Podcasts about Dow

The markets are shaking and emotions are high. The Dow dropped 900 points Friday, marking the S&P's worst day since April — but is this the start of a real crash or just the dip smart money wanted before a rally? We break down the biggest stories shaping your money right now — from how to tell a true crash from a healthy pullback, to a deep conversation on the connection between mental health and money after a crypto influencer's tragic story.We also dive into Trump's comments about China and what they really mean for the global economy and semiconductor sector. Plus, a heated debate on whether AI is in a bubble or just entering a multi-decade super-cycle, and how to measure real value in this new era. Bitcoin's recent drop to $113K raises big questions about euphoria, risk, and long-term conviction. Meanwhile, small and mid-cap stocks are quietly winning while everyone chases the big names — we break down what separates the next leaders from the lottery tickets.Finally, we explore investor psychology — why people panic after small dips even when they're up big — and how to train your mind to master volatility. And to close it out, Eric Thomas and Jeremy Anderson join the show to talk about the business of public speaking and how to monetize your message.Six Figure Public Speaking Challenge (15% off code - EYL15) : https://www.sixfigurespeakerchallenge.com/3daychallenge?affiliate_id=4282333#MarketMondays #EarnYourLeisure #Investing #StockMarket #Bitcoin #AI #EricThomas #JeremyAnderson #China #TradeWar #WealthBuilding #FinancialLiteracy #MentalHealth #PublicSpeakingOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Global markets are in turmoil as U.S.–China trade tensions reignite and the crypto sector reels from a $19 billion liquidation event. The White House's proposal of 100% tariffs on Chinese goods has sent shockwaves through equities and commodities, with the Dow falling nearly 900 points and Asian markets plunging over 9%. At the same time, Bitcoin and crypto markets faced one of their largest liquidations ever over $19 billion wiped out in 24 hours as traders rushed to de-risk amid escalating macro uncertainty.

Silicon Valley Entrepreneur, Author and Stanford Professor Steve Blank has published a phone book of sorts for the Pentagon - at least when it comes to the trickier issue of understanding how the Pentagon buys things – which is a crucial component of future U.S. national security. Cipher Brief CEO & Publisher Suzanne Kelly talks to Blank about his new ‘phone book' for businesses trying to sell into the DoW.

Emergency crews are on scene after a crash on Kamehameha Highway this morning. Drivers should expect delays and avoid the area while authorities investigate and clear the road. Yesterday, the Women's Community Correctional Center in Kailua got a festive Halloween makeover for Kids' Day. Incarcerated moms got special time with their children, with games and more.See omnystudio.com/listener for privacy information.

One of the most influential MAGA voices speaks out after the Trump administration's announcement of a Qatari Air Force facility in Idaho. Plus, the Dow tanks after Trump announces 130% tariffs on China.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Geoff Dow, CEO of 60 Degrees Pharmaceuticals and former malaria drug developer at Walter Reed, joins the Tick Boot Camp Podcast to unpack the science and strategy behind treating babesiosis. Drawing parallels to malaria, Dow explains why tafenoquine (brand: Arakoda), FDA-approved for malaria prevention, is being studied for Babesia, how coinfections (Borrelia, Bartonella) complicate care, and why chronic illness needs a different clinical approach. He previews an upcoming Mount Sinai trial for chronic babesiosis focused on fatigue outcomes and discusses real-world diagnostics using FDA-approved blood donor screening plus PCRs from Galaxy Diagnostics and Mayo Clinic. The conversation also touches on prophylaxis concepts, immune dysregulation, and building a clearer path from anecdote to evidence for the tick-borne disease community. Guest Geoff Dow, BSc, MBA, PhD CEO & Board Member, 60 Degrees Pharmaceuticals Background: Biotechnology (Perth, Australia), PhD in malaria drug discovery, decade at Walter Reed Army Institute of Research, MBA in the U.S. Leads clinical programs exploring tafenoquine for babesiosis. Key Topics & Takeaways Malaria ↔ Babesiosis Parallels: Both are red-blood-cell parasites; acute symptoms driven by red cell destruction. Similar drug targets justify testing some anti-malarials against Babesia. Why Tafenoquine (Arakoda): An 8-aminoquinoline that induces oxidative stress in RBCs; distinct mechanism from atovaquone + azithromycin combo (current standard for acute babesiosis), potentially useful for resistance management. Chronic vs. Acute Disease: Acute babesiosis in immunocompetent patients often responds to standard care; chronic illness remains under-defined and underserved. Coinfections Are Common: Many chronically ill patients present with Borrelia, Bartonella, and Babesia together; diagnostics and treatment need to acknowledge polymicrobial reality. Upcoming Clinical Trial (Mount Sinai): Population: Chronic babesiosis with disabling fatigue, plus Babesia symptoms (e.g., air hunger, anemia) and lab evidence in the last 12 months. Regimen: 4-day loading dose then 200 mg weekly of tafenoquine for 3 months. Outcomes: Patient-reported fatigue (quality-of-life) + monthly molecular testing (FDA blood donor test, Galaxy Diagnostics PCR, Mayo Clinic PCR) during treatment and 3 months post-therapy. Goals: Demonstrate symptom improvement, assess eradication signals, and validate accessible diagnostics against an FDA-accepted assay. Prophylaxis & Post-Exposure Ideas: Animal data suggest short-course tafenoquine can eradicate early Babesia; human prophylaxis trials face feasibility and regulatory hurdles. Diagnostics Gap: Need for standardized, sensitive tools to define chronic babesiosis and track response. This trial also serves as a real-world diagnostic comparison. Immune Dysregulation & IACI: Overlap among long COVID, ME/CFS, post-treatment Lyme—shared theme of immune dysregulation with possible persistent antigen stimulation. Safety Notes: G6PD deficiency is relevant to 8-aminoquinolines; established safety database exists for malaria prevention dosing—critical as studies expand to babesiosis. Notable Quotes “You've got to put some lines in the sand—run the trial, collect data, and move the field forward.” “The best we can do for chronic disease starts with defining it—and validating the diagnostics we use to track it.” “8-aminoquinolines offer a different mechanism than current babesiosis standards—key for resistance and combinations.” Resources Mentioned Arakoda (tafenoquine): FDA-approved for malaria prevention; under study for babesiosis. Diagnostics: FDA-approved Babesia blood donor screen; Galaxy Diagnostics PCR; Mayo Clinic PCR. Organizations & Events: ILADS, Global Lyme Alliance, tick-borne disease conferences. Research Partners: Mount Sinai (NYC), Tulane University (Bartonella/Borrelia collaboration). Who Should Listen Patients with chronic Lyme or chronic babesiosis symptoms (fatigue, air hunger, anemia) Clinicians seeking updates on Babesia treatment research and diagnostics Caregivers and advocates tracking IACI and immune dysregulation science Researchers exploring antimalarial repurposing for tick-borne diseases Call to Action Subscribe to Tick Boot Camp and share this episode with someone navigating chronic tick-borne illness.

A father and daughter are facing serious charges after a fight outside a high school turned violent. Big news for thousands of Hawaii insurance customers. One company is exiting the islands, leaving policyholders with big questions about their coverage. As the government shutdown continues, non-profits are bracing for a sharp rise in demand for help. The Hawaii Food Bank is among those planning extra distributions, even as they lose federal funding.See omnystudio.com/listener for privacy information.

As the government shutdown rolls on, layoffs begin for thousands of federal workers. After more than three decades in the islands, DTRIC Insurance announces plans to leave Hawaii. And a damaged line knocks out phone service for TheBus, Skyline, and Handi-Van.See omnystudio.com/listener for privacy information.

New details this morning on a 2-alarm fire at a brand new apartment building in Aiea. What caused the fire that's left seven people currently without a home. We're all looking to save these days so any good news is welcome. Details on a slide in local gas prices. But if you really want to save on gas, you'll soon be able to ride the next segment of the Skyline. We'll take you on board for a ride on the extension which opens next week.See omnystudio.com/listener for privacy information.

The Trump administration is issuing reduction in force notices to various agencies as the federal government shutdown nears a third. Starting November 1, Hawaii SNAP recipients who are able-bodied adults will face new work requirements under the One Big Beautiful Bill Act. And an update on the tragic death of two women whose bodies were recovered from a downed banyan tree in Hilo back in July; Hawaii Island police detectives have identified the second victim.See omnystudio.com/listener for privacy information.

A portion of Oahu's H-POWER facility is closed for repairs after a fire caused by a propane tank explosion. Honolulu police arrested an arson suspect after a Nanakuli townhouse went up in flames earlier this week. Interim Honolulu police chief Rade Vanic is sounding the alarm as assaults on police officers are on a dramatic rise.See omnystudio.com/listener for privacy information.

The U.S. government shutdown continues into a tenth day, dragging the Dow to its worst session in almost a month. Europe's Stoxx 600, however, enjoys its longest week-to-week winning streak since August. We are live in Paris where the office of President Macron has pledged to pick his new prime minister – France's sixth in less than two years – by the end of today. The Israeli cabinet has ratified President Trump's ceasefire deal with Hamas which could see operations in Gaza suspended within 24 hours and Israeli hostages freed by the start of next week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Market Update: Earnings Shifts Focus from Political Headlines In this episode of Dividend Cafe on Thursday, October 9th, Brian Szytel provides a market update. The DOW dropped by 243 points, the S&P fell by a quarter of a percent, while the Nasdaq remained mostly flat. The 10-year yield increased slightly by a basis point. The episode highlights the impact of delayed economic data due to the ongoing government shutdown. Brian discusses the encouraging shift in focus from political to earnings reports, with notable companies showing strong earnings. He emphasizes the importance of fundamental analysis and contextualizes current market performance by comparing it to historical rebounds. Brian also touches on the health of municipal pensions and the attractiveness of municipal bonds in high tax brackets. He concludes by encouraging listener questions and wishing them a good weekend. 00:00 Introduction and Market Overview 00:31 Economic Data and Government Shutdown 00:49 Earnings Reports and Market Fundamentals 02:02 Historical Market Context and Predictions 03:04 Focus on Cash Flows and Dividend Income 04:22 Municipal Bond Market Insights 05:46 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

As the government shutdown enters its second week with no end in sight, federal workers pleaded with lawmakers today to sit down together and work out their differences. Police are searching for Bryce Bruno, and they say he should be considered armed and dangerous. HPD is also looking for a suspected arsonist on the loose after a 3-alarm fire tore through a Nanakuli apartment building.See omnystudio.com/listener for privacy information.

We're following breaking news, as another political foe of President Trump has been indicted. New York Attorney General Letitia James was indicted in the Eastern District of Virginia. Tensions are rising on Capitol Hill with lawmakers still at odds over how to reopen the federal government. And Honolulu police have arrested a 54-year-old man for arson after a Nanakuli townhouse went up in flames. See omnystudio.com/listener for privacy information.

An attempted murder suspect is off the streets this morning. How police were able to catch a man wanted in a Kalihi shooting. New laws are helping to keep busted illegal game rooms from coming back. We have details on "Operation Follow Through." Developments.. in the lawsuit filed by HPD's former chief. Why the court narrowed the focus of Joe Logan's termination case.See omnystudio.com/listener for privacy information.

Market Recap and Insights: Midstream Energy and Fed Policy In this October 8th episode of Dividend Cafe, Brian Szytel provides a market update, noting that the Dow was flat, while the S&P and Nasdaq showed gains. Key takeaways include the release of the September FOMC meeting minutes, indicating a general consensus on rate cuts despite some divergence in opinion. The episode also delves into the resurgence of M&A activity, IPOs, and positive earning sentiments as significant market drivers. There's a discussion on the midstream energy sector, highlighting its strong performance and the impact of recent tax reforms. Lastly, Sitel addresses a viewer question regarding the seeming contradiction between declining job numbers and a well-performing economy. 00:00 Welcome and Market Overview 00:45 FOMC Meeting Insights 02:08 Market Drivers and Trends 04:06 Midstream Energy Sector Analysis 05:12 Natural Gas and Data Centers 08:58 Economic Indicators and Job Market 10:48 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this episode we take a Deep Dive into the DOW's new and newly finalized Cybersecurity Maturity Model Certification rule. We discuss the new challenges and responsibilities of government counsel concerning the new CMMC rule. Learn more about The Quill & Sword series of podcasts by visiting our podcast page at https://tjaglcs.army.mil/thequillandsword. The Quill & Sword show includes featured episodes from across the JAGC, plus all episodes from our four separate shows: “Criminal Law Department Presents” (Criminal Law Department), “NSL Unscripted” (National Security Law Department), “The FAR and Beyond” (Contract & Fiscal Law Department) and “Hold My Reg” (Administrative & Civil Law Department). Connect with The Judge Advocate General's Legal Center and School by visiting our website at https://tjaglcs.army.mil/ or on Facebook (tjaglcs), Instagram (tjaglcs), or LinkedIn (school/tjaglcs).

A change for how you are charged on your water bill. Why Oahu residents may be quicker to turn off the tap. Recreating Lahaina's Front Street. We'll tell you how Maui County is bending rules.. to make it happen. Today is the last day of Amazon's fall prime day. Why you should consider buying now for the holiday season. See omnystudio.com/listener for privacy information.

As Maui's water crisis continues, Spotlight Now explores how resources are managed, shared, and protected. Maui Land and Pineapple Company CEO Race Randle addresses lawsuits over water agreements following the PGA's cancellation of the Sentry Tournament in Kapalua. Then, Ciara Kahahane, deputy director of the Commission on Water Resource Management, warns that water conservation is more urgent now that water streams have dropped to record lows.See omnystudio.com/listener for privacy information.

Kamehameha Highway remains closed after a crash brought down a utility pole more than twelve hours ago. Honolulu officials unveil a new online tool to help homeowners save money amid rising sewer fees. As the federal government shutdown reaches its seventh day, air travelers across the country are impacted by staffing issues in airports.See omnystudio.com/listener for privacy information.

With no end in sight to the government shutdown, federal workers plead with lawmakers to work out their differences. Honolulu police are searching for an attempted murder suspect on the run, who should be considered armed and dangerous.See omnystudio.com/listener for privacy information.

Market Update and Geopolitical Insights: October 7th Analysis In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets as of Tuesday, October 7th. He covers the recent performance of the DOW, S&P, and Nasdaq, highlighting a moderate sell-off in technology and value names. He also discusses the recent government shutdown impacting economic data release and provides insights on various Fed governors' positions on inflation and monetary policy. Additionally, the episode delves into significant geopolitical topics, such as the Russia-Ukraine conflict's impact on energy prices, evolving US-China relations, and the increasing risks related to maritime shipments. Lastly, Brian addresses a listener's question regarding the health and implications of companies going private. 00:00 Introduction and Market Overview 01:09 Federal Reserve Updates 02:51 Geopolitical Insights 03:43 US-China Relations and Global Trade 05:36 Private Companies and Market Liquidity 06:28 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Paul Schatz thinks the Dow will hit 50K in 1Q26 and argues that there isn't a bubble. He does expect a pullback of 1%-3% soon, but no bear market or recession. “Momentum begets momentum, strength begets strength.” He is excited about deregulation and thinks the job market will start to improve from here.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Health officials are sounding the alarm after a case of mumps was confirmed in Kailua-Kona. An ongoing downtown Honolulu property dispute escalates after power is abruptly shut off for dozens of tenants. The Hawaii Supreme Court's Chief Justice withdraws her initial opinion on a high-profile corruption trial.See omnystudio.com/listener for privacy information.

Left in the dark. Days after several tenants were evicted, power was shut off to residents of a Downtown building. They're now criticizing a lack of communication. HNN Investigates an ice-cream maker's financial meltdown and his ex-bookkeeper's explanation. We'll tell you how the woman he hired took advantage of him and his business. The Super Moon lit up the skies overnight. Super Moons are when the moon reaches its nearest point to earth. This one is actually the first of three back-to-back Super Moons this year. See omnystudio.com/listener for privacy information.

With the federal government shutdown reaching its seventh day, back pay for furloughed workers remains uncertain. How Dave's Ice Cream lost more than a million dollars due to embezzlement. An 18-year-old woman accused of stabbing a 13-year-old-girl in a Honolulu park over the weekend has been charged. After a 6-year hiatus, the Maui County Fair sold more than 116,000 tickets over four days in Wailuku.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/4mVyUro Market Analysis and Economic Insights: The Monday Edition David Bahnsen, host from Newport Beach, California, presents the Monday edition of Dividend Cafe. He starts with a brief mention of sports events, then discusses market activity, noting minor changes in the DOW and gains in the S&P 500 and Nasdaq. David highlights the fifth consecutive month of market gains since September and evaluates historical performance of the S&P 500 after such streaks, concluding there's no clear prediction for the sixth month. He further examines market volatility in midterm election years, correlations with political events, and economic indicators like 10-year bond yields, ISM services sector performance, auto sales, and the Case Shiller home price index. David also reports on optimistic developments in Gaza and Japan's election of its first female Prime Minister. He concludes by touching on the impact of U.S. tariff decisions on the pharmaceutical sector, aid for soybean farmers, and anticipated actions from the Federal Reserve. 00:00 Introduction and Market Overview 01:26 Historical Market Trends and Midterm Election Insights 04:53 Sector Performance and Global News 08:54 Economic Indicators and Federal Reserve Updates 11:50 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

An unexpected landing. We'll tell you why this tour helicopter ended up in a popular Oahu park and whether there were any injuries. It was a busy weekend for Ocean Safety and EMS. We'll tell you just how many rescues occurred and where the hot spots were. No more "one size fits all" schooling. We'll take you to a school in Texas that is using artificial intelligence to tailor education to each individual student. See omnystudio.com/listener for privacy information.

The latest from Capitol Hill, with no sign of a resolution, as the White House warns of mass firings should the federal government shutdown continue. We have new details from police after a 13-year-old girl was stabbed at a Honolulu park. A woman with ties to Hawaii is among hundreds of activists detained by the Israeli government.See omnystudio.com/listener for privacy information.

"Your great high priest, who is Jesus Christ, isn't waiting on you to do anything other than surrender to him." - Phillip Dow In this message titled "Keeping Your Eyes on Jesus," Phillip Dow challenges listeners to move beyond simply "having faith" to being intentional and strategic with it. Drawing from Hebrews 12:1-3, he uses a humorous personal story and a vivid anecdote about an entangled hunting dog to illustrate the need to "throw off" sin. Dow emphasizes that Jesus is our pioneering, powerful priestly, and persevering example. His sacrifice on the cross was a joy to Him because of the salvation it offered us, and it means our work is finished. We must fix our eyes on Christ, enduring misunderstanding and opposition, so we do not "grow weary and lose heart." +++++++ You can find our service times on our website: https://www.anctally.com/ You can find sermon highlights on Twitter here: https://x.com/allnationstally

A fight between two teen girls escalates into an attempted murder case. Why one of the girls' sister is now facing some serious charges. An activist with Hawaii ties is detained by the Israeli government. What she was doing before she was taken by military forces. An electric scooter crash, that critically injured a man in Kalihi.See omnystudio.com/listener for privacy information.

James Demmert is targeting 7,100 for the SPX by year-end, and 8,100 next year. He also has bullish targets for other indexes, including the Dow to 10,000 within “5-6 years.” James expects a “revolution” in financial stocks and electrical stocks as AI pushes forward. For example, he says GE Vernova (GEV) is a “great place to buy the dip,” discussing U.S. power needs. He also likes international names, including HSBC and TSM.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Thousands of Kaiser Permanente Hawaii employees could soon walk off the job after announcing plans for a 5-day strike. The man accused of releasing pepper spray while trying to rob a Waikiki bank appears in court. And a challenge to Hawaii's gun restrictions makes its way to the U.S. Supreme Court.See omnystudio.com/listener for privacy information.

An unruly passenger forces a Hawaiian Airline flight to turn around and a rare look inside the states bunker that houses confiscated illegal fireworks. Plus, the Waikiki bank robber suspect appeared in court, he said "he felt bad."See omnystudio.com/listener for privacy information.

This week, the Money Wise team tackles a headline-dominated week that centered on Washington's government shutdown, and the market's complete lack of reaction to it. Despite the political drama, the Dow rose 511 points (+1.1%), the S&P 500 climbed 72 points (+1.1%), and the NASDAQ gained 296 points (+1.3%). Year-to-date, all three major indexes continue their steady climb, with the NASDAQ leading at +18%. The guys note that even with economic data releases halted, trading volume stayed strong, with the S&P 500 showing buy-side activity above its daily average all week. They emphasize that this marks the 11th government shutdown since 1980, and history shows markets rarely care. In fact, investors seem to view the lack of news as a relief, “no news is good news.” The conversation turns political as the crew discusses how the administration's stance on spending and immigration has shaped the fiscal standoff. Yet, from an investment perspective, they stress that markets continue to take it in stride, ignoring media-driven panic. With the S&P 500 just shy of record highs and up 12% since November 2024, the hosts push back on the “bubble talk” dominating financial media, reminding listeners that the economy remains strong, backed by 3.8% GDP growth and consistent investor optimism. Markets Stay Cool  Even with political gridlock dominating the headlines, markets stayed cool, showing once again that investors tend to look past short-term noise. The guys point out that history has consistently shown resilience during government shutdowns, budget battles, and other moments of uncertainty. In fact, reviewing past performance reminds us that markets often continue their long-term upward trend despite temporary volatility. Understanding this history helps investors maintain perspective, avoid reactionary decisions, and stay focused on the fundamentals driving growth rather than fleeting headlines. In the second hour, the Money Wise guys discuss Equity Index Annuities. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Preparing to picket: Kaiser Permanente workers are set to take action after their contracts expired this week. What the hospital says they're offering to keep them on the job. More Hawaii children are getting past school vaccine requirements.. using religious exemptions. How the state compares to the rest of the country. We told him not to play with fire but Casey doesn't listen. He's out live this morning at Sea Life Park where the Fire Knife Dance will be celebrated this weekend. See omnystudio.com/listener for privacy information.

The government shutdown is in day three with no end in sight as lawmakers once again failed to reach an agreement. A strike date has been set for more than 2,000 local Kaiser Permanente employees. And a new UHERO report is sounding the alarm for Hawaii's nonprofit sector, which stands to lose more than $100 million in federal funding. See omnystudio.com/listener for privacy information.

Daily Market Recap and Job Data Insights - October Update David Bahnsen provides a daily recap of the Dividend Cafe, highlighting that the market was up with the Dow gaining 79 points, the S&P up slightly by 4 points, and the NASDAQ increasing by 18 points. He mentions the bond market's rise with the 10-year yield down 2 basis points. Sector performances show materials leading while energy declines. Due to the government shutdown, key job reports were missing, but alternative data sources like the Chicago Federal Reserve jobless level and the Challenger Gray and Christmas report offer insights. The report indicates a 24% rise in layoffs year-to-date compared to 2024 and a low level of new hirings. David teases the upcoming Dividend Cafe episode with takeaways from the week's meetings and ends with a mention of supporting the Yankees. 00:00 Introduction and Market Overview 01:03 Sector Performance and Government Shutdown Impact 01:21 Job Market Data and Analysis 03:25 Upcoming Reports and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

US equities finished higher in Thursday trading, improving off mid-morning lows with the Dow, S&P, and Nasdaq all logging new record closes. Ongoing government shutdown was the big headline focus, though market has thus far largely viewed as more noise than news. Senate to vote again tomorrow on GOP's seven-week stopgap, and if that fails no more votes likely until at least Monday.

It's day two of the federal government shutdown. We look at how it's impacting local federal employees and services. A new program has launched to help Hawaii residents become more familiar with the digital world. We'll tell you how you can get involved. The LOTTE Championship is back for its 13th year. Casey Lund is live this morning with an inside look at the LPGA tournament.See omnystudio.com/listener for privacy information.

A man is dead after an officer-involved shooting outside Queen's Medical Center. A house fire in Nanakuli prompts road closures and sends one woman to the hospital. The federal government shutdown enters its second day, as federal workers face potential layoffs.See omnystudio.com/listener for privacy information.

The senate failed in two votes today to reopen the government after it shutdown last night, stopping paychecks for hundreds of thousands of federal workers. Governor Josh Green hopes federal workers affected by the government shutdown will look for opportunities with the state through the Operation Hire Hawaii Initiative. And Jane Goodall, the conservationist renowned for her groundbreaking chimpanzee field research, has died at age 91. See omnystudio.com/listener for privacy information.

With the first government shutdown in more than six years underway, lawmakers continue to disagree over funding for healthcare. Meanwhile, a historic site on Oahu remains open under a temporary federal agreement. Hawaii County officials release new details on the driver in a bus crash that sent twenty-two people to the hospital.See omnystudio.com/listener for privacy information.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comNB I have further thoughts on the Semler Scientific deal (NASDAQ:SMLR) which you can read at the end of today's piece.It's hard, nigh impossible to call the top in a bull market.If you can get out within 10% of the top, you have done very well. Most don't.We have been waiting a long time, but we are in a bull market now: not just for gold, but for silver, platinum and the companies that mine these precious metals.It feels very frothy.But is this just a rush before an interim top early in a secular bull market?Or are we nearing the top?Where are we in the cycle now? Which innings of nine, to use the baseball analogy?The other day I suggested we were in innings six - for gold at least. I got a lot of stick for saying that, which probably means I'm right.But I put some polls up on my various WhatsApp chats and the general consensus was 6 for the metal, 3 for the miners.I also have this poll running on X, so you can see current consensus. It's far from conclusive.It's important to remember that a bull market in gold and a bull market in gold mining companies are not one and the same. Of course, there is a lot of crossover between the two, but it is possible to have one without the other.From 2022 to 2024, for example, as gold climbed, mining stocks were largely flat or falling. The reverse can also happen. Gold can be going nowhere, while mining stocks can rise. In fact, this is not uncommon, because when gold is flat and volatility disappears, investors get a clearer idea of what the price of the final product is going to be, what the profitability of a mine will be, and that security can enable investment to flow.As you know I have a target of $7,000 gold by the end of this decade, maybe even $10,000 if we get a proper blow-off top.If you live in a Third World country, such as the UK, I urge you to own gold or silver. The bullion dealer I recommend is The Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.We're closing in now on $4,000. But just because I have a target of $7,000 gold doesn't mean we will get there. Anything but.Another target I'm looking for is for central banks around the world to hold roughly 40% of their reserves in gold. We're currently just above 25%. We were at 20% barely a year ago. A combination of higher gold prices and increased reserves through accumulation will mean we get to 40% pretty quickly.Central banks' total gold holdings are currently 36,000 tonnes, according to the ECB. For some context, all the gold that has ever been mined - and of course still exists - amounts to 216,000 tonnes. 36,000 tonnes is quite the share.Central banks are currently accumulating at a rate of 1,000 tonnes per year, says Reuters, which has been the case since 2022 and the freezing of Russian US dollar assets. Annual gold supply is 3,600 tonnes or thereabouts. Given that half of that is taken up with jewellery, that doesn't leave a lot left over for everyone else (only about 800 tonnes - hence this bull market).Central bank holdings have already overtaken US debt, as you can see from the chart above, and the euro. Next stop is to exceed their US dollar holdings (currently 48%). We'll get there soon enough, as they accumulate gold, the gold price rises and the relative value of the US dollar holdings recedes.$7,000 gold would take us there near enough.Another target is a Dow-to-gold ratio well below 10, perhaps at 5 where it reached in 2011. (Some have a target below 2 for this one, as we saw in 1929 and 1980, which would mean a gold price in the tens of thousands. Unlikely, I would have thought, but not impossible: it has happened before).With the Dow currently at 46,400, and gold at $3,900 we are currently at 12.Note that the gold to oil ratio has never been this low ever, barring the insanity of Covid when oil went negative. Does that make oil a buy and gold a sell? Probably.This is a key reason mining companies are starting to do so well. Energy is their biggest input cost. Gold is their output. If they can't make money now, they won't ever make money.I have lived through a long and painful bear market for mining. It began in 2011. It's been over a decade, with brief respites in 2016 and 2020, almost relentlessly down. It's made me extremely cynical. Maybe I've got too much recency bias.But the HUI, the index of unhedged gold producers, is butting up against its old 2011 highs, rather like silver, which we will come to in a moment. I know this chart is not adjusted for inflation, but even so it is a concern. Then again, if it goes through, there is no overhead resistance. It would be a proper, mega breakout.Either way, these last few months have been nuts.I remain of the view that for gold, the metal, as I said the other day, we're in innings six. Mining I'm not so sure.I stole these pictures from Winston Miles of Stifel Wealth Management. They were taken at the Denver Gold Show a few weeks ago. The place is dead. That is not end-of-a-bull-market behaviour“There were hardly any new generalist investors” he says. “Zero retail, everyone was a specialist, and occupancy at the main stage was literally 10% full for most of the presentations.”Then again the Munich gold show - Edelmetallmesse, which ran from 2006 but ended in 2019 with the bear market effectively putting it out of business - is reopening this year and something like 120 mining companies have signed up to attend. That's quite the reversal.It's because mining companies are finding investment again. That means they're issuing paper. Will there be buyers for it?Capital is flowing. Share prices are multiplying in some cases. Animal spirits are high.So many contradictions and mixed signals. Such is the bull market wall of worry. What to do? What to do?

Crypto pulling back October - one of the toughest months Day traders - some good news Intel's new growth model PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Crypto pulling back - REMINDER - NEW CTP  for Lithium Americas (LAC) stock! - October - one of the toughest months - Day traders - some good news Markets - New Tariffs announced - Drugs, trucks, kitchen cabinets - Intel's new growth model - Quantum stocks rallying - Powell setting the stage RYDER CUP - What a finish! Friday Jobs Report Labor Dept - may - or may not release jobs report Friday - Fearing that a government shutdown will be problematic - Convenient US to take stake in Lithium Americas - Up 29% - Where are we coming up with all of this $ Red October? -9 of the 20 largest single-day drops in the Dow Jones occurred in October. - 1907 Bank Panic - 1929 Crash (Black Tuesday) - 1987 Crash (Black Monday, -22.6% in one day) - 2008 Financial Crisis (S&P 500 fell ~17% in October alone) - Since 1950, the S&P 500 has averaged a gain of ~0.91% in October -Over the past 20 years, October has been relatively favorable, with average gains between 0.8% and 1.5% for the S&P 500, Dow, and Nasdaq. -October is 35% more volatile than the average month. Saudi Arabia for the Win! - Electronic Arts rallied on Friday following a report by the Wall Street Journal that the video game company is nearing a roughly $50 billion deal to go private. - The deal would likely be the largest leverage buyout of all time, according to the Journal. - Investors including Saudi Arabia's Public Investment Fund and Silver Lake could announce the deal as soon as next week, the report said - Also in n the TikTok Deal - what is up with that? - Oh - Jared Kushner's Affinity Partners is another participating investor, according to a source familiar with the matter, who asked not to be named because the discussions are private. On the Other hand - Shares of CarMax fell to an all-time low on Thursday, as investors disposed of positions after disappointing second-quarter earnings results. - This followed surprisingly disappointing financial and operating results, with retail used unit sales declining 5.4 percent, and comparable same-store sales decreasing 6.3 percent. - Net income declined by 28.16 percent to $95.4 million from $132.8 million in the same period last year, while net sales and operating revenues dropped by 6 percent to $6.59 billion from $7.013 billion year-on-year. - Carvana next or reason why KMX doing poorly? Ponzi Accusations - The Securities and Exchange Commission (SEC) is accusing the men who bought bankrupt chains RadioShack, Modell's Sporting Goods, and Pier 1 Imports of running a Ponzi scheme that duped investors out of tens of millions of dollars. - A complaint filed in the U.S. District Court for the Southern District of Florida on Tuesday, alleges the co-founders of Miami-based Retail Ecommerce Ventures, Alex Mehr and Tai Lopez, together with the company's Chief Operating Officer Maya Burkenroad, raised approximately $112 million combined from hundreds of U.S. investors by selling investments in eight companies they created and controlled under Retail Ecommerce Ventures. - Between April 2020 through Nov. 2022, they raised money by selling two types of investments. They sold unsecured notes that promised returns of up to 25% a year, and ownership shares that offered monthly payouts as high as 2%, according to the complaint.| - To pay interest, dividends and maturing note payments, Mehr and Lopez resorted to using a combination of loans from outside lenders, merchant cash advances, money raised from new and existing investors,

As Washington barrels toward a government shutdown with no deal in sight, a look at how the closure will affect federal jobs and services in the islands. A Hawaii County bus overturns in Laupahoehoe, injuring more than 20 on board. We hear from residents who helped pull people to safety. And more than two years after the wildfire tragedy, Maui County unveils its new design plans for Lahaina's historic business district. See omnystudio.com/listener for privacy information.

Market Highlights and Insights: September 30th Edition In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group office in New York City provides a concise market overview for Tuesday, September 30th. Despite a negative start, the market ended slightly positive with the DOW up by 82 points, S&P up by 27 points, and Nasdaq up by a third of a percent. Key economic updates include a slight increase in the Case-Shiller Home Price Index and better-than-expected new job openings, reflecting a balanced labor market. Brian also discusses the implications of current trade margins, tax rates, and capital expenditure focus on artificial intelligence. Additionally, he addresses a viewer question about proxy voting in index investments and the proactive approach The Bahnsen Group employs to ensure proper company stewardship. Brian wraps up by promising more economic insights in the next day's episode. 00:00 Introduction and Market Overview 00:38 Economic Calendar Highlights 00:59 Labor Market Insights 01:33 Consumer Confidence and Manager Meetings 01:59 Focus on Market Margins 02:50 Artificial Intelligence and Productivity 03:16 Proxy Voting and Index Investing 04:36 Conclusion and Next Steps Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3IxLuPt Dividend Cafe: Market Insights and Key Themes from Money Manager Week In this Monday edition of Dividend Cafe, the host discusses the extensive agenda of the first day of Money Manager Week. The conversation includes insights from several meetings with portfolio managers and asset management partners. The host shares an outlook on recent market movements, including the Dow's marginal increase, changes in bond yields, and performance in various stock sectors. Key points include discussions on market returns driven by earnings growth and multiple expansion, and the U.S.'s new tariff threats. Additionally, updates are provided on significant economic indicators like PCE inflation data, personal income, durable goods orders, and the housing market. The host also touches upon public policy topics such as potential government shutdowns and international trade deals. Lastly, the episode previews topics to be covered in the upcoming Friday edition of Dividend Cafe. 00:00 Introduction and Weekly Overview 01:45 Market Performance Recap 03:13 Sector Highlights and Oil Prices 04:07 Political and Economic News 06:44 Inflation and Economic Indicators 09:08 Housing Market Update 09:32 Federal Reserve and Interest Rates 10:34 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com