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npub15l8f...0ar3
npub15l8f...0ar3
Lots portfolio moves in past 2 weeks, after a break, will write annual portfolio review getting into more detail soon. Stay tuned. For now, in short: -Sold 12.5% AKO1L at €1.8 -Bought back $INTC at $37.1 -Add $KSPI at $79 -Bought Nordic Corp Bond Fund,~5% -Sold $EVO at 622 SEK
Dallas FED survey on oil market.
Lingering pessimism, uncertainty further weigh on oil and gas activity
Activity in the oil and gas sector edged lower in fourth quarter 2025, according to oil and gas executives responding to the Dallas Fed Energy Survey.
 "I have an uneasy feeling about the reason that China continues to stockpile crude oil to the tune of about a million barrels per day. Could it be a prelude to an invasion of Taiwan?" Same brother, same.
Madara Cosmetics $MDARA management said they have something exciting to announce in H1 webinar I assumed it was new markets. b2b subscription based service for hotels was not in my bingo card. Interesting if they get traction in this segment, but gotta compliment the move. image
Annual Nasdaq-100 index ($NDX) changes. Added: -Alnylam Pharmaceuticals, Inc. ($ALNY) -Ferrovial SE ($FER) -Insmed Incorporated ($INSM) -Monolithic Power Systems, Inc. ($MPWR) -Seagate Technology Holdings plc ($STX) -Western Digital Corp. ($WDC) Removed: -Biogen Inc. ($BIIB) -CDW Corporation ($CDW) -GlobalFoundries Inc. ($GFS) -Lululemon Athletica Inc. ($LULU) -ON Semiconductor Corporation ($ON) -The Trade Desk, Inc. ($TTD).