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A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need. CHECK OUT BRIAN’S LATEST BOOK “I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “ Follow @alphatrends Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MU), (AAPL), IWM), (NVDA), (SPCX)
Trong kênh Modern Trade (MT), mỗi centimet trên kệ đều là một khoản đầu tư phải sinh lời. Muốn tiếp tục hiện diện, thương hiệu phải liên tục chứng minh hiệu quả bằng doanh số, khả năng thu hút shopper và đóng góp cho ngành hàng. Chính vì vậy, MT luôn được xem là một trong những “cuộc chơi” khắc nghiệt nhất của ngành FMCG.Trong tập 7 của series “Into Modern Trade”, anh Nguyễn Quang Hiệp sẽ chia sẻ những nguyên tắc để thương hiệu có đủ sức trụ vững và tăng trưởng trong kênh MT.Xem bài viết chi tiết tại đây.Chuỗi bài viết “Into Modern Trade”, kết hợp với anh Nguyễn Quang Hiệp – Brand & Retail Expert, đồng thời là Giảng viên BRAND Camp, nhằm mang đến một góc nhìn tổng quan về kênh Modern Trade, từ đó hỗ trợ việc đưa ra các quyết định và đánh giá mang tính chiến lược, giúp doanh nghiệp nâng cao khả năng thâm nhập và khai thác hiệu quả kênh phân phối này.
Kencan Dengan Tuhan - Selasa, 21 Juli 2026Bacaan: “Janganlah takut, sebab Aku menyertai engkau, janganlah bimbang, sebab Aku ini Allahmu; Aku akan meneguhkan, bahkan akan menolong engkau; Aku akan memegang engkau dengan tangan kanan-Ku yang membawa kemenangan.” (Yesaya 41:10) Renungan: Ada seorang pemuda bernama Riko berusia 27 tahun. Pagi-pagi dia scroll instagram melihat teman-teman seangkatannya. Ada yang sudah menjadi manager, menikah, punya anak dan punya rumah. Siang harinya dia mendapat email, lamaran kerjanya ditolak lagi. Ini adalah penolakan yang ke-8 selama satu bulan ini. Malam harinya orang tuanya bertanya: “Kapan kerja? Kapan nikah?” Kemudian dia masuk kamar dan duduk di tempat tidurnya. Kepalanya penuh dan dia menjerit pelan, “Aku gagal. Aku ketinggalan. Aku sendirian.” Diapun takut akan masa depannya dan mulai bimbang dengan keputusan yang akan diambilnya. Ia merasa capek namun pura-pura kuat di depan orangnya. Saat hendak tidur tiba-tiba hatinya tergerak untuk membaca Alkitab. Pada saat ia membuka Alkitab, tanpa disengaja ia membaca Yesaya 41:10. Setelah membacanya ia menjadi tenang dan malam itu ia bisa tidur dengan nyenyak. Pada saat bangsa Israel hidup dalam pembuangan, mereka merasa takut, bimbang dan merasa dibuang oleh Tuhan. Tetapi melalui bacaan di atas Tuhan memberikan kekuatan kepada mereka. Ada 4 janji yang Tuhan nyatakan yaitu, pertama, “Janganlah takut, sebab Aku menyertai engkau”. Dalam hal ini Tuhan mau mengatakan bahwa apapun masalah yang dialami bangsa Israel saat itu, Allah tidak pernah meninggalkan mereka. Allah selalu menyertai mereka. Kedua, “Janganlah bimbang, sebab Aku ini Allahmu”. Kalimat ini mau menunjukkan kepada bangsa Israel bahwa Allah dekat pada bangsa Israel. Ketiga, “Aku akan meneguhkan, bahkan akan menolong engkau”. Saat mereka lemah, Allah menguatkan. Saat mereka tidak punya harapan, Aku menolong mereka. Keempat, “Aku akan memegang engkau dengan tangan kanan-Ku”. Tuhan mau mengingatkan bahwa tangan kanan-Nya penuh kuasa dan kemenangan. Tuhan tidak pernah berkata, "Hidupmu aman dan tidak ada masalah", tapi Dia berjanji, "Di tengah masalahmu, Aku menyertai, meneguhkan dan memegang engkau." Ketakutan kita dijawab dengan kehadiran Tuhan. Kebimbangan kita dijawab dengan janji Tuhan. Jadi ketika besok bangun pagi dan kecemasan muncul lagi, ingatlah bahwa kita tidak sedang berjuang sendirian. Ada tangan kanan Tuhan yang sedang memegang dan menuntun kita selangkah demi selangkah menuju kemenangan-Nya. Tuhan Yesus memberkati. Doa:Tuhan Yesus, hari ini aku mengakui bahwa aku takut dan bimbang akan masa depanku. Tapi hari ini juga firman-Mu berkata, "Jangan takut, sebab Aku menyertai engkau." Tolong pegang tanganku, Tuhan. Teguhkan hatiku yang lemah. Aku percaya Engkau Allahku dan Engkau tidak pernah meninggalkan aku. Amin. (Dod).
(2:45) Conversamos con César Muñoz Fontela (Instituto de Medicina Tropical Bernhard Nocht de Hamburgo) sobre o gromo do virus de Bundibugyo na República Democrática do Congo, unha enfermidade emerxente que pon a proba os protocolos sanitarios nun contexto de conflito e sen vacinas dispoñibles. (15:35) Efeméride do Calendario da Historia da Ciencia de Moncho Núñez (17:10) Os nosos estreleiros históricos Irene Vaspino e Martín Pawley comparten consellos prácticos para construír cámaras escuras caseiras coas que observar de forma segura e en familia a eclipse solar do 12 de agosto. Tamén exploramos a presenza das eclipses na cultura popular. (44:31) Borja Tosar achéganos ao paradoxo de Fermi.
Hai Wonder Kids, kembali dalam renungan anak GKY Mangga Besar. Judul renungan hari ini adalah Yesus dan Pengampunan DosaDiambil dari: Markus 2:9–10 “Manakah lebih mudah, mengatakan kepada orang lumpuh ini: Dosamu sudah diampuni, atau mengatakan: Bangunlah, angkat tempat tidurmu dan berjalanlah? Tetapi supaya kamu tahu, bahwa di dunia ini Anak Manusia berkuasa mengampuni dosa...”Wonder Kids, hari ini kita belajar sesuatu yang sangat penting tentang Tuhan Yesus. Suatu hari ada seorang lumpuh dibawa kepada Yesus. Orang-orang mungkin berharap Yesus langsung menyembuhkannya. Tetapi Yesus terlebih dahulu berkata, “Dosamu sudah diampuni.” Wah, itu mengejutkan sekali.Mengapa orang-orang menjadi marah? Karena mereka tahu bahwa hanya Allah yang berhak mengampuni dosa. Kalau seseorang berdosa, pada akhirnya dosanya adalah terhadap Allah. Jadi, saat Yesus berkata bahwa dosa orang itu diampuni, Yesus sedang mengatakan sesuatu yang sangat besar tentang diri-Nya.Lalu Yesus melakukan sesuatu yang luar biasa. Supaya orang-orang tahu bahwa perkataan-Nya benar, Yesus menyembuhkan orang lumpuh itu. Orang itu bangun, mengangkat tempat tidurnya, dan berjalan pulang. Jadi, mujizat itu menjadi tanda bahwa Yesus sungguh mempunyai kuasa untuk mengampuni dosa.Wonder Kids, ini penting sekali. Kadang-kadang kita lebih cepat merasa butuh pertolongan untuk masalah luar, misalnya sakit, takut, sedih, atau susah. Memang Tuhan peduli pada semua itu. Tetapi masalah terbesar kita sebenarnya adalah dosa. Dosa memisahkan kita dari Allah. Karena itu, kabar terbaik bukan hanya bahwa Yesus bisa menolong hidup kita, tetapi bahwa Yesus bisa mengampuni dosa kita.Dan ini juga menunjukkan bahwa Yesus bukan manusia biasa. Kalau Yesus hanya guru yang baik, Dia tidak bisa berkata, “Dosamu sudah diampuni,” lalu membuktikannya dengan kuasa. Tetapi Yesus memang adalah Anak Allah yang datang untuk menyelamatkan manusia berdosa. Karena itu, Ia punya hak dan kuasa untuk mengampuni.Wonder Kids, mungkin hari ini kamu ingat dosa-dosamu: berbohong, marah, iri, membantah, atau tidak taat. Jangan hanya merasa sedih. Datanglah kepada Yesus. Yesus sanggup mengampuni dosa orang yang datang kepada-Nya dengan hati yang bertobat. Dan karena Yesus juga suci dan tidak berdosa, pengampunan yang Dia beri itu sungguh bersih dan penuh.Wonder Kids, hari ini lakukan ini: Ambil waktu sebentar dan akuilah satu dosa yang paling mengganggumu hari ini kepada Tuhan. Katakan dengan jujur, “Tuhan Yesus, ampunilah dosaku dan bersihkan hatiku.”Mari kita berdoa: Tuhan Yesus, terima kasih karena Engkau berkuasa mengampuni dosa. Aku datang kepada-Mu dengan jujur membawa kesalahanku. Ampunilah aku, bersihkan hatiku, dan tolong aku hidup menyenangkan hati-Mu. Dalam nama Tuhan Yesus aku berdoa, Amin.Wonder Kids, ingatlah: Yesus bukan hanya sanggup menolong hidupmu, tetapi juga berkuasa mengampuni dosamu. Tuhan Yesus memberkati.
Ján 5,24-30 24Amen, amen, hovorím vám: Kto počúva moje slovo a verí tomu, ktorý ma poslal, má večný život a nejde na súd, ale prešiel zo smrti do života. 25Amen, amen, hovorím vám: Prichádza hodina, ba už je tu, keď mŕtvi počujú hlas Božieho Syna a tí, čo ho počujú, budú žiť. 26Lebo ako Otec má život sám v sebe, tak dal aj Synovi, aby aj on mal život sám v sebe. 27A dal mu aj moc súdiť, pretože je Synom človeka. 28Nečudujte sa, že prichádza hodina, keď všetci v hroboch počujú jeho hlas 29a tí, čo robili dobre, budú vzkriesení pre život, kým tí, čo páchali zlo, budú vzkriesení na odsúdenie. 30Ja nemôžem nič robiť sám od seba. Súdim, ako počujem, a môj súd je spravodlivý, pretože nehľadám svoju vôľu, ale vôľu toho, ktorý ma poslal. Žiť, či živoriť? Či si to priznáme alebo nie, túžbou každého z nás je žiť skutočný a zmysluplný život, ktorý za niečo stojí, ktorý nie je len akýmsi živorením. Keď sa pozrieš na priebeh dní, ktoré v poslednom období žiješ, čo vidíš? Život, ktorý za to stojí, ktorý má jasný zmysel a cieľ, alebo len akési živorenie, snahu nejako „prežiť“, predrať sa všetkým, čo jednotlivé dni a chvíle so sebou prinášajú? Ak chceš skutočne žiť tu a teraz, a potom aj tam, vo večnej, trvalej nebeskej vlasti bez sĺz, utrpenia a bolesti (a verím, že po tom túžiš), biblické slová dnešného rána ti radia a povzbudzujú ťa: 1. Počúvaj slová Darcu skutočného a večného života Pána Ježiša Krista! 2. Ver Mu a Jeho slovám! 3. Hľadaj Jeho vôľu tak, ako On hľadal vôľu Svojho nebeského Otca! Nájdeš ju najmä v Biblii. S Ním (a jedine v spojení s Ním) zažiješ a pocítiš každý deň príchuť neba. A potom raz budeš vychutnávať trvalú a nikdy nekončiacu nebeskú oslavu v láskavom náručí Darcu skutočného a večného života. Modlitba: Bože, ďakujeme Ti za Ježiša, ktorý nesúdi podľa Svojej vôle, ale podľa Teba! Odpusť, že my často súdime podľa svojich pocitov, či názorov! Daj, aby naše staré ja ostalo v hrobe aj s jeho súdením a aby sme žili podľa Teba a z Tvojej milosti! Amen. Pieseň: ES 676 Autor: Daniela Stuchlá Radujte sa s dcérou jeruzalemskou! Plesajte v nej všetci, čo ju milujete. Tešte sa s ňou preveľmi všetci, čo sa nad ňou rmútite. Izaiáš 66,10 Keď sa Ježiš približoval k úpätiu Olivového vrchu, začal celý zástup učeníkov mocným hlasom radostne chváliť Boha za všetky zázraky, ktoré videli. Lukáš 19,37 Matúš 22,1-14 • Modlíme sa za: Turany (TuS) Otázky na rozjímanie: Ako dnes žijem z istoty, že „Kto počúva moje slovo a verí tomu, ktorý ma poslal, má večný život a nejde na súd“ — či som ochotný/á počúvať slová Darcu skutočného a večného života Pána Ježiša Krista, veriť Mu a Jeho slovám, a hľadať Jeho vôľu tak, ako On hľadal vôľu Svojho nebeského Otca, alebo som stále plný/á toho, že žijem len akési živorenie, snahu nejako „prežiť“ bez jasný zmysel a cieľ? Kde v mojom živote som ako tí, čo „často súdime podľa svojich pocitov, či názorov“ — či som ochotný/á mať staré ja ostalo v hrobe aj s jeho súdením a žiť podľa Teba a z Tvojej milosti, alebo som stále plný/á toho, že zbogujeme súdime podľa svojich pocitov a názorov bez toho, aby sme hľadali Jeho vôľu? Ako dnes žijem z výzvou „S Ním (a jedine v spojení s Ním) zažiješ a pocítiš každý deň príchuť neba“ — či som ochotný/á žiť skutočný a zmysluplný život, ktorý za niečo stojí, alebo som stále plný/á toho, že živre len akési živorenie bez jasný zmysel a cieľ? Aplikácia do života: Dnes si spomeňte na jednu situáciu, kde ste boli ako tí, čo často súdime podľa svojich pocitov, či názorov (súdenie podľa vlastných pocitov, živorenie, snaha nejako prežiť). Napíšte si modlitbu: „Bože, ďakujeme Ti za Ježiša, ktorý nesúdi podľa Svojej vôle, ale podľa Teba! Odpusť, že my často súdime podľa svojich pocitov, či názorov! Daj, aby naše staré ja ostalo v hrobe aj s jeho súdením a aby sme žili podľa Teba a z Tvojej milosti!“ Potom urobte jeden krok počúvania slov Darcu skutočného a večného života: počúvajte slová Ježiša, veríte Mu a Jeho slovám, alebo hľadajte Jeho vôľu v Biblii. Dnes som vďačný za tieto 3 veci: _________________________________ _________________________________ _________________________________ Viac o vďačnosti, čo to je, prečo je dôležité byť vďačný, ako praktizovať vďačnosť nájdeš na blogu
El profesor y escritor Jorge Barroso nos cuenta en su novela “Los profetas de la nueva Jerusalén” basada en hechos reales y publicada en Guante Blanco, la historia de una facción bastante radical de los anabaptistas, un movimiento religioso que nació como secuela de la reforma religiosa protestante. Estos nuevos profetas tomaron la ciudad alemana de Münster con violencia predicando la nueva llegada de Jesús. Ellos estaban seguros que el juicio final era inminente. En nombre de Dios impusieron sus normas provocando una serie de acontecimientos que terminaron convirtiendo la vida de muchos habitantes en un experimento de fe, violencia, locura y muerte.
In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Bank of Canada rate decision and monetary policy report. They discuss why the Bank of Canada held rates steady, how the bond market is increasingly driving borrowing costs, and why housing is becoming a more important risk in the central bank’s outlook. They also look at Canada’s increasingly divided housing market, with Ontario and B.C. under pressure while several other provinces continue to hit new highs. The discussion covers condo weakness in Toronto and Vancouver, the impact of unsold inventory, rental market dynamics, CMHC MLI Select, and how mortgage products and government policy are shaping real estate investment. From there, they shift to the U.S. rate outlook and why the Fed may have less room to raise rates than prediction markets or futures markets suggest. They discuss rising U.S. Treasury bill issuance, the potential role of stablecoins in creating demand for short-term government debt, and why higher inflation targets may become more politically and financially attractive over time. Finally, they dig into the AI investment boom, including new Chinese open-weight models, pressure on OpenAI and Anthropic’s business models, data centre constraints, Tourmaline’s proposed Alberta data centre opportunity, and what semiconductor drawdowns may be signaling for broader markets. Tickers discussed: TOU.TO, SMH, NVDA, TSM, AVGO, AMD, MU, ASML, META, QQQ Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
https://youtu.be/51vnmlgMm1s Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm, Alhamdulillāhi Rabbil ‘Alāmīn, wa salātu wa salāmu ‘alā ash-sharafī al-anbiyā’ wal-mursalīn, Muḥammadur Rasūlullāh ﷺ, tasliman kathīran kathīran. From my brothers and sisters, I have a formula that I call my formula for da’wah. And the formula is, Iqra, Qum, Qum. Now, I’ll tell you, in a minute I’ll tell… Continue reading Da’awa – 2
Welcome back to MU! In our continuation of Emanuel Swedenborg's works, he claims that for years he spoke with spirits from Mercury, Jupiter, Mars, Saturn, Venus, the Moon, and even worlds beyond our solar system. We follow his incredible cosmic travelogue, exploring how each civilization lives, worships, and contributes its own unique role in what he called the "Universal Human"...his vision of a living, inhabited universe, unlike anything else written in the 18th century. Welcome to your Plus Extension and thank you for joining us on Plus+! Today we happen upon some freaky happenings on, in, and around the strange area of a ceremonial county in Northwest England known as Lancashire. The Woo Woo concentrated in the area was enough for Author Terrence W. Witaker to fill a book with. This charming 1980 release is populated with priest holes, stacks of murders and therefore stacks of ghosts, unscrupulous Boggarts and, of course, screaming skulls that come included with the purchase of your new manor. Other Planets by Emanuel Swedenborg(New Century Edition) PDF - Other Panets by Emanuel Swedenborg Lancashire's Ghosts and Legends by Terence W Whitaker Lancashire Ghosts, Folklore and Forteana Video - Lancashire Ghosts - Lancashire Ghosts Video - The Original RENAISSANCE ITALIAN BILL Weapon Examined LinksPlus+ ExtensionThe extension of the show is EXCLUSIVE to Plus+ Members. To join. click HERE.Links Learn more about your ad choices. Visit megaphone.fm/adchoices
Tertulia y análisis con Jesús Maraña, Mariano Alonso y Sara González Muñoz
Leto v slovenskom klubovom futbale prinieslo poriadny prievan, ktorý sa výrazne prehnal aj úradujúcim majstrom z Tehelného poľa. Kým trénerský štáb prešiel radikálnou obmenou a káder opustilo niekoľko kľúčových postáv, pozícia trénera brankárov zostala pevná. Do najnovšej epizódy podcastu Striedame! preto prijal pozvanie Ján Mucha, bývalý reprezentačný brankár a súčasný odborník na brankárov v ŠK Slovan Bratislava.V pútavom rozhovore s moderátormi Julom a Muťom poodhalil reálne fungovanie klubu počas mimoriadne turbulentného leta, priblížil zákulisie voľby nového kapitána v kabíne, no predovšetkým odborne a bez servítky zhodnotil výkony svojich kolegov na najvyššom medzinárodnom fóre.Zostať v realizačnom tíme po príchode nového hlavného trénera a kompletne nového realizačného štábu býva vo futbalovom prostredí skôr raritou. Ján Mucha si však svoju pozíciu udržal a spoločne s kondičným trénerom zostali dôležitým spojivom v klube. Hoci príchod nového kouča znamenal aj okamžitý prechod komunikácie do anglického jazyka, rozdelenie úloh a vzájomná spolupráca si sadli nad očakávania.„Nemyslel som si, že dostanem toľko voľnosti a toľko dôvery. Každý máme zodpovednosť za svoju sekciu a v tomto nám dal tréner voľnú ruku, hoci nás predtým nepoznal a nevidel našu prácu,“ opísal fungovanie v novom trénerskom zložení „belasých”.Výraznou témou diskusie bola aj samotná obmena na brankárskom poste úradujúceho majstra. Po odchode Martina Trnovského, ktorý hľadal priestor pre pravidelné chytanie, muselo vedenie rýchlo reagovať a priviedlo Aleksandara Popoviča. Ten vytvoril silnú dvojicu s Dominikom Takáčom, pričom podľa Jána Muchu je v dnešnom modernom futbale národnosť hráča nepodstatná a rozhoduje výlučne kvalita, zdravá konkurencia a prínos pre tím na ceste pohárovou Európou.Diskusia sa prirodzene preklopila aj k analýze výkonov brankárov na MS vo futbale 2026. Slovo padlo na prekvapivé ťahy marockého strážcu troch žrdí Yassinea Bounoua, nevšednú chybu Thibauta Courtoisa, ale aj na osobné spomienky Jána Muchu z majstrovstiev sveta v Juhoafrickej republike.Práve pri téme oficiálnych lôpt sa inak analytický a pokojný tréner neubránil poriadnej dávke emócií. „Odvtedy som takú zlú loptu nevidel,“ zaspomínal si s úsmevom na neslávne známu loptu Jabulani, ktorá pred 16 rokmi menila smer letu absolútne nepredvídateľne.Ján Mucha v najnovšej epizóde podcastu Striedame! na ŠPORT.sk odpovedal aj na to, aký je jeho názor na pôsobenie Martina Dúbravku v anglickej Premier League, ako vníma brankárske prešľapy, ktoré dokážu ukončiť sľubne rozbehnutú kariéru, prečo mladí chlapci v špičkových akadémiách už nechcú chytať, a aké šance dáva slovenskému majstrovi v ťažkých európskych predkolách.
Kencan Dengan Tuhan - Sabtu, 18 Juli 2026Bacaan: “Sebab katanya: "Asal kujamah saja jubah-Nya, aku akan sembuh." (Markus 5:28)Renungan: Bethany Hamilton adalah seorang atlet selancar profesional. Pada usia 13 tahun, lengannya digigit hiu saat latihan di Hawaii. Dia hampir mati kehabisan darah. Dokter mengatakan karir selancarnya selesai. Banyak orang merasa kasihan dan berkata, "Sudahlah, berhenti saja." Tapi empat minggu kemudian dia sudah kembali ke papan selancarnya dengan 1 tangan. Waktu ditanya apa yang menguatkan dia, dia menjawab, "Saya tidak berdoa minta lengan saya kembali. Saya berdoa minta Tuhan pakai hidup saya. Asal saya bisa dekat dengan Dia, itu cukup." Pada akhirnya dia pun meraih juara dunia, punya keluarga, dan jadi kesaksian bahwa Tuhan sanggup memakai kekurangan menjadi kekuatan. Dia "menjamah jubah Yesus" di tengah luka, dan Tuhan beri dia kekuatan baru. Bacaan di atas mengisahkan tentang seorang perempuan yang sudah 12 tahun sakit pendarahan. Bayangkan: 12 tahun sakit, uang habis untuk biaya pengobatan, tetapi tidak sembuh, malah semakin parah. Secara agama dia najis. Tidak boleh memegang orang, hidupnya sendirian, malu dan putus asa. Tapi ketika dia mendengar tentang Yesus, muncullah iman di hatinya dengan berkata, "Asal kujamah saja jubah-Nya, aku akan sembuh." Ketika ia berhasil menjamah jubah Yesus, saat itu juga pendarahannya berhenti. Yesus berkata, "Imanmu telah menyelamatkan engkau." Yesus tidak hanya menyembuhkan tubuhnya, tapi juga memulihkan identitasnya. Sebagai pengikut Yesus, saat kita punya masalah kita sering meminta pertolongan ke dukun, orang pintar, curhat di medsos, curhat ke semua orang, cari motivasi. Tapi lupa datang dan menjamah Yesus. Yesus hari ini masih berjalan di tengah keramaian hidup kita. Dia tidak sibuk. Dia berhenti untuk satu orang yang beriman. Pertanyaannya: Maukah kita punya iman seperti perempuan itu? "Tuhan, aku tidak tahu jalan keluarnya. Tapi asal aku bisa dekat dengan-Mu, aku percaya Engkau sanggup menolong aku." Jangan tunggu kuat dulu baru datang kepada Tuhan. Datanglah dalam kelemahan. Karena di sanalah kuasa-Nya menjadi sempurna. Tuhan Yesus memberkati. Doa:Tuhan Yesus, aku datang seperti perempuan itu hari ini. Dengan iman kecil, dengan hati lelah, asal aku jamah Engkau saja, aku percaya ada kesembuhan. Jamah lukaku. Jamah kekuatiranku. Jamah hidupku. Aku tidak mau lari ke tempat lain lagi. Aku mau dekat dengan-Mu. Amin. (Dod).
In this edition of The Random Show, Tim Ferriss and Kevin Rose reunite over tequila to talk Zen retreats, learning to rock climb at (almost) 50, mortality and grief, why you should stop saying "one day," AI predictions , and much more. Please enjoy!This episode is brought to you by:Incogni, which removes your personal data from the web, helping shield you from fraud, scams, and identity theft: Incogni.com/Tim (use code TIM at checkout and get 60% off an annual plan)Wealthfront high-yield cash account: Wealthfront.com/Tim New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.Timestamps[00:00:00] Start.[00:00:24] A tequila toast, and getting "taxed" by alcohol as you age.[00:02:18] Toaster at 15: a late-night health scare.[00:06:01] Losing Om Malik, and finding out on retreat.[00:08:03] Matt Mullenweg, Antarctica, and gratitude.[00:09:34] Coming to terms with our limited time on Earth.[00:14:37] Five days of silence and the koan "Mu."[00:15:20] Kevin's micro-insight and a plug for The Way.[00:27:25] Rock climbing after 40, and a Yosemite goal.[00:29:18] Michael Eckert and finger-strength training.[00:30:40] The Nug, Abrahangs, and a travel training kit.[00:32:57] Free Solo and climbing with a fear of heights.[00:37:53] The Blade Itself, and a friend lost in a plane crash.[00:39:19] A2 protein and Pioneer Pastures.[00:40:34] Maui Nui venison and the nitrate question.[00:43:48] deltaG ketones: what they are and the catch.[00:45:42] Ketones, dementia, and verbal fluidity.[00:46:29] Pre-grieving a parent's decline.[00:48:33] Training not to die: the one bike I can stand and the Norwegian 4×4.[00:51:10] Something beats nothing: saunas, treadmills, and Duolingo chess.[00:53:04] The MM120 anxiety study — and a small-world surprise.[00:56:17] Psilocybin, LSD, and dementia case reports.[01:01:28] Neutonic toothpicks and Kevin's AI-powered home.[01:06:12] Spooky AI personalization and investment autopsies.[01:17:38] Values cards, contractual bonds, and dark information.[01:23:25] 360 reviews and child-rearing.[01:24:54] Wispr Flow, Shokz, and my recording rig.[01:29:32] The "big three" and where AI goes next.[01:44:40] Let your winners run; buy the company, not the product.[01:51:08] Digg's relaunch, 5-Bullet Friday, and parting thoughts.*DISCLAIMER FROM TIM FERRISS: I am not an investment adviser. Nor is Kevin Rose. All opinions are mine alone. Or his. There are risks involved in placing any investment in securities or in Bitcoin or in cryptocurrencies or in anything. None of the information presented herein is intended to form the basis of any offer or recommendation or have any regard to the investment objectives, financial situation, or needs of any specific person, and that includes you, my dear listener or reader. Everything you're going to hear is for informational entertainment purposes only.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
With huge thanks to Battle bards.com Syrinscape Kevin MaCleod at Incompetech FesliyanStudios and Pedar B Heland For their excellent music and sfx Intro Theme Composed by Ninichi : ninichimusic.com You can find us: On Bluesky @HWRpodcast On Facebook : https://www.facebook.com/HowWeRollPodcast/ On Discord: https://discord.gg/C7h6vuD On reddit: https://www.reddit.com/r/HowWeRollPodcast You can find us all on bluesky!
In this episode of The Canadian Investor Podcast, we start with a quick look at the Bank of Canada’s latest rate decision and why the central bank is keeping policy steady while balancing economic weakness with inflation risks. We then dive into the reported buyout offer for PayPal from Stripe and Advent International, why the market appears skeptical the deal will go through, and whether the offer undervalues PayPal given its free cash flow. We also look at Lucid’s financial struggles, its cash burn, and why EV startups remain such difficult businesses to scale. From there, we break down another strong quarter from Aritzia, including impressive growth in the U.S., strong comparable sales, expanding gross margins, and why the company continues to stand out in retail. We also discuss MTY Food Group’s difficult quarter, its strategic review, and what slowing consumer traffic means for restaurant franchises. Finally, we cover Pepsi’s struggles with pricing and private-label competition, IBM’s surprise preliminary results and why the stock sold off sharply, and ASML’s strong quarter as AI-related demand drives spending on memory, lithography systems, and semiconductor capacity. Tickers discussed: PYPL, SQ, LCID, ATZ.TO, MTY.TO, PEP, KO, IBM, ASML, MU, TSM, NVDA Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
President Donald Trump is convening with senators today to work through the ethics and stablecoin yield disputes tied to the Digital Asset Market Clarity Act. Crypto adoption in Japan continues to accelerate. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron Terms Apply 00:10 Sponsor OKX 00:50 Today 01:30 Tomorrow 02:10 Bad sign? 03:00 Fayer Shirzad: No Ethics 04:45 Yields is the real fight 05:20 Odds 05:50 Lummis: Warsh on rumors of the destruction of SBV records 07:15 Lummis: We need this before August 08:00 Japan vs U.S. 09:20 Japan x ONDO 10:00 20 days too much 11:00 Tom Lee: Crypto is how we manage AI 12:40 Visa 13:10 PYPL 17% 14:00 MU collapse 15:20 Mark Cudmore: AI turning point 17:00 Larry Fink: next 12 months #Crypto #Bitcoin #Ethereum ~CLARITY Crunchtime
Liverpool has sent a massive shockwave through the Premier League, completely hijacking Newcastle's near-done deal to secure 22-year-old Spanish winger Victor Muñoz from Osasuna. By triggering his €40 million buyout clause, new Liverpool boss Andoni Iraola has landed a dynamic, explosive forward perfectly suited for a high-intensity Anfield rebuild.In this episode, we break down Muñoz's meteoric rise and how he fits into the tactical blueprint on Merseyside:Exploring how Liverpool swooped in at the eleventh hour to snatch one of La Liga's most electrifying young talents right out from under the Magpies' noses.A tactical breakdown of his devastating pace—once clocked as the fastest player in Real Madrid's setup—his lethal one-on-one dribbling, and the relentless defensive tracking that makes him a perfect match for Iraola's pressing system.Reliving his stellar season at Osasuna, where he racked up 34 appearances, 7 goals, and 5 assists, earning back-to-back La Liga U-23 Player of the Month awards.Highlighting his incredible international splash for Spain, subbing on for Lamine Yamal and scoring just eight minutes later against Serbia to seal his place on the plane to the World Cup.Tune in as we dissect how Muñoz's unpredictability and positional versatility will revitalize Liverpool's flanks and help unpick stubborn, deep defensive blocks. Victor Munoz, Liverpool FC podcast, Andoni Iraola tactics, Liverpool transfer news 2026, Osasuna football, Premier League wingers, Newcastle transfer rumors.
Kencan Dengan Tuhan - Jumat, 17 Juli 2026Bacaan: Lalu kata Yesus kepadanya: "Apa yang kaukehendaki supaya Aku perbuat bagimu?" Jawab orang buta itu: "Rabuni, supaya aku dapat melihat!" (Markus 10:51)Renungan: Helen Keller kehilangan penglihatan dan pendengaran sejak umur 19 bulan karena sakit. Dunianya gelap dan sunyi. Dia sering marah, memukul, dan merasa terkurung. Sampai datang seorang guru bernama Anne Sullivan. Hari yang mengubah hidup Helen adalah saat gurunya menaruh tangan Helen di bawah air mengalir sambil mengeja kata "w-a-t-e-r" di telapak tangannya. Saat itu Helen sadar bahwa segala sesuatu punya nama. Dia sadar ada dunia di luar kegelapannya. Helen kemudian berkata: “Saya lebih suka menjadi buta dan melihat dunia dengan hati, daripada punya dua mata tapi buta terhadap tujuan hidup.” Dari seorang yang "buta", Tuhan pakai dia jadi penulis, pembicara, dan menginspirasi jutaan orang. Bartimeus adalah seorang pengemis buta yang duduk di pinggir jalan Yerikho. Waktu ia mendengar Yesus lewat, dia berteriak minta tolong. Orang-orang menyuruhnya diam, tapi dia makin keras berteriak: "Yesus, Anak Daud, kasihanilah aku!" Yesus pun berhenti dan bertanya, "Apa yang kaukehendaki supaya Aku perbuat bagimu?" Perhatikanlah dua hal: Pertama Yesus berhenti. Dia peduli pada satu orang yang berseru. Kedua, Yesus bertanya. Dia tahu apa yang diharapkan Bartimeus tetapi Dia mau Bartimeus jujur dan spesifik minta kepada-Nya. Bartimeus menjawab dengan jelas, "Supaya aku dapat melihat!" Dia tidak minta uang. Dia minta sumber dari segala berkat yaitu penglihatan. Dan seketika itu juga Bartimeus melihat, lalu mengikut Yesus. Kita juga sering "buta" seperti Bartimeus. Buta arah. Bingung tentang masa depan, kerja dan jodoh. Kita tidak tahu harus melangkah ke mana. Buta iman. Kita sudah lama berdoa tetapi belum dijawab. Akhirnya kita jadi tawar hati dan berhenti berharap. Buta akan kasih Tuhan. Kita mengalami luka hati dan kecewa menutupi mata kita, sehingga tidak bisa melihat Tuhan yang sedang bekerja memulihkan kita. Yesus hari ini masih bertanya hal yang sama kepada kita, "Apa yang kamu kehendaki supaya Aku perbuat bagimu?" Dia tidak mau jawaban umum seperti "berkati aku Tuhan". Dia mau kita jujur, "Tuhan, pulihkan hubunganku dengan anakku", "Tuhan, berikan aku pekerjaan", "Tuhan, sembuhkan lukaku", "Tuhan, supaya aku dapat melihat rencana-Mu". Kita diharapkan jangan diam karena takut atau malu. Berserulah karena Yesus yang sama yang menyembuhkan Bartimeus, juga mau menyembuhkan kita hari ini. Tuhan Yesus memberkati. Doa:Tuhan Yesus, seperti Bartimeus aku berseru kepada-Mu hari ini, "Rabuni, supaya aku dapat melihat". Perlihatkan aku jalan-Mu, perlihatkan aku kasih-Mu, dan perlihatkan aku mujizat-Mu. Ampunilah aku yang sering menyerah dan diam karena tawar hati. Aku percaya Engkau mendengar dan sanggup memulihkan hidupku. Amin. (Dod).
Ain't never had a friend like Mu: this week we're covering One Piece Chapter 1188 “Vohu” with Delaney (video essayist & OPP editor)! We also a special sports segment recapping One Piece night at Dodgers stadium with OPP contributor Jill Knight, and our Piece Together segment, where we take your questions, comments, and theories! SUBSCRIBE TO US ON PATREON! We've opened up a BRAND NEW “Sticker of the Month Club” tier on Patreon that entitles you to a patron-exclusive sticker of one of our amazing episode images every month! You also get access to ad-free episodes and our 800+ episode archive, our exclusive series 4'ced to Watch 4Kids with Steve & Alex, our full-length film OPPJapan, exclusive episodes with our special guests and a lot more. 00:00:00 Introduction 00:18:58 Manga Recap: Chapter 1188;01:18:36 Piece Together01:54:32 To Be Continued…! Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron's (MU) performance could shape the industry's outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could mean for investors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Mag 7 is not forgotten - 4 of the 7 are beating the S&P over 1 year. $GOOG has nearly doubled and is still 20%+ off it's price target. These stocks are still in my portfolio. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm included on any annual plan.Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL GET ACCESS TO THE TOP 2026 2H EVENT FREE ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 EPISODE SUMMARY
CFB O/U win totals are out. Where do KU, KSU and MU sit? full 659 Wed, 15 Jul 2026 16:02:19 +0000 MB3UmKBPgG5WZom6YVHdOjqSorFrapqD college football,kansas state wildcats,kansas jayhawks,missouri tigers,society & culture Cody & Gold college football,kansas state wildcats,kansas jayhawks,missouri tigers,society & culture CFB O/U win totals are out. Where do KU, KSU and MU sit? Hosts Cody Tapp & Alex Gold team up for 96.5 The Fan Radio's newest mid-day show "Cody & Gold." Two born & raised Kansas Citians, Cody & Gold have been through all the highs and lows as a KC sports fan and they know the passion Kansas City has for their sports teams."Cody & Gold" will be a show focused on smart, sports conversation with the best voices from KC and around the country. It will also feature our listeners with your calls, texts & tweets as we want you to be a part of the show, not just a listener. Cody & Gold, weekdays 10a-2p on 610 Sports Radio. 2024 © 2021 Audacy, Inc. Society & Culture https://player.amperwavepodcasting.com
Kencan Dengan Tuhan - Kamis, 16 Juli 2026Bacaan: "Setelah selesai berbicara, Ia berkata kepada Simon: "Bertolaklah ke tempat yang dalam dan tebarkanlah jalamu untuk menangkap ikan." (Lukas 5:4)Renungan: Waktu kecil Thomas Alfa Edison pernah dikeluarkan dari sekolah karena dianggap "terlalu bodoh". Gurunya berkata dia tidak bisa belajar. Waktu meneliti bola lampu, dia gagal ribuan kali. Wartawan bertanya: "Pak, bagaimana rasanya gagal ribuan kali?" Edison jawab: "Saya tidak gagal ribuan kali. Saya hanya menemukan ribuan cara yang tidak berhasil." Dia "bertolak ke tempat yang dalam" - terus mencoba walau semua orang berkata mustahil. Dari kegagalan itu lahirlah lampu pijar yang sampai hari ini menerangi dunia. Yang orang lihat gelap, tapi dia taat "menebar jala" terus, sampai akhirnya terang itu datang. Waktu itu Petrus sudah semalaman mencari ikan hasilnya mengecewakan. Ia capai, malu dan mau menyerah. Tetapi Yesus datang dan berkata, "Bertolaklah ke tempat yang dalam". Bertolak artinya bergerak. Jangan diam dalam kekecewaan. Tetap taat walau tidak masuk akal. Ke tempat yang dalam artinya menuju ke tempat yang berisiko, yang mungkin mustahil menurut manusia. Di sanalah mujizat akan terjadi. Tebarkanlah jalamu, artinya lakukan bagian kita dengan usaha dan iman, maka Tuhan akan melakukan bagian-Nya juga. Yesus tidak menyuruh Petrus kerja lebih keras. Dia menyuruh Petrus taat di tempat yang benar bersama Dia. Kita sering seperti Petrus yang "semalaman tidak mendapat apa-apa." Dalam pelayanan kita sudah mewartakan Injil dan mendoakan orang, tapi tidak ada yang berubah. Akhirnya godaan datang yaitu perkataan, "Sudahlah, capek." Di dalam keluarga kita sudah menasihati anak, sudah berdoa untuk pasangan, tapi ternyata situasinya sama tidak berubah. Maka godaan adalah perkataan, "Percuma." Di dalam kehidupan ini kita sudah mengirim lamaran, sudah berusaha, tapi pintu berkat tetap tertutup. Akhirnya kecewa dan godaannya adalah kata-kata pasrah karena kecewa, "Mungkin bukan jalanku." Yesus hari ini berkata kepada kita juga, "Bertolaklah ke tempat yang dalam." Mungkin "tempat yang dalam" itu adalah: tetap mengasihi musuh, tetap jujur walau rugi, tetap memuji walau hati sakit, tetap percaya walau doa belum dijawab. Di tempat dangkal kita hanya dapat ikan kecil. Tapi di kedalaman bersama Yesus, ada berkat yang bisa "mengoyakkan jala". Jangan berhenti sebelum Yesus berkata berhenti. Tuhan Yesus memberkati. Doa:Tuhan Yesus, aku sering menyerah terlalu cepat. Hari ini aku mendengar suara-Mu, "Bertolaklah ke tempat yang dalam." Berikan aku keberanian untuk taat, bahkan saat tidak mengerti. Tolonglah aku agar mau menebar jala lagi bersama-Mu. Aku percaya Engkau sanggup mengubah kegagalanku menjadi kesuksesan. Amin. (Dod).
BM gave its investors a heads up about the upcoming quarter, and the market didn't like what management had to say. The company's pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM's clients. Plus, the big banks all had blowout earnings reports, and it isn't just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM's no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America's biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Follow these seven steps to keep your financial goals on track in the second half of 2026.Today's Stocks & Topics: Micron Technology, Inc. (MU), iShares MSCI South Korea ETF (EWY), SK hynix Inc. (SKHY), Market Wrap, These Simple Portfolio Checks Could Save You from Costly Mistakes, Celsius Holdings, Inc. (CELH), Moving Averages, Costco Wholesale Corporation (COST), Japanese Yen.Advertising Inquiries: https://redcircle.com/brands
Kencan Dengan Tuhan - Rabu, 15 Juli 2026Bacaan: "Kita tahu sekarang, bahwa Allah turut bekerja dalam segala sesuatu untuk mendatangkan kebaikan bagi mereka yang mengasihi Dia, yaitu bagi mereka yang terpanggil sesuai dengan rencana Allah." (Roma 8:28) Renungan: Nick Vujicic lahir tanpa tangan dan tanpa kaki. Waktu kecil dia sering dibully di sekolah. Dia sempat bertanya, "Tuhan, mengapa Engkau membuat aku seperti ini? Hidupku untuk apa? Pada umur 10 tahun dia mau bunuh diri. Tapi dia sadar dan mulai berpikir, "Kalau Tuhan bisa pakai segala sesuatu, berarti Dia juga bisa pakai tubuhku yang seperti ini." Nick kemudian belajar berenang, main bola, mengetik dengan jari kaki. Pelan-pelan dia mulai bicara di depan orang. Awalnya cuma 10 orang. Lalu 100, lalu ribuan orang. Sekarang Nick sudah keliling kepuluhan negara, menginspirasi jutaan orang. Dia berkata, "Saya tidak punya tangan untuk memeluk orang, tapi saya punya mulut untuk memberitahu mereka bahwa Tuhan mengasihi mereka." Yang tadinya dia menganggap dirinya sebagai kutukan, Tuhan ubah menjadi alat untuk mendatangkan kebaikan bagi banyak orang. "Allah turut bekerja dalam segala sesuatu" artinya tidak ada kejadian yang kebetulan. Yang manis dan yang pahit, yang gagal dan yang berhasil, semua ada dalam tangan Tuhan untuk mendatangkan kebaikan. Tuhan tidak mengatakan semua hal itu baik. Tapi Dia berjanji bisa mengubahnya menjadi lebih baik. Tuhan itu seperti seorang pelukis. Kita melihat coretan dari dekat. Tapi Tuhan sedang melukis gambar besar yang indah dari surga. Kita tidak perlu menunggu hidup menjadi "sempurna" dulu baru dipakai Tuhan. Mulai hari ini, bawalah semua kekurangan kita kepada Tuhan dan katakan pada-Nya, "Tuhan Engkau mau apa untuk hidupku ini? Aku siap untuk melakukan kehendak-Mu." Tuhan Yesus memberkati. Doa:Tuhan Yesus, ampunilah aku yang sering bertanya "kenapa aku" saat ada masalah. Hari ini aku percaya bahwa Engkau turut bekerja dalam segala sesuatu untuk mendatangkan kebaikan bagiku. Pakailah hidupku, kekuranganku, bahkan lukaku, untuk menjadi berkat bagi orang lain. Aku mau mengasihi-Mu dan percaya pada indahnya rencana-Mu. Amin. (Dod).
In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of Maple Leaf Sports and Entertainment and what it says about the rising value of professional sports franchises. We look at how Rogers’ sports assets compare to the company’s overall market value, why scarce live-sports assets continue to attract premium valuations, and how NHL, NBA, MLB and NFL franchise values have grown over the last decade. We then shift to the S&P 500 and the growing debate around equal-weight versus market-cap-weighted ETFs. With the top holdings now making up a large share of the index, we discuss whether investors are still getting the diversification they expect, why AI-related concentration has become such a major factor, and how equal-weight ETFs can act as a defensive hedge while still keeping broad U.S. market exposure. Tickers discussed: RCI.B.TO, BCE.TO, RSP, EQL.TO, EQL.F.TO, VOO, ZSP.TO, MSFT, MU, TSLA, WMT, BRK.B, LLY, JPM Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alhamdulillāhi Rabbil-‘Alameen. Wa salātu wa salāmu ‘alā ash-sharafi al-anbiyā’ wa al-mursaleen, Muḥammadur Rasūlullāh ﷺ, wa ‘alā ālihi wa sahbihi ṣallam. Tasleeman takhtirun kathira. I’m Abadu, my brothers and sisters. The ultimate reason that people like to accumulate or want to accumulate wealth, the final, ultimate reason, the biggest thrill, the… Continue reading How to become influential
My best advice - attend tomorrow's 2nd Half Top Stocks event. Even if you don't want to subscribe - get a FREE 7 day trial using my link and attend the event. It could wind up paying for the entire year's subscription. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm included on any annual plan.Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL GET ACCESS TO THE TOP 2026 2H EVENT FREE ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 EPISODE SUMMARY
SUMMARY DEL SHOW Futuros a la baja este lunes tras nuevos choques militares entre EE.UU. e Irán y temores de interrupción prolongada en el Estrecho de Ormuz, con el Nasdaq 100 liderando las pérdidas por el selloff en semiconductores asiáticos. $SKHY se desploma más de 15% en Seúl arrastrando al KOSPI casi 9%, mientras Taiwan Semiconductor $TSM reporta un alza de 67.9% interanual en ventas de junio, una divergencia que ilustra la diferencia entre sentimiento de corto plazo y fundamentos reales. $MU toma participación en GlobalWafers para financiar su planta en Texas como parte de un plan de inversión de hasta $3 Billones, anticipando el próximo cuello de botella en suministro de obleas hacia 2028.
Escuchamos al seleccionador español en la previa de la segunda semifinal mundialista de nuestra historia. El Mundial de Lamine Yamal; la suplencia de Pedri; la grandeza de Mikel Merino; el estado físico de Víctor Muñoz y Nico Williams... Luis de la Fuente responde a todo en 'El Larguero' especial desde Dallas. Los miembros del 'Sanedrín' valoran estas declaraciones. Axel Torres y Bruno Alemany señalan los principales peligros de Francia.
Argentina avanzó a cuartos de final del Mundial 2026 tras remontar un 0-2 a Egipto. Muchos periodistas españoles se lo tomaron bastante mal y denuncian ayudas de la FIFA al equipo capitaneado por Leo Messi; no sólo ahora, sino también en Catar 2022. Artistas invitados (por orden de aparición): Edu Aguirre, Tomás Roncero, Óscar Pereiro, Juanma Rodríguez, [Cabecera: Jesús Gallego, Joseba Larrañaga, Quique Iglesias, Juan Antonio Alcalá, Inma Rodríguez, Paco García Caridad, Julio Maldonado 'Maldini', Antonio Romero, Paco González, David Bernabeu, José Álvarez, Roberto Gómez, Juanma Castaño, Fernando Burgos, Felipe del Campo, José Joaquín Brotons, José Damián González, José Manuel Monje] Lluís Flaquer, José Manuel Oliva, Raúl Fuentes, Pablo López, Julio Maldonado 'Maldini', Dani Garrido, Eduardo Iturralde González, Dani Senabre, Kiko Narváez, Marcos López, Heri Frade, Pedro Martín, Alfonso Pérez Burrull, Ángel García Muñiz, Antonio Ruiz, Juanma Rodríguez, Dani Blanco, Josep Pedrerol, Manolo Lama, Juan Carlos Villena, David Sánchez, Juanma Castaño, Javi Amaro, Nacho Peña, Pedro Riesco, Alfredo Somoza, Cayetano Ros, Jaime Rodríguez, Rafa Guerrero, Bernd Schuster, José Manuel Oliván, Paco Rabadán, Rocío Martínez, Mostafa Ziko, Hossam Hassan, Antonio Romero, Manu Carreño, Alfredo Duro, Jota Jordi, Carlos Vicente Gómez 'Chitu', Jorge Segura, María Trisac, Jorge D'Alessandro, María José Hostalrich, Siro López, Edu Pidal, Fabián Godoy, Sergio Fernández, Fran Garrido. [Bonus track: Roberto Gómez, Javi Amaro] Fuentes: Carrusel deportivo (Ser), Marcador (Radio Marca), Tiempo de juego (Cope), El chiringuito de jugones (Mega), El larguero (Ser), El partidazo de Cope, El primer palo (Es Radio), Radioestadio noche (Onda Cero), La tribu (Radio Marca), Twitch de Siro López. Learn more about your ad choices. Visit megaphone.fm/adchoices
Isaías Muñoz • Selected Scriptures
Isaías Muñoz • Selected Scriptures • 180 Ministry
Muškátový oříšek není oříškem, ale jádrem pecky dužnatého plodu muškátovníku vonného (Myristica fragrans), který má žlutou barvu a vejčitý tvar. Doba květu muškátovníku je mezi březnem a červencem, roste ve vlhkých a teplých tropických oblastech, kde srážky převyšují 2,5 tisíce milimetrů a průměrné teploty jsou 26 stupňů celsia.
Muškátový oříšek není oříškem, ale jádrem pecky dužnatého plodu muškátovníku vonného (Myristica fragrans), který má žlutou barvu a vejčitý tvar. Doba květu muškátovníku je mezi březnem a červencem, roste ve vlhkých a teplých tropických oblastech, kde srážky převyšují 2,5 tisíce milimetrů a průměrné teploty jsou 26 stupňů celsia.
Kencan Dengan Tuhan - Senin, 13 Juli 2026Bacaan: "Sekalipun ayahku dan ibuku meninggalkan aku, namun TUHAN menyambut aku." (Mazmur 27:10)Renungan: Pada tahun 1967, seorang laki-laki bernama Joni Eareckson umur 17 tahun meloncat ke danau untuk menyelam. Namun karena salah perhitungan, dia cedera tulang belakang. Sejak hari itu dia lumpuh dari leher ke bawah. Dunia Joni runtuh. Orang tuanya sedih, teman-temannya menjauh. Dia marah sama Tuhan. "Kenapa aku? Kenapa Tuhan izinkan ini?" Di tempat tidur rumah sakit, dia merasa benar-benar ditinggalkan. Fisiknya lemah, masa depannya gelap, dan dia merasa tidak ada yang mengerti. Tapi di titik paling hancur itu, Joni mulai membuka Alkitab. Mazmur 27:10 jadi pegangannya: "Sekalipun ayahku dan ibuku meninggalkan aku, namun TUHAN menyambut aku." Tuhan tidak menyembuhkan tubuhnya. Tapi Tuhan menyambut dia. Dari kursi roda, Joni menjadi pelukis dengan kuas di mulut, penulis 40 buku, dan pendiri yayasan yang menolong ribuan penyandang disabilitas di seluruh dunia. Dia berkata, "Tuhan tidak selalu mengeluarkan kita dari air, tapi Dia selalu masuk ke dalam air bersama kita." Daud menulis mazmur di atas ini saat dia dikejar-kejar, difitnah, bahkan mungkin ditinggal orang terdekatnya. "Sekalipun ayahku dan ibuku meninggalkan aku", ini merupakan kalimat yang paling menyakitkan. Keluarga seharusnya jadi tempat paling aman. Tapi Daud berkata, bahkan tempat paling aman itu mengecewakan. Kalimat selanjutnya, "...namun TUHAN menyambut aku", itu merupakan kalimat yang meneguhkan dan menguatkan karena itu berarti Tuhan mengumpulkan, merangkul dan membawanya pulang. Mazmur ini mengajarkan kita bahwa pengharapan tidak boleh hanya ditaruh di tangan manusia tetapi di tangan Tuhan. Manusia bisa gagal, bisa pergi, bisa melukai. Tapi Tuhan tidak pernah. Dia selalu jadi rumah yang tidak pernah menolak kita pulang. Sebagai pengikut Yesus kita pasti pernah merasa "ditinggalkan", antara lain ditinggalkan orang. Teman yang unfollow karena kita beda pilihan. Keluarga yang tidak mendukung panggilan kita. Rekan kerja yang menikam dari belakang. Rasanya sakit. Tapi ingat, Tuhan menyambut kita. Dia tidak pernah meng-unfollow kita. Kita juga mungkin pernah ditinggalkan harapan. Doa belum dijawab, pintu kerja tertutup dan rencana gagal. Rasanya Tuhan diam, tetapi ternyata dia tetap "menyambut" artinya Dia tetap dekat. Dia peluk kita di tengah penantian kita. Kita juga mungkin pernah ditinggalkan diri sendiri. Kita kecewa pada diri sendiri sehingga kita berkata, "Aku gagal lagi". Tapi Tuhan berkata, "Aku tidak meninggalkan kamu. Aku mengumpulkan kepingan harapanmu satu persatu." Sebagai pengikut Yesus, kita dipanggil juga untuk menjadi "tangan Tuhan yang menyambut". Ketika melihat rekan kerja yang dikucilkan, murid yang diabaikan, keluarga yang kesepian, jadilah rumah bagi mereka, karena kita sudah lebih dahulu disambut Tuhan. Tuhan Yesus memberkati. Doa:Tuhan Yesus, terima kasih karena Engkau tidak pernah meninggalkan aku. Ampunilah aku kalau aku sering mencari penerimaan di tempat yang salah. Hari ini aku mau pulang dan berlindung dalam pelukan-Mu. Pakailah aku juga untuk menyambut orang-orang di sekitarku yang merasa ditinggalkan. Amin. (Dod).
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alḥamdulil-lāhi Rabbil-‘Ālamīn. Wa salātu wa salāmu ‘alā ash-sharafi al-anbiyā’ wal-mursalīn, Muḥammadin Rasūlallāh ṣallallāhu ‘alayhi wa ‘alā ālihi wa sahbihī wa sallam. Tasleeman kathīran kathīra, khamma ba’duh. Now, brothers and sisters, we are talking about the issue of belief, *Imān bil-Ghaib*, belief in the Akhīrah, and how that is the fundamental… Continue reading Belief in Al-Ghayb – #3
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alḥamdulilāhi Rabbil-ʿĀlamīn. Wa salātu wa salāmu ʿalā ash-sharafi al-anbiyāʾi wal-mursalīn. Muḥammadur Rasūlullāh ṣallallāhu ʿalayhi wa ʿalā ālihi wa sallam. We were talking about the fundamental principle in Islam, which is Iman bil-Ghaib—the belief in the unperceivable. And we believe not because we have seen, nor because we have experienced, but… Continue reading Belief in Al-Ghayb – #2
Jason, Sterling, and Michael break down what a successful season looks like for the local schools including KU, KSU, and MU. They also argue about a breakout player for the Chiefs and more. See omnystudio.com/listener for privacy information.
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Samsung's big profits and big stock drop - Amazon's $25 billion debt deal - Lockheed Martin goes underwater - Are defense companies ready for the changing landscape? - Mailbag: How to navigate the Sunk Cost Fallacy? Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alḥamdulilāhi Rabbil-‘Ālamīn. Wa salātu wa salāmum ‘alā al-sharafi al-anbiyā’ wal-mursalīn, Muḥammadin Rasūlallāh ṣallallāhu ‘alayhi wa ‘alā ālihi wa sahbihi wa sallam. Taslīman kāseran kāseran. Ma’ma ba’du. My brothers and sisters, I was thinking the Imam, may Allah bless him, recited the second āyah from Surah Az-Zariyāt. And especially this āyah… Continue reading What should we worry about
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alhamdulillāhi Rabbil-‘Alameen. Wa salātu wa salāmum ‘alā ashrafil anbiyā’ wal mursalin. Muḥammadur Rasūlullāh ṣallallahu ‘alayhi wa ‘ala alihi wa sahbihis-salam. Tasliman kathīran kathīran. My brothers and sisters, today one of the most dominant phenomena in the world is social media. And if you think about it, the simplest description of… Continue reading Advice from the Stoics
Jobs report out a day early and a little soft. New revelation about data-center capacity smack tech shares. June ends on an upbeat note – July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign. Check Out EuroPacific Asset Management Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (SLV), (BTCUSD), (GOOG), (MU), (INTC), (META), (ORCL)
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alhamdulillāhi Rabbil-‘Alameen. Wa salātu wa salāmum ‘alā ash-sharafi al-anbiyā’ wal-mursalīn, Muḥammadin Rasūlallāh sallallāhu ‘alayhi wa ‘alā ālihi wa sahbihi wa sallam. Tasliman kathīran kathīrān. Muhammadu, my brothers and sisters, Imam Ibn Taymiyyah rahimahullāh ta’ālā, he is reported to have said that there is nothing which is a more powerful cure… Continue reading Food for the soul
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Alḥamdulilāhi Rabbil-‘Alāmīn. Wa salātu wa salāmu ‘alā ashrafil-anbiyā’ wal-mursalīn. Muḥammadur Rasūlullāh ṣallallāhu ‘alayhi wa ‘alā ālihi wa sahbihī wa sallam. Tasliman kathīran kathīrān. Muḥammadur Rasūlullāh ṣallallāhu ‘alayhi wa sallam. My brothers and sisters, we are on our subject of approaching the Qur’ān al-Karīm in the way that Rasūlullāh ṣallallāhu ‘alayhi… Continue reading Reflection is not speculation
Auto-generated transcript: Bismillāh ar-Raḥmān ar-Raḥīm. Al-ḥamdu lillāhi Rabbil-‘Alāmīn. As-salātu was-salāmu ‘ala ash-sharafi al-anbiyā’ wal-mursalīn. Muḥammadur Rasūlullāh ṣallallāhu ‘alayhi wa ‘alā ‘ālīhi wa saḥbihī wa sallam. Taslīman kathīran kathirahum ‘abaduh. My brothers and sisters, we are talking about the importance of the Qur’ān al-Karīm, which Allāh subḥānahū wa ta’ālā blessed us with and revealed to us.… Continue reading Reflect and live by the Qur’an
Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. 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 - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive. 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
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