Tag

US Stocks

2 articles tagged US Stocks.

Mar 12, 2026 · Asset Class · 5 min read

Geopolitical Risk: Energy, Defense, and Portfolio Strategy

Analysis of the Iran conflict's impact on global markets, highlighting energy sovereignty, asymmetric drone threats, and the strategic value of US assets. Provides actionable frameworks for crisis-proofing portfolios and identifying high-growth defense and energy sectors.

Business Strategy Investing Market Analysis #Geopolitics #Energy Markets #Defense Tech #Portfolio Strategy
Jan 28, 2026 · Handelsblatt Today - Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage · 5 min read

Roaring 2020s: US Stocks, Gold, and Japan

Ed Yardeni predicts S&P 500 hits 10,000 by 2030, driven by resilient earnings and AI. Analysis covers gold as a diversifier, geopolitical risks, and Japanese domestic equity opportunities amid a strengthening Yen.

Business Investing Market Analysis #US Stocks #Gold Investment #Geopolitics #Japanese Equities