The rise higher in oil has surprised me with its pace.
However, oil is pulling back on more lockdown concerns. The fear is that global demand for oil may weaken. News that New York is heading for a lockdown is rippling out across risk assets as they take a dip generally.
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Royal Bengal promised 200% monthly returns, but investors lost $51M. Trucks bought for $55K were old & stripped for parts.
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Dalilah's Law could trigger a trucking 'super cycle' by revoking 200K+ CDLs, impacting rates & capacity.
GARP ETF beats S&P 500 with 32% 1-yr return, offering quality at fair valuations.
RELY down 69% despite 500%+ revenue growth. P/E of 8 suggests AI winner potential.
Equinix (EQIX) offers 2.2% yield & 11 yrs dividend growth. AI data centers poised for 27% annual growth.
Nvidia backs Nebius, an AI cloud provider with 547% revenue growth. Expects $7B ARR by 2026.
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