@koolgal:πππWith the current Iran war and blockade in the Strait of Hormuz, oil prices are trending upwards. Airlines are facing a tough time as jet fuel prices are eating into their profits. Nonetheless well run airlines like $Southwest Airlines(LUV)$ can still perform better than its peers due to its low cost model. Let's hope peace will be restored in the Middle East so that fuel prices can go down. Once that happens, airline stocks may shoot up like a rocket to the moon.ππππ°π°π°
@Mkoh:bank earnings season is kicking off right now, and honestly, I'm pretty optimistic about what the big six β JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley β are likely to deliver for the first quarter of 2026. Analysts are calling for overall profits to rise around 5% year-over-year across the group. Revenues should grow in the mid-to-high single digits for most of them, which isn't flashy but feels reliable in today's environment.Whatβs driving this? Net interest income (that sweet spread between what banks earn on loans and pay on deposits) is still holding up nicely thanks to rates that, while lower than their peak, remain elevated after the Fed's cuts in late 2025. The Fed has kept the benchmark steady around 3.5-3.75% lately, with just one m