UPS Pending Strike. Longterm Impact On Valuation And Share Price?

Teamsters and UPS negotiations have hit a wall. If no contract by July 31st, 340,000 workers will strike.

What is the longterm impact on valuation and share price if there is a strike?

Does UPS recover from this? Will supply chain be crippled and significant market share lost? How much?

https://www.reuters.com/business/teamsters-says-ups

Next 12 months for stocks

Hey reddit,

according to FED minutes there will probably be additional rate hikes in the coming months. Considering strong stock performance YTD, especially by tech and expecting good earnings reports Q2 what are your expectations for the next 12 months, which sectors will outperform and which will perform poorly?
I am kinda divided and would like some new perspective despite knowing DCA is the best method

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Sometimes the best thing to do is set it, forget it ... even if a recession is possibly near

So I wanted to share a quick thought. I am a 30 yo investor and also am a trader. I have different brokerage accounts set up for different things. Brokerage account A is for my long term investing (just in VOO and QQQM). I throw $300 into it every paycheck and have for years. This is my set it an forget it account. This account will someday be almost for sure worth a lot more than it is. Brokerage account B is for trading and I like to swing trade (I never day t

A U.S.-China tech war will hurt the rally in tech stocks

A U.S.-China tech war will hurt the rally in tech stocks:

  • China announced export controls on gallium and germanium, two minerals that are essential for the production of semiconductors.
  • President Joe Biden is also planning to restrict Chinese companies access to U.S. cloud-computing services that use AI chips.

The U.S. and China need to find a way to de-escalate this tech war. If not, It will only lead to more restrictions on

Why are commercial real estate stocks still doing fine?

Many believe commercial real estate is going down soon with wfh trends and several groups defaulting on their loans (Hilton San Francisco).

Residential real estate is better, but definitely not a hot market either with such high interest rates.

But why are commercial real estate stocks like $CBRE, $XLRE, $BX doing fine? What stocks should I look to short if I’m bearish on CRE?

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Congressional Insider Trading in 2022: Using Inside Knowledge to Make Profits

Throughout 2022, there were a number of instances of very well timed trades among members of Congress. Let's examine a few examples.

In February, Marjorie Taylor Greene, a House Republican, bought stocks in Lockheed Martin, Chevron, and NextEra Energy. Mere days later, the Ukraine conflict escalated. Other politicians followed suit, buying up oil and defense stocks before the Ukraine invasion.

In July, Nancy and Paul Pelosi sold all their Nvidi

Meta launches Instagram Threads in a direct challenge to Twitter

Threads is a text-based messaging app that looks very similar to Twitter.

People will be able to use their Instagram usernames on Threads and follow the same accounts on Threads as they do on Meta’s photo-sharing app.

The release of Threads is noteworthy considering that Twitter has suffered a wave of mishaps under the ownership of Tesla CEO Elon Musk, leaving the popular social messaging app vulnerable to competing apps.

r/Stocks Daily Discussion Wednesday - Jul 05, 2023

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

McDonald's corporation - profits have tripled since 2005 off a mere 20% revenue increase. How?

See the following screenshot of McDonalds' corp. financials:

https://i.ibb.co/nDVDGrL/Screenshot-2023-07-01-011340.png

Since 2005, their revenue has increased at a very slow pace, and yet they have MASSIVELY increased their profit margins, while slowly but surely REDUCING corporate headcount.

Say what you want about the company (there's plenty to say about them),

Looking for help on when to initiate a new position vs DCA an existing one?

So I'm struggling to find some good resources on this one. I would love to hear some of y'alls thoughts on this, or to be pointed in the right direction on where I can learn more.

I hold about 20 positions right now and of those there are a few I would gladly add to if I had more capital and more than a few I would add to if they dropped a bit.

Additonally there are 5 stocks I would for sure buy right now at their price points if I had the


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