Oil Strategy Oil prices could pull back after the recent surge, but the risk of staying above US$100/barrel is significant if Middle East supply disruptions persist. I would expect considerable volatility rather than a straight upward move. Potential beneficiaries: * Integrated oil majors: Exxon Mobil, Chevron * Low-cost producers: ConocoPhillips, EOG Resources, Occidental * Oilfield services: SLB, Halliburton * Midstream/infrastructure: Enbridge, Kinder Morgan * Gold/precious metals could also benefit from inflation and geopolitical uncertainty. Potential losers: * Airlines and transportation companies * Chemicals and other oil-intensive industries * Consumer discretionary businesses * Highly leveraged companies * Expensive, speculative growth stocks if higher inflation
Replying to @Zarkness:My first ever stock is grab. It’s a good investment.//@Zarkness:My first ever stock is $UOB(U11.SI)$ . My favorite investment in reit is $First Reit(AW9U.SI)$ which I still hold . I choose sg invest is because I am Singaporean and the only way I know. Happy national day Singapore 🇸🇬 and I love you so ❤️🌹
SummaryBitcoin's blow-off top at $25k on August 14th signifies the end of a reflexive rally, representing the "return to normal" stage of a bubble.We anticipate Bitcoin is entering "phase 2" of its fi