127.000$/Tag: Meine Tanker explodieren, während alle über KI reden | Wochenrückblick KW29

from Aktienmarkt Wochenrückblick — Brent, Gold, Dividenden & Hard Assets · host MB Capital Strategies

Wochenrückblick KW29 (10.–18. Juli 2026) — Hard Assets & Dividenden.Während die halbe Welt über KI-Aktien redet, verdient ein großer Rohöl-Tanker gerade rund 127.000 Dollar am Tag. Genau hier sitzt die Substanz meines Depots.Diese Woche: explodierende VLCC-Tanker-Raten nach dem Hormus-Shuttle-Betrieb, US-Inflation fällt auf 3,5%, Sonderdividende Dorian LPG ($1,00/Aktie, Record 27.07.), ZIM-Übernahme-Poker an Israels Golden Share.Themen: VLCC-Spotraten ~115.000–145.000$/Tag · DHT Q2 ~126.700$/Tag, Q3 74% gebucht · BW LPG +122%, INSW +120%, Dorian LPG +68% auf Einstand · Dorian Sonderdividende Record 27.07., Zahltag ~12.08. · ZIM auf 2,6 Mrd $ Cash · ONEOK 1,07$ · Realty Income Kreditlinie 5,5 Mrd $ · Riley Permian 0,40$.Ausblick KW30: Verizon (24.07.), AGNC, Dorian Record Date 27.07.Keine Anlageberatung — nur Information und Unterhaltung. Eigenverantwortlich handeln.Mehr auf: https://mbcapitalstrategies.com

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127.000$/Tag: Meine Tanker explodieren, während alle über KI reden | Wochenrückblick KW29

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