--- title: "Analysts reveal May stock picks amid ETF slump and Trump trades" type: "News" locale: "en" url: "https://longbridge.com/en/news/286640096.md" description: "Analysts recommend Dutch Bros, e.l.f. Beauty, MercadoLibre, TV Asahi, and K+S AG as strong stock picks despite a 13% drop in the Consumer discretionary ETF RSPD due to rising oil prices and inflation. Additionally, President Trump made 3,642 trades in Q1, including significant tech investments, raising concerns about portfolio management during his presidency." datetime: "2026-05-16T08:51:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286640096.md) - [en](https://longbridge.com/en/news/286640096.md) - [zh-HK](https://longbridge.com/zh-HK/news/286640096.md) --- # Analysts reveal May stock picks amid ETF slump and Trump trades New stock picks: Analysts highlight Dutch Bros, e.l.f. Beauty, MercadoLibre, TV Asahi, and K+S AG as attractive buys despite volatile market conditions. ETF sector slump: Consumer discretionary ETF RSPD has dropped 13% since January amid surging oil prices, inflation pressures, and weakening consumer sentiment. Trump trading surge: President Trump executed 3,642 trades in Q1, including large tech buys, raising questions over direct portfolio control while in office. ### Related Stocks - [ELF.US](https://longbridge.com/en/quote/ELF.US.md) - [BROS.US](https://longbridge.com/en/quote/BROS.US.md) - [MELI.US](https://longbridge.com/en/quote/MELI.US.md) - [KMLI.US](https://longbridge.com/en/quote/KMLI.US.md) - [RSPD.US](https://longbridge.com/en/quote/RSPD.US.md) - [9409.JP](https://longbridge.com/en/quote/9409.JP.md) ## Related News & Research - [e.l.f. Beauty Announces Fourth Quarter Fiscal 2026 Results | ELF Stock News](https://longbridge.com/en/news/287111698.md) - [Elf Beauty forecasts weak year, flags up to $20 million hit from Iran war](https://longbridge.com/en/news/287111565.md) - [How Trump’s trade push against Canada backfired](https://longbridge.com/en/news/286675578.md) - [Tomato prices aren’t the only problem. How retirees can beat inflation.](https://longbridge.com/en/news/286364174.md) - [Dutch Bros Maintains Differentiation Despite Rising Competition, RBC Says](https://longbridge.com/en/news/287093729.md)