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Why I Opened a Buy on Randstad Now – High-Yield Dividend Opportunity in a Cyclical Name
Today I want to walk through why I opened a buy position in Randstad ($RAND.NV) right now. The core reason: attractive high yield with a beaten-down valuation Randstad currently offers a forward dividend yield of approximately 6.6% (€1.62 per share on a recent price around €25.64). That fits squarely into the income sleeve of my barbell. While…
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Portfolio Update: Checking the Pulse on Airbus, Energy Dividends & Telekom Holdings (April 2026)
No FOMO here — just the usual disciplined review of the barbell I run: defensive European value, high-yield dividends, and measured crypto on the side. With geopolitics heating up and markets a bit jittery, I took a fresh look at three key areas in the portfolio — Airbus, the energy names, and the telekom holdings.…
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When Wars Create Discounts: My Market Reading for April 2026
Markets closed early today for Good Friday. Good timing, actually — it gives us all a moment to breathe, look around, and think without the noise of tickers screaming at us.Let me tell you what I see. The situation, briefly Since late February, the US-Israeli strikes on Iran and the subsequent closure of the Strait…
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📌 Markets: Narrow Leadership, Geopolitical Risk, and a Shift Toward Forward‑Looking Metrics
European equities continue to trade in a regime where macro uncertainty and geopolitical tension dominate risk premia, while the Q4 earnings season reveals a market that is increasingly selective and forward‑looking. According to ING’s latest analysis, ~70% of STOXX 600 companies have reported, with earnings surprising to the upside by 2.3% on a market‑cap‑weighted basis.…
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Profit-Taking in a World Where Markets Panic Faster Than People Lose Remotes
Today I closed four long-term positions on eToro — Repsol, E.ON, Enel, and HSBC — with gains ranging from +35% to +71%. These weren’t lucky swings; they were the result of a disciplined, fundamentals-first strategy focused on European value and dividend-rich sectors. But let’s start with the comedy show that is global markets. When $3…
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