He 'Changes Opinion 10 Times a Day' – This Hedge Fund Boss Used 'Ignore Trump' Portfolio Strategy And Delivered 35% Gains – See His Top 3 Stock Picks

Benzinga_recent_news04-02 09:00

The one thing that has rattled markets more than the ongoing Middle East war itself is President Donald Trump's unpredictable rhetoric — one post suggests the Iran conflict may be nearing an end, the ...

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The Iran war has caused significant disruption in the oil markets, which could take \"months if not years\" to settle, Saleur told Bloomberg.Goldman Sachs recently raised its average Brent forecast to $85 a barrel for 2026 from $77, citing the impact of a prolonged closure of the Strait of Hormuz. The investment bank expects Brent to average $110 a barrel in April as uncertainty grows over the duration of supply disruptions.Oilfield services company Baker Hughes  is down 3% over the past month. Anaconda kept buying shares of the company in March despite the stock's underperformance relative to the broader oil market, Saleur told B","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"FRO":"FRONTLINE PLC","BK4179":"石油天然气设备与服务","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","BKR":"Baker Hughes Co","BK4144":"石油与天然气的储存和运输","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","BK4566":"资本集团","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD"},"translate_title":"他“每天改变意见10次”——这位对冲基金老板使用“忽略特朗普”投资组合策略并实现了35%的收益——查看他的前3只股票精选","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BKR":1,"FRO":1},"content_text":"The one thing that has rattled markets more than the ongoing Middle East war itself is President Donald Trump's unpredictable rhetoric — one post suggests the Iran conflict may be nearing an end, the next leaves investors weighing the risk of World War Three.\n\"We try to ignore Trump,\" Saleur was quoted as saying, adding that he \"changes opinion 10 times a day.\"\nDon't Miss:\nThe Iran war has caused significant disruption in the oil markets, which could take \"months if not years\" to settle, Saleur told Bloomberg.\nGoldman Sachs recently raised its average Brent forecast to $85 a barrel for 2026 from $77, citing the impact of a prolonged closure of the Strait of Hormuz. The investment bank expects Brent to average $110 a barrel in April as uncertainty grows over the duration of supply disruptions.\nLet's take a look at the key stocks in Anaconda Invest's portfolio.\nOilfield services company Baker Hughes (NASDAQ:BKR) is down 3% over the past month. Anaconda kept buying shares of the company in March despite the stock's underperformance relative to the broader oil market, Saleur told Bloomberg.\nTrending: Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You\nFrontline (NYSE:FRO) is one of the biggest tanker companies that ships crude across the globe. The stock is down 15% over the past month. Anaconda Invest added the stock during the March dip, Bloomberg reported.\nRead Next: \nImage: Imagn\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624525336","isCrawlerRequest":true}