اخبار بازار

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منبع: CNBC خبرگزاری
2 ماه پیش
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Oil rises amid supply disruption fears following Iran's restrictive draft plan for the Strait of Hormuz

Oil rises amid supply disruption fears following Iran's restrictive draft plan for the Strait of Hormuz

Worries over oil supply disruptions continue to linger after Iran published a restrictive draft plan for the Strait of Hormuz. According to the apparent draft plan published by Iran, the country would ban U.S. and Israeli ships from transiting the strait.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Orion Properties: Monkey Wrench In The Works

Orion Properties: Monkey Wrench In The Works

Orion Properties Inc. has resolved its debt issues. ONL continues to explore strategic alternatives. The risk of investment principal loss has increased due to external factors beyond management's control.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
2 ماه پیش
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A 'weaponized' yen: How the U.S.-Japan intervention may reshape global currency markets

A 'weaponized' yen: How the U.S.-Japan intervention may reshape global currency markets

The unprecedented U.S.-Japan intervention to support the yen may end up shaping market behavior. "When increasingly scarce national assets are spent in unison on the same target by two major sovereigns, markets will have to listen," said Monex's Jesper Koll.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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The Hormuz Illusion: Wall Street Is Buying Fake Peace

The Hormuz Illusion: Wall Street Is Buying Fake Peace

The market is overly optimistic about Middle East peace, mispricing persistent geopolitical risks and ongoing conflict in the Hormuz Strait. Iran and Oman are negotiating new transit rules for Hormuz, excluding the US, which signals formalized Iranian control and continued instability.

منبع: Seeking Alpha
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منبع: Bloomberg Markets and Finance خبرگزاری
2 ماه پیش
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Trump Backs Hegseth After Report of Dispute Over Stockpiles

Trump Backs Hegseth After Report of Dispute Over Stockpiles

President Donald Trump defended Pete Hegseth after a report about a disagreement over dwindling US weapons stockpiles raised questions about the Pentagon chief's future in the administration.  “I am extremely happy with the job that Pete Hegseth is doing,” Trump said in a social media post Thursday.

منبع: Bloomberg Markets and Finance
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Make Retirement Awesome Again With Jared Dillian

Make Retirement Awesome Again With Jared Dillian

Jared Dillian's Awesome Portfolio advocates a 20% allocation each to stocks, bonds, cash, gold, and real estate for lower drawdowns and higher risk efficiency. Traditional all-stock portfolios expose investors to severe drawdowns and behavioral pitfalls; diversification across uncorrelated assets enhances long-term compounding.

منبع: Seeking Alpha
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منبع: WSJ خبرگزاری
2 ماه پیش
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President Trump signed a proclamation Thursday that will set a 15% tariff on imports of solar panels and components.

President Trump signed a proclamation Thursday that will set a 15% tariff on imports of solar panels and components.

The action aimed to cut U.S. reliance on Chinese-made panels and polysilicon, which is critical for semiconductors and solar-energy systems.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Werner's Stock Fell On Good Results, Potential Sign Of Overvaluation

Werner's Stock Fell On Good Results, Potential Sign Of Overvaluation

Werner Enterprises delivered strong 2Q26 results, with 24% revenue growth and significant operating margin expansion, signaling a turning trucking cycle. WERN's valuation remains unattractive; even with a robust recovery, the stock trades at 11–12x optimistic earnings, limiting upside while downside risk persists. Capital allocation is constrained; underinvestment and rising capex needs will limit shareholder distributions and require further leveraging of the balance sheet.

منبع: Seeking Alpha
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