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South China Morning Post Business2d05/26

Quad foreign ministers fight for relevance in New Delhi as leaders’ summit remains elusive

The foreign ministers of the Quadrilateral Security Dialogue, or Quad, nations gathered in New Delhi on Tuesday in a coordinated display of unity aimed at reaffirming the bloc’s relevance amid recent shifts in geopolitical dynamics. The Quad, comprising the United States, Japan, Australia and India, aims to promote a “free and open” Indo-Pacific and balance China’s expanding influence in the strategically vital region. With US President Donald Trump fresh from talks with Chinese President Xi...

china · asia · usa
OilPrice.com2d05/26⚠ war-conflict · 3/5

U.S. Natural Gas Prices Surge On Lower Output, Higher LNG Flows

U.S. natural gas prices surged on Tuesday, with a combination of declining domestic output and an improving demand outlook helping the gas market break past prior downward pressure from seasonal maintenance. Henry Hub, the primary benchmark price for the North American natural gas market, spot gas prices jumped 5.1% to trade at 3.06/MMBtu in Tuesday’s mid-day session, with gas prices now trading nearly 16% higher over the past month. Average gas output in the U.S. Lower 48 states slipped to 109.

middle-east · russia · usa
Reddit r/investing2d05/26

Looking for Investment ideas

So I'll start by saying I am not a novice, have a securities license, a 6/63 so I am familiar with mutual funds and ETF's and most of my money is in those. I would say 50% of my investments are VOO or similar, 20% is QQQM or VUG or similar. Pretty boring but steady. But I also know that my ideas aren't the only ideas so looking for some thoughts. I have added SPMO in the last few years and it has been a shining star. Particularly since the March rebalancing. And I intend to continue to contribut

Socialusa
Reddit r/investing2d05/26

Copper districts are becoming valuable again and that could matter for NovaRed

One overlooked part of the copper market is how much value investors place on district potential during strong cycles. Copper 360 operates across a land package larger than 19k hectares with 12 historical mines and about 60 identified copper prospects. The company also expects losses to improve roughly 36% to 43% after bringing higher-grade ore back into production circuits. That is important because it shows producers are willing to revisit older belts if economics improve. For juniors, this cr

Socialsocial-signal
Reddit r/Finanzen2d05/26⚠ war-conflict · 1/5

Ich brauche kein Auto, aber ich habe ein Auto

Hi zusammen, wir drehen uns daheim gerade im Kreis. Es geht um die Frage: Auto behalten oder weg damit? Die Situation: Wir arbeiten beide zu 100% im Homeoffice und wohnen in einer absoluten Fahrradstadt. Unseren Alltag machen wir komplett zu Fuß oder mit dem Rad. Aldi ist direkt gegenüber, Fitnessstudio 5 Minuten weg, meine Eltern wohnen um die Ecke. Die Kita der Kleinen (14 Monate) ist aktuell noch 20 Minuten mit dem Rad weg, aber wir ziehen bald in unser Haus um, danach sind es 5 Minuten zu Fu

Socialgermany · usa · europe
Reddit r/investing2d05/26⚠ war-conflict · 1/5

Palantir $PLTR may be the short of the year.

The stock has dipped below it's 200D MA and the continued narrative coming out of the Trump admin is broken. Palantir's epic rise is precisely as a govt surveillance tool - not as some advanced AI operating system that would help the U.S. govt run more efficiently. No one wants to be pitching that surveillance narrative as the midterms are rapidly approaching - that's why $PLTR is down 25% ytd and just keeps on gapping down. Even at a market cap of $300bn, it's wildly overvalued as a professiona

Socialusa
Reddit r/investing2d05/26

Micron $MU is a trillion-dollar company now.

Who would've thought a small company out of Boise, Idaho would end up being the AI play of the year. I was in last year and made a killing but sold out - completely missed the the massive rally since 4/1. Anyone else in a similar position and looking to get back in? The thesis has gotten stronger. It appears that there is a lack of innovation in LLM architectures this year (no "DeepSeek moment") and as such memory (especially HBM) continues to be a critical bottleneck for both training and infer

Socialsocial-signal
OilPrice.com2d05/26⚠ war-conflict · 3/5

How U.S. Control of Venezuelan Oil Is Reshaping Asian Energy

Asian nations are scrambling to find new oil and gas suppliers as the Iran war stretches on and negotiations over the Strait of Hormuz remain murky at best. Asia, the primary purchaser of oil and gas supplies out of the Gulf, has been hit hardest by the sudden blockage of approximately one-fifth of the world's crude trade. Energy prices are soaring throughout the region, and global oil reserves are running dangerously low. As a result, Asian leaders are racing to establish new sources of energy,

middle-east · russia · usa
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