POPULARITY
Categories
156 episodes with ISM
130 episodes with ISM
87 episodes with ISM
258 episodes with ISM
78 episodes with ISM
32 episodes with ISM
36 episodes with ISM
48 episodes with ISM
18 episodes with ISM
30 episodes with ISM
29 episodes with ISM
23 episodes with ISM
9 episodes with ISM
35 episodes with ISM
17 episodes with ISM
18 episodes with ISM
37 episodes with ISM
10 episodes with ISM
20 episodes with ISM
25 episodes with ISM
14 episodes with ISM
13 episodes with ISM
25 episodes with ISM
13 episodes with ISM
6 episodes with ISM
11 episodes with ISM
13 episodes with ISM
17 episodes with ISM
11 episodes with ISM
14 episodes with ISM
162 episodes with ISM
5 episodes with ISM
6 episodes with ISM
6 episodes with ISM
12 episodes with ISM
12 episodes with ISM
6 episodes with ISM
113 episodes with ISM
4 episodes with ISM
5 episodes with ISM
5 episodes with ISM
6 episodes with ISM
6 episodes with ISM
10 episodes with ISM
10 episodes with ISM
3 episodes with ISM
99 episodes with ISM
3 episodes with ISM
5 episodes with ISM
9 episodes with ISM
4 episodes with ISM
6 episodes with ISM
4 episodes with ISM
74 episodes with ISM
Ursula von der Leyen nem állta meg, hogy éves nagy beszédébe beleszője Magyarországot – ezúttal azonban mi voltunk a pozitív példa. Az Európai Bizottság elnöke szerint visszakerültünk a helyünkre, vagyis Európa szívébe. Az unió ugyanakkor kihívások sorával néz szembe, Donald Trump amerikai elnök „legszívesebben a hamburgere mellé megenné a feltrancsírozott, sajttal-hagymával tálalt Európai Uniót". De mi újság az ukrán fronton? Mit művelnek az oroszok Európa-szerte? Hogyan függ össze Trump Ukrajna-politikája az elnök iráni háborújával? És a novemberi amerikai félidős választásokkal? Ismét jelentkezik a Válasz Podcast világpolitikai kibeszélője Ablonczy Bálinttal és Vörös Szabolccsal. Műsorvezető: Stumpf András.
In this episode, Hartie and Joy from Seattle ISM shared their experiences and learnings from the recent trip to Asia with their team, highlighting the importance of returnee visits in ISM.
Jim Paulsen joins Jack Forehand and Matt Zeigler on the latest Jim Paulsen Show to explore why booming AI earnings may be masking a weakening U.S. economy, and what that means for stocks, bonds, and Federal Reserve policy. Using 27 charts, he examines stalled job creation, rising oil prices, growing reliance on debt to finance AI investment, and why he expects a sharper correction in technology than in the broader S&P 500.Subscribe to the Jim Paulsen Show on SpotifySubscribe to the Jim Paulsen Show on Apple PodcastsTopics covered:Why strong S&P 500 earnings hide a widening divide between technology, energy, and the remaining seven sectors.Why low unemployment claims may offer false comfort when job creation has stalled.Jim's job market misery index and what it suggests about the case for Fed easing.How business investment and employment have broken their historical relationship.Why weak real disposable income, low savings, and higher oil prices threaten consumer spending.How fading economic momentum could push Treasury yields lower despite renewed inflation fears.Why a shrinking wall of worry could remove an important source of support for stocks.What growth stock leadership, household purchasing power, and ISM services data reveal about market risk.How debt-funded AI spending and widening credit spreads change the risks facing technology companies.Why extreme stock outperformance versus bonds could matter for portfolio allocation.The difference between rising profits per worker and sustainable economic productivity.Why Jim expects a tech bear market but a more moderate correction in the broader S&P 500.Timestamps:00:00 Why oil, rates, and tight policy worry Jim05:43 The three-way split hiding beneath strong earnings09:58 Why low jobless claims may be misleading16:18 When business investment stops creating jobs20:48 Can consumer spending outrun real income?26:01 How the wall of worry has supported stocks31:44 Investor complacency and a shift toward growth fears36:58 The disconnect between Main Street and Wall Street41:35 AI debt financing, credit spreads, and the case for bonds47:25 Investment per worker and the yield curve's earnings warning51:52 Profit productivity versus real economic productivity58:08 Why Jim expects a tech bear market and a broader correctionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
Ismétlés a következő beszélgetést, úgy éreztem, így atanévkezdés és az közeledő ősz idején érdemes megismételni, emlékeztetni a hallgatókat, hogy vannak akik segítségre szorulnak… A mai állapotokról isbeszámolok... 10 évvel ezelőtt, egy hideg januári délután, Kukorelly Endreírót olyan mértékben sokkolta egy aluljáróban a hajléktalanok látványa, hogy hazament, és elindított egy bankszámlát… Így született meg a Nyugodt Szív A Lakhatásért Alapítvány. Most az Alapítvány elnökével, Hoffmann Andreával beszélgettünk az elmúlt évekről és az eredményekről. Valamint, hogy mennyire igazolódott be az alapító állítása, „hogy igenis, az emberek jók!”
In Episode 204 of the Facts versus Feelings Podcast, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into why "everything's running hot" across the US economy. The hosts unpack the August jobs report, including a much stronger than expected 162,000 jobs created, upward revisions to prior months, a tick higher in labor force participation, and a steady 4.1% unemployment rate now sitting below 4.5% for a record 59 straight months. They also dive into which sectors are hiring, the truth behind tech layoff headlines, and why the Challenger job cuts data may be overstating labor market weakness.Later in the episode, the team covers scorching-hot ISM manufacturing and services data, surging commodity prices (copper, oil, diesel, gasoline), and what it all means for the Fed's rate decision next week, with markets pricing in real odds of a hike rather than a cut. They also touch on Lululemon's earnings miss, the AI-driven software rally, and pause to reflect on the 25th anniversary of 9/11.[Key Takeaways]August payrolls came in at 162,000, blowing past expectations, with prior months revised higher, a rare reversal after a long stretch of downward revisions.The unemployment rate held at 4.1%, marking 59 consecutive months below 4.5%, a record in the data series going back to the 1940s, while labor force participation ticked up for the first time in 11 months.Job growth over the past three months has been led by cyclical, higher-paying sectors, healthcare, professional/business services, construction, and manufacturing, accounting for the vast majority of gains.ISM manufacturing and services indices both showed activity and prices running hot, with services prices hitting their highest level since August 2022, reinforcing the "running hot" theme in growth and inflation.With nominal GDP growth strong and inflation elevated near 3%, markets are pricing in real odds of a Fed rate hike rather than a cut at the upcoming meeting, a sharp shift from where sentiment stood just weeks ago.Jump to:0:00 - Welcome And Running Hot Theme1:45 - Why Jobs Data Looks Underrated8:00 - Payroll Revisions And Trend Changes14:45 - Participation Rate And Unemployment Reality20:30 - Sector Jobs Tech Weakness And AI26:30 - Layoffs Data Myths Versus Scale32:45 - Fed Odds And Running It Hot41:00 - ISM Signals Prices And Commodities48:45 - Stocks Versus Yields And Market Positioning55:20 - 9/11 Memories And Lasting Impact59:10 - Wrap Up Livestream And DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
Roadblocks? Principalities? Ism's, schism's and drama? The Rev confronts it all using the Word of God with Bible Believing and Teaching conversation on the “Let's Be Blunt With the Rev" podcast. Books written by The Rev “Overcoming Principalities” Amazon.com: Overcoming Principalities: 9798359750776: Whitney, D. A. (The Rev): Books “Plug Into The Power” https://www.amazon.com/Plug-into-Power-Shannon-Whitney-ebook/dp/B0837ZQVPH Email: blessed4lifeministries@gmail.com NOTE: We do not own the rights to the great music you hear on the show. However, we hope you love it as much as we do! "Let's Be Blunt With the Rev" is a real conversation with the Rev geared toward starting a spark on the inside to produce results on the outside! Because the more you know, the more you grow! "Let's Be Blunt With the Rev" airs every second and fourth Monday of the month.
Brian Szytel recaps a strong Thursday rally in risk assets after a modestly positive prior session, citing improved market breadth, dovish comments from Fed Governor Waller, slightly lower rates, and reduced September hike odds from 68% to 50/50 amid a split committee, easing inflation, and a normalizing labor market; he also notes political sensitivity ahead of November midterms. The Dow rose 624 points, the S&P 500 gained 1%, and the Nasdaq rose 1.4%, with strength in mega-cap tech and semis. He highlights wide sector dispersion (88% of financials above the 200-day vs. 94% of semis down 20% from highs), low volatility and shallow drawdowns, and historically positive 12-month periods after midterms. Economic data were solid: jobless claims 206K, ISM services 55.4, and a slightly narrower July trade deficit. He addresses a question on Trump Media's Truth API, arguing it's ethically questionable but not a major market needle-mover for long-term investors, and signs off ahead of Labor Day weekend. 00:00 Market Rally Recap 00:26 Fed Talk and Rate Odds 02:30 Sector Dispersion Signals 03:04 Volatility and Midterm Patterns 04:28 Economic Data Scorecard 05:00 Truth API and Trading Edge 06:53 Wrap Up and Weekend Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia ora.Welcome to Friday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from interest.co.nz.Today we lead with news financial markets are in a holding pattern today.First we should note that this coming weekend will be a major long weekend holiday in the US, for Monday's Labor Day. The means US markets will likely be quieter than normal until Tuesday their time, Wednesday ours. But they will still release their August non-farm payrolls report tomorrow and that is expected to show a +56,000 jobs gain and continuing the low expansion that has been usual in 2026.Today, the US initial jobless claims data for last week was released coming in at just over +170,000 and slightly more than seasonal factors would have indicated. There are now 1.74 mln people claiming these benefits, lower than a year ago and two years ago on much tighter eligibility requirements.The widely watched ISM services PMI came in marginally better than expected and better than for July with gains in activity and new business, but falling employment metrics. Twelve industry sectors indicated growth in August, one fewer than the previous month, while five reported contraction, up one compared to July. Price pressures remain very elevated at its highest level since August 2022. The S&P Global services PMI was also out overnight showing a similar expansion even if the details were different; jobs growth hits highest since January 2025, and input costs and selling prices increases were at a slower rate. Take your pick.There was an interesting speech from Fed heavyweight Christopher Waller, someone once floated as a possible Trump pick to replace Powell. Perhaps predictably he lined up with Kevin Warsh on pulling back on forward guidance communication, although he has staked out a full need to communicate of most other aspects of Fed thinking. This speech shows he isn't in the camp worried about current inflation risks because he thinks the peak pressure has passed. That tone took some sting out of the US Treasury bond yields today.The US also released its broader trade result for July, covering both goods and services. This confirmed the trade deficit spike we saw in the earlier merchandise-only data. In this case their services surplus was weak, so had a minimal impact on the large and growing goods deficit. Both exports and imports of services fell, notably for travel and financial services. Overall this deficit is now its largest in sixteen months when the pre-tariff stockpiling was at its peak.Canada also reported trade data for July, and while they still have a surplus, it was much narrower that expected. Exports fell while imports rose. It was their first export decline in six months.The Japanese yen has climbed to the ¥155:USD level, its highest since early August as traders priced in the chance of faster Bank of Japan interest rate hikes. The Bank of Japan next meets in two weeks from today.In China, their private services PMI by S&P Global (RatingDog) came in positive and certainly better than the contracting official version. The rise was soft but better than market forecasts. The increase was from better domestic demand, while foreign sales rose for the fourth straight month, but at a more modest pace than in July.The EU said producer prices there rose more sharply in July than June, but only by what they had in May - although that was a fast pace, and well above what they were expecting. For the whole EU, they were up +5.6% from a year ago and largely driven by the +12.5% rise in fuel costs. They were expecting only a +4.6% rise in overall PPI increases. Of special worry however will be that these costs rose at a very fast +1.4% in July from June.In Australia, they advised that their exports fell in July from June by -3.3% and their imports fell by -2.5%, giving them a reduced merchandise trade surplus of AU$1.9 bln. A year ago, that surplus was +AU$6.2 bln.Global container freight rates were unchanged from last week, and are now +110% higher than year ago levels. Global bulk cargo rates are +8.5% higher than week ago levels, in fact now their highest since May 2022. That puts them up +68% from a year ago.The UST 10yr yield is now just on 4.77%, down -3 bps from yesterday at this time.The price of gold is now at US$4486/oz, and up +US$114 from yesterday at this time. Silver has risen +US$2 to just on US$67/oz. Meanwhile the Dutch central bank has confirmed it has moved it gold holdings out of the US "to improve tradability", but likely also to prevent the Trump Administration from using them as a bargaining chip.Oil prices are -50 USc lower at just on US$91/bbl in the US, while the international Brent price is just over US$95/bbl and down -US$1.The Kiwi dollar is up +40 bps from yesterday at just on 58.9 USc. Against the Aussie we are up +20 bps at 81.7 AUc. Against the euro we are up +10 bps at 50.6 euro cents. That all means our TWI-5 starts today at just on 62.2, up +30 bps from yesterday.The bitcoin price starts today at US$81,011 and up +4.7% from yesterday at this time. Volatility over the past 24 hours has been moderate at just on +/-2.8%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again on Monday.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
September – here we are and the volatility starts. Bear Invasions – is this something we should pay attention to? Target is in the hotseat, Good-Good too. Bombing Iran again. 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - September - here we are and the volatility starts - Bear Invasions - is this something we should pay attention to? - Target is in the hotseat, Good-Good too - Bombing Iran again - and again. Markets - Bonds - moving higher - Warsh and Bessent challenged - NVDA earnings - price hikes - Employment Report coming this Friday - Dell earnings - WOWWWW! DHU MAILING LIST! - Go to DHUnplugged.com LAKE AMERICA - Google Maps now shows "Lake America" to U.S. users after the federal naming change. - Canadian users still see "Lake Ontario"; users elsewhere see both names. - Canada did not adopt the change, setting up an easy cross-border naming fight. OIL / IRAN - Last week - Oil dropped more than 3% as traders viewed tougher Iran sanctions as less disruptive than renewed military escalation. - Brent fell to roughly $88.58 and WTI to about $82.36. - Washington stopped short of immediately targeting major Chinese banks buying Iranian oil. - Markets also reacted to hopes for improved navigation through the Strait of Hormuz. ---- OH WAIT>>>> IRAN - FIGHT IS ON - We are back bombing and they are retaliating - We retaliate, they bomb - Threat: President Trump in phone interview with Fox News reporter repeats that if Iran retaliates, they will be hit harder, but he adds that if Iran retaliates for a third time "they will be totally wiped out as a country"; says any deal with Iran will not be "worth the paper it is printed on" - Oil Up ... DICK'S / FOOT LOCKER - Dick's shares plunged about 30% after earnings and guidance disappointed. - Core Dick's comps rose 4.9%, but Foot Locker comps fell 3.6%. - Management blamed weak sneaker launches, stale inventory and a highly promotional footwear market. - Dick's has already taken more than $500 million in charges tied to the Foot Locker turnaround. BASEBALL CARDS GO CASINO - Online "repack" platforms let customers buy randomized graded cards and immediately sell them back. - Prices can range from roughly $25 to thousands of dollars per pack. - The model increasingly resembles gambling: randomized payoff, instant resale value and repeat play. - Arena Club, Fanatics and others are pushing deeper into a market already generating billions in transactions. GOVERNMENT-OWNED STOCKS - Stocks with U.S. government backing face new legal and political risk around Washington taking equity stakes. - Intel surged after government investment plans surfaced; MP Materials also jumped after a Pentagon stake. - Trilogy Metals soared after a government deal, then gave back much of the move. - A lawsuit challenging the Intel arrangement could have implications for similar federal equity deals. CHINA INDUSTRIAL PROFITS - China's industrial profits rose 11.2% year over year in July. - Profit growth slowed from 15.1% in June but remained strong. - Manufacturing profits rose nearly 19%, while mining profits jumped roughly 35%. - Strong factory profits continue to contrast with weak property and domestic-demand signals. DELL EARNINGS GUIDANCE - Earnings we great - Guidance out of control - Dell sees Q3 mid-point EPS of $6.50 vs $4.46 FactSet Consensus; sees mid-point of revs at $49.00 bln vs $41.36 bln FactSet Consensus - Dell sees FY27 mid-point EPS of $25.50 vs $18.99 FactSet Consensus; sees revs mid-point of $192 bln vs $174.05 bln FactSet Consensus TARGET HALLOWEEN BACKLASH - Target pulled a children's clown costume after complaints that it resembled blackface imagery. - The company apologized and said it was reviewing how the product cleared internal approval. - The controversy adds another brand-management problem after several politically charged merchandise fights. LEGO BOOM - Lego first-half revenue jumped 21% to about $6.5 billion. - Net profit rose 32%, while consumer sales increased 22%. - More than 330 new products helped drive demand across Star Wars, Formula 1, Botanicals and other franchises. - Lego continues gaining share while expanding stores and manufacturing capacity. WAIT - WE'RE BOMBING IRAN AGAIN - U.S. forces struck Iranian rocket launchers on Larak Island near the Strait of Hormuz, the first U.S. attack on Iran in several weeks. - Iran retaliated with missile attacks targeting U.S. bases in Jordan, restarting direct military exchanges. - Oil jumped more than 2%; Brent moved back above $90 and WTI above $85. - The Strait remains the key issue: roughly 20% of global oil shipments pass through it, so actual disruption to tanker traffic matters more than the headlines. IRAN SANCTIONS - Treasury warned countries doing business with Iran could face secondary sanctions and loss of access to the dollar system. - Scott Bessent described the campaign as an "economic D-Day." - Treasury sanctioned dozens of people, companies and vessels but initially avoided major Chinese financial institutions. - The expanded sanctions reach oil, shipping, gold, aviation, technology and digital assets. JOBS REPORT / FED TEST - August payrolls hit Friday after July shocked with a 23,000 job decline. - Expectations are for only modest job growth, making revisions and the unemployment rate especially important. - Fed rate-hike odds jumped after Kevin Warsh's hawkish Jackson Hole comments; a strong jobs number could push them higher. - JOLTS, ADP and ISM data provide several previews before Friday. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Andrew, Ben, and Tom debate whether markets are facing real chaos or just noise as oil jumps back to $90 on Iran tensions, ISM manufacturing cools, and midterm uncertainty builds, plus Elon Musk's G20 remarks on AI and power constraints.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures
Brian Szytel recaps a down market day driven by heightened Iran-U.S. tensions, higher oil prices (WTI up 5.9% near $90; Brent near $95), and rising interest rates (10-year around 4.79%), with the Dow down 419 points, S&P 500 down 0.7%, and Nasdaq down 1% as long-duration assets weakened. Economic data was slightly below forecasts but still constructive, including 7.2 million job openings and an ISM manufacturing PMI of 54.6 (eighth month above 50). He notes a gap between Fed dot-plot projections and futures-implied rate paths and emphasizes how unreliable rate forecasts can be given policy lags. Addressing questions about foreign Treasury selling (China and Japan), he explains foreign ownership has fluctuated historically and argues the core issue is U.S. deficit spending and rising debt costs, while the dollar's basket weight recently increased to 43%. 00:00 September Market Recap 00:24 Oil Spike and Rates Jump 01:13 Stocks Slide and Rotation 01:45 Economic Data Check 02:23 Fed Dots Versus Futures 03:07 Why Rate Forecasts Miss 04:11 Foreign Treasury Holders 06:06 Dollar Basket and Deficits 06:38 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Xi Jinping, Władimir Putin i Narendra Modi spotykają się na szczycie Szanghajskiej Organizacji Współpracy, a w tle wraca projekt gazociągu Power of Siberia 2. Na G20 ministrowie finansów mierzą się z drogą ropą, Iranem i chińską nadwyżką handlową, a inwestorzy znów zaczynają bać się inflacji.W Polsce od 1 września szkoły podstawowe mają być szkołami bez telefonów. Sprawdzamy, dlaczego coraz więcej państw ogranicza smartfony w szkołach i co badania mówią o ich wpływie na koncentrację i wyniki uczniów.W PB BRIEF także: inflacja i PMI w Europie, JOLTS i ISM w USA, kolejki po tańsze paliwo w Zakopanem, sytuacja na giełdach oraz milionowe straty przy kasach samoobsługowych.
Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news bond yields worldwide climbing as rising oil prices are raising inflation concerns. Financial markets have raised the chance of widespread interest-rate hikes. US Treasury 10 year yields hit 2025 highs at 4.8%, while Japan's equivalent rate hit 3% for the first time since 1996. German bund yields climbed to 15-year highs and UK gilt yields to 18-year highs. Not helping are a new round of attacks by a trigger-happy US on Iran. But first, there was a full dairy auction overnight and the overall results were modestly positive. Prices in USD were up +0.9% and up +0.6% in NZD. The big mover down was cheddar cheese suffering a -6.6% fall. The big mover up was SMP with a +5.3% gain. WMP was very little-changed. In fact, SMP prices are now higher that WMP prices, the first time like this since July 2022. In between, the WMP premium actually got as high as +US$1550/tonne. In the US, there were two factory PMIs out for August, both essentially holding a moderate expansion there. The widely-watched ISM one came in fractionally lower than for August, with new orders growing at a slightly slower rate and price pressure little-changed. The internationally benchmarked S&P Global one was little changed, noting output and orders both rising at slower rates, with stock building efforts continuing amid supply issues and higher prices. The US Logistics Managers' Index fell for a second consecutive month due to a slowdown in inventory expansion, while logistics costs continued to rise at a high pace. July JOLTS data shows job openings rising while quits fell, but these changes were actually quite minor. The US RCM/TIPP optimism index is still in an easing trend that started in early 2025, but it has held at a modest level in August, similar to the June and July levels. There were offsetting shifts with greater confidence among investors and higher-income households, but a deterioration in sentiment for non-investors and lower-income households. Meanwhile the Dallas Fed services sector activity moderated in August, but is still expanding. The Canadian factory PMI was little changed where their expansion was maintained at solid rate with output, new orders and employment all rising in August. Japanese consumer sentiment rose again in August, something it has been doing consistently since April. As we suspected, the private China factory PMI by S&PGlobal (Rating Dog) came in much more positively that the official version, and expanded at a rate that beat estimates, even if it is modest. How sustainable that improvement is will be interesting to see because input price inflation rose but output prices fell for first time in 2026 so far. And we should probably note that China's government debt is now at ¥100 tln for the first time (NZ$25.3 tln),107% of their GDP. And that is just their central government. (But to be fair, a notable part of that rise involves a shift from old opaque local government debt to a more transparent national treatment.) While that may seem high (and it is), the equivalent US federal debt level is 124% of their GDP. For New Zealand it is 49%, for Australia 34%. EU CPI inflation came in at 3.3% in August, the expected level, but up from 2.9% in July. All this rise was fuel cost related. Their core CPI rate actually dipped slightly to 2.4%. Meanwhile, German retail sales actually fell, and quite hard, down -2.5% in real terms in July from a year ago with the current month drop an outsized -3.4%, so the recent bite has been aggressive. In nominal terms there year-on-year levels are just level-pegging. Australian building consents were expected to fall in July and they did, and by about the expected amount, down -3.6% from June to remain up +9.0% from a year ago. House consents fell -4.2% but multiunit consents held little-changed (-0.4%). Still, that leaves the multiunit sector up almost +20% from a year ago. (Some of those are likely to have been Bathla developments in Western Sydney, so are unlikely to proceed now.) The UST 10yr yield is now just on 4.80%, up another +4 bps from yesterday at this time. The price of gold is now at US$4335/oz, and down -US$97 from yesterday at this time. Silver has fallen -US$1.50 to just under US$64.50/oz. Oil prices are up +US$4.50 at just over US$90/bbl in the US, while the international Brent price is just under US$94.50/bbl. The Kiwi dollar is down -30 bps from yesterday at just on 58.9 USc. Against the Aussie we are down -20 bps at 82.4 AUc. Against the euro we are also down -20 bps at 50.8 euro cents. That all means our TWI-5 starts today at just over 62.4, down -30 bps from yesterday. The bitcoin price starts today at US$77,297 and down -2.0% from yesterday at this time. Volatility over the past 24 hours has remained modest at just on +/-1.2%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 【台股警報】欣興跌停.ISM非農才是大關 2026.08.31 #鐵板神授 謝晨彥分析師 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #鐵板神授 #大賺 -- Hosting provided by SoundOn
Az előfizetők (de csak a Belső kör és Közösség csomagok tulajdonosai!) már szombat hajnalban hozzájutnak legfrissebb epizódunk teljes verziójához. A hétfőn publikált, ingyen meghallgatható verzió tíz perccel rövidebb. Itt írtunk arról, hogy tudod meghallgatni a teljes adást. Tudatmódosult vadkemping egymillió dolláros lakóautóban. Szivárványpikinik Vancouverben. Felfújható világ az Adrián. Fentanilosok a herbálosok ellen. Ruszin-Szendi biztonsági öv nélkül. Beoltották a magyart kiskereskedelem ellen? 00:00 Tartalomjegyzék. Itt a jó vancouveri fentanil! Amikor a Mötley Crüe viszkit lőtt be a Silver Jews pedig elszívta a fentaniltapaszok maradékát. 04:11 Bede Márton bemutatja a fentanil foldot. Akkor már inkabb a fentanil. Pride-tűzoltás Vancouverben. A furryk csodálatos világa. 08:36 Olcsó sör Vancouverben. A végtelen kanadai természet. Orca és okra. Uj Péter találkozása a masgouffal. 14:26 Érdekességek a Csendes-óceán partjáról. A hínárerdők. A marihuána hatása a kanadai boltosok kreativitására. Mit tegyünk, ha farkassal találkozunk? 20:39 Lakóautózás Vancouver Islanden. Class C motorhome. Vegyivécé-ürítés. Az utolsó pillanatos bookingfoglalások bökkenői. 27:36 Horvát kempingtrendek. Az egymillió dolláros lakóautó. Szerbhiány Horvátországban. A lakóautók slideoutja. 33:14 A dropstitch technológia forradalma. Horrorárak a foilboard-piacon. 38:40 Vitorlázás az Adrián. Ismét előbújtak a szigetszakértők 41:13 Auchan a pokolban, pokol az Auchanban. A Zabka, a Tom Market és a Plodine. 45:42 Uj Péter a budaörsi Auchan zöldségespultjánál. NEM VOLT PARADICSOM!!!! See omnystudio.com/listener for privacy information.
Ismét a ritka alkalmak egyike, mikor egy aktuális mozifilmből készül egy Expressz, de Márk megnézte Monica Barbaro új romantikus vígjátékát és beszámol róla 8,5 percben, ha már a többiek nem mutattak érdeklődést a film iránt.
Ismét egy futamkibeszélő, most Czollner Gyulával, akivel természetesen a főbb eseményekről azonnal beszéltünk, Norris győzelméről, a Mercedes csapatutasításáról, a Ferrari újabb szerencsétlenkedéséről és a hibázó Max Verstappenről is. De mivel Gyula utoljára januárban járt nálunk, így szó került arról, hogy szerinte milyen módon sikerült csökkenteni a szabályok okozta károkat. És persze nem mentünk el szó nélkül Fernando Alonso megszerzett pontjai mellett sem. Most is tartsatok velünk! Műsorvezető: Réthelyi Balázs Vágás & Fotó & Grafika & Főcím: Reskó Barnabás, Kovács Gergely YOUTUBE --------------------------------------------------- Tribün Podcast ❯ https://www.youtube.com/@tribun.podcast PODCAST --------------------------------------------------- Tribün Podcast: Spotify ❯ https://bit.ly/spotify_tribunpodcast Apple Podcast ❯ https://bit.ly/applepodcast_tribunpodcast SOCIAL --------------------------------------------------- Facebook ❯ https://www.facebook.com/tribun.podcast Instagram ❯ https://instagram.com/tribun.podcast TikTok ❯ https://www.tiktok.com/@tribunpodcast Balázs Instagram ❯ https://www.instagram.com/rethelyi.balazs —————- A műsort a Hit Rádió támogatta. További támogatóink: - Social Fusion - Greg Design #tribunpodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the biggest barrier to scaling your retail media investment isn't technology, but a fundamental disagreement on what success even looks like?Agility requires not just adopting new tools, but also being willing to challenge the measurement frameworks we've grown accustomed to.Today, we're going to talk about the nuanced world of in-store retail media measurement and why the old rules no longer apply. Specifically, we'll cover:- Why the standard approach to measuring in-store media, often borrowed from digital, is creating friction and stalling budget growth.- How to create a unified measurement language that aligns brands, retailers, and agencies around a common definition of success.- Practical steps to move in-store media from experimental budgets to scalable, repeatable investments grounded in actual product movement.To help me discuss this topic and ISM and IAB's recent report, I'd like to welcome Paul Brenner, SVP, Global Retail Media and Partnerships at In-Store Marketplace (ISM) and Collin Colburn, Vice President, Commerce & Retail Media at IAB) and Collin Colburn, Vice President, Commerce & Retail Media at IAB.About Paul BrennerPaul Brenner is Senior Vice President of Retail Media and Partnerships with 25+ years of leadership in media, entertainment, and ad tech. He has led innovation in audio and broadcast, driving advancements in audience measurement, in-car experiences, and data attribution, and later scaling in-store audio advertising through strategic growth and partnerships. Known for identifying high-impact technology and revenue opportunities, Paul now focuses on evolving the in-store retail media landscape.Paul Brenner on LinkedInAbout Collin ColburnCollin Colburn serves as Vice President, Commerce & Retail Media at IAB where he leads the Commerce Center of Excellence. In this role, he drives innovation, education, and standards across the commerce ecosystem to help brands, retailers, and technology partners deliver better media opportunities, customer experiences, and business outcomes. Prior to IAB, Collin led Growth and Go-To-Market Strategy at Horizon Commerce and spent over a decade at Forrester, where he pioneered the firm's performance marketing and retail media practice. He partnered with B2B and B2C CMOs to advance their marketing strategies, while also expanding Forrester's Fortune 500 client portfolio. Collin's insights have been featured in The Wall Street Journal, The New York Times, Digiday, and MediaPost. A popular industry speaker, Collin has keynoted global industry events in addition to being a quarterly guest on Bloomberg TV.Collin Colburn on LinkedIn---------- Resources ----------In-Store Marketplace (ISM)The Agile Brand podcast is brought to you by TEKsystems.Read the report mentioned in the show.We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save!Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit!Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose.Start building your own apps with Replit and get $20 off.Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link. Hosted on Acast. See acast.com/privacy for more information.
What if the biggest barrier to scaling your retail media investment isn't technology, but a fundamental disagreement on what success even looks like?Agility requires not just adopting new tools, but also being willing to challenge the measurement frameworks we've grown accustomed to.Today, we're going to talk about the nuanced world of in-store retail media measurement and why the old rules no longer apply. Specifically, we'll cover:- Why the standard approach to measuring in-store media, often borrowed from digital, is creating friction and stalling budget growth.- How to create a unified measurement language that aligns brands, retailers, and agencies around a common definition of success.- Practical steps to move in-store media from experimental budgets to scalable, repeatable investments grounded in actual product movement.To help me discuss this topic and ISM and IAB's recent report, I'd like to welcome Paul Brenner, SVP, Global Retail Media and Partnerships at In-Store Marketplace (ISM) and Collin Colburn, Vice President, Commerce & Retail Media at IAB) and Collin Colburn, Vice President, Commerce & Retail Media at IAB.About Paul BrennerPaul Brenner is Senior Vice President of Retail Media and Partnerships with 25+ years of leadership in media, entertainment, and ad tech. He has led innovation in audio and broadcast, driving advancements in audience measurement, in-car experiences, and data attribution, and later scaling in-store audio advertising through strategic growth and partnerships. Known for identifying high-impact technology and revenue opportunities, Paul now focuses on evolving the in-store retail media landscape.Paul Brenner on LinkedInAbout Collin ColburnCollin Colburn serves as Vice President, Commerce & Retail Media at IAB where he leads the Commerce Center of Excellence. In this role, he drives innovation, education, and standards across the commerce ecosystem to help brands, retailers, and technology partners deliver better media opportunities, customer experiences, and business outcomes. Prior to IAB, Collin led Growth and Go-To-Market Strategy at Horizon Commerce and spent over a decade at Forrester, where he pioneered the firm's performance marketing and retail media practice. He partnered with B2B and B2C CMOs to advance their marketing strategies, while also expanding Forrester's Fortune 500 client portfolio. Collin's insights have been featured in The Wall Street Journal, The New York Times, Digiday, and MediaPost. A popular industry speaker, Collin has keynoted global industry events in addition to being a quarterly guest on Bloomberg TV.Collin Colburn on LinkedIn---------- Resources ----------In-Store Marketplace (ISM)The Agile Brand podcast is brought to you by TEKsystems.Read the report mentioned in the show.We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save!Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit!Chaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose.Start building your own apps with Replit and get $20 off.Enjoyed the show? Tell us more at and give us a rating so others can find the show.Connect with Greg on LinkedInDon't miss a thing: get the latest episodes, sign up for our newsletter and more.Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology.The Agile Brand is produced by Missing Link. Hosted on Acast. See acast.com/privacy for more information.
Liz Ann Sonders and Collin Martin begin this episode by analyzing the powerful role earnings are playing in driving the U.S. stock market higher and what that means for investors. Liz Ann highlights that S&P 500 earnings growth is tracking around 51% for the second quarter, an unusually strong pace outside of a post-recession recovery. Collin explains why Schwab expects a "higher-for-longer" rate environment, with short- and longer-term Treasury yields likely remaining elevated as the economy stays resilient and inflation remains above the Fed's target. Then Collin sits down with former Federal Reserve Vice Chair Dr. Richard Clarida. They discuss how the Fed thinks about inflation, labor markets, supply shocks, productivity, and AI. Clarida argues that policymakers are trying to determine whether today's inflation pressures are temporary or indicative of a higher underlying trend. He also discusses the transition to new Fed Chair Kevin Warsh, potential changes to Fed communications, and why AI could be inflationary in the near term but ultimately disinflationary through improved productivity over the next several years. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Currencies are speculative, very volatile and not suitable for all investors. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Diversification, rebalancing, and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions ISM refers to the Institute for Supply Management. (0826-VELR) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Atomic-6 CEO Trevor Smith makes a case for putting data centers in space, the OCD marketplace and other outer-limit advances. Plus the latest news on tariffs (your check could be in the mail), cutting tungsten carbide-cobalt waste with 3D printing and ISM's expanding July PMI survey results. This episode is a recording of the latest episode of Advanced Manufacturing Live. Previous episodes of Advanced Manufacturing Live are available on advancedmanufacturing.org/live. Follow SME Media on Facebook, LinkedIn, X and YouTube to join us live every other Thursday at 1 p.m. Eastern Time.
Blowout earnings have helped push markets higher. Listen in for the latest on earnings, the ISM report, and highlights from Phil's family vacation.
Roadblocks? Principalities? Ism's, schism's and drama? The Rev confronts it all using the Word of God with Bible Believing and Teaching conversation on the “Let's Be Blunt With the Rev" podcast. Books written by The Rev “Overcoming Principalities” Amazon.com: Overcoming Principalities: 9798359750776: Whitney, D. A. (The Rev): Books “Plug Into The Power” https://www.amazon.com/Plug-into-Power-Shannon-Whitney-ebook/dp/B0837ZQVPH Email: blessed4lifeministries@gmail.com NOTE: We do not own the rights to the great music you hear on the show. However, we hope you love it as much as we do! "Let's Be Blunt With the Rev" is a real conversation with the Rev geared toward starting a spark on the inside to produce results on the outside! Because the more you know, the more you grow! "Let's Be Blunt With the Rev" airs every second and fourth Monday of the month.
In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices
On Wednesday, August 5, Brian Szytel recaps a mixed market day: the Dow rose 263 points while the S&P fell 12 and the Nasdaq dropped about 0.8%, with financials, healthcare, and staples leading as tech lagged after the prior day's momentum rally. He says markets are increasingly desensitized to the war and are more supported by fundamentals, highlighting Q2 earnings where 61% of companies have reported, 86% beat EPS (highest in five years), and 77% beat revenue. Economic data included a weaker ADP private payrolls print (44k vs. 75k consensus) and ISM services roughly in line at 54.1. He answers a question on why the Fed doesn't let rates float, outlining the Fed's evolution from lender of last resort to open market operations, yield curve control, and rate targeting, arguing reserve-currency status and global interconnectedness make free-floating impractical now. 00:00 Market Recap Mixed Session 00:53 Hormuz Headlines vs Fundamentals 01:56 Q2 Earnings Strength 03:14 Today's Economic Data 03:52 Should Rates Float Freely 04:20 Fed History and Evolution 05:41 Reserve Currency Reality 06:24 Wrap Up and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
US equities finished higher in Monday trading, ending near session highs. It was a risk on session to start the month of August with multiple tailwinds in focus. The highest ISM manufacturing print in four years showed support for the solid macro narrative.
In the this month's interview with ISM's Susan Spence, she talks about what to watch for in the upcoming months for consumers Learn more about your ad choices. Visit megaphone.fm/adchoices
Mortgage rates are on the move after 3 Federal Reserve officials voted to hike rates this week, the largest dissent within the Fed since 1970. If you're a homebuyer, homeowner, or realtor trying to figure out where mortgage rates are headed next, this is the update you need to watch.In this episode, I break down exactly why mortgage rates jumped to 6.77% today, why the Federal Reserve is split on hiking rates even as inflation cools, and why oil prices tied to the Iranian conflict are quietly driving Treasury yields and mortgage rates higher. I also walk through this week's economic data, next week's calendar, and what I'm personally advising my clients to do right now if they're under contract or thinking about locking in a rate.Here's what I cover:
Roadblocks? Principalities? Ism's, schism's and drama? The Rev confronts it all using the Word of God with Bible Believing and Teaching conversation on the “Let's Be Blunt With the Rev" podcast. Books written by The Rev “Overcoming Principalities” Amazon.com: Overcoming Principalities: 9798359750776: Whitney, D. A. (The Rev): Books “Plug Into The Power” https://www.amazon.com/Plug-into-Power-Shannon-Whitney-ebook/dp/B0837ZQVPH Email: blessed4lifeministries@gmail.com NOTE: We do not own the rights to the great music you hear on the show. However, we hope you love it as much as we do! "Let's Be Blunt With the Rev" is a real conversation with the Rev geared toward starting a spark on the inside to produce results on the outside! Because the more you know, the more you grow! "Let's Be Blunt With the Rev" airs every second and fourth Monday of the month.
Ismét egy teljes körű sorozatbemutatót hallhattok. Bence és Freddy beszél átfogóan egy sitcomról, amelyet mindketten nagyon szeretnek. Tim Allen ezzel a sorozattal robbant be úgy igazán, amely 1991 és 1999 között futott. Ez a széria több dologban is különleges volt, ezekről és sok más érdekességről beszélnek jó 160 percben. Csatolmány: Háttérvideó, hogyan lett egy nézőből szereplő https://www.youtube.com/watch?v=lT4fTIAkrGI
Ismét elindult felfelé a benzin és a dízel ára, miközben több kedvezőtlen piaci folyamat is egyszerre erősíti egymást. Három irányból kerültek nyomás alá az üzemanyagárak. De vajon melyik tényező hat ezek közül a legerősebben, és tartóssá válhat-e a mostani áremelkedés? A témáról a Portfolio energetikai elemzőjét, Mohos Kristófot kérdeztük. Évről évre kiemelt figyelmet kap, hogy hány új lakás épül Magyarországon, miközben a legtöbb ember már régen felépült otthonokban él. Ezeknek az épületeknek az állapota, fenntartása és korszerűsítése sokkal több család életét befolyásolja, mint az új beruházások, erről beszélgettünk a műsor második felében Varga Zoltán közgazdász-urbanistával. Főbb részek: Intro − (00:00) Nyomás alatt az üzemanyagárak − (01:32) Lakhatás: nem az építés, a működtetés a kulcskérdés − (13:31) Címlapkép forrása: ShutterstockSee omnystudio.com/listener for privacy information.
S15E10 Shank and Wayne discuss Old-Timers in AA. In Meeting Shrapnel they look at "I'm still here because of the ISM, Incredibly Short Memory", "What other people think of me is none of my business" and "This is how we've always done it". If you have a question, suggestion or comment you can email Shank and Wayne at freedom@alcoholicsalive.com
Ismét megbukott egy brit miniszterelnök – az utóbbi tíz évben a hatodik. Miért vált ilyen instabillá a brit kormányzat? A Partizán vendége Bede Ábel történész, aki a Brexit hosszú távú következményeit elemzi. A régi pártok tagsága és bázisa megosztottá vált, a kétpártrendszer szétesik. Keir Starmer leköszön, Andy Burnham beköszön.Legyél rendszeres támogató! https://cause.lundadonate.org/partizan/adomanyPartizán webshop:https://shop.partizan.hu/—Írj nekünk!Ha van egy sztorid, tipped vagy ötleted:szerkesztoseg@partizan.huBizalmas információ esetén:partizanbudapest@protonmail.com(Ahhoz, hogy titkosított módon tudj írni, regisztrálj te is egy protonmail-es címet.)Támogatások, események, webshop, egyéb ügyek:info@partizan.hu—Csatlakozz a Partizán közösségéhez, értesülj elsőként eseményeinkről, akcióinkról!https://csapat.partizanmedia.hu/forms/maradjunk-kapcsolatban—Legyél önkéntes!Csatlakozz a Partizán önkéntes csapatához:https://csapat.partizanmedia.hu/forms/csatlakozz-te-is-a-partizan-onkenteseihez—Iratkozz fel a Partizán Szerkesztőségi Hírlevelére!https://csapat.partizanmedia.hu/forms/iratkozz-fel-a-partizan-szerkesztoinek-hirlevelere
Az előfizetők (de csak a Belső kör és Közösség csomagok tulajdonosai!) már szombat hajnalban hozzájutnak legfrissebb epizódunk teljes verziójához. A hétfőn publikált, ingyen meghallgatható verzió tíz perccel rövidebb. Itt írtunk arról, hogy tudod meghallgatni a teljes adást. Rendszerváltás helyett: drogos ország közmédiázik, és milliárdokat fizet az NB 1-es közvetítésekért. OJD, a rendszer egyik csúcsteljesítménye. Hova tűnt Semjén Zsolt? A tinik között is hódít az autós üldözés. Az átigazolási szezon sztárja. 00:00 Tartalomjegyzék. Ismét közpénzből közvetítik a magyar focit. Kinek érdeke az élsport támogatása? 05:48 Világbajnoki döntő tét nélkül. Giuliano Simeoné mindennapjai. Messi és a kis Lamine Yamal. 09:45 Mezdivat 26 nyarán. Na gyerünk, mondj három doppingesetet a Lampre-Meridából! A Cruyff-márka. 15:10 Stop önkény: kotorékozás. Semjén Zsolt belovaglása. 17:52 Halászlé Baján. Jelentős sokácok és bunyevácok. Obádovics Gyula korosztályos futórekordjai. Kubala Barcelonában. 25:37 Végre egy jó csíptetett ponty. Kuttyogatás a kiszáradó Dunán. 40:21 A havasalföldi nyúlüreg. Lorántffy Zsuzsanna a Wikipedián. Mikor frissül a 444 impresszuma? 37:00 A vasparipák szomjoltása. Már a tinik körében is hódít az autós üldözés. Gyalogosüldözés Százhalombattán.40:53 A fideszesek leveszik az egyenruhát és megpróbálnak beolvadni a civil társadalomba. Szijjártó Péter leendő munkaköre. A haverkodás Teddy Obianggal. 45:23 Az átigazolási szezon sztárja, a nyár topmenedzsere. Bús Balázzsal könnyű keménykedni. Tóth József nehéz diója. See omnystudio.com/listener for privacy information.
Writing is an intimate art powered by memory and honesty. In the age of lying for sport, every school of ISM, and AI? It is essential that the writers are being full participants in culture conversations and preservations--even when unpleasant. Click this link to The Atlantic article, 'The End of Reading Is Here.'
Emicida acaba de lançar "Mesmas Cores & Mesmos Valores", como uma homenagem ao álbum "Cores & Valores", dos Racionais MCs, lançado em 2014. Mas o disco é também uma ode ao rap, esse gênero e movimento que tem a incrível capacidade de retratar e transformar realidades. Convidado do novo episódio do Podcast da Semana, da Gama, Emicida trata das inspirações para esse disco, e do show que segue em turnê.Aos 40 anos, o rapper lota shows que conectam públicos de diferentes gerações. Grande leitor e pesquisador, ele coleciona referências de todo tipo, e também sobre o Brasil e seus dilemas sociais — tanto que em 2025 chegou a ser citado pela ministra Cármen Lúcia em um julgamento no STF, que utilizou o trecho da música "Ismália" para tratar de racismo estrutural.Na conversa com Gama, Emicida reflete sobre a importância de Mano Brown e dos Racionais MCs em sua formação artística e pessoal. Detalha sua relação com a imagem e fala da escolha pelo fotógrafo Walter Firmo, de 89 anos, para assinar algumas imagens do álbum. E explica ainda como o novo disco deve ser "assistido com os ouvidos", como ele diz.Roteiro e apresentação: Luara Calvi Anic
This episode is brought to you by the 2026 iTnews State of Security report and Brennan. Stay tuned to the end to hear from Peter soulsby, the director of cyber security and government at Brennan, as he discusses how AI is changing the threat landscape for organisations, but also how visibility can help cyber security practitioners move forward in enabling their organisations to embrace the technology and continue to redefine how work gets done.Hello and welcome to the iTnews Podcast. Our guest this fortnight is Chris Horlyck, head of cyber security resilience at the Australian Cyber Security Centre (ACSC) within ASD.Chris sat down with iTnews recently to discuss the planned changes to the Essential Eight, including its planned replacement with a new Essentials series.There's been a lot of discussion out in the industry since we first published our story in late June.Here, iTnews editor Ry Crozier and our security specialist Juha Saarinen talk to Chris to unpack the changes with Essentials, as well as recent changes to the Information Security Manual or ISM, and how these might also be reflected within the Essentials.
Foundations of Amateur Radio The other day a friend of mine mentioned in passing that they'd hooked their Home Assistant dashboard to an RTL-SDR dongle to listen to the various ISM bands. If that sounds like gibberish, let me elaborate. "Home Assistant" is a tool that, among other things, allows you to control devices throughout your house, think lights, vacuum cleaner, air conditioning, and power sockets. It turns out that there are various plug-ins that allow you to connect it to a tool called "rtl_433", more on that in a moment. ISM, or Industrial Scientific and Medical, is a global collection of 13 radio bands, regulated by the ITU, the International Telecommunications Union, where devices are permitted to transmit all different types of signals, think microwave ovens, NFC, or Near Field Communications, Wi-Fi, Bluetooth, but also weather stations, security devices, battery monitors, tyre pressure monitors, remote keyless entry, garage door openers and plenty more. The most "well known" ISM band is 433 MHz, but the most used ones are those we think of as Wi-Fi bands, 2.4 and 5.8 GHz. It sometimes comes as a surprise that Bluetooth and Wi-Fi share the same frequencies with each other and many different bits of technology. While I'm here, I'll also point out that there are ISM allocations within the HF bands and up to 245 GHz, so plenty of spectrum to explore. A different friend heard about my challenges with two remote controls, came by for a coffee and dropped off a frequency counter and left me to determine what type of remotes I had in my hands, since labelling was absent. After charging this sparkly new gadget I spent a while trying to make it do the needful, but ultimately, despite trying in multiple locations without local interference was unsuccessful, this likely caused by the nincompoop behind the controls, but I digress. It occurred to me that an RTL-SDR dongle is perfectly suited to the job, as long as I can scan through the various frequencies and discover just which ones were associated with my cantankerous remotes. As is my want, I got distracted by installing "rtl_433". I have to tell you, just plugging in an antenna into an RTL-SDR dongle, I'm currently using my 2m and 70cm dual band antenna, running the tool and looking at the log, in the last half hour alone, I've seen 372 reports, across 16 devices, including several cars and a truck, weather stations, security devices and plenty more; half an hour later we're up to 22 devices and 771 reports, and 24 hours in we're up to 128 devices, nearing 17,000 reports. I'll note that this is using an RTL-SDR dongle, no fancy radio, no filtering, no interference rejection, all straight from the device. As you might expect, the reports keep trickling in, every 15 seconds or so there's a new decode and at this point I'm pretty sure I don't need to invest in a weather station in the near future, and if I figure out which Hyundai is driving around with low tyre pressure, I'll let them know. Also, because I'm not just lollygagging, my remotes don't appear to emit anything that rtl_433 can decode, but I did notice that the reports stopped coming in while the remote was active, so I suppose that's progress. In-case you're wondering, within "Fifty Things you can do with a Software Defined Radio", this is number "11: Read your neighbors'[sic] sensors". At this point I hear the calls from the peanut gallery: "But .. but .. but, this isn't amateur radio" .. to which I say, "Really?" In other words, amateur radio is what you make it and right now I'm interested in figuring out why my remotes are acting up and what better way than to play with radio, at whatever frequency takes my fancy. I wonder if there's any HF gadgets I can monitor. I'm Onno VK6FLAB
Indolent systemic mastocytosis (ISM) is a rare form of systemic mastocytosis (SM) caused by an abnormal buildup of mast cells throughout the body. What causes ISM, and how is it diagnosed? In this episode, we speak with Aaron Gerds, MD, Associate Professor of Medicine in Hematology and Medical Oncology at the Cleveland Clinic Cancer Institute, about the signs and symptoms of ISM, the diagnostic process, and how ISM differs from other forms of systemic mastocytosis. We also hear from Candice Pauley, an ISM patient and co-host of the Mast Cast Pod, who shares her journey to diagnosis, her experience living with the disease, and the challenges of navigating a rare condition. Credits Host: Neha Pathak, MD, FACP, DipABLM Producer/Editor: Matt Stillo Show Notes: Lauren Summers Guests: Aaron Gerds, MD; Candice Pauley See omnystudio.com/listener for privacy information.
Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE: Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and growth (ISM). They likely didn't miss the price action in semis & memory that are dragging the Nasdaq lower. Does this make the July earnings season even more important? Have a listen to find out
Derek Moore is joined by Mike Snyder and Shane Skinner to get into markets including whether the memory stock run (including Micron) is over or just taking a pause. Then, they look at the strength of the US Dollar and whether that is a major headwind while oil prices seem like they are done worrying about the Strait of Hormuz. Later, the case for and against the Fed LOWERING rates this year vs the consensus view that they need to tighten. Oh yeah, and they get Derek talking again about Bitcoin and Strategy, the resilient employment numbers, ISM prices paid are dropping, and market seasonality. Did Michael Saylor compare Strategy's perpetual preferred shares to a 3-month treasury? Bitcoin winter The case for and against the Fed CUTTING rates Strong employment numbers ISM prices paid and oil prices are dropping Market seasonality and how July historically goes The market seems to have forgotten about the Straight of Hormuz Above all else its earnings, but at what multiple, and at what net profit margin? Micron, SanDisk, and the memory stocks turn over so what's next? Getting into earnings seasons once again US Dollar strength so what's the problem? US Dollar zone of insignificance and when it is significant Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Brian Szytel recaps a down, rotation-driven market day from West Palm Beach, with the Dow near flat, the S&P 500 slightly lower, and the Nasdaq weaker amid a sharp semiconductor sell-off (down 5–10%) even as some software and communication services names rose. He cites strong Korean AI chip export growth (70% year over year) but suggests investors may be pricing semis for perpetually outsized growth and reacting to signs of a peak growth rate. Inflation commentary helped rates ease slightly and the yield curve steepened marginally, though the 10-year Treasury ended around 4.48%. Economic data included ADP private payrolls at 98K (below expectations), ISM manufacturing at 53.3 (expansion), and weak construction spending, reflecting housing softness tied to higher rates. He previews a holiday-shortened week and Thursday's nonfarm payrolls report. 00:00 Market Open Recap 00:24 Semis Selloff Explained 00:49 Korea Chip Demand Peak 01:34 Rates and Fed Talk 01:53 Index Closes and Yields 02:08 Economic Data Rundown 02:53 Housing Softness 03:31 Rotation and Small Caps 03:48 Jobs Report Preview 04:28 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
US equities finished lower in Wednesday trading, off midday highs, though breadth was positive and the equal-weight S&P ended higher. There were several moving parts in play today, with another day of momentum unwinding as the big story. There were some positive takes on today's ISM manufacturing reading given a big drop in the prices-paid component and less pessimistic commentary.
美鳳姐天天喝的【補體素優蛋白EX】✅222增肌*關鍵：20g蛋白質、2倍**BCAA及維生素D✅義大利摩洛血橙：促進新陳代謝忙碌也能輕鬆補給，趁少年要保養
Podcast Episode OverviewIn this episode, Mike and Glenn are joined by returning guest Doctor John at a local coffee shop to dive deep into the realities of alcoholism. The conversation provides fantastic advice and information, highlighting John's inspirational passion for both newcomers and old-timers.Core Themes & Discussion PointsThe "ISM" is the Core Issue: John emphasizes that the problem is not alcoholism (the substance), but the ISM (the human condition). It is about the "void" or "hole in the soul" rather than the booze itself.A Spiritual Dis-Ease: John argues this is not a chemical imbalance or a disease in the traditional medical sense, but rather a "thirst for God"—a human yearning for wholeness, centeredness, and peace.Hypersensitivity: Alcoholics are described as "pain augmenters" who are highly sensitive. Alcohol initially served as an effective coping mechanism and brought ease, until it eventually stopped working.Character Defects: These defects were essentially coping skills utilized when the disease was active and untreated.Powerlessness & Affinity: An essential foundation of recovery is accepting one's powerlessness over the condition. It functions less like a physical allergy and more like a profound mental dis-ease and affinity.Actionable Takeaways & PreventionRemoving the Alcohol Isn't Enough: Eliminating booze removes the symptom, but the underlying "ISM" remains. It is a lifelong condition that persists regardless of external life circumstances.Stay Connected: Because the condition is always present, isolation is dangerous. John stresses that while you can be drunk or dry alone, achieving true sobriety requires the support of a community.Active Maintenance: Simple prevention relies on continuous action: staying engaged, attending meetings, and actively focusing on recovery steps.
Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May's strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran's renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday's episode will feature the host's graduation commencement address. 00:00 Intro 01:23 Market Recap and Valuations 04:51 IPO Mania and Tech Froth 05:42 Geopolitics and Policy Updates 06:50 Labor and Manufacturing Data 08:30 Housing Inflation and Fed Odds 09:44 Energy Oil and Midstream 10:38 Week Ahead and Friday Twist 11:32 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
När korsfarare, sultaner och kalifer kämpade om makten i Mellanöstern växte en liten rörelse fram i skuggorna. Från bergsfästet Alamut byggde Hassan ibn Sabbah och hans anhängare ett nätverk av infiltratörer, agenter och lönnmördare som spred skräck genom hela regionen. Deras fiender kallade dem assassiner.I det här avsnittet av Historiepodden följer vi den verkliga historien bakom myten. Om attentat, korståg, propaganda och psykologisk krigföring i en medeltid där ingen kunde känna sig säker – inte ens kungar och sultaner. Och till slut: den katastrof som inte ens assassinerna kunde överleva. Mongolerna kommer.---Läslista (b la)Britannica. “Nizārī Ismāʿīliyyah.” Encyclopaedia Britannica. Senast uppdaterad 2 mars 2025. Hämtad 11 mars 2026.Jørgensen, Lise. “Fruktad lönnmördarsekt fick kämpa för livet.” Världens Historia, 2 augusti 2024. Hämtad 11 mars 2026. Kumm, Björn. Terrorismens historia. Lund: Historiska Media, 2006. Nordberg, Michael. Profetens folk: stat, samhälle och kultur i islam under tusen år. Ny utg. Stockholm: Pan, 2001.“Mordisk sekt spred skräck i Mellanöstern.” Världens Historia 1 (2007) Hosted on Acast. See acast.com/privacy for more information.
© 2020-2026 Ivy Podcast Discovery LLC
