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Key PointsIts stocks has rocketed 67% higher so far in 2026, but its sky-high valuation could limit further upside.
BWX Technologies is trading at a discount compared to its peers despite its military moat.
The Iran war continues to disrupt oil exports through the Strait of Hormuz, limiting OPEC+'s influence over prices and market share.
Outsize Trump bumps can shorten the timeline to sweeping Social Security benefit cuts.
The economy has shown resilience in the face of multiple crises. GDP growth is just one aspect of the story. Foreign exchange reserves have recently hit an all-time high.
Mit seiner Forderung nach niedrigeren Zinsen setzt Trump auch Powells Nachfolger unter Druck. Egal, wie der nächste Entscheid ausgeht: Warsh hat nur schlechte Optionen, meint Astrid Dörner.
