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Core vs Knots round 2 - we read your comments!FEATURING:Jed (https://x.com/QUANTUMprojX)Dan Eve (https://x.com/cryptopoly)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: The battle between Bitcoin Core vs Knots is getting uglyhttps://cryptoslate.com/the-battle-between-bitcoin-core-vs-knots-is-getting-ugly/Source: Crypto SlateKnots has code to turn itself off at a set expiry date. Unnecessary, stupid, and outright dangerous.Did you know? Was it discussed in a team of experts? How can such a dangerous "feature" even make it into a release? By trusting a single guy who lives in his own reality.https://twitter.com/callebtc/status/1958440115996397754?s=46Source: Twitter | Callebtc The Bitcoin Group #466 - Core vs. Knots - S&P500? - $1B Venture - Trump and Sons vs. Sunhttps://www.youtube.com/live/tr7M9vT2zLA?si=bi-WjK4oBfOPHVbySource: Youtube | World Crypto Network Gen Alpha will buy Bitcoin over goldhttps://cointelegraph.com/news/gen-alpha-buy-bitcoinSource: Cointelegraph Shares in bitcoin hoarders sink as ‘crypto treasury' mania sourshttps://www.ft.com/content/ad063ed3-4c69-40e6-a478-40e0061d1b3cSource: FTParabolic Bitcoin Rally Is Coming—Here's What to Watchhttps://bitcoinmagazine.com/markets/parabolic-bitcoin-rallySource: Bitcoin Magazine‘Bottom of the first inning.' Winklevoss twins see bitcoin reaching $1,000,000 in 10 yearshttps://www.cnbc.com/2025/09/12/winklevoss-twins-see-bitcoin-reaching-1000000-in-10-years.htmlSource: CNBCFor 12 years he searched in vain for his €737 million in a landfill – now a new series gives him a second chancehttps://www.leravi.org/for-12-years-he-searched-in-vain-for-his-e737-million-in-a-landfill-now-a-new-series-gives-him-a-second-chance-14313/Source: Leravi________________________________________________________________World Crypto Networkhttps://www.worldcryptonetwork.com/On This Day in World Crypto Network Historyhttps://www.worldcryptonetwork.com/onthisday/---------------------------------------------------------------------------Please Subscribe to our Youtube Channelhttps://m.youtube.com/channel/UCR9gdpWisRwnk_k23GsHf
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what's going on with bitcoin, S&P500 rejecting Strategy, why bitcoin is lagging gold, should lower interest rates push bitcoin higher, how we are thinking about the bull market, evaluating Gemini & Figure IPOs, and why retail investors can't be ignored. ===================== Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.
US equities were mixed in Wednesday trading, though ended off worst levels, with the Dow Jones closing down 48bps, while the S&P500 and Nasdaq rose 30bps and 3bps respectively. Today's headline August PPI dropped 0.1% m/m vs Street expectations for a 0.3% rise, and core PPI also declined 0.1% m/m against consensus outlook for +0.3% rise. Treasury's sale of $39B in 10Y notes was very well received. Oracle led the market higher after a monster surge in the company's RPO
0:00 - Intro0:08 - The Jamaica Labour Party will form Jamaica's Government for a third consecutive term.0:45 - Meanwhile, in Guyana, President Dr Irfaan Ali has been sworn in for a second term following a landslide victory in the September 1st General Election.1:14 - United Oil and Gas has received the final permits it needs to start collecting and testing samples for oil and gas just off Jamaica's shoreline.1:47 - OMNI Industries is ramping up the exports side of its business following its first shipment of paint buckets and lids to Barbados.2:16 - Investment banking app Robinhood and advertising app AppLovin will be added to the S&P500.
Never a dull moment in Bitcoin and cryptocurrency.FEATURING:Victoria Jones (https://x.com/satoshis_page)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: ———The battle between Bitcoin Core vs Knots is getting uglyhttps://cryptoslate.com/the-battle-between-bitcoin-core-vs-knots-is-getting-ugly/Source: CryptoslateWhat is OP_RETURN—and how does it enable data storage on the Bitcoin network? https://forklog.com/en/what-is-op_return-and-how-does-it-enable-data-storage-on-the-bitcoin-network/Source: ForkLogBitcoin Core Update to Remove Data Limit for OP_RETURN https://forklog.com/en/news/bitcoin-core-update-to-remove-data-limit-for-op_return/Source: ForkLogBitcoin Faithful Bet on Saylor's Strategy Being Added to S&P 500https://finance.yahoo.com/news/bitcoin-faithful-bet-saylor-strategy-143009749.htmlSource: YahooSora Ventures Launches Asia's First Bitcoin Treasury Fund, Plans To Buy $1 Billion In BTC Within 6 Monthshttps://bitcoinmagazine.com/business/sora-ventures-launches-asias-first-bitcoin-treasury-fund-plans-to-buy-1-billion-in-btc-within-6-monthsSource: Bitcoin MagazineTrump family's American Bitcoin makes stock market debuthttps://www.nbcnews.com/business/business-news/trump-american-bitcoin-crypto-venture-raises-conflict-interest-alarms-rcna228837Source: NBC newsTrump and sons' stake in crypto firm worth $5bnhttps://www.bbc.com/news/articles/ckgjgyyqgvyoSource: BBCWorld Liberty Financial Accuses Exchange Of Token Manipulation, Justin Sun Blacklisted https://bitcoinist.com/world-liberty-financial-accuses-token-manipulation/Source: Bitcoin ListBillionaire Justin Sun begs Trump-backed World Liberty Financial to unfreeze $100 million crypto stash chrome-extension://ecabifbgmdmgdllomnfinbmaellmclnh/data/reader/index.html?id=292347541&url=https%3A%2F%2Ffortune.com%2Fcrypto%2F2025%2F09%2F05%2Fjustin-sun-donald-trump-world-liberty-financial-blacklisted-crypto-address-wlfi%2FTrump-Backed World Liberty Token Falls 50% From Peak—But Early Buyers Are Still in Profit - Decrypthttps://decrypt.co/338102/trump-backed-world-liberty-falls-50-peak-early-buyers-still-profitSource: DecryptWorld Liberty Financial Token Plunges 34% as Community Votes on Burn Planhttps://coinmarketcap.com/academy/article/world-liberty-financial-token-plunges-34percent-as-community-votes-on-burn-planSource: Coin Market Cap________________________________________________________________World Crypto Networkhttps://www.worldcryptonetwork.com/On This Day in World Crypto Network Historyhttps://www.worldcryptonetwork.com/onthisday/---------------------------------------------------------------------------Please Subscribe to our Youtube Channelhttps://m.youtube.com/channel/UCR9gdpWisRwnk_k23GsHf
Ever wondered how I personally invest my own money?In this episode, I'm taking you behind the scenes of my investment strategy and showing you where commercial property fits into the bigger picture. Think of it as a back-to-school lesson plan for building a balanced portfolio that reflects both your goals and your lifestyle.Here's what you'll hear:Stocks & Shares ISA and “fun” stock picks – why I use them as a supporting layer, and the playful way I buy YSL shares instead of handbags.My SSAS Pension – how I structure it, why it's my main savings vehicle, and the story of the red telephone box that generates monthly rental income inside my pension.Stocks & REITs inside the SSAS – from global trackers like the S&P500 to UK property companies, including Land Securities (and why buying those shares was personal).Property outside the pension – the reality of residential vs commercial returns, plus what I learned from a refinancing challenge.The full picture – how commercial property sits at the centre of everything, supported by stocks, ISAs, and small, fun investments.By the end, you'll see why I believe commercial property is the cornerstone of a strong, long-term investment strategy — and how you can start thinking about where it might fit into yours.If this episode feels like a crash course, then my Back to School Training is the full lesson plan. Join me there and I'll walk you step by step through how to strengthen your own portfolio with commercial property.
The three major averages on Wall St rose to record territory on Tuesday as investors looked past current concerns over the US economic stability and bought into market opportunities. The Dow Jones rose added 0.43%, the S&P500 climbed 0.27% and the tech-heavy Nasdaq ended the day up 0.37%. Revisions to payrolls data of late has been the key catalyst spooking investors with the latest revision by the labour department coming in at a reduction of 911,000 for the 12-months to March this year signalling weakness in the US labour stability. In Europe overnight, markets closed mostly higher with the STOXX600 rising 0.09%, while Germany's DAX fell 0.37%, the French CAC added 0.23% and, in the UK, the FTSE100 ended the day up 0.23%.Across the Asia region on Tuesday, markets closed mixed with Japan's Nikkei falling 0.42% while South Korea's Kospi index gained 1.26%, Hong Kong's Hang Seng rose 1.19% and China's CSI index fell 0.7%.The local market sell-off to start September has extended into the new trading week with the key index ending Tuesday's session down 0.52% as investor sentiment has been hit lately by further tariff, US economic and rate outlook uncertainty.Westpac consumer confidence data for September and NAB business confidence data for August were also both released yesterday with declines in both readings more than economists were expecting amid uncertainty on an economic level.Energy stocks continued their slide this week following OPEC+'s weekend decision to increase production of oil starting in October.Telix Pharmaceuticals (ASX:TLX) gained over 2% after reaching a deal with the US Food and Drug Administration to file a revised application for its brain cancer imaging agent, incorporating further clinical data. What to watch today:On the commodities front this morning oil is trading 0.71% higher at US$62.71/barrel, gold is up 0.12% at US$3640/ounce and iron ore is up 0.42% at US$104.93/tonne.The Aussie dollar has weakened against the greenback to buy 65.84 US cents, 97.06 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.05%. Trading Ideas:Bell Potter has increased the 12-month price target on Lynas Rare Earths (ASX:LYC) from $7.65 to $9.35 and maintain a sell rating on the leading rare earths producer following the company highlighting its ‘Towards 2030 strategy'. The analyst sees LYC is priced for perfection, with little room for error, highlighting FY25 had higher depreciation which drove a miss on results, however, does recognise that the current themes pushing LYC higher are likely to persist as tailwinds over the short term.And Trading Central has identified a bearish signal on Breville Group (ASX:BRG) following the formation of a pattern over a period of 33-days which is roughly the same amount of time the share price may fall from the close of $30.89 to the range of $25 - $26.25 according to standard principles of technical analysis.
Apprendre à investir en bourse ➡️ https://www.rachelfinance.com/weinvest/youtube (We Invest)
Stocks rallied in the immediate aftermath of Friday's dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one way: investors bought stocks in the hope that weak economic data would force the Fed to cut rates more quickly.
US equities were higher in uneventful Monday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 25bps, 21bps, and 45bps respectively. Upside was limited and trading very rangebound, though the Nasdaq still set a fresh record close. Data from the NY Fed showed 1-year inflation expectations up 10bps m/m to 3.2%; noted job replacement/rehiring optimism lowest since June of 2013. Echostar finished up nearly 20% on a deal to sell AWS-4 and H-block spectrum licenses to SpaceX for around $17B in cash and stock.
In the US, Wall Street advanced overnight, with all 3 of the key indexes in the green. The Dow Jones ended the day 0.25% higher, the S&P500 gained 0.21%, while the tech heavy nasdaq was the biggest winner, advancing 0.45% - mainly driven by a solid start to the week from giants Nvidia and Microsoft.Europe also saw gains overnight – the stoxx600 closed 0.52% higher, the FTSE gained 0.14%, the French CAC saw a 0.78% increase, while the German Dax took the biggest step, ending the day up 0.89%.Locally yesterday, the September sell-down continued as the ASX200 fell another 0.24% to open the new trading week. With 8 of the 11 key sectors in the red, information technology was one of the few areas gaining any traction, driven by a 6% rally for Life360 (ASX:360), and a 1.9% jump for Wisetech Global (ASX:WTC).What to watch today:Looking ahead to today, despite the rally overseas the ASX is set to fall further, with SPI futures indicating a 0.35% decline at the open.In commodities, Gold remains the biggest story as it hit a fresh all time high on Monday crossing the $3600 US dollars per ounce threshold for the first time. It is currently trading up 1.15%, at 3634 us dollars and 10 cents per ounce. Demand for gold continues to grow primarily from the economic data coming out of the US – as data showed that unemployment has reached its highest level since 2021, while fewer jobs than expected were added in August.Crude oil is also trading higher, up 0.9% to 62 us dollars and 43 cents per barrel, while iron ore is trading 0.42% higher at 104 us dollars and 93 cents per tonne.Trading Ideas:Bell Potter has placed a speculative buy rating on biotechnology company PYC Therapeutics (ASX:PYC), with a target price of $2.30 per share. At the current share price of $1.25 per share, this implies a 12 month return of nearly 85%.Bell Potter has maintained their hold rating on Solvar Limited (ASX:SVR), with the 12 month price target of $1.70 implying just a 3% growth on the current share price of $1.65 per share.
US equity markets advanced to open the new trading week, resuming a rally that has pushed benchmark indexes to a series of record highs in recent weeks - Dow rose +114-points or +0.25%, with International Business Machines (IBM) Corp (up +3.04%) the leading performer in the 30-stock index. Nvidia Corp (+0.77%) presented at the annual Goldman Sachs Communacopia + Technology Conference overnightThe broader S&P500 edged +0.21% higher. Information Technology (up +0.67%) and Consumer Discretionary (+0.53%) rose over >0.50% to lead five of the eleven primary sectors higher. Utilities (down -1.07%) sat at the foot of the primary sector leaderboard.
Parce qu'un ralentissement = plus de chances que Powell baisse enfin les taux. Résultat ? Nouveau record sur le S&P500, avant même la première coupe monétaire.
Original Live Title RFK & Miran at Senate; FL Vaccine Mandates; Abortion Pill; Tariffs &Deportation | Yaron Brook Show | September 4, 2025When politics descends into a circus, who's really paying the price? From RFK's Senate drama and Miran's grandstanding to Florida's authoritarian vaccine mandates, America's culture wars rage on. Add in the Left/Right battle over the abortion pill, Trumpian tariff lies, and calls for mass deportation—and you get the perfect storm of bad ideas.Yaron Brook slices through the noise with unapologetic clarity, exposing the irrationality, tribalism, and dangers behind today's politics. Neither Left nor Right escapes critique—because freedom, reason, and individual rights demand honesty.Key Time Stamps:01:15 Free Press07:05 National Conservatism Conference37:05 RFK43:20 Miran45:45 FL Vaccine Mandates49:20 Abortion Pill54:50 Tariffs56:30 Deportation1:00:00 Announcement https://randsdaycon.thebvh.com/Live Questions:1:11:47 Another interesting thing about Rand was that she frequently thought of and identified the motives behind ideas and actions without resorting to psychoanalyzing. Do you think that's difficult to do? What are your thoughts on how to do it?1:13:31 How do you objectively assign a weight to your gut feelings? 1:18:09 Even if you're healthy, is it possible to be consistently happy if you're not wealthy?1:20:51 With Trump everything is horrible, a disgrace, a Hellhole, etc., unless he's responsible for it. I'm highlighting his negativity and malevolence. Do you think that's correlated with skepticism/cynicism?1:22:06 Why do some grow up trying to think in principles despite their education, and others don't?1:23:52 Does the Left have more respect for human rights than the Right? Respect for due process and humane treatment of detainees and prisoners?1:25:46 On yesterday's show, you said: "Ayn Rand didn't convince that many people, but maybe she convinced the most important people". What did you mean by that?1:27:10 When Tom Snyder asked Rand what she meant by selfishness, she referenced self-esteem, and that one should “respect one's mind”. What does respecting one's mind entail?1:29:08 When a crony politician is accused of acting in "self-interest" against the "interest" of the people, what's a better term than "self-interest"?1:30:37 When evaluating selfishness, are people not so much put off by the idea of you pursuing your values and achieving your happiness, but a perceived ugliness of not caring about others?1:32:20 Could hospitals now say, “Want to deliver your baby at Hospital A, B, or C? You must get these specific vaccines for our NICU ward's protection.” ?1:32:50 If the S&P500 booms 4k points after the tariffs are shut down, would Trump reconsider tariffs? Or is he too deep into mercantilism to think otherwise?1:34:00 Are you planning on becoming a genocide scholar?
In the US, Wall Street closed mixed overnight. The Dow Jones ended the day marginally down with a 0.05% decline, while the S&P500 gained 0.51% and the tech heavy NASDAQ advanced 1.02%, driven by strong gains from Alphabet and Apple.Europe also saw a rebound overnight: the Stoxx600 closed up 0.66%, the FTSE gained 0.67%, the German DAX advanced 0.46% and the French CAC was the biggest winner, ending the day up 0.86%Locally yesterday the ASX200 saw its worst day since April's Liberation day, closing down a sharp 1.82%, with all 11 key sectors in the red. The sell off was primarily driven by rising bond yields in the global bond market – as investors are less willing to pay high prices for stocks with higher risk potential when bonds are paying higher interest rates.What to watch today: The SPI futures suggest the ASX200 will rally after a few consecutive days of losses and open up 0.41% - tracking overseas gains overnightIn commodities:Crude oil has dropped 2.77% to 63.77 US dollars per barrel, ahead of weekend meeting of OPEC producers that is expected to increase production targets in OctoberGold has continued its record run, rising another 0.7% to a fresh high of 3559.47 US dollars per ounce. This renewed gold rally comes as investors seek a safe haven amid continuing expectations of a fed rate cut this month, further concerns over US debt levels, and renewed uncertainty around the US tariff implications and outlook.Meanwhile, iron ore has risen 0.69% to 103.24 US dollars per tonne.Also today BHP (ASX:BHP) will go ex-dividend, so investors may notice a drop in the share price of around the dividend value for this reason.Trading ideas:Bell Potter has maintained its Buy rating on COG Ltd (ASX:COG) and raised the target price to $2.25 per share off the back of the company's announcement of the 100% acquisition of EasiFleet Pty Ltd, effective September 1.And Trading Central have identified a bearish signal on Pro Medicus (ASX:PME), indicating that the stock price may fall from the close of $290.81 to the range of $235-$245 per share over a period of 52 days according to the standard principles of technical analysis.
While some of the metrics for the world's largest and deepest sharemarket remain extraordinary – new all-time highs, the highest level of concentration since the 1930s, company margins 50% above their long run average – the wins keep coming. So is it time to trim, add or hold? S&P Dow Jones Indices' Howard Silverblatt has been covering the US for 48 years, and shares: How company sales have just hit an all time record Whether the highs can keep coming, Which sectors are thriving, and which are surviving Why we can't ignore the billions the Big Beautiful Bill will add to the economy, and Why traders have to trade what's in front of them, but investors have different objectives You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth. If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.
Wall St closed lower on Tuesday to kick off the September trading month in the red as investors took profits from the summer bull rally and hold concerns over tariff uncertainty after a federal appeals court on Friday ruled that most of Trump's global tariffs are illegal. The Nasdaq lost 0.82%, the S&P500 dropped 0.7% and the Dow Jones ended the day down 0.55%.In Europe overnight, markets tumbled amid a rise in bond yields and the prospect of further tariff uncertainty out of the US. The STOXX 600 fell 1.5%, Germany's DAX fell 2.2%, the French CAC lost 0.7% and, in the UK, the FTSE100 ended the day down 0.9%.Across the Asia region on Tuesday, market sentiment was hit by tariff uncertainty leading to a mixed session in the region. Japan's Nikkei rose 0.3%, India's Nifty 50 gained 0.3%, South Korea's Kospi Index rose 0.94%, and Hong Kong's Hang Seng ended the day down 0.5%.The local market started the new trading month lower with a 0.3% decline on Tuesday as investors digested the August reporting season showing a weaker outcome than expected for FY25 and repositioned portfolios for the tailwinds expected in FY26. Australia's August reporting season delivered weaker-than-expected results, with only 20-30 % of companies beating earnings expectations compared with more than 80% in the US. Median earnings downgrades of 3.6% outpaced upgrades of 2% locally.With some heavyweight market stocks trading ex-dividend yesterday and Wall St closed on Monday, investor moves were buoyed yesterday by strength among the banks and a rally among key commodity prices yesterday however this wasn't enough to boost the ASX to a green finish.Gold rose 1.4% to $3,496.24 per ounce, and silver surpassed $40 for the first time since 2011, driven by expectations the US Federal Reserve will cut interest rates in September, according to ANZ.Collin's Food (ASX:CKF) soared over 7% yesterday after posting a 6.7% rise in total sales for the first 18-weeks of FY26 and the KFC Australia operator also reaffirmed guidance for FY26 targeting underlying NPAT of low-mid teens.What to watch today:On the commodities front this morning, oil is trading 1.33% higher at US$65.49/barrel, gold is up 1.5% at US$3528/ounce and iron ore is up 0.71% at US$102.53/tonne.The Aussie dollar has weakened against the greenback to buy 65.13 US cents, 96.70 Japanese Yen, 46.82 British Pence, and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down a sharp 0.42% tracking global market uncertainty overnight.Trading ideas:Bell Potter has maintained a buy rating on Harvey Norman (ASX:HVN) and have increased the 12-month price target on the homewares retailer from $6.00 to $8.30 following the release of FY25 results beating expectations and a strong start to FY26 especially from within the Australian business.And Trading Central has identified a bearish signal on Supply Network (ASX:SNL) following the formation of a pattern over a period of 268-days which is roughly the same amount of time the share price may fall from the close of $36.02 to the range of $27.50 to $29.00 according to standard principles of technical analysis.
Website pessoal + Blog: https://feta.blogEpisódio especial: https://youtu.be/JAXjS8J7esQ?si=5IfuJLqKEdPd99fONesta semana falamos sobre os leaks que houve no lançamento dos novos iPhones e sobre um caso de suicídio em que o chatGPT teve um papel fulcral. Também falamos dos novos telemovéis da Google, os Pixel.Entre outros temasLinks: Apple: https://www.theverge.com/iphone/767381/apple-iphone-17-awe-dropping-launch-what-to-expectMeta: https://www.theverge.com/news/768465/meta-ai-chatbot-guidelines-for-minorsPixel: https://www.nytimes.com/2025/08/27/technology/personaltech/google-pixel-10-pro-review-ai-phone.htmlAI e Mental Health: https://www.nytimes.com/2025/08/26/technology/chatgpt-openai-suicide.htmlTrump tariffs: https://www.wsj.com/politics/policy/trump-tariff-case-ups-ante-at-supreme-court-688f9df3Elon: https://www.wsj.com/tech/ai/elon-musks-xai-sues-apple-openai-alleging-monopolists-thwart-ai-competition-683f21b4S&P500: https://www.wsj.com/finance/stocks/stock-market-valuation-highs-ac291e72
Регистрируйтесь вместе со мной на курс «Как убеждать людей и побеждать в спорах» от Level One: https://levelvan.ru/l/SNWK3r?erid=2W5zFHhYh1A (со скидкой 30% по промокоду RATIONAL) Реклама. ИП Погожева Анастасия Андреевна. ИНН 504790802267. Подпишись на Telegram-канал RationalAnswer — https://t.me/RationalAnswer Бонусные посты от RationalAnswer: – Совершенно адовая история про эксперименты немецкого профессора по передаче мальчиков из детдома педофилам (да, это было на самом деле) – https://t.me/RationalShitposting/353 – Как разная трудоемкость сельхозпродукции в США предопределила доминирование рабства на Юге – https://t.me/RationalShitposting/360 – Попоболим по поводу автоперевода заголовков и звуковых дорожек видео на Ютубе – https://t.me/RationalShitposting/358 – Финансовый анекдот про «Счет под ключ» Т-Банка с комиссией 5,5% годовых – https://t.me/RationalShitposting/356 – Наглядная иллюстрация бед со здравоохранением в США (и там же я поясняю за правильное рисование графиков) – https://t.me/RationalShitposting/351 – За счет чего последние 15 лет S&P500 обгоняет рынки остальных развитых стран – https://t.me/RationalShitposting/347 Дополнительные материалы к выпуску: – История WSJ про сумаcшедшего айтишника, убийство матери и ChatGPT – https://archive.ph/Zi9uU – Саша Ильин про «Игру престолов» в Rutube – https://t.me/digital_ninjaa/255 – Артур Дулкарнаев про новые штрафы за крипту – https://t.me/arturdulkarnaev/1676 – Лонгрид недели: WSJ про дружбу, разрушенную криптой – https://archive.fo/8CcPv – Вторая часть расследования про ICN Holding – https://habr.com/ru/articles/940916/ – Интервью недели: выпуск «Подлодки» с писателем Алексеем Поляриновым: https://youtu.be/Z7yT1QHwL3c – Разбор запуска Starship от «Техасского вестника» – https://t.me/starbasepost/3071 Подкаст на видео: https://youtu.be/UOjoOOPOKgc Поддержи проект RationalAnswer и попади в титры: — Patreon (в валюте) – https://www.patreon.com/RationalAnswer — Boosty (в рублях) – https://boosty.to/RationalAnswer 00:00 - Алиса не стучит в ФСБ 05:00 - Россия: IB признали нежелательным (но другой) 09:10 - Бешеный принтер: Вступающие в силу законы с 1 сентября 12:35 - Как продуктивно спорить с людьми 14:45 - США: Суд щемит Трампа по пошлинам 18:10 - Статистика недели: Нужно больше золота 18:43 - Лонгрид недели 20:41 - AI: Нано-банана 24:19 - Новости мамонтоводства 26:09 - Интервью недели 29:04 - Хорошая новость недели 29:51 - Бонусные посты недели из моих ТГ-каналов
Wall Street closed lower on Friday but higher for August marking the 4th month of gains for the NYSE. On Friday, the S&P500 fell 0.64%, the Nasdaq lost 1.15%, and the Dow Jones ended the day down 0.2% as investors took money out of the market amid risks of inflationary pressures remaining persistent into the new month following the U.S. core PCE increasing 2.9% for July which was in-line with expectations but still showed acceleration of an inflation driver.In Europe on Friday stocks moved lower as investors await key inflation data out in the region. The STOXX 600 fell 0.6%, Germany's DAX also dropped 0.6%, the French CAC declined 0.8% and, in the UK, the FTSE100 ended the day down 0.3%.Across the Asia region on Friday markets closed mixed as investors assessed key economic data out of Japan including Japan's CPI rising at a slower pace in August. Japan's Nikkei fell 0.26% on Friday while Hong Kong's Hang Seng rose 0.45%, China's CSI index added 0.74%, and South Korea's Kospi index declined 0.32%.Locally on Friday the ASX200 closed 0.08% lower as a sell-off in REIT and financial stocks offset a more than 3% rise in tech stocks. For the month of August though, the local market posted a 2.6% rise as investors responded to strong outlook for FY26.Homewares retailer Harvey Norman (ASX:HVN) jumped over 10% on Friday after reporting profits rose 39% in FY25 which well exceeded market expectations while Austal (ASX:ASB) also soared over 14% amid a record order pipeline and shipbuilding agreement with the federal government.What to watch today:On the commodities front this morning oil is trading 0.91% lower at US$64.01/barrel, gold is up 0.91% at US$3448.50/ounce and iron ore is up 0.1% at US$101.81/tonne.The Aussie dollar has strengthened against the greenback to buy 65.48 US cents, 96.30 Japanese yen, 48.46 British pence and 1 New Zealand dollar and 11 cents.Ahead of the first trading session of the new month the SPI futures are anticipating the ASX will open the day down 0.3%.Trading Ideas:Bell Potter has increased the 12-month price target on Lovisa from $31 to $42 (ASX:LOV) and maintain a hold rating on the fashion jewellery retailer following the release of the company's FY25 results. Despite missing on NPAT, the new financial year has started very strong for Lovisa with global comparable sales up 5.6%.And Trading Central has identified a bullish signal on Ooh Media (ASX:OML) following the formation of a pattern over a period of 6-days which is roughly the same amount of time the share price may rise from the close of $1.68 to the range of $1.84 to $1.88 according to standard principles of technical analysis.
➜ ☎️ Réserve ton appel de sélection avec moi pour découvrir le programme d'accompagnement de Seqooia➜
Torsdag bød på nye rekorder i det toneangivende amerikanske S&P500 indeks, men om det kan holde fredagen ud op mod den lange weekend i USA er dagens store spørgsmål. Millionærklubben tjekker stemningen i de globale aktiemarkeder og svarer på lytterspørgsmål med chefanalytiker Lau Svenssen fra Svenssen & Tudborg og senior aktiestrateg Michelle Nørgaard fra Jyske Bank i studiet. Mød også Jane Larsen fra Nordjylland, der på blot 5 dage har scoret et afkast på næsten 30% i Milllionærklubbens Aktiespil. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.
US equities were higher in Thursday trading as stocks ended near best levels, with the Dow Jones, S&P500, and Nasdaq closing up 16bps, 32bps, and 53bps respectively. Q2 GDP was revised up to a 3.3% SAAR from the preliminary read of 3.0%, initial jobless claims printed at 229K, near the 228K consensus, and July pending-home sales were weaker against expectations for some firming. Treasury's $44B auction of 7-year notes tailed very slightly by 0.3bp. Nvidia beat and raised and continued to highlight strong demand for AI compute, but its Data Center segment came in light.
US equity markets advanced, with investors eyeing the release of artificial intelligence (AI) bellwether Nvidia Corp's second quarter result after the closing bell - Dow rose +147-points or +0.32% Salesforce Inc +2.63% was the leading performer in the 30-stock index, while Chevron Corp (+1.19%) and UnitedHealth Group Inc (+1.15%) rose over >1%. Goldman Sachs Group Inc (+0.10%) touched a record all-time high (US$753.00).The broader S&P500 added +0.24% to a fresh all-time closing high of 6,481.40, also touching a record intra-day peak (6,487.06). Energy (up +1.15%) led eight of the eleven primary sectors higher. Communication Services (down -0.09%), Health Care (-0.03%) and Industrials (-0.02%) dipped into the red. Albemarle Inc rallied +7.54% to be the S&P 500's leading performer overnight a day after UBS upgraded the world's largest lithium producer to "neutral" from "sell" and lifted its price target on the stock. UBS has raised its lithium price forecasts after warning that Chinese supply disruptions could be deeper and more prolonged than previously expected. Paramount Skydance Corp dropped -6.50%, falling the most of any S&P 500 constituent and extending the volatility recorded since the completion of the merger between Skydance Media and Paramount Global earlier this month. Morgan Stanley also trimmed its price target on Paramount Skydance stock, citing a steep valuation and muted growth expectations for adjusted operating income. Eli Lilly & Co has temporarily paused shipments of its weight-loss drug Mounjaro in the UK, ahead of a new price hike for the treatment set to come into effect starting next month. There are legal protections in place to prevent inappropriate stockpiling of medicines by providers, the pharmaceutical company said, adding that it will resume orders on 1 September.
US equities were higher in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq closing up 32bps, 24bps, and 21bps respectively. Market was still in waiting mode for Nvidia results after the close and PCE inflation on Friday. NY Fed's Williams telling CNBC monetary policy is moderately restrictive and data could warrant a gradual reduction in rates. Treasury's auction of $70B in 5s saw a 0.7bp tail, though domestic demand was solid. Earnings results included some well-received prints out of the cloud software space and mixed takeaways surrounding the consumer-facing names.
Overnight, the S&P500 advanced at the same magnitude as it slipped the day before. Industrials led among large cap segments, gaining momentum while at the other end of the leaderboard, staples declined the most. All US equity benchmarks closed in the green, with the Dow Jones also gaining more than 140 points or 0.3% and the tech-heavy Nasdaq up 0.2%. US investors weighed the latest quarterly earnings results from Nvidia. In extended trading, Nvidia's share price fell almost 3%, despite its results beating expectations, which has seen the S&P futures move lower as the company makes up approximately 8% of the S&P500. And as we near the end of the month, the S&P 500 and the Nasdaq are each up more than 2%, while Dow is up more than 3% this month. European markets closed mixed overnight. The German DAX down 0.44% and the FTSE100 down 0.11%. While France's CAC was up 0.44% and the STOXX600 closed just 0.1% higher. Locally yesterday, the ASX200 advanced 0.28% with materials and healthcare stocks in the lead, while consumer staples and technology declined the most. What to watch today: Following the rally on Wall Street overnight, the SPI futures are suggesting that our local market will open only slightly higher this morning, with a 0.03% gain. And while we're nearing the end of reporting season, a long list of companies are due to release their earnings results today. The most watched will likely be Qantas today (ASX:QAN) with the major airline set the release its results this morning and gold a press conference at 9am. Wesfarmers (ASX:WES) will also be reporting today, the conglomerate that owns Bunnings, Officeworks, Kmart and others. And other share prices to watch will be Eagers Automotive (ASX:APE), Lynas Rare Earths (ASX:LYC), Mineral Resources (ASX:MIN), Nickel Industries (ASX:NIC), and Paladin Energy (ASX:PDN) just to name a few. And companies going ex-dividend today include Beach Energy (ASX:BPT), Deterra Royalties (ASX:DRR), REA Group (ASX:REA) and Woodside Energy (ASX:WDS). Remember this often sees share prices fall as investors take their profits. In commodities, Crude oil has gained 0.78% to US$63.74 per barrel recovering from a more than 2% drop, after US government data pointed to stronger-than-expected inventory declines. Crude stockpiles fell by 2.39 million barrels to 418.3 million, more than markets had anticipated. So watch energy producers today. The price of gold is higher just 0.08% to US$3,396.35 an ounce, hovering at a two-week high amid concerns over the Fed's independence as President Trump signalled a legal fight after seeking to remove Governor Lisa Cook over alleged misconduct.And iron ore is in the green higher at US$101.59, so watch iron ore miners today. Trading ideas:Following the release of Woolworth's (ASX:WOW) results yesterday, Bell Potter maintain their Hold rating on the supermarket giant but have lowered their price target to $29.80, as the company reported NPAT outlook changes, down 2% in FY26 and down 8% in FY27. At the current share price of $28.51, this implies 4.5% share price growth in a year. And Bell Potter maintains their buy rating on WiseTech Global (ASX:WTC), although FY25 revenue came in below Bell Potter's expectations and missed their guidance range. They have lowered their price target by 6% to $127.50. At WTC's current share price of $102.02, this implies 25% share price growth in a year.
Wall Street closed higher on Tuesday as investors assessed Trump's latest moves and await key earnings results out of Nvidia. The S&P500 rose 0.41%, the Dow Jones gained 0.3% and the Nasdaq ended the day up 0.44%.In Europe overnight, markets closed lower as global investors assessed Trump's latest moves in attempt to intervene with the running of the US Federal Reserve. The STOXX 600 lost 0.83%, Germany's DAX fell 0.4%, the French CAC declined over 2% and, in the UK, the FTSE 100 ended the day down 0.7%.Across the Asia region on Tuesday, markets mostly fell as investors in the region also weighed Trump's latest moves both on the Fed and tariff fronts. Trump reportedly warned of ‘200% tariffs or something' on China if it does not export rare-earth magnets to the U.S. China's CSI index fell 0.4%, Hong Kong's Hang Seng dropped 1.18%, Japan's Nikkei declined 0.97% and South Korea's Kospi index ended the day down 0.95%.The Australian share market dropped 0.41% on Tuesday, following global weakness after Donald Trump threatened higher tariffs over digital services taxes and called for the removal of Fed governor Lisa Cook.We are at the tail end of reporting season now with a few key themes emerging as we head into FY26 including cost management being the key to margin maintenance, the foundations are set for a stronger FY26 through headwinds easing and dividends signalling stability heading into the new financial year.Yesterday, Coles Group (ASX:COL) reported a solid FY25 that beat expectations with strong outlook for FY26 which sent the share price of Australia's major supermarket giant up over 8.5%.Web Travel (ASX:WEB) tumbled over 7.5% on Tuesday after providing a trading update that signalled softer-than-expected results in the first half despite strong FX tailwinds experienced in the half.And mining giant Fortescue (ASX:FMG) tumbled over 2% after FY25 results reflected the weaker iron ore market during the last financial year including NPAT falling over 40% and the company slashed its dividend to the lowest level in 7-years.What to watch today: Gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.On the commodities front this morning, oil is trading 2.32% lower at US$63.30/barrel, gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.The Aussie dollar has strengthened against the greenback to buy 64.96 US cents, 95.72 Japanese Yen, 48.45 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.53%.Trading ideas:Bell Potter has increased the 12-month price target on Propel Funeral Partners (ASX:PFP) from $5.50 to $5.90 and maintain a buy rating on the full-service funeral provider following the release of the company's FY25 results including revenue growth of 7.9% and average revenue per funeral rising 1.3%. The company has also had a very strong start to the new financial year which has driven the price target increase.And Trading Central has identified a bullish signal on Collins Food Group (ASX:CKF) following the formation of a pattern over a period of 46-days which is roughly the same amount of time the share price may rise from the close of $9.76 to the range of $12.10 to $12.60 according to standard principles of technical analysis.
Et ce n'est pas juste une “publication de plus” : c'est peut-être l'événement financier de l'année. ➡️ Nvidia pèse aujourd'hui plus lourd que l'ensemble du CAC40. ➡️ Sans Nvidia, le S&P500 n'aurait pas eu la même tête cet été. ➡️ Et tant que Jensen Huang livre la marchandise, tout Wall Street suit. Mais attention : si la guidance déçoit, si Blackwell prend du retard, si les marges s'effritent… c'est tout le marché qui risque de trembler. Dans cette vidéo spéciale, je te raconte pourquoi le 27 août est une date à encercler en rouge : Ce qu'attendent les investisseurs Les 4 mots-clés à surveiller Les scénarios d'explosion… ou de catastrophe
Résultat : un rallye instantané, des records en vue, et des marchés plus euphoriques que jamais. Mais derrière l'ivresse, l'équation reste explosive : ⚡ Inflation qui refuse de se calmer ⚡ Emploi qui commence à fatiguer ⚡ Trump qui met de l'huile sur le feu et menace la Fed Et comme si ça ne suffisait pas, cette semaine c'est NVIDIA WEEK. Mercredi soir, la star absolue de Wall Street publie ses résultats. Un move de 6 à 7 % est attendu, et quand une boîte qui pèse bientôt 10 % du S&P500 tremble, c'est tout le marché qui vacille.
Wall Street closed higher on Friday after Fed chair Jerome Powell signalled the U.S. central bank could be easing monetary policy as soon as next month, during his speech at the Jackson hole symposium for 2025. The Dow Jones rose to a record high at the closing bell on Friday with a gain of 1.9% while the Nasdaq and S&P500 gained 1.88% and 1.52% respectively on Friday. During Powell's speech he said “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance” which investors welcomed on Friday. In Europe on Friday, markets closed higher as investors digested the U.S. EU trade deal and hold higher hopes of a rate cut out of the U.S. in September. The STOXX 600 rose 0.5%, Germany's DAX gained 0.3%, the French CAC climbed 0.4% and, in the UK, the FTSE100 ended the day at another record high, up 0.13%.Across the Asia region on Friday markets closed mostly higher led by China's CSI index rallying over 2%, while Hong Kong's Hang Seng gained 0.32%, Japan's Nikkei closed flat as inflation in the region cooled to 3.1% in July, and South Korea's KOSPI index ended the day up 0.86%.Locally to end last week the ASX200 posted a 0.57% loss as healthcare and staples stocks weighed on the key index.On the reporting season calendar on Friday, it was a mixed session as investors reacted sharply to key results. Zip Co (ASX:Z1P) soared almost 20% after posting FY25 results whereby cash EBITDA soared 147% to $170.3m, operating margin rose to 15.8%, TTV increased 30.3% to $13.1bn and total income climbed 23.5% on FY24 to $1.081bn. Net bad debts also fell from 1.7% of TTV in FY24 to 1.5% of TTV in FY25 and active customers rose 4.6% to 6.3 million. Zip also excited the market announcing it is considering dual listing on the Nasdaq to support the company's significant US growth.Accent Group (ASX:AX1) on the other hand dived over 15% on Friday after the footwear and clothing retail parent company reported sales growth of just 1.5% in FY25 to $1.5bn and net profit tumbled amid widespread promotional activity required to reduce inventory levels.And Mexican fast food outlet Guzman y Gomez (ASX:GYG) tanked over 23% to a record low after FY25 results came in well below market expectations and investors grew increasingly concerned about the company's FY26 outlook. What to watch today:On the commodities front this morning oil is trading 0.4% higher at US$63.77/barrel, gold is up 0.95% at US$3371/ounce and iron ore is down 0.15% at US$101.42/tonne.The Aussie dollar has strengthened against the greenback to buy 64.95 U.S. cents, 95.38 Japanese yen, 48 British pence and 1 New Zealand dollar and 11 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up a sharp 0.94% Trading Ideas:Bell Potter has downgraded the rating on Monash IVF (ASX:MVF) from a buy to a hold and have reduced the 12-month price target on the company from $1.15 to 77cps following the release of the company's latest update including 2H25 revenue declining over 6% HoH and ARS down over 12%. Market stimulated cycles fell 0.7bp to 21% due to a reduction of cycles by over 5% which is significantly more than the only slight decline in industry growth.And Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 44-days which is roughly the same amount of time the share price may fall from the close of $$7.75 to the range of $5.80 to $6.30 according to standard principles of technical analysis.
Major averages closed in the red on Wall Street overnight to start their trading week. The Dow Jones declined 0.77%, the S&P500 fell 0.43% and the Nasdaq down 0.22%. US investors awaiting Nvidia's earnings and the Federal Reserve's preferred inflation gauge in the coming days.European markets were mostly lower. The German DAX down 0.37%, France's CAC declined further down 1.56%, after the country's Prime Minister Francois Bayrou announced he will be seeking a confidence vote in parliament next month over the government's budget plans. The FTSE100 however closed in the green up just 0.13%, while the STOXX600 was lower, down 0.44%.Locally yesterday, the ASX200 edged slightly higher at the close, ending the session with a 0.06% gain, as materials and energy stocks lead the market higher.What to watch today:Following US equities overnight, the Australian market is set to open lower, with the SPI futures suggesting at 0.21% drop at the open this morning.In economic news, the latest RBA meeting minutes will be released today, providing further insight into when the RBA slashed its cash rate by 25bps to 3.6% at its August meeting, matching market expectations and bringing borrowing costs to their lowest since April 2023.And as we near the end of reporting season, we still have a number of companies reporting their earnings results. Keep watch of the share price movements of Coles (ASX:COL), Fortescue (ASX:FMG), G8 Education (ASX:G8E) and Helloworld Travel (ASX:HLO), just to name a few.In commodities:Crude oil has advanced again, up 1.7% to US$64.74 per barrel the highest in nearly three weeks, extending a four-day rally as traders weighed geopolitical risks and monetary policy signals.Gold is 0.2% lower at US$3,365.02 an ounce following a more than 1% gain in the previous session, as the US dollar attempted to recover after a dovish shift by Fed Chair Jerome Powell.And iron ore is in the green at US$101.60 per tonne, rebounding from last week's losses.Trading Ideas:Bell Potter maintains a Buy rating on Accent Group (ASX:AX1) and have lowered their price target to $1.80. At the current share price of $1.49, this implies 20.8% share price growth in a year.And Trading Central have identified a bearish signal in Westpac (ASX:WBC) indicating that the stock price may fall from the close of $38.29.
อยากลงทุน S&P500 ทำยังไง ? มีอะไรให้เลือกบ้าง ? | Money Buffalo ปีนี้กระแสดัชนี S&P500 มาแรงมากจริง ๆ แรงจนสามารถปลุกให้คนที่ไม่เคยสนใจลงทุน ลุกขึ้นมาโหลดแอปและเริ่มต้นลงทุนได้เลยล่ะ 55555 ถึงอย่างนั้น ก็ยังมักจะมีคำถามเกี่ยวกับ S&P500 อยู่ ไม่ว่าจะ S&P500 คืออะไรกันแน่ ? ใช่หุ้นมั้ย ? แล้วจะลงทุนได้ที่ไหน ? วันนี้ก็เลยตัดสินใจทำคลิปนี้ขึ้นมา เพื่อตอบข้อสงสัยและพาทุกคนไปรู้จักกับดัชนีที่กำลังมาแรงตัวนี้ โดยคลิปนี้พี่เคนจะพาพวกเราไปดูทางเลือกในการลงทุน S&P500 3 รูปแบบด้วยกัน ไม่ว่าจะเป็น กองทุนรวม, DR และการลงทุนโดยตรงผ่าน ETF ซึ่งแต่ละรูปแบบมีข้อดี ข้อจำกัดต่างกันยังไง ? เหมาะกับคนแบบไหน ? เงินเริ่มต้นเท่าไหร่ ? และที่สำคัญ... จะต้องเสียภาษีไหม ? เดี๋ยวเราไปดูกัน การเข้าใจความแตกต่างของแต่ละรูปแบบ จะช่วยให้เราเลือกวิธีลงทุนได้อย่างเหมาะสมกับตัวเอง เพราะการลงทุนที่ดี ไม่ใช่แค่ "ตามกระแส" แต่ต้อง "เข้าใจ" และ "เลือกให้เหมาะกับตัวเอง" ด้วย ทุกคนว่ามั้ย ? #MoneyBuffalo #สนุกง่ายได้ประโยชน์ #เรื่องเงินเรื่องใหญ่ #SP500 #S&P500 #การลงทุน #กองทุน #DR #ETF #ดัชนี #หุ้นอเมริกา #ลงทุนต่างประเทศ #ภาษีหุ้นนอก --- ติดตาม Money Buffalo ในช่องทางอื่น ๆ ได้ที่ - Website : https://www.moneybuffalo.in.th/ - Facebook : https://www.facebook.com/moneybuffalo/ - TikTok : https://www.tiktok.com/@moneybuffalo - Instagram : https://www.instagram.com/moneybuffalo.ig/ - X : https://twitter.com/moneybuffaloth - Lemon8 : https://www.lemon8-app.com/@moneybuffalo
US equities were mostly weaker in Wednesday trading, with the Dow Jones ending +4bps, while the S&P500 and Nasdaq closed down 24bps and 67bps respectively. The S&P posted its fourth straight decline, with big tech pullback in focus again. July FOMC minutes showed the majority of officials saw inflation risk outweighing employment risk, though largely seen as stale after July NFP. Retailer earnings the other big story, with takeaways mixed, somewhat idiosyncratic, but largely supporting broader consumer resiliency theme.
Trente points. 30 points, c'est tout ce qu'un PPI nettement plus fort que prévu, nettement au-dessus des attentes, aura eu comme impact sur les marchés. Le S&P500 a plongé de 30 points en 6 minutes. Puis, moins de 2 heures plus tard, tout était effacé, pour finalement terminer au plus haut de tous les temps. … Continued
US equities finished higher in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 104bps, 32bps, and 14bps respectively. The Equal-weight S&P posted its best day since late May amid very positive breadth. Small-caps had another standout session. Fedspeak included Chicago's Goolsbee saying he doesn't like precommitting on rate moves, and Bostic saying one rate cut this year still appropriate.
US equities finished mostly higher in Wednesday trading, ending not far from best levels, With the Dow Jones, S&P500, and Nasdaq finishing up 18bps, 73bps, and 121bps respectively. Trump announced an additional 25% tariff on India over its purchasing of Russian oil, while Switzerland's president left Washington without a trade deal. Kashkari made dovish comments on CNBC that the Fed needs to respond to the slowing economy. Treasury auctioned $42B of 10-year notes, tailing by 1.1bps and the bid to cover ratio worsened versus the prior sale.
Med 2/3 af de amerikanske S&P500-regnskaber i hus tegner der sig et billede af en absolut udmærket sæson. Fremtiden er dog stadig noget tåget. Millionærklubben tager temperaturen på de globale aktiemarkeder og debatterer, om det fremover er mere af de samme eller helt nye temaer, der vil præge finansmarkederne. I studiet giver investor og stifter af Nordic Investment Partners, Ole Søeberg, sit syn på aktuelle muligheder, og klubbens faste forvalter, Lau Svenssen, tjekker dagens markeder og finansnyheder. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.
On Episode 647 of The Core Report, financial journalist Govindraj Ethiraj talks to Moses Harding John, President & CEO at IndusInd International Holdings Limited, Mauritius as well as Chirag Doshi, Executive Director, LGT Wealth India.SHOW NOTES(00:00) Stories of the Day(01:00) Indian markets have an earnings challenge(03:49) How Wall Street's big brokerages are projecting a 15% fall in S&P500.(05:11) The rupee is close to its record lows, what is keeping it there?(17:14) The Federal Reserve might actually want to cut rates, what does that mean for India and capital flows?(23:56) SAP Labs to add 15k fresh jobs in Bangalore with AI focus.(25:15) Build On Blockchainhttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In this week's episode, we cover the major economic reports and catalysts driving the markets and what caused the current break in the uptrend.
US equities were mostly lower in Wednesday trading, though stocks finished off worst levels, with the Dow Jones and S&P500 down 38bps and 12bps, while the Nasdaq finished up 15bps. July FOMC meeting ended with a rate hold at 4.25-4.50%, as expected, while two Fed Governors dissented, the first two-dissent meeting since 1993. First look at Q2 GDP of 3.0% better than 2% consensus, and highest since Q3 2024. With nearly half of the S&P500 having reported Q2 results, blended growth rate stands at 6.8% vs the 4.9% expected at the end of the quarter.
Chuck Zodda and Mike Armstrong discuss the S&P500 and Nasdaq Composite hitting new record highs. Trump says he won't fire Powell despite bout of bickering over renovation costs. Intel to layoff 15% of workers and cancel billions in projects in bid for rebound. Wall Street is challenging the low cost investing revolution. Microsoft CEO says job cuts have been weighing on him.
US equities finished higher in Wednesday trading, ending near best levels, With the Dow Jones, S&P500, and Nasdaq closing up 114bps, 78bps, and 61bps respectively, and the S&P and Nasdaq setting fresh record closing highs. Market responded positively to the latest barrage of trade headlines, with US and Japan deal announced, US and EU close. Today's 20Y auction was well received. June existing home sales printed below consensus.
With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss: Whether or not it makes sense to "buy the add" when a stock is added to an index Figma's drive to enter public markets and its current valuation Contrarian investment ideas for beaten-down rule breakers Companies discussed: XYZ, FIG, ROKU, PTON, W, ETSYHost: Emily Flippen, Jason Hall, Sanmeet DeoProducer: Anand ChokkaveluEngineer: Dan Boyd, Adam LandfairDisclosure: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
US equities were higher in Wednesday trading as stocks ended near best levels, with the Dow Jones, S&P500, and Nasdaq closing up 53bps, 32bps, and 25bps respectively. Fed seemingly the biggest story amid shifting headlines about Trump's readiness to fire Chair Powell. Mixed takeaways from bank earnings with a higher bar still seen as an overhang, though macro signaling has remained upbeat. June core PPI, PPI ex-food, energy, and trade, and headline all unchanged m/m, coming in cooler than expected.
S&P Futures are flat to lower this morning as market await this morning PPI report. President Trump indicated that drug tariffs are likely by Aug 1st with tariffs on semis to follow shortly afterwards. President Trump to meet with leaders from Bahrain and Qatar today. TTD gains on its inclusion to the S&P500. On the earnings front, BAC & JNJ are higher after earnings releases, GS & MS to report this morning. Tomorrow morning, GE, ABT, PEP, CTAS, NVS will be reporting.
S&P Futures are positive this morning as market react to the latest trade developments. Nivida appears to have the green light to ship its H20 chip to China. President Trump indicates a wiliness to discuss tariff rates with the E.U. President Trump will be in Pennsylvania today and is expected announce a $70B investment in AI and Energy. Before the bell today is the June inflation data as the CPI data is due out. TTD gains on its inclusion to the S&P500. On the earnings front, JPM, BK & WFC are higher after earnings beats. Tomorrow morning, JNJ, BAC, MS & GS will be reporting.
US equities were higher in Wednesday trading as stocks ended just off their best levels, with the Dow Jones, S&P500, and Nasdaq closing up 49bps, 61bps, and 94bps respectively. No notable directional drivers in play. MBA mortgage purchase applications jumped to their highest level since early 2023. Nvidia became the first company with a $4T market cap. Retailers took in $7.9B in the first 24 hours of Amazon Prime Day, up 10% y/y, according to Adobe Analytics.
Despite very significant shifts in U.S. economic policy and major geopolitical events, investors can look back at the first half of 2025 with some satisfaction. Through July 3rd, the S&P500 provided a total return of 7.5% for the year, despite being on the brink of a bear market just three months ago. Fixed income has also done well, with 10-year Treasury yields falling by 23 basis points, generating a 4.2% return year-to-date while high-yield bonds have delivered 4.8% on the back of a further narrowing of already tight spreads.