One Headline Away
Автор: Dividend Talks
Загружено: 2026-02-22
Просмотров: 4581
Описание:
This week could be a major stress test for markets.
• US Supreme Court strikes down tariffs - then rates are raised to 15%
• Escalating tensions with Iran and potential military action
• Oil prices surging and gold spiking
• Nvidia earnings that could move the entire AI trade
With the S&P 500 trading at 25.4x forward earnings, markets are priced for stability - but stability may not be guaranteed.
In this video I break down:
What the tariff chaos means for inflation and margins
How geopolitical risk impacts oil and sector rotation
Why Nvidia’s earnings could decide near-term sentiment
And the 4 baskets I’m watching: Growth, Oil, Defense and Defensive cash flow
Stocks covered:
Nvidia (NVDA)
Chevron (CVX)
Lockheed Martin (LMT)
Procter & Gamble (PG)
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