Sam Altman
IEXProfs retweeted
Does the China stock rally have further room to run? Our Chief APAC Equity Strategist Tim Moe discussed the implications of a steepening yield curve for Asian stocks, potential risks, and his hedging recommendations at our inaugural Asia Leaders Conference in Hong Kong.…
IEXProfs retweeted
Goldman Sachs and T. Rowe Price announce strategic collaboration to deliver innovative public-private investment solutions, designed for the unique needs of retirement and wealth investors. click.gs.com/wkk0
IEXProfs retweeted
US job cut announcements are up 66% over last year
Het klimaatprobleem oplossen en geld verdienen kunnen volgens ceo Jacqueline van den Ende van Carbon Equity prima samengaan. “Want bedrijven die geen winst maken, zijn per definitie niet duurzaam.” iexprofs.nl/Column/831359/…
IEXProfs retweeted
McDonald’s $MCD pricing us out 🚨🚨 Prices have doubled over the last decade
IEXProfs retweeted
Stock Market says Goodbye to Greed 🫡
Is de AI-bubbel overdreven? Het AI-feest op de beurs is zeker nog niet voorbij, maar Ralph Wessels van ABN AMRO ziet wel de eerste haarscheurtjes in de beleggingscase ontstaan. iexprofs.nl/Column/831744/…
Ook Jitzes Noorman van Columbia Threadneedle zet zijn kaarten op aandelen uit de opkomende markten. Hogere economische groei en lagere waarderingen moeten het verschil maken. Helaas bungelt er wel een zwaard van Damocles boven de opkomende markten. iexprofs.nl/Column/831553/…
Menselijke psyche maakt van veel verstandige beleggers alsnog domme gokkers iexprofs.nl/Nieuws/831558/…
IEXProfs retweeted
As of June 30, 2025, $UNH is still among the top 15 most-held stocks by funds. $AMZN is number 1
IEXProfs retweeted
Chicago’s Hot Dog King Dick Portillo On Selling Out And Moving On go.forbes.com/jT9zZh
De nieuwszender CNBC vroeg verschillende analisten naar hun mening over de opkomst van Chinese E-auto's. Conclusie: We ain't seen nothing yet. "De export naar de rest van de wereld is nog maar net begonnen." iexprofs.nl/Nieuws/831199/…
Als Lisa Cook echt ontslagen kan worden of zelf weggaat, zorgt dat voor een aardverschuiving binnen de Fed. Historisch gezien zorgt een onafhankelijke centrale bank voor lage inflatie, maar dit is nu in het geding, aldus @edinmujagic. iexprofs.nl/Column/831298/…
Alleen échte luxe weerstaat de heffingen De luxesector is goed bestand tegen importheffingen, maar toch moeten beleggers ook hier opletten, waarschuwt Rebecca Irwin van PGIM. iexprofs.nl/Column/830767/…
Na 15 jaar van stijgende koersen zijn de contraire permabears heel erg stil geworden. iexprofs.nl/Column/830946/…
IEXProfs retweeted
Nvidia now makes up ~8% of the S&P 500. Wow.
Nico A. Inberg @NicoInberg
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