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Trade Ideas (5)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
DOW
$49662
$49662 +0.0%
N/A Finnhub News Finnhub - DOW
RSPM: Materials Dashboard For February
Feb 14
DOW
$49500
$49662 +0.3%
SHORT Finnhub News The headline suggests a negative outlook for Dow's valuation due to significant job cuts as part of a restructuring, despite investments in AI and automation for future efficiency. Finnhub - DOW
Assessing Dow’s Valuation As Restructuring Cu...
Feb 13
DOW
$49500
$49662 +0.3%
N/A Finnhub News Finnhub - DOW
From Crisis to Comeback: How Dow Inc Became 2...
Feb 12
DOW
$49451
$49662 +0.4%
N/A Finnhub News Finnhub - DOW
Dow declares quarterly dividend of 35 cents p...
Feb 12
DOW
$49451
$49662 +0.4%
LONG Peter Navarro
Senior Counsel on Trade and Manufacturing (Trump Adviser)
Navarro cites "strategic energy dominance," "deregulation," and "tax cuts" as the drivers for his prediction of "50,000 on the Dow." The administration is prioritizing fossil fuel expansion and reducing regulatory burdens. This macro environment disproportionately benefits traditional energy sectors (XLE) and industrial heavyweights found in the Dow Jones Industrial Average. LONG US cyclical and energy assets based on policy support. Inflation reigniting due to tariffs; trade wars slowing global growth. Bloomberg Markets
Trump Adviser Navarro on the Attack Against D...