Podcasts about Dow

Today's Post - https://bahnsen.co/4yKPl0J The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the Nasdaq finished slightly down, the S&P flat, and the Dow up 0.5%. The host flags NVIDIA's move to guarantee $250B in financing for an OpenAI data center and notes NVIDIA fell 5%, while highlighting widening CCC credit spreads as a developing risk signal. Sector performance showed rotation rather than broad risk-off, with staples up and energy down on the day, and notable dispersion across semiconductors and software. Policy coverage includes a six-month tariff extension shifting toward Section 301 (10–12%) with expected legal challenges, plus midterm implications tied to Michigan's Senate race. Economic notes: durable goods strength largely driven by data centers; new home sales up modestly but down YoY with prices off peak. Ahead: FOMC under Chair Warsh, balance-sheet tightening possibility, and ongoing earnings season. 00:00 Monday Market Rundown 00:15 Oil Hopes Fade 01:30 NVIDIA Financing Shock 02:21 Credit Spreads Warning 04:00 Sector Rotation Month 04:45 Semis And Software Dispersion 06:21 Tariffs And Trade Policy 07:49 Midterms Michigan Bellwether 10:11 Durables And Data Centers 10:51 Housing And Mortgage Lock In 11:58 Warsh Fed Meeting Preview 14:32 Oil Move And Midstream 14:45 QandA Links And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this Dividend Cafe Thursday episode, Brian Szytel recaps a broad market selloff with stocks and bonds down as the Dow fell nearly 600 points, the S&P 500 dropped 1.5%, and the Nasdaq slid 2.4% while the 10-year yield rose about four basis points to 4.7%. He attributes pressure to escalating Middle East tensions after a Houthi attack in the Red Sea, driving oil sharply higher (WTI up 6% near $92 and Brent up 7% above $100), and to disappointing earnings from bellwether tech names Google and Tesla, with Google showing negative free cash flow amid heavy CapEx. He notes markets are only about 4% off highs, cautions that volatility is normal, questions the usefulness of the Shiller CAPE given decades of “overvaluation,” and highlights very strong weekly jobless claims (187, lowest since 1969), which could raise the odds of a Fed hike. 00:00 Market Wrap Overview 00:52 Oil Shock and Rates Rise 01:27 Earnings Hit Tech Leaders 02:49 Volatility and Drawdown Reality 03:36 Shiller CAPE Debate 04:06 Jobs Data and Fed Outlook 04:54 Sign Off and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Wednesday, July 22, Brian Szytel reports a quiet, mostly flat market day: the Dow and S&P 500 were flat, the Nasdaq fell about 0.4%, the 10-year Treasury yield rose roughly three basis points to 4.66%, and WTI oil gained about 2.5% amid continued Middle East turmoil. With no economic news, he discusses a Goldman Sachs white paper on global demographics, noting slowing or negative population growth in the developed world (Japan and China already peaked; Europe close), and that U.S. demographics are relatively better due to immigration, supporting a premium equity multiple alongside higher productivity. He also notes U.S. multinationals' foreign revenue share has declined since the 2010s. Finally, he explains the S&P can be positive while momentum/semiconductor names enter a bear market because money rotated into other sectors, shown by equal-weight S&P strength versus cap-weight weakness. 00:00 Market Wrap Snooze Fest 00:48 Why So Quiet Today 01:14 Goldman Demographics Paper 02:00 GDP Growth Headwinds 03:14 Emerging Markets Reality Check 03:52 US Valuation Premium Case 04:21 Global Revenue And Dollar Talk 04:52 Tech Bear Market Question 05:16 Rotation Explains The S&P 05:53 Closing Thoughts And Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Episode Summary      On January 18, 2018, in Helmand Province, Afghanistan, Green Beret combat medic Luke Sciulli stopped being the medic and became the patient. A booby-trapped building collapsed on him during a personnel-recovery operation, fracturing his C4, C5, and C6 vertebrae, both scapulas, and his pelvis, and leaving him with a spinal cord injury at C5. In this episode of WarDocs, SFC(R) Luke Sciulli walks through that day and the MEDEVAC chain that followed — forward surgical team, Kandahar, Landstuhl, and Walter Reed — and explains how living through the system he once operated permanently reshaped his view of casualty care, pain management, and patient advocacy.   SFC(R) Sciulli is candid about the recovery that nearly broke him. He describes the culture shock of moving from elite combat operations to a 30-bed spinal cord injury ward populated largely by elderly veterans, and the slow, deliberate realization that, in his words, the only person who was going to make his life better was him. He maps the framework that pulled him back — physical health, mental health, and career — and offers a direct message to wounded operators who cannot get out of bed: the discipline that earned the Beret, the Tab, or the Trident is still inside them.   The conversation then widens into the operational and strategic challenges Sciulli has tackled across an extraordinary career. He compares civilian and military trauma systems and argues that surgeons in major American cities now see more penetrating trauma than many military providers — making military-civilian partnerships essential to keeping skills sharp. He recounts building a joint, combined MEDEVAC architecture across five African nations, and embedding at forward surgical teams in Ukraine just kilometers from the front, where 60 to 90 casualties a day exposed gaps in Role 1 and Role 2 doctrine, risk tolerance, and interoperability that U.S. tabletop exercises rarely surface.   SFC(R) Sciulli also draws on his time supervising a 216-bed field hospital at Columbia University during the 2020 COVID surge and his current work with Vigilant Consulting and Valinor Enterprises advising on tactical medical technology. He makes the case for predictive analytics, wearables, and automated resuscitation systems to force-multiply providers in large-scale combat operations — while confronting the risk-acceptance and accountability questions that slow adoption. He closes with the cause he intends to define his legacy: fixing the negligent disconnect that leaves SOF medics and operators underutilized in the civilian, defense, and healthcare worlds, and expanding the transition programs that turn their hard-won skills into lives saved at home. Chapters (00:00-01:10) Cold Open and Introduction (01:10-05:30) Becoming the Casualty in Helmand Province (05:30-11:30) The Recovery That Rewired Everything (11:30-15:45) Civilian and Military Medicine, Two Ways (15:45-22:45) Distance, Mass Casualties, and Lessons from Ukraine (22:45-32:30) Field Hospitals, Tactical Technology, and Risk (32:30-36:15) Recruiting the Next Force and a SOF Medic Legacy Chapter Summaries (00:00-01:10) Introduction Dr. Soderdahl frames the journey ahead: a Green Beret combat medic who became the patient on the wrong side of an IED blast and now drives technology and policy for the next war. The standard WarDocs welcome sets up a firsthand look at military medicine from the austere edge of combat to the front lines of innovation. (01:10-05:30) Becoming the Casualty in Helmand Province SFC(R) Sciulli recounts volunteering to backfill a buddy's ODA as senior medic and the January 18, 2018 operation in which a booby-trapped building collapsed onto him. He details catastrophic injuries — broken C4-C6, a C5 spinal cord injury, fractured scapulas and pelvis — and the MEDEVAC through the forward surgical team toward higher care, including how his teammates stabilized and moved him. (05:30-11:30) The Recovery That Rewired Everything He describes six months split between Walter Reed and the Tampa VA, the jolt of moving from combat to a spinal cord injury ward, and the loss of career, health, and identity overnight. The turning point came when he accepted that no one else could make his life better, and built a deliberate framework around physical health, mental health, and career. (11:30-15:45) Civilian and Military Medicine, Two Ways Drawing on his paramedic, firefighter, and critical-care flight background plus SF service, Sciulli argues civilian surgeons now out-rep many military providers on penetrating trauma, making military-civilian partnerships essential. He also reflects on serving as senior medical provider for SEAL Teams Two and Eight and why interoperability comes down to people and personality. (15:45-22:45) Distance, Mass Casualties, and Lessons from Ukraine He explains building a joint, combined MEDEVAC system across Chad, Niger, Nigeria, Cameroon, and Libya, then scales the problem to the Indo-Pacific and Eastern Europe. Embedded at forward surgical teams in Ukraine, he saw 60 to 90 casualties a day and learned hard lessons about volume, interoperability, civilian EMS integration, and U.S. risk tolerance. (22:45-32:30) Field Hospitals, Tactical Technology, and Risk SFC(R) Sciulli describes supervising a 216-bed COVID field hospital at Columbia University and why a military-style community made it work. He then identifies penetrating and shrapnel trauma as a top killer and makes the case for wearables, predictive analytics, and automated resuscitation — confronting the risk acceptance and human trust that slow adoption. (32:30-36:15) Recruiting the Next Force and a SOF Medic Legacy Speaking to students, residents, and recruiters, Sciulli reframes the pitch: the military needs people willing to operate beyond their comfort zone and scope, not just another credential. He closes on the legacy he intends to leave — fixing the negligent disconnect that leaves SOF medics and operators underutilized after service. Take Home Messages Experiencing Care Builds the Best Advocates: Living through the casualty evacuation chain as the patient teaches lessons no provider can learn from the other side of the litter. Empathy, pain management, and patient advocacy take on new meaning once a clinician has been the one strapped to the litter. Recovery Is a Decision You Make Daily: The hardest part of catastrophic injury is mental, not physical. Progress comes from a conscious choice to get up and be better than yesterday, supported by resources but driven by personal ownership of physical health, mental health, and career. Keep Military Providers Sharp in Civilian Trauma: Civilian surgeons in major cities now see more penetrating trauma and polytrauma than many military clinicians. An integrated military-civilian system that rotates providers through high-volume civilian centers is essential to keeping wartime skills ready. Plan for Volume, Distance, and Interoperability: Future large-scale combat means moving casualties across oceans and continents while relying on host-nation, partner, and civilian systems. High casualty volumes and contested distance demand generalist skill, civilian EMS integration, and a higher tolerance for operational risk. Close the Gap Between Research and the Warfighter: Government funds enormous amounts of combat casualty research and technology that never reaches frontline providers fast enough. The mission is to translate proven findings and devices into the warfighter's hands tomorrow — not years from now.   Episode Keywords military medicine, combat medicine, Green Beret medic, 18D combat medic, special forces medic, combat casualty care, TCCC, spinal cord injury recovery, polytrauma, Helmand Province, Walter Reed, MEDEVAC, forward surgical team, Ukraine combat medicine, mass casualty, large scale combat operations, LSCO, prolonged field care, tactical medicine, medical device innovation, SOF medic, military civilian partnership, WarDocs, Luke Sciulli, veteran resilience, penetrating trauma   Hashtags #MilitaryMedicine, #CombatMedicine, #GreenBeret, #WarDocs, #CombatCasualtyCare, #SOFMedic, #VeteranResilience, #TacticalMedicine   Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission- WarDocs exists to honor the legacy of Military Medicine, preserve its history, and inspire every generation — across all Services, Corps, and Ranks — to serve with excellence and pride. Through mentorship, coaching, and education, we equip those considering, entering, and serving in military medicine with the knowledge, connections, and community they need to thrive. We celebrate Who we are, What we do, and, most importantly, How we serve Our Patients, the DoW, and Our Nation. Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the "What We Are For" Episode 47. https://bit.ly/3r87Afm WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield, demonstrating dedication to the medical care of fellow comrades in arms. Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast  

Brian Szytel recaps a Tuesday market rebound led by momentum stocks and semiconductors, with the Dow up over 300 points, the S&P 500 up 0.9%, and the Nasdaq up 1.3%, while the 10-year yield rose to 4.63% and oil climbed to about $84 WTI and $91 Brent amid the Iran war, pressuring inflation expectations and rates. With no major economic data, he focuses on demand-pull inflation and the lagged relationship between money supply (M2) and CPI, noting M2 is up ~3.5% year-to-date and nearly 6% over 12 months, suggesting inflation could bias higher 12–18 months out despite a cooler June CPI. He discusses the Fed's inflation-fighting rhetoric, an estimated high chance of a rate hike before year-end, and potential headwinds to risk assets from tighter policy and balance-sheet shrinkage. He also explains that point moves typically refer to the Dow for public discussion, while deeper market analysis relies on the broader S&P 500. 00:00 Market Bounce Recap 01:02 Rates and Oil Move 01:37 Money Supply and CPI 03:05 Fed Hike Risk Ahead 04:52 Dow vs S&P Explained 06:41 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Army identified two U.S. soldiers killed in Jordan while defending against Iranian missile and drone attacks, one with a Hawaii connection. Residents in a tight-knit Makakilo neighborhood are heartbroken after an early morning fire kills an elderly man. What students and families need to know as a new school year approaches with a new cell phone ban on Hawaii public school campuses.See omnystudio.com/listener for privacy information.

Wall Street, hier, c’était une salle d’attente de dentiste. Tout le monde assis, personne qui bouge, chacun feuillette un vieux magazine en attendant qu’on l’appelle. Ouverture pleine d’allant, Nasdaq à +1,2%… et puis pschitt. Tout se dégonfle l’après-midi. Troisième séance dans le rouge : S&P -0,19% à 7’443, Dow -0,59% à 51’839, Nasdaq -0,05% à … Continued

Today's Post - https://bahnsen.co/4yvcd4b David Bahnsen reviews a modest down day for markets as Iran tensions and reported American casualties push oil above $80 (ending above $83), with the Dow down ~300, S&P -19 bps, Nasdaq -5 bps, and the 10-year yield at 4.59%; communication services and energy led while healthcare lagged. He cites IPO froth cooling, noting SpaceX below $120 versus a $135 IPO and far off highs. In politics, he highlights Maine's Senate race likely featuring progressive Troy Jackson versus Susan Collins and notes Michigan Democrats consolidating behind Haley Stevens, outlining the difficult map for a Democratic Senate majority. Economically, he underscores the Supreme Court reversal of IEEPA tariffs lowering blended import tariffs from ~11% to ~6–6.5%, while flagging a record 105.8M outside the labor force, soft industrial production, rising import prices, and housing starts driven by multifamily. He previews next week's Fed meeting under Chair Kevin Warsh, balance-sheet maturity shortening, midstream earnings (Kinder Morgan), and answers why shorting stocks is inherently leveraged and generally unsuitable for most investors. 00:00 Welcome and Setup 00:17 Iran Tensions and Oil 01:24 Market Wrap and Sectors 02:17 IPO Froth Check 03:13 Senate Races Outlook 05:39 Economy Data and Tariffs 07:43 Housing and Fed Preview 09:08 Energy Earnings and Gas 10:01 Ask TBG Short Selling 12:00 Wrap Up and Links Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US futures mixed as the Dow trades lower and the Nasdaq slightly higher. Bond markets are mixed: the U.S. 10-year yield is up 1 bp at 4.6%, gilts have risen 2 bps to 5%, and bunds are steady at 3.2%. The dollar is softer. Oil has given back earlier gains, with WTI crude little changed just below $82 per barrel. Gold is lower, industrial metals are down, and bitcoin is weaker. Ongoing Middle East tensions leaving a cautious tone for equity markets. US ramped up strikes against Iran on the weekend. Protraction in hostilities a complication for European macro outlook given impact on inflation and demand. Market moving off earlier lows with oil pulling back from session highs, highlighting sensitivity to energy price developments.Companies Mentioned: Segro, Samsung Biologics, Advanced Medical Solutions Group, PolyPeptide Group

An Army soldier from Ewa Beach is one of two U.S. service members who were killed in Jordan over the weekend during an attack from Iran. Honolulu Police are looking for the suspect in an armed robbery at a convenience store in Kalihi early this morning. And a man who was found unconscious inside a burning building this morning in Makakilo has died.See omnystudio.com/listener for privacy information.

A soldier from Hawaii has been identified as one of the service members killed in the Middle East over the weekend. Who he is, as the U.S. expands airstrikes against Iran. Ballots have been sent for Hawaii's primary election, which is now less than 3 weeks away. We'll show you the efforts to make sure the state's vote-counting machines are ready to go. The 25th Native Hawaiian Convention begins today. Casey Lund will be live at the Blaisdell this morning to give us a look at what attendees can expect. See omnystudio.com/listener for privacy information.

It’s been 100 days since Cruz Eddie Ochoa Jr. was killed in a hit-and-run in Makiki, and his family is pushing for safety changes. Police say an e-motorcyclist was critically injured after a late-night crash on Punahou Street in Makiki involving a wrong-way rider and a driver making an illegal U-turn. Plus, with primary ballots arriving this week, election officials tested vote-counting machines Saturday at the State Capitol to make sure they’re working properly.See omnystudio.com/listener for privacy information.

Het heeft flinke indruk gemaakt: de krater bij het aandeel van IBM. Ooit was dat hét techbedrijf op Wall Street, maar nu hebben beleggers alle hoop verloren. Volgens de topman stellen klanten hun bestellingen bij IBM uit, omdat ze eerst andere AI-gerelateerde aankopen moeten doen waar ze bakken met geld aan kwijt zijn. En dat brengt zorgen met zich mee. Komt van uitstel afstel, vragen beleggers zich af. IBM is echter niet de enige die met dit probleem zou kunnen zitten, daar wijst Errol Keyner van de VEB op. Deze week moeten andere softwarebedrijven gaan bewijzen dat zij hier niet - of op z'n minst minder - door worden geraakt. Of dat gaat lukken, hoor je in deze aflevering. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. e gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

A Japanese liquified natural gas company takes another step toward building a new $2 billion plant on Oahu, drawing concerns and pushback. A man has been charged with custodial interference after he allegedly approached multiple children at a Waikiki hotel pool. More than 100 million people are under dangerous air quality alerts due to thick, choking smoke from Canadian wildfires. See omnystudio.com/listener for privacy information.

Three Maui police officers were injured yesterday, during a Wailuku burglary investigation after a suspect allegedly drove at them and resisted arrest. In Waikiki, Honolulu police charged 55-year-old Batarti Gabbard with custodial interference after investigators say he approached children and wrote down their names. Plus, a new Hawaii law gives victims of harmful AI-generated deepfakes new legal options as lawmakers move to curb AI misuse.See omnystudio.com/listener for privacy information.

Wall Street pulled back this week as investors took profits following a strong first half of the year. The Dow Jones declined 0.9%, the S&P 500 fell 1.6%, and the Nasdaq dropped 2.9%. Despite the weekly weakness, all three major indexes remain positive for the year, with the Dow up 8.5%, the S&P 500 up 8.9%, and the Nasdaq leading with a 9.8% gain year to date. The Money Wise guys discussed why July's weakness has been unusual, reviewed the latest earnings reports, and explained why the recent semiconductor selloff appears to be driven more by profit-taking, leverage, and market mechanics than by any meaningful change in the industry's long-term fundamentals. The team also highlighted encouraging inflation data and why continued progress on inflation could improve the outlook for interest rates and the broader economy.  The conversation goes on to focus on one of the most important principles of long-term investing: managing risk. The team discussed why successful investing isn't about avoiding every loss but about limiting significant losses that can derail long-term financial goals. They emphasized the value of diversification, active portfolio management, and maintaining perspective during periods of market volatility. Rather than chasing short-term excitement or treating investing like a game, the hosts encouraged listeners to stay disciplined, understand their personal risk capacity as they approach retirement, and build portfolios designed to withstand changing market conditions over time.  Managing Risk  One of the biggest misconceptions about investing is that success comes from finding the highest returns. In reality, long-term success is often built by avoiding significant losses that can be difficult to recover from. While every investor will experience periods of market volatility, maintaining a diversified portfolio, understanding your personal risk tolerance and risk capacity, and staying focused on long-term objectives can help keep temporary market declines from becoming permanent setbacks. Rather than reacting emotionally to every market swing, disciplined investors recognize that managing risk is just as important as pursuing growth.  In the second hour, the Money Wise guys share The Best Investment Advice Ever . 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.

David Hunter says stocks have another 30% of upside left — and then the biggest crash since 1929. This week the veteran contrarian returns with his most specific targets yet. David lays out the melt-up he's been calling for, the global bust he thinks follows it, and the staggering amount of money he believes central banks will have to print to dig us out. He also shares his gold and silver targets, and gives his honest (and bearish) read on Bitcoin. We discuss: His targets: S&P: 10,000, Nasdaq: 36,000, Dow: 70,000, Russell: 4,000 — and why he just raised them  Why he sees an 80% bear market coming, not a normal recession The $20 trillion the Fed may be forced to print Why 25% inflation could hit by the early 2030s Gold to $7,000, silver to $200 — then far higher next cycle His bearish Bitcoin call — and what would change his mind The one signal he watches to know the top is in Whether you agree with David or not, few people lay out a case this clearly. Follow David Hunter on X: https://x.com/DaveHcontrarian  ---- Order my new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie  and use code COINSTORIES10 for 5,000 free sats after your first transaction. ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  ---- Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

The president is using a trove of newly declassified documents as evidence to suggest future elections could be at risk of foreign interference, particularly by China. Meanwhile, here at home, local elections officials are defending the security and integrity of voting in Hawaii as ballots are already in the mail to voters. And suspected carjacker Garrett Spencer, 25, pleaded not guilty to charges related to an incident at the Honolulu Airport. See omnystudio.com/listener for privacy information.

The Trump Administration is taking action after the President's speech on election integrity yesterday. Here at home, Hawaii elections officials are defending the security and integrity of voting in Hawaii, as ballots are already in the mail to voters. And a federal push for deep-sea mining in the pacific ocean is facing pushback from environmentalists. See omnystudio.com/listener for privacy information.

Can a sign make a business safer? We hear from both sides of another debate about guns. Hilo residents, listen up! Where and when you can participate in a gun buy-back event tomorrow, as well as what you will receive if you turn in your unwanted weapons. Changes are coming for federal student loans. We'll tell you what they will be, as well as why this is causing some to rethink their payment plans. See omnystudio.com/listener for privacy information.

A Texas oil billionaire is pouring money into a Democratic primary race in Waikiki — but the money isn’t going toward a Republican. It’s supporting a newcomer trying to unseat an incumbent. Meanwhile, more than 100 former Lahaina residents are being flown back to Maui this weekend for the Lahaina Homecoming, a three-day celebration focused on healing, reconnection and hope for the future.See omnystudio.com/listener for privacy information.

A construction worker named Sean Dow was working on the 22nd floor of Pfizer's former Manhattan headquarters, a massive office building now being converted into residential apartments with additional floors being added.Dow noticed cracks in a concrete slab. When he investigated further, he found a structural column visibly bending. But when he raised the concern, the initial response from the general contractor was reportedly, “Don't worry, you'll work on the floor below.”Dow kept pushing. Workers were evacuated, and investigators later found floors sagging by as much as four inches.The story illustrates an important distinction in psychological safety. People remain silent not only because they fear punishment, but also because they believe speaking up will accomplish nothing.A genuine speak-up culture requires concerns to feel both safe to raise and worthwhile to raise. The real test is not whether leaders say they welcome concerns. It is what they do in the first minute after someone brings one forward.Do they dismiss the concern and offer reassurance without investigating? Or do they respond with curiosity and say, “Show me”?An organization that depends on unusually persistent workers to overcome a dismissive first response is not operating a strong safety culture. It is operating on luck.

PODCAST LAS NOTICIAS CON CALLE DE 16 DE JULIO - Gobierno dice que LUMA tiene que irse en el Supremo de PR - El Vocero 200 millones para rehabilitar el tren urbano - El Vocero Nuevo arancel de 25% a Brasil entra el 22 de julio; escalada comercial en curso.Los demócratas se rompen por Israel, sobre 100 votan contra ayudar a Israel - Semafor Bonistas logran aliado en Rivera Schatz, alega que la Junta solo quiere ofrecer poco para seguir quedándose en PR y no negociar pa guisar en PR - Noticel AAA dice que dará créditos por falta de servicio - El Vocero Trump tiene mensaje especial esta noche a las 9PM Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#incluyeauspicio #windmarhomeAlcaldes se enteran por los medios de racionamiento de agua, Comerío, Cidra, Canóvanas y Río Grande, San Lorenzo no tendrá, no anunciaron en Carolina - El Vocero EEUU atacó un petrolero y objetivos en el norte de Irán; Teherán respondió contra bases estadounidenses en Baréin, Kuwait y Jordania, y advierte que resistirá "hasta el final".Líderes de inteligencia artificial piden regulación de la inteligencia artificial - Axios Al fin aprueban ley para prohibir el escaneo obligatorio de furgones - El Vocero LePen está al frente en las encuestas de Francia - Reuters Se harán 3 casinos más en PR - El Vocero No hay jurisdicción federal en caso de Domenech y Sebastián hasta ahora - El Nuevo Día Huevos bajan demasiado de precio tras dumpeo federal - El Nuevo Día Albergue se va a quedar con perro que atacó a secretario de Recursos Naturales - El Nuevo Día Corrección no paga la renta de su sede y quieren contrato de 4 millones por quedarse en oficinas - El Nuevo Día Tres testigos dicen que Elvia sacó algo punzante de cartera - El Nuevo Día Sigue la guerra de Paulson v. Ghaffar en el tribunal de PR - El Nuevo Día Este weekend es el back to school sin IVU   LOS DATOS DEL DÍA (cierre / referencia 15-16 jul) Brent$84.95 · +12% en 3 sesiones  Gasolina EEUU (AAA)$3.89/gal · +9¢ semana  S&P 500 (fut.)~7,610 · -0.1%  Dow (fut.)+145 pts · +0.3%  Bono 10 años4.57% Euro/USD1.1431 · +0.1% Gas natural (Europa)€53.1/MWh  Hipoteca 30 años~6.65%

Brian Szytel hosts Dividend Cafe on Thursday, July 16, describing a down market day driven by rotation out of tech and semis, with the Nasdaq down 1.5% versus modest declines in the Dow and S&P, and equal-weighted S&P outperforming cap-weighted by over 160 bps. He highlights ongoing housing weakness: existing home sales at the lowest pace since 1995, affordability pressures with mortgage payments rising from about $1,700 to $3,100 since 2020, and record home equity (~$11T) contributing to illiquidity as most homeowners have rates below current levels. He addresses financials' July strength, noting they signal economic health but appear fairly to slightly richly valued around 2x price-to-book. Economic data was mostly positive (retail sales +0.2%, Philly Fed 41 vs 13, claims 208 vs 218) while housing data disappointed (builder sentiment down, pending sales -5.6%). 00:00 Market Wrap and Rotation 00:47 Housing Market Stuck 01:23 Affordability and Equity 03:08 Financials Sector Question 04:36 Economic Data Rundown 05:12 Housing Data Misses 05:37 Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

MRKT Matrix - Thursday, July 16th Dow falls 200 points, tech selling picks up as chip stocks and Alphabet decline (CNBC) US Launches New Strikes on Iran as Hormuz Shipping Traffic Falls (Bloomberg) Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Here's why the housing market is hurting so much this summer (CNBC) Trump suspends teleprompter operator over Kalshi bets allegations, White House says  (CNBC) MLB cracks down on using AI via dugout iPads to help shape in-game decisions (The Athletic) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

President Trump is set to address to the nation tonight on what he calls, "election integrity." New video into our newsroom shows two men being rescued by the U-S Coast guard after a 10-foot catamaran capsized off Haleiwa Tuesday morning. And alleged carjacker Garrett Spencer made his first court appearance this morning, pleading not guilty. See omnystudio.com/listener for privacy information.

Residents in Kakaako express concern over how the upcoming rail construction will impact them. Hear what they had to say and HART's response. Hawaii Army soldiers in Wahiawa have been struggling without air conditioning for nearly a week. We'll tell you why and how much longer this is expected to last. Giant pandas could potentially be the newest addition to the Honolulu Zoo. We'll tell you how close we are to a deal with China. See omnystudio.com/listener for privacy information.

Honolulu taxpayers will pay for a controversial former HPD officer's legal defense as the police commission determines he is entitled to taxpayer funded counsel. Hawaii now has a confirmed case of the food-borne illness causing a stomach churning outbreak across the continent. And a Hawaii green-card holder accused of illegally sending large amounts of money to Iran has pleaded guilty. See omnystudio.com/listener for privacy information.

Former Honolulu police sergeant Darren Cachola is asking taxpayers to fund his legal defense as he faces a civil rights class-action lawsuit stemming from DUI arrests made without evidence. Plus, Kauai Police Department leaders faced tough questions from the north shore community over their handling of the multi-day manhunt for murder suspect William “Billy” Sinclair. Meanwhile, Honolulu may soon become home to giant pandas.See omnystudio.com/listener for privacy information.

Na een spetterend begin lijkt Space X terug bij af. Het ruimtevaartbedrijf van Elon Musk schommelt een maand na de beursgang weer rond de $135. Is dat te wijten aan een milde afstraffing van tech, of is er meer aan de hand? En is dit een kans voor alle beleggers die bij de IPO naast de pot piesten om alsnog in te stappen? En het zal niet zijn geweest wat ze voor ogen hadden bij Prosus, toen ze Just Eat overnamen: het creëren van een extra grote concurrent. Toch is dat wat er is gebeurd: Prosus moest gedwongen afstand doen van hun andere belang, dat in maaltijdbezorger Delivery Hero. och is het gebeurd. Uber koopt heel Delivery Hero op voor 'n kleine 15 miljard dollar, en wordt zo de grootste maaltijdbezorger buiten China. Wat betekent dat voor Prosus - en voor Uber?!Verder in deze aflevering:- De uitstekende kwartaalcijfers van TSMC- Zaken gaan goed bij Nedap- Apple krijgt toestemming om Apple Intelligence uit te rollen in China- Stijging van het aantal aan AI-bedrijven gerichte bedreigingen- Eli Lilly gaat in de psychedelica- De rechtszaakhattrick bij Paramount Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

On Wednesday, July 15, Brian Szytel reports modest market gains (Dow +150, S&P 500 +0.4%, Nasdaq +0.6%) amid a positive early Q2 earnings tone, though Middle East tensions temper sentiment and momentum tech (semis and software) has been pressured. He highlights notable strength in financials, citing rising lending, M&A, and capital markets activity, with investment banking up about 30%, capital markets up over 15%, and financial earnings up over 6%, viewing this as a forward-looking sign of economic confidence. The day's key news was a second straight cooler-than-expected inflation report: PPI fell 0.3% vs flat expected and core rose 0.2% vs 0.4% expected, implying a favorable PCE read. He discusses potential market impacts if Strait of Hormuz disruption persisted (higher oil, inflation, rates; pressure on long-duration assets; benefits to U.S. production), while noting futures imply ~$75 oil in a year, and adds a strong Empire State manufacturing print (15.6 vs 8.4 expected). 00:00 Market Close Recap 00:23 Earnings Season Pulse 01:00 Financials Lead Strength 02:26 Cooler Inflation Data 03:40 Hormuz Risk Scenario 05:15 Futures Reality Check 05:28 Manufacturing Beat Wrap 05:57 Final Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Supply chain benchmarking has been evolving rapidly, but the biggest shifts in driving true organizational value may still be unfolding. In this episode of Supply Chain Now, Scott W. Luton and Lora Cecere (Founder of Supply Chain Insights), are joined by Dave Winstone (Global Director, Supply Chain Excellence at Dow) and Wael Abdelmalek (CEO of Uthereal). Together, they explore what it truly means to define and measure supply chain excellence, moving from rigid historical spreadsheets to data-driven, dynamic benchmarking and human-AI partnership. The panel highlights how 32 top-performing companies outperformed the market by focusing on metrics that correlate directly to market cap rather than a simple popularity contest. Dave draws on nearly four decades of global leadership to make the case for focusing on portfolio rationalization and network design while bypassing traditional distractions like massive ERP implementations. Meanwhile, Wael shares how agentic AI platforms can condense 15 years of industry-leading research into minutes, creating a powerful learning engine that works alongside humans to scale organizational insights. The guests share the core operational pillars that separate top performers from the rest of the market: leadership alignment, clear strategic direction, customer focus, and balanced performance scorecards. By embracing data objectivity and the power of dynamic orbit charts, they demonstrate how leaders can have tough, uncomfortable conversations at the board level to navigate macroeconomic headwinds and unlock real, sustainable growth. Jump into the conversation: (00:00) Intro  (02:29) The journey behind Ask Lora  (03:39) Dave Winstone's background at Dow  (08:18) Divisional benchmarking and collaboration history  (09:16) The data-driven origins of Supply Chains to Admire  (11:59) Building relevant industry sectors and peer groups  (13:30) Improvement vs. performance in maturity  (14:26) Measuring what matters over popularity contests  (15:58) Comparing Supply Chains to Admire with the Gartner Top 25  (16:36) Looking at industry headwinds through orbit charts  (19:45) Stripping out subjectivity in industry lists  (20:36) Why small companies outperform large ones  (21:42) Traditional best practices vs. historic pitfalls  (23:27) Revealing the 2026 Supply Chains to Admire winners  (26:05) Core pillars: What the top performers have in common  (30:27) Ask Lora: Dynamic benchmarking through agentic AI  (33:32) Wael Abdelmalek's deep tech and cloud architecture background  (37:32) Leveraging proprietary algorithms and agentic behavior  (41:45) Demonstration: How to use Ask Lora  (47:36) Testing scalability and breaking the model  (51:05) Shifting the cross-functional dialogue at the board level  (54:22) Key lessons from the panel Additional Links & Resources: Connect with Lora Cecere: https://www.linkedin.com/in/loracecere/ Connect with Dave Winstone: https://www.linkedin.com/in/dave-winstone-79337a34/ Connect with Wael Abdelmalek: https://www.linkedin.com/in/wwael/ Learn more about Supply Chain Insights: http://www.supplychaininsights.com Learn more about Dow: https://www.dow.com/en-us.html Learn more about Uthereal: https://www.uthereal.ai/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- The Future of Supply Chains: Where Talent Meets Technology: https://bit.ly/4uUuxkc WEBINAR- Peak Reality Check: What Shippers, Analysts, and AI Models Are Predicting for 2026: https://bit.ly/4aTlsRv WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry's Next Digital Breakthrough: https://bit.ly/4vhUwT4 WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/supply-chains-admire-2026-winners-dynamic-benchmarking-opportunities-1609 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies' facilities and spend time with the company's CEO, Dr. Michl Binderbauer. Founded in 1998, TAE has spent nearly three decades pursuing one of the energy industry's most ambitious goals: commercializing a safe, sustainable, and economically viable source of fusion energy. With renewed momentum in the fusion industry, we thought it was the perfect time to visit TAE and better understand why many believe fusion's moment may finally be approaching. Our visit also marks the beginning of a California COBT series, where over the coming weeks, we'll highlight some of the state's innovative companies, technologies, and leaders. We will also touch on a challenge or two the state is facing. Stay tuned! In our discussion, Michl explains why he believes fusion has reached a true inflection point after nearly three decades of scientific and engineering progress. He outlines why TAE was founded with the “end in mind,” deliberately choosing the more technically challenging hydrogen-boron fuel cycle because it offered the best path to a commercially viable power plant rather than simply proving the science. We explore how advances in AI, machine learning, advanced computing, and materials science have accelerated development, why TAE believes commercial fusion is now measured in years rather than decades, and how the company is preparing to build its first demonstration power plant. We discuss TAE's innovative approach to commercializing technologies developed along the way, including its advanced power management platform that is finding applications in AI data centers, industrial facilities, and grid modernization. Michl shares his vision for fusion's role in delivering abundant, reliable energy to meet the world's rapidly growing electricity demand, the importance of recent U.S. regulatory reforms, the race with China to commercialize fusion, workforce and supply chain challenges, and why he believes fusion has become not only an energy opportunity, but also an economic and national security imperative. We look at what the next five years could look like for TAE, why hyperscalers, industrial customers, and the Department of War may become some of fusion's earliest adopters before widespread utility deployment, the company's long-term vision for a more distributed electric grid, and much more. It was a fascinating and wide-ranging discussion, and we greatly appreciate Michl for sharing his time and insights. To start the show, Mike Bradley noted that markets have been volatile this week. He highlighted that the cooler-than-expected CPI report sparked a rally in Treasuries, driving the 10-year yield down from roughly 4.65% to 4.55%, and said Wednesday's PPI report will be another important data point for the Fed. U.S. equities also moved higher, with the S&P 500 gaining approximately 0.5% on the back of the CPI report and strong bank earnings, while the Dow lagged following a sharp selloff in IBM shares after disappointing quarterly results. In commodities, Brent and WTI crude prices climbed roughly $8-$9/bbl this week following the collapse of the Iran-U.S. ceasefire and renewed disruptions through the Strait of Hormuz. He emphasized that today's challenge is less a global crude supply issue than a global refining problem, citing tight refined product inventories and the loss of roughly 1.5 million bpd of Russian refining capacity following Ukrainian attacks. He also highlighted that European natural gas prices have surged from approximately $16/MMBtu to $19/MMBtu as storage levels remain 20%-25% below seasonal norms and buyers compete for LNG cargoes. Mike noted that Energy is the best-performing S&P 500 sector this week, up approximately 3%, as investors turn their attention to second-quarter oilfield services earnings. He also highlighted the newly announced strategic alliance between SLB and Liberty Energy focused on data center infrastructure and power solutions, noting that similar partnerships are likely to become increasingly common across the energy sector.

On a special edition of Spotlight Now, we sit down with two candidates running to become Hawaii’s next lieutenant governor, Della Au Belatti and Derek Kawakami.See omnystudio.com/listener for privacy information.

Hawaii Senator Mazie Hirono was among the lawmakers today asking tough questions of Acting Attorney General Todd Blanche. An Oahu man accused of sending money to Iran through non-traditional banking channels over several years pleaded guilty today in court. And Governor Josh Green signed a bill into law to help improve the health of Hawaii residents, requiring the state Department of Transportation to establish a state wide clean fuel standard.See omnystudio.com/listener for privacy information.

New laws are being put in place to keep illegal game rooms from popping up. We'll tell you just how many have been shut down so far this year. Plus, a ruling has been made in the proposed expansion of the Ritz-Carlton resort on Oahu's North Shore. What the courts ruled, as well as why an insect influenced their decision. We are now in the expected window for the next eruptive episode, which is expected to occur sometime today at the latest. See omnystudio.com/listener for privacy information.

Brian Szytel recaps a mixed but positive market day with the Dow up about 45 points, the S&P 500 up 0.4%, and the Nasdaq up just under 1%, helped by a broad financial-sector rally despite somewhat mixed large-bank earnings. Oil rose with increased Middle East tensions and volatility around the Strait of Hormuz. The main story was a better-than-expected CPI report: headline CPI fell 0.4% versus expectations for -0.1%, and core CPI was essentially flat (-0.02%) versus a forecast of +0.2%, bringing year-over-year core to 2.6% and pushing the 10-year yield down about 3 bps to 4.58%, with Fed futures repricing to lower odds of hikes. He notes one print isn't a trend, highlights a stronger NFIB Small Business Optimism Index, and explains why deflation is worse than modest inflation, citing Japan's long period of minimal growth. 00:00 Market Wrap and Earnings 00:45 Oil Jitters Middle East 01:01 CPI Surprise and Rates 02:39 Fed Talk and Futures 04:12 Small Business Optimism 04:26 Inflation Versus Deflation 05:35 Japanification Case Study 06:34 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Honolulu's Rail project continues to work its way toward downtown. Casey Lund is live this morning on the next phase and the impacts we'll feel during construction. A major traffic headache after this grate kicked loose on the H-1. It snarled traffic and damaged multiple vehicles. We hear from a driver who suffered a pair of flat tires. Public tours of the Honouliuli National Historic Site have started. See omnystudio.com/listener for privacy information.

Seven months after the assault of Moanalua's assistant athletics director, Gov. Josh Green signs a bill to better protect Hawaii’s education workers. As Skyline construction pushes deeper into urban Honolulu, city leaders roll out new plans for transit-oriented development. Plus, flags fly at half-staff after the unexpected death of U.S. Sen. Lindsey Graham of South Carolina.See omnystudio.com/listener for privacy information.

Honolulu's prosecutor says no charges will be filed against the two Honolulu police officers involved in a fatal shooting in Makaha last year. On Hawaii Island, two men have been charged in connection with a shooting in Hamakua Friday night. And the suspect in a carjacking at the Honolulu airport last week has been charged with theft, but the victims in the case say he should face more severe charges. See omnystudio.com/listener for privacy information.

SHARESIES · MARKET MOVEMENTS · 15 JULY 2026Laura Marwick & Jordan Cunningham, Sharesies Head of Data & Analytics Note: Filmed Tuesday 14 July ↑ WHAT’S UP — Meta surged 14.8% on plans to add 14 gigawatts of compute, driving the Nasdaq up 1.74% for its fourth gain in five weeks. SK Hynix's US debut raised US$26.5 billion, the largest-ever US listing by a foreign company. ↓ WHAT’S DOWN — The ASX 200 fell 0.4% to 8,806 as miners tumbled over 4%, while the Dow was down 0.5% and Russell 2000 0.6%. ! BIGGEST SURPRISES — The RBNZ lifted the OCR 25bps to 2.5% — its first hike in three years — and signalled that more tightening is likely. Renewed US-Iran strikes pushed WTI crude up 4.3% and the 10-year Treasury yield to 4.57%. ◎ WHAT TO WATCH — US CPI lands Tuesday (est. 3.9% y/y), alongside new Fed Chair Kevin Warsh's first congressional testimony and big US bank earnings. ◈ BIGGER PICTURE — Analysts have unusually lifted S&P 500 earnings estimates into Q2 reporting season, stirring "earnings bubble" talk, while the US-Iran ceasefire looks fragile after fresh strikes. NZ's rate hike and improving PMI point to a Q3 recovery. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

We are half way through 2026! It is a great opportunity to look back on the last six months and review.  In this episode of The Market Moment, Lee, Isaac, and John take a data-driven look at the major economic forces shaping your wealth. They break down the massive multi-billion-dollar economic impact of hosting the World Cup, review the surprisingly strong first-half performance of major indexes (NASDAQ, S&P 500, and Dow) despite persistent inflation, and explain why healthy stock market rotations like those seen in Nvidia and Walmart are actually good for long-term stability. The guys also tackle a critical, structural conversation regarding long-term wealth preservation: the importance of integrating estate planning into your overall financial strategy. They discuss how simple legal documents like medical powers of attorney can safeguard your family from devastating financial and emotional legal battles.   Topics Discussed: ➡️ The World Cup's Multi-Billion GDP Impact: Hosting the tournament is projected to generate an estimated $17.2 billion in additional U.S. GDP and create roughly 185,000 temporary jobs. They look at how global sports tourism temporarily shifts consumer spending.  ➡️ First-Half 2026 Market Recap: Despite geopolitical conflicts and higher-for-longer interest rates, the NASDAQ rose 12.5% and the S&P 500 climbed 9.5%. They break down the resilience of the high-end consumer and what is driving this market momentum.  ➡️ Healthy Market Rotations: Walmart has retraced 20%+ from its May peak, yet the broader market remains stable. They discuss why individual stock "resets" (like Nvidia and Walmart) are a normal, healthy part of a broadening market cycle.  ➡️ Reassessing Risk & Essential Estate Planning: Why a strong market is the absolute best time to reassess your risk tolerance, evaluate debt, and establish foundational estate planning documents (wills, trusts, and medical powers of attorney).   Like, comment, or email us your financial questions at TheMarketMoment@mach1fg.com 

Today's Post - https://bahnsen.co/4bF0WEu The Monday Dividend Cafe recaps a volatile market day that resembled prior Iran-tension selloffs: oil surged nearly 10%, energy rose over 3%, tech fell over 2%, semiconductors dropped about 4.77%, the Nasdaq fell over 1.5%, the S&P 500 was down 80 bps, and the Dow slipped 138 points, while the 10-year yield rose 6 bps to 4.63%. The host discusses an apparent market leadership rotation (equal-weight beating cap-weight, small cap beating large cap, value beating growth) alongside the paradox of momentum being the top year-to-date factor because “momentum” has shifted to new leaders. He adds new “More to Chew On” links to the written Dividend Cafe and previews a Friday piece on five market concerns and five non-concerns. Key news includes the reported death of Senator Lindsey Graham and escalating US-Iran strikes with renewed Strait of Hormuz closure and US blockade claims. He notes June existing home sales fell 2.4%, contrasts mortgage rates and home prices versus 10 years ago, summarizes new Fed task forces, and highlights differing views on rate hikes with futures implying a 90% chance of at least one hike by year-end. 00:00 Market Open Recap 01:11 New Links Section 02:20 Friday Feedback 02:52 Rotation Versus Momentum 05:45 Rates Oil And Sectors 06:09 IPO Mania Warning 07:35 Headlines And Iran 09:00 Housing And Fed Outlook 10:57 Wrap Up And Friday Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A warning for Kauai residents: stay away from the mouth of the Waimea River. The recent shift that has the county seeking state assistance. Two decades in the making, progress on Homeland Leases on Hawaii Island. How many have been awarded, and how long have some been on the waitlist? We are now in the expected window for the next eruptive episode, which is expected sometime by Wednesday. See omnystudio.com/listener for privacy information.

Governor Josh Green signed into law today a bill that help protects educators from harassment and creates stricter penalties for their violators. Some Hawaii lawmakers are raising questions about what happens if mail-in ballots can't be delivered before November's general election. And the governor of South Carolina announced his pick to fill to the senate seat of Senator Lindsey Graham, who passed away unexpectedly over the weekend. See omnystudio.com/listener for privacy information.

The Weekly Option Episode 435 July 11, 2026 Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike. The topic of the week is remembering your own trading goals. In this week's show, we will cover the trades from last week on  SELLAS Life Sciences Group, the T-Rex 2X Long MSTR Daily Target ETF, BitMine Immersion Technologies, and SoFi Technologies Inc. And we discuss four new trades on Quantum Computing Inc, Replimune Group Inc, the Nokia ADR, and Super Micro Computer Inc. The equity markets finished the week mixed with the Dow and the S&P finishing in different directions. The Dow Jones Industrial Average lost 263 points, closing at 52,637 points. The S&P 500 Index grew 92 points, ending the week at 7,575 points. It's always great to hear from listeners. If you have any questions about the trades presented here or about your own positions, feel free to email me. Email questions to me: eric@theweeklyoption.com Visit our YouTube Channel for The Weekly Option.com. PODCAST LINKS FOR EPISODE POST Listen on iTunes:  https://itunes.apple.com/us/podcast/the-weekly-option/id1375267155 Listen on YouTube Music:  https://music.youtube.com/channel/UCTo2yTkZPhqvlE8PdZkyTZA Listen on Spotify: https://open.spotify.com/show/6HoYh2XxVCWaidJP4dJiSD Listen on Audible by Amazon: https://www.audible.com/podcast/The-Weekly-Option/B08K57QL6S?language=en_US Listen on PodBean: https://www.podbean.com/podcast-detail/r5aam-6a884/The-Weekly-Option-Podcast YouTube Channel: https://goo.gl/u7JKJd Option Trading Basics: My Favorite Strategies: https://youtu.be/8UmPK5tuez0 How to Trade Stock Using Technical Analysis: https://youtu.be/wAATt0RpE0w Technical Analysis Videos: https://www.youtube.com/channel/UCnpPLl3EB_RBC5kyrCnsHow TradingView Stock Charts For Analysis: https://www.tradingview.com/gopro/?share_your_love=TraderEric

Episode Summary     What if a medical career could be built on profound purpose, paid for in full, and shaped by leadership opportunities no civilian path can match? In this episode of WarDocs, COL Danielle Holt, MD, an Army general surgeon and Associate Dean of Admissions and Recruitment at the Uniformed Services University (USU) School of Medicine, lays out exactly what it takes to become a military physician and why the journey is worth it. Drawing on a career that has carried her from broad-spectrum rural surgery at Fort Wainwright, Alaska, to a forward surgical team in Afghanistan, to serving as consultant surgeon for the White House Medical Team at Walter Reed, she offers a candid, insider's view of the two pathways into uniformed medicine.       The conversation centers on the choice every service-minded pre-med must weigh: the tuition-free USU School of Medicine, the nation's only fully federally funded medical school, versus the Health Professions Scholarship Program (HPSP) that places students at civilian schools. She explains the trade-offs in plain terms — the seven-year versus four-year service obligation, the roughly $90,000 annual salary USU students earn while in school, the one hundred hours of military-unique curriculum, and the rotations across military treatment facilities worldwide. She is equally direct about the military match, where competitive specialties such as general surgery can be more attainable than many applicants realize.    COL Holt demystifies admissions. Academics are a threshold, not the finish line — a 496 MCAT and 3.0 GPA for regular decision, rising to a 500 minimum, with a class mean near 510. Beyond the numbers, she explains what actually earns an interview and an offer: a clear reason to be a physician, a genuine commitment to military service, and the personal attributes of teamwork, adaptability, and being comfortable when things get uncomfortable. She names the self-inflicted mistakes that sink applicants — turning the application in late, stalling on medical clearance and waivers, retaking the MCAT too often, and failing to engage the admissions team. She closes with the human core of the school: the fire team model, longitudinal faculty coaching, the Military Medical Communities program, and a culture where students and faculty take care of one another in a way civilian medicine rarely sees. Her message to any pre-med on the fence is simple — do not underestimate yourself, reach out for mentorship, and remember that the mission is the point. Chapters (00:00-04:54) A Surgeon's Journey: ROTC, Alaska, Afghanistan, and the White House (04:55-10:11) What USUHS Is and Why It Is Different (10:12-19:38) USUHS versus HPSP: Obligations, the Military Match, and How to Choose (19:39-27:39) Timelines, Thresholds, and What Earns an Interview (27:40-43:39) Shadowing, Research, Non-Traditional Applicants, and Common Mistakes (43:40-55:30) The Interview, the Fire Team Culture, and Advice for the Fence-Sitter Chapter Summaries (00:00-04:54) A Surgeon's Journey: ROTC, Alaska, Afghanistan, and the White House Holt traces a twenty-plus-year dual-military-career path from ROTC and HPSP through general surgery training at Tripler Army Medical Center to duty stations spanning rural Alaska and a tertiary academic hospital. She describes deploying to a forward surgical team in eastern Afghanistan in 2012 and learning damage-control surgery, and credits the Army with handing her leadership roles far earlier than a civilian career would.   (04:55-10:11) What USU Is and Why It Is Different She defines the Uniformed Services University as the nation's only fully federally funded, tuition-free medical school, training physicians for the Army, Navy, Air Force, Coast Guard, and Public Health Service. Students draw full pay and benefits — roughly $90,000 a year — complete about one hundred hours of military-unique curriculum, and rotate at military treatment facilities across the country and overseas.   (10:12-19:38) USU versus HPSP: Obligations, the Military Match, and How to Choose Holt compares the seven-year USU service obligation with the four-year HPSP commitment and argues the difference is small over a full career. She explains the military match, where critically needed specialties like general surgery can be more attainable, and walks through how applicants apply by service, weigh geography and specialty, and decide which pathway fits their long-term goals.   (19:39-27:39) Timelines, Thresholds, and What Earns an Interview The USU medical-school timeline mirrors other allopathic schools through AMCAS, but military commissioning adds a lengthy medical clearance process, with about half of students needing a waiver. Academics are a threshold — a 496 MCAT and 3.0 GPA for regular decision. Above all, she stresses applying early and finishing requirements, because uncleared applicants get skipped as seats fill.   (27:40-43:39) Shadowing, Research, Non-Traditional Applicants, and Common Mistakes She pushes back on the pressure around clinical shadowing, noting USU requires none and that paid work as a phlebotomist or technician offers equal exposure. Research is likewise not required, given USU's own Capstone program. She details how the school values non-traditional and prior-service applicants, then names the most common self-inflicted mistakes: late applications, stalled clearances, over-testing the MCAT, and downplaying military experience.   (43:40-55:30) The Interview, the Fire Team Culture, and Advice for the Fence-Sitter Holt explains the virtual two-interview format and what makes candidates stand out — genuine commitment, professionalism, and self-knowledge. She describes the fire team model, longitudinal faculty coaching, and the Military Medical Communities program that links applicants, students, and physicians across services. Her closing advice to fence-sitting pre-meds: do not underestimate yourself, seek mentors, and lead with the mission.   Take Home Messages Mindset matters more than a perfect score.: Academic metrics are a threshold, not the finish line. The strongest military physicians are often the applicants who have struggled, adapted, and bounced back — people who value service over a flawless transcript.   The pathway you choose should match the career you want.: The tuition-free, federally funded medical school carries a longer obligation but builds deeper military identity and connections, while the civilian scholarship route offers more independence. Weigh service obligation, specialty goals, and where you see yourself for the long term.   Apply early and finish your requirements.: Rolling admissions reward speed. The single most avoidable mistakes are turning in a late application, stalling on medical clearance and waivers, and waiting too long on the MCAT or letters of recommendation. Uncleared applicants get skipped as seats fill.   Shadowing and research are not gatekeepers.: Required shadowing hours and formal research are not prerequisites. Paid clinical work and life experience count, and the value placed on non-traditional and prior-service applicants means an unconventional background can be a genuine strength.   Camaraderie is the difference, so engage the community.: The fire team model, longitudinal coaching, and military medical community sessions create a culture where students and faculty take care of one another. Do not underestimate yourself — reach out for mentorship and let the mission lead.   Episode Keywords military medicine, USU School of Medicine, Uniformed Services University, Danielle Holt, military doctor, how to become a military physician, HPSP scholarship, military medical school, Army surgeon, premed advice, MCAT, medical school admissions, military match, GME, forward surgical team, Walter Reed, military residency, USUHS, tuition free medical school, military officer physician, WarDocs, military healthcare career, premed shadowing, medical school interview, service obligation Hashtags #MilitaryMedicine, #WarDocs, #USU, #MilitaryMedicalSchool, #HPSP, #FutureMilitaryDoc, #PreMed, #ArmyMedicine Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission- WarDocs exists to honor the legacy of Military Medicine, preserve its history, and inspire every generation — across all Services, Corps, and Ranks — to serve with excellence and pride. Through mentorship, coaching, and education, we equip those considering, entering, and serving in military medicine with the knowledge, connections, and community they need to thrive. We celebrate Who we are, What we do, and, most importantly, How we serve Our Patients, the DoW, and Our Nation. Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the "What We Are For" Episode 47. https://bit.ly/3r87Afm WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield, demonstrating dedication to the medical care of fellow comrades in arms. Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast

Brian Szytel recaps a quiet Tuesday, July 7, with markets closing modestly lower amid increased U.S.–Iran tensions involving tanker attacks and restrictions on Iran's oil exports; crude rose about 3% to roughly $70.56 while gold dipped. Tech led the decline as semiconductors sold off, with the S&P 500 down ~0.5%, the Dow ~0.4%, and the Nasdaq down a little over 1%. Economic news was limited, but May's U.S. trade deficit widened to $77B, about $20B more than the prior month. Despite the pullback, major indices are up around 10% year-to-date, reflecting a rotation from concentrated chip leaders (some down ~30% in 10 days) into defensives and broader participation. The 10-year yield rose ~7 bps to 4.55%. He also addresses concerns about Q1 profits boosted by mark-to-market gains on non-listed AI holdings, calling it non-recurring and two-sided. 00:00 Market Wrap Intro 00:11 Geopolitics Oil Moves 00:43 Tech Rotation Selloff 01:09 Trade Deficit Update 01:32 Year To Date Perspective 02:28 Rates And Macro Mix 02:39 Ask TBG Earnings Quirk 03:45 Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com