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Quasar Markets @QuasarMarkets on x 126K followers
Created: 2025-07-22 15:47:15 UTC
Why These Companies:
$ALL (Allstate), $TRV (Travelers), $HIG (Hartford): Property & casualty insurers bear direct claims risk in coastal regions.
$XOM (ExxonMobil), $CVX (Chevron), $SLB (Schlumberger): Offshore rigs in the Gulf of Mexico are vulnerable to shutdowns, disruptions, and damage.
$ZIM (Zim Shipping), $FRO (Frontline), $DAL (Delta Airlines): Hurricanes disrupt port operations, logistics, and flight routes across the Atlantic and Gulf.
$LOW (Lowe’s), $HD (Home Depot), $GNRC (Generac): Surge in pre- and post-storm consumer demand for plywood, generators, flashlights, and rebuilding supplies.
$DE (Deere), $MAXR (Maxar), $VSTO (Vista Outdoor): Agricultural volatility, satellite mapping needs, and survival gear surge during and after large-scale storms.
XXXXX engagements
