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Quint and Logan talk about the differences between D&P500 funds and total market funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Technology stocks led US equity markets higher overnight ahead of Nvidia Corp's much anticipated quarterly result after the closing bell - Dow rose +308-points or +0.63% International Business Machines (IBM) Corp (up +3.58%) and UnitedHealth Group Inc (+3.74%) rallied over >3.5%.The broader S&P500 gained +0.81%. Information Technology (up +1.79%) and Financials (+1.68%) gained over >1.5% to lead just five of the eleven primary sectors higher. Industrials (down -0.79%) and Real Estate (-0.69%) sat at the foot of the primary sector leaderboard. Axon Enterprise Inc jumped +17.55% after the technology company in global public safety posted a stronger-than-expected fourth quarter result after the closing bell of the previous session.

Overnight in the US, Wall St rebounded from yesterday's sell off, spurred by software stocks as investors fears of AI disruption were eased. The tech heavy Nasdaq lead the way jumping 1%, while the S&P500 and Dow Jones both advanced 0.8%.What to watch today:Back home the ASX is expected to follow suit, with the SPI futures pointing to a 0.75% jump at the open of trade.In reporting season, gaming machine supplier Light and Wonder (ASX:LNW) has reported a 4% rise in revenue to US$3.3 billion, an adjusted net profit before amortisation increase of 18% to US$567 million, which puts them firmly in line with guidance.Other major companies are due to release their results this morning, including Fortescue Metals (ASX:FMG), Woolworths (ASX:WOW) and WiseTech Global (ASX:WTC).So far this reporting season, 206 companies have reported their results, with 38% beating expectations, 32% in line, and 30% missing expectations.Following on from their results, Bell Potter have upgraded end-to-end mining technology solutions provided Imdex (ASX:IMD) from a hold to a buy, and increased their 12-month price target from $3.60 to $4.60 per share. This comes after they announced an underlying EBITDA increase of 22% YoY, which beat forecast by 9%.Similarly, they have maintained their Buy rating on electrical equipment distributor IPD group (ASX:IPG), with a 12-month price target of $5.30, after thei announced an 8% underlying EBITDA increase YoY, which represented a 2% beat on forecast.Additionally today, keep an eye on the January CPI data which is due at 11:30am Sydney today – NAB analysts have predicted that both headline and trimmed-mean inflation will remain unchanged for the month, so any unexpected changes could impact the markets.Finally ending with commodities news,Crude oil has once again remained flat for the 3rd consecutive day, trading at slightly over US$66 per barrel.For precious metals, both gold and silver have pulled back slightly from yesterday's highs, with the former down 1.3% to US$5161 per ounce, and the latter down 1% to US$87.30 per ounce.

Wall Street was down overnight, and sharply too. The Nasdaq and S&P500 both fell over 1%, and the Russell 2000 dropped 1.6%. The VIX rose 10% as AI disruption, tariffs and Iran suck the confidence out of investors and blur the outlook. US financials were hit hard after a report modelled potential AI disruption to the finance industry. The sector was the worst in the S&P500, falling 3.5%. Even the big and prestigious names aren't immune. JP Morgan dropped 4.2% and Citigroup 4.5%.The technology sector was mildly better, “only” falling 1.3%.  AI fears are likely to roll through every sector and leave havoc in their wake.  Even if it doesn't hit earnings directly, the premium investors will pay for business with exposure could shrink badly here.SPI futures up 27 points. ASX set to open higher.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The performance of midstream last year didn't align with the fundamentals. This is clear when you consider the periods either side (2024 and 2026YTD). Last year, the sector lagged and many investors became frustrated with the underperformance versus the S&P500, which really means versus the big AI hyperscalers. In 2024 midstream investors grasped the need […]

Wall Street finished higher for the last session as the market received the Supreme Court ruling over Trump's tariffs and liked it. The Nasdaq rose 0.9% and the S&P500 0.7%, with European stocks positive too. The Financial Times says investors are pouring record sums into the eurozone to diversify away from the USA. Suddenly Europe's lack of tech titans is looking like a shelter away from the unpredictability of AI.SPI Futures up 16 points. ASX set to open higher on Monday.—Wall Street finished higher for the last session as the market received the Supreme Court ruling over Trump's tariffs and liked it. The Nasdaq rose 0.9% and the S&P500 0.7%, with European stocks positive too. The Financial Times says investors are pouring record sums into the eurozone to diversify away from the USA. Suddenly Europe's lack of tech titans is looking like shelter away from the unpredictability of AI.SPI Futures up 16 points. ASX set to open higher on Monday.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

All three US equity benchmarks closed in the green after the US Supreme Court ruled against some of US President Donald Trump's global tariffs. The Dow Jones closed 0.47% higher, the S&P500 up 0.69%, while the tech- heavy Nasdaq advanced 0.9%. What to watch today:Following US equities, our local market is set to rise 0.18% according to the SPI futures.As we enter the final week of reporting season, the local market continues to be driven by stock-specific movements. Some notable updates from this mornings financial reports include: Fisher and Paykel Healthcare (ASX:FPH) have upgraded their earnings guidance for the year to March. Reece (ASX:REH) reported a 20% fall in profit for their first-half.Kogan.com (ASX:KGN) increased its interim dividend by 14.3% to 8c, however profit dropped to $8.2 million.Nuix (ASX:NXL) reached a net profit of $11.1 million for the half, in comparison to a loss of $10.4 million a year prior. And Ampol (ASX:ALD) has reported a 33% drop in net profit for the full year. Two companies Bell Potter are watching this week include Mineral Resources (ASX:MIN) and Telix Pharmaceuticals (ASX:TLX). The broker maintains a Buy rating on MIN with a 12-month price target of $70.00. At the current share price of $51.25, this implied 36.6% share price growth in the year. And Bell Potter also maintain a Buy rating on Telix, but have lowered their price target from $23.00 to $19.00. At the current price of $10.43, this implies 82.2% share price growth in a year. Among the long list of companies reporting today are Adairs (ASX:ADH), Lendlease Group (ASX:LLC), Praemium (ASX:PPS) and Regis Healthcare (ASX:REG). In commodities, Crude Oil is in the green at US$66.48 per barrel, nearing a six- month high following news that the US President is considering a limited military strike on Iran.The price of Gold has rallied over 2% to US$5,109.17 an ounce. The appeal for gold was reinforced due to two key factors. First, following the Supreme Court's ruling against reciprocal duties, the initial dollar retreat was quickly offset by statements from the US President around signing a new 10% global tariff. In addition to the trade policy pivot, US GDP data for Q4 was a disappointing report at 1.4%. And iron ore is trading lower at US$99.33 per tonne. 

US equity markets weaker after booking three straight sessions of gains, with oil prices climbing to six-month highs amid escalating tensions between the US and Iran  - Dow fell -268-points or -0.54% Boeing Co (down -2.18%) and Sherwin-Williams Co (-2.23%) both fell over >2%.The broader S&P500 eased -0.28%, with Financials (down -0.86%) leading eight of the eleven primary sectors lower. Investors moved out of private credit stocks after private market and alternative assets manager Blue Owl Capital Inc (down -5.93%) announced it's going to tighten investor liquidity following its sale of US$1.4B in loan assets, spurring worries among investors about losses in the murky private loans area. Blackstone Inc (-5.37%) and Apollo Global Management Inc (-5.21%) both fell over >5%.   Information Technology fell -0.53%, with reports ChatGPT maker OpenAI is set to close a US$100B funding round. Utilities returned to the top of the primary sector leaderboard with a +1.13% gain.  Bookings Holdings Inc -6.16% a day after the on-line travel agency posted higher sales and profit for the fourth quarter. However, Bank of America analysts noted strategic reinvestments will likely slow the company's pace of margin expansion. Carvana Co shed -7.95% after the online used-car retailer recorded some weakness in some key profitability metrics that outweighed solid sales numbers for the fourth quarter released after the close of the previous session.The Nasdaq lost -0.31%.The small capitalisation Russell 2000 added +0.24%.  

Starting in the US this morning, where Wall St saw a positive day lead by a rally in the technology sector. Megacap Nvidia lead the way with a 2% gain, after Meta announced that they would be expanding their deal to use millions of Nvidia AI chips in their data centre buildout. At the close of the day's trade, the S&P500 advanced 0.6%, the Dow Jones added 0.3%, while the tech heavy Nasdaq saw the biggest gains with a 0.8% jump.What to watch today:Locally today, the ASX is expected to follow Wall St and add to its winning streak of late, with the SPI futures pointing to a 0.5% climb at the open of trade. As for reporting season, it's a busy day today with a stack of notable companies releasing results. Australia's largest Telco Telstra (ASX:TLS) this morning announced a 9% increase in net profit to $1.1 billion, as its revenue remained flat however expenditure had declined. It will pay an interim dividend of 10.5 cents per share, up from 9.5 cents last year. Although not released at time of recording, keep an eye on a number of big results to come out throughout this morning, including Rio Tinto (ASX:RIO), Wesfarmers (ASX:WES), Goodman Group (ASX:GMG) Whitehaven Coal (ASX:WHC), Downer (ASX:DOW) , among many more. So far this reporting season, we've seen 83 companies release their results, with 31 beating expectations, 32 in line with expectations and 20 missing expectations. Following their results yesterday, Bell Potter have upgraded their rating on TechnologyOne from a Hold to a buy, with a 12-month price target of $29 per share after the company reported their guidance for FY26. And finally ending on commodities news, crude oil prices have jumped 4 and a half percent to US$65 per barrel as investors reacted to talks in both the US – Iran tensions and Russia – Ukraine conflict ending without clear breakthroughs. The geopolitical uncertainty has also affected precious metals prices, with gold rebounding 2% to just under US$5000 per ounce, while silver has jumped 5% to US$77 per ounce. 

Gareth Soloway, Chief Market Strategist at VerifiedInvesting.com, joined me to review the charts for Bitcoin, Ethereum, XRP, Gold, Silver, the S&P500, and the Nasdaq.Brought to you by

16/2 Wall street chiusa per President's Day, Shanghai, Sud Corea, Taiwan chiuse per il capodanno cinese. Hang-Seng in lieve rialzo, oggi a mezzo servizio. Giappone: pil 4Q sotto le attese, yen debole oggi incontro Takaichi - Ueda (BOJ). Focus in India con AI Impact Summit: leaders, capi di Stato e Big dell'AI preparano annunci miliardari e partnership. Mercati alle prese con la volatilità: “esitazione” è la nuova parola chiave su timori dispution Ai di interi settori. Ecco cosa dicono gli analisti e le strategie per navigare la volatilità. Intanto tutte le MAG7 sono in rosso da inizio anno e sottoperformano S&P500. Petrolio, OPec+ pronta a aumentare produzione, domani colloqui a Ginevra Usa-Iran. Europa: oggi Eurogruppo. Bce prepara la strategia per dare forza internazionale all'euro. Lagarde: Bce dev'essere preparata a maggiore volatilità. Decreto energia della discordia, mercoledì in CDM. Focus su Edison, Moncler, Unipol e Eni (nuova scoperta in Angola).  Learn more about your ad choices. Visit megaphone.fm/adchoices

It was a modest night of action on Friday as far as Wall Street is concerned. The S&P500 and the Nasdaq were essentially flat while the Russell 2000 outperformed, up 1%. Small caps keep showing more life than the big caps. Inflation data for January increased less than expected thanks to cheap “gas” and moderating housing rents. In the 12 months through to January, the CPI increased 2.4%. The reading was 2.7% in December. The market raised the odds of a June rate cut in response. 9 out of 11 S&P500 sectors were positive. Apple slipped again, down 2%, as was Nvidia. US financials, and the wider chip stocks, were solid but little moved. Gold shares rallied in response to a positive session for bullion.SPI Futures up 51 points. ASX set to open higher.Gold rallied a solid 2%, and silver did the same. Oil was steady, no doubt bolstered in part by the news a second US aircraft carrier is heading to the Middle East. Trump is flexing American muscle as Iran talks continue. Industrial metals were weak in London and iron ore is fading as Chinese demand still looks tepid. Copper inventories crossed over 1 million tons for the first time in 20 years. Bitcoin rallied 5% as it tries to form a base after the recent price collapse. Lost some of those gains over the weekend. Another big week of earnings for the ASX coming up.TWE - BEN - JBH out this morning.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected.   The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%.  What to watch today:  Locally, the ASX200 is set to gain 0.58% at the open this morning, ahead of the release of key earnings results from big names reporting today:JB Hi Fi (ASX:JBH) has just released their half year results this morning, with total sales and NPAT both up more than 7%, EPS increased by 19cps to 279.7cps from HY25 and an interim dividend of 210cps, up 23.5%, representing 75% of NPAT. Bell Potter currently have a Buy rating on JBH.The a2 Milk Company (ASX:A2M) posted a 18.8% rise in revenue and lifted FY26 guidance, as well as an interim dividend of 11.5cps fully franked. It's share price will be on watch today. Ansell (ASX:ANN), Aurizon Holdings (ASX:AZJ), BlueScope Steel (ASX:BSL) and New Hope Corporation (ASX:NHC) are also set to report today.As for what Bell Potter are looking at today: Following Nick Scali (ASX:NCK)‘s first half NPAT up 11% above expectations, Bell Potter maintain a Buy rating, however have lowered their price target by 11% to $25.00 due to softer growth into the second half, earnings revisions and the rising interest rate environment. And one to watch in the resources sector following the release of first half earnings is Northern Star Resources (ASX:NST). Bell Potter maintain a Buy rating and have increased their 12-month price target from $31.10 to $35.00. At the current share price of $28.37 this implies 23.4% share price growth in a year.  In commodities: Crude oil is up to US$62.89 per barrel, with a second straight weekly decline, amid persistent oversupply concerns. The International Energy Agency reiterated that the market is likely to face a surplus of just over 3.7 million barrels per day in 2026. The price of gold is up almost 2.5% to US$5,043.92 per tonne, as softer-than-expected US inflation eased pressure on Treasury yields and weighed on the dollar. Iron ore is down to US$99.66 and over the past month, Iron Ore's price has fallen 7.45%. So keep watch of iron ore miners this week as BHP Group (ASX:BHP) reports tomorrow.To end, AUD$1.00 is currently buying US$0.70. 

News Connect 土曜版、今回は、金融教育家・田内学さんとの公開収録の模様をお届けします。円安と株高が進む中、「投資をしないと損をする」という焦燥感に駆られる現代人。しかし、田内さんはその不安の正体を「孤独」という意外なキーワードで読み解きます。「デフレ脱却を目指した10年前の常識はなぜ通用しなくなったのか？」「個人の資産防衛（S&P500への投資など）が、実は自分の首を絞めているかもしれない矛盾とは？」「お金」という数字の帳尻合わせではなく、その向こうにある「人」と「社会」の実態に迫っていきます。▼本動画は、2025年12月2日に代官山蔦屋書店で開催されたイベントを編集したものです。https://store.tsite.jp/daikanyama/event/humanities/50497-1008111013.html▼田内さんの新刊書籍『お金の不安という幻想』https://amzn.asia/d/0eV0f94B▼新著『プロ目線のPodcastのつくり方』の購入は⁠⁠⁠こちら⁠⁠⁠から！https://amzn.asia/d/5A0NQEj▼Podcast Studio Chronicle YouTubeチャンネル⁠https://www.youtube.com/@PodcastStudioChronicle▼出演：野村高文（Podcastプロデューサー／Podcast Studio Chronicle代表）⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/nmrtkfm【ゲストプロフィール】田内学／金融教育家・作家 2003年、東京大学大学院修了後、ゴールドマン・サックス証券に入社、金利トレーダーなどを務める。2019年に退職後、執筆や講演活動に従事。2023年に出版された著書『きみのお金は誰のため』は、30万部を突破し、「読者が選ぶビジネス書グランプリ2024」総合グランプリを獲得。昨年10月、新刊書籍『お金の不安という幻想』を出版。https://x.com/mnbtauchi⁠⁠https://www.instagram.com/tauchimnb/⁠▼News Connect 土曜版・日曜版 Spotifyプレイリストはこちら

12/2 La grande rotazione e l'arriverci silenzioso al dollaro. Prudenza a Wall Street, il mercato lima le attese su tagli Fed dopo il dato sul lavoro. Su rendimenti dei Treasuries. Schiaffo della Camera in vista delle mid-term: vota contro i dazi del Canada. CBO: politiche Trump aumenteranno deficit di 1400mld dollari. Tech sotto pressione, la nuova vittima AI è il settore real estate. Cisco e McDonald's in calo dopo le trimestrali. Meta, Bill Ackman investe 2 miliardi. La Russia blocca Whatsapp. Apple, ritardi su Siri. Petrolio +0,5%, nessun accordo con Israele post Trump-Nethanyahu. Msci Asia Pacific nuovo record, rally Nikkei e Kospi. Da inizio anno Asia +13% sovraperforma S&P500. OpenAi, Samsung SDS e SK Telecom nuovi datacenter in Sud Corea. Europa, al via il vertice delle Fiandre. Paesi divisi, VDL pronta a Europa a due velocità. Focus su gestito dopo debacle di ieri. Essilux conti oltre le attese, traino dagli Usa. L'intervista di Miller al Sole: aperti a M&A.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Die autoritäre Wende in den USA führt zu Protesten auf den Straßen, aber auch zu neuen Aktionen, mit denen die Macht der Trump-Administration eingedämmt werden soll.Der Podcaster und Marketing-Professor Scott Galloway hat eine Kampagne unter dem Titel „Resist and Unsubscribe“ gestartet, mit der er gerade medial auf allen Kanälen vertreten ist. Die Konsumenten sollen ihre Abos bei den Tech-Konzernen kündigen, damit diese unter Druck gesetzt werden, gegen Donald Trump zu rebellieren, statt wie bisher alles mitzutragen oder gar noch die tödlichen Aktionen von ICE durch ihre Infrastruktur zu unterstützen.Galloway will den Shareholder-Value und damit den S&P500 angreifen, um Unternehmen zum Widerstand zu bringen. Auf einer Homepage listet Galloway alle Unternehmen auf, deren Abos man deabonnieren soll. Auch Rutger Bregman, der Autor des Bestsellers „Im Grunde gut“, ruft zum Boykott von OpenAI auf.Wie wirksam können solche Boykottaktionen sein? Wie ist es demokratietheoretisch einzuordnen, wenn am Markt selbst abgestimmt wird? Darüber diskutieren Ole Nymoen und Wolfgang M. Schmitt in der neuen Folge von „Wohlstand für Alle“!Literatur/Quellen:Rutger Bregmans Boykottaufruf: https://www.instagram.com/p/DUVlYXBjdmf/Scott Galloways Aufruf und Einordnung: https://www.profgalloway.com/resistance-infrastructure/Scott Galloway über den S&P500 und den Boykott: https://www.profgalloway.com/resist-and-unsubscribe/Die Homepage der Kampagne “Resist and Unsubscribe”: https://www.resistandunsubscribe.com/Unsere Zusatzinhalte könnt ihr bei Apple Podcasts, Steady und Patreon hören. Vielen Dank!Apple Podcasts: https://podcasts.apple.com/de/podcast/wohlstand-f%C3%BCr-alle/id1476402723Patreon: https://www.patreon.com/oleundwolfgangSteady: https://steadyhq.com/de/oleundwolfgang/aboutVeranstaltungen:Am 11. Februar ist Ole in Berlin:https://tickets.mehringhoftheater.de/produkte/87742-tickets-lensi-schmidt-ole-nymoen-mit-das-gute-leben-live-mehringhof-theater-berlin-am-11-02-2026Am 13. Februar sind Ole und Wolfgang in Hamburg:https://tickets.centralkomitee.de/product/91256/wolfgang-m-schmitt-ole-nymoen-centralkomitee-hamburg-am-13-02-2026Am 18. Februar ist Ole in Erfurt:https://www.instagram.com/p/DTdFRQqCk7T/Am 25. Februar ist Ole in Weimar:https://www.instagram.com/p/DUc9IM-DHft/

US shares largely trod water, with the S&P 500 not moving either way. Bond yields rose as the US labour market data came out stronger than expected. That might mean the Fed isn't as quick to cut rates to support jobs. Resources showed some spark, but it's more consolidating the recent rally than further price appreciation. Perhaps the exception is oil, with energy being the best performer in the S&P500. Oil also helped Euro stocks hit record highs. OPEC released its monthly report this week. The group paused production hikes in the first quarter of 2026 but meets on March 1 to decide whether they should resume in April. OPEC says travel and road transport are helping to drive demand. The weaker US dollar also helps.We have a multiple of companies releasing their updates today: ANZ, AMP, IAG, TPW, ASX, ORA, ORG, PME, BRG, NST and S32.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Overseas, Wall St traded slightly down overnight despite the much-anticipated jobs data coming in better than expected. Economists polled by Dow Jones had forecasted a gain of 55,000 jobs, and an unemployment rate of 4.4%, however the data revealed a gain of 130,000 jobs and an unemployment rate of 4.3%. However, the beat failed to move the markets, as the Dow Jones ended the day down as the Dow Jones and Nasdaq both slipped 0.1%, while the  S&P500 ended the day flat.What to watch today:Heading into today's trading session, the ASX is expected to follow Wall St's wavering session, with the SPI futures pointing to a 0.02% drop at the openAnother busy day of results ahead as Reporting Season continues, look out for AMP (ASX:AMP), Pro Medicus (ASX:PME) and Northern Star (ASX:NST) releases, which are all due this morning. You can find all results once released at Bell Direct's reporting season pageSo far this reporting season, 17 companies have released their results, with 3 beating expectations, 9 in line with expectations, and 5 missesFollowing their results yesterday, Bell Potter's research team have maintained their hold rating on CSL (ASX:CSL), however cut their 12-month price target from $195 per share to $175 per share, after updating their Adjusted NPAT and revenue growth guidance off the back of underwhelming results.Bell Potter have also upgraded their rating on SGH (ASX:SGH) from a Hold to a Buy, with a 12-month price target of $56 per share. This comes after the company reported results that beat guidance, sparking a more optimistic medium term outlook.And in commodities, Crude Oil is trading up 1.6% at US$65 per barrel, Gold also jumped overnight 1.4% to just under US$5100 per ounce, while silver remains the most volatile, trading up 4.7% at US$84.50 per ounce

Starting over in the US, Wall Street saw a mixed trading session overnight, as the S&P500 and Nasdaq slipped 0.2% and 0.6% respectively, while the Dow Jones added 0.1%, at one point in the day trading at its 3rd all time high in the last 3 days. The market was weighed down by financial stocks, which took a hit after tech platform Altruist officially launched their new AI-powered tax planning tool. Investors are likely to rotate to areas which are most protected from being impacted by the emerging prevalence of AI. What to watch todayThe ASX200 is expected to rise at the open today, with the SPI futures indicating an increase of 0.3%A big morning in reporting season as Australia's biggest bank Commonwealth Bank (ASX:CBA) announced their cash profit has increased 5% to $5.4 billion in the half year ending 31 December, and that they will pay a dividend of $2.35 per share. Although not released at the time of recording, keep an eye on other major results including AGL Energy (ASX:AGL), Evolution Mining, and James Hardie Industries (ASX:JHX), which are all due to be released this morning. You can stay up to date with results as they come out via Bell Direct's reporting season pagePharmaceutical giant CSL (ASX:CSL) also announced their results, reporting total revenue down 4% to $8.3 billion, Adjusted Net profit after tax of $1.9b, which is a 7% drop, and a reported NPA of $0.4 billion, which represents an 81% drop from last results. These results come in a day after it was announced that they would be dumping chief executive Paul McKenzie, extending the volatile period for the blue chip stock. In Bell Potter's latest research, the broker has maintained its Buy rating, however lowered the 12-month target price on WiseTech Global (ASX:WTC) from $100 per share to $87.50, citing the fact that the stock is currently trading on its lowest EBITDA multiple since its IPO nearly 10 years ago. And in commodities, Gold has slipped 0.7% to be trading a shade over US$5000 per ounce, while silver has dropped 3.2% to 80 USD ounce. Crude Oil has remained flat at US$64.17 per barrel.  

US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.The broader S&P500 added +0.47%, with Information Technology (up +1.59%) sitting atop the primary sector leaderboard for a second consecutive session. Health Care and Consumer Staples both declined -0.86%. AppLovin Corp soared +13.26% and was the leading performer in the S&P500 after a financial publisher retracted some of its most explosive claims regarding AppLovin's alleged connections to transnational crime syndicates. Oracle Corp rallied +9.64%   Kroger Inc rose +3.85% after the after the grocery giant named former Walmart Inc (down -1.63%) executive Greg Foran its new CEO. Micron Technology Inc fell -2.84%, with some traders citing South Korean press reports indicating that Micron's HBM4 offerings aren't fast enough for Nvidia Corp and thus will get shut out of the upcoming Vera Rubin graphics processing units (GPUs).

Thank you for joining us. We are back with daily market updates over reporting season, where we aim to set you up for the trading session ahead. We'll cover global markets, the latest Bell Potter research, and analyst expectations for listed companies reporting their financial results each day.   Overnight we saw yet another tech driven rally. US equities closed higher with artificial intelligence in focus, ahead of the release of economic data that will help shape the Fed's outlook. At the time of recording, the Dow Jones is up 0.04%, the S&P500 up 0.5%, while the Nasdaq has reached a gain of 0.93%.   The S&P 500 software services index gained as Shares of service almost 3%, while Salesforce and CrowdStrike gained 1.2% and 3.1% respectively.  In other economic news this week, investors will also be monitoring the January non-farm payrolls report out on Wednesday, which was delayed by a partial US government shutdown and the must anticipated January consumer price index, out on Friday.  What to watch today:Following US equities, the Australian market is set to rise 0.35% at the open, according to the SPI futures. In Bell Potter's latest research, the broker has lowered their price target on Sonic Healthcare (ASX:SHL), cautioning ahead of the H1 results set to be released on the 19th, however have maintained their Buy rating, noting the primary growth driver should be the acquired growth in the pathology business and that while their EBITDA estimate is in line with consensus, their margins are higher than consensus due to a lower revenue estimate. Bell Potter also released a Buy rating on REA Group (ASX:REA) and lowered their 12-month price target to $211. At the current share price of $168.10, this implies 25.5% share price growth in a year. So far this reporting season, 13 companies have reported results, with 3 beating analyst expectations, 5 in line with expectations and 5 missing expectations. Today Amotiv (ASX:AOV) and Computershare (ASX:CPU) are set to report today.  And Gold has topped $5,000 an ounce, and the US dollar fell. Oil is up to US$64.29. US President Trump struck optimism over the negotiations with Iran regarding a potential deal on defusing Iran's uranium enrichment capabilities. Oil prices had soared in previous weeks after the escalating tensions between both countries drove markets to consider the risk of the US enforcing sanctions on Iranian oil to a greater extent.

Wall Street traded higher on Friday, paring losses from earlier in the week, with the Dow Jones index surpassing 50 000 for the first time. Almost all sectors saw gains on the S&P500, with tech stocks leading the index, up +4.1%. Communication Services underperformed, down -1.5%. Amazon declined -5.6% after forecasting a more than 50% increase in capex in 2026 after the bell on Thursday. Chip stocks rallied on expectations for increased AI spend, with Nvidia and Broadcom up +7.8% and +7.1% respectively.Commodities rally - SPI up 108 - CAR in line - PPM bid from CGF.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Alternative Visions - 2-6-26 - Today's show discusses the contractions in asset markets this past week and the causes underlying and potential contagion across them: AI driven S&P500 and Nasdaq stock markets, Bitcoin & Cryptos markets, and Gold and Silver markets. The current contractions vs. past 3 years performances in each are described. What's behind the February crashes. Will they now stabilize? Why more churn is coming. The real causes and risks behind the massive $700B big 7 Tech corps AI gamble underway. What's driving the gold and silver bubbles, long term and short. Second half of the show debunks claims made by Trump in his January 31 Wall St. Journal article about the state of the real US economy. Why the real data don't support his exaggerations and lies.

6/2 Amazon scende a doppia cifra nel pre-market: conti sotto le attese, Capex record a 200mld di dollari (+50%). Futures in rosso. Sell-off indiscriminato su Tech: dal software ai chip. Nel mirino le società di software: ETF -18% in otto giorni, peggior performance da Covid. Semiconduttori -8%, peggior settimana da novembre. S&P500 vira in rosso da inizio anno, Nasdaq peggiori tre giorni da aprile 2025. Si comprano dollaro e Treasury. Bitcoin torna sopra 64mila ma cancella tutti guadagni post elettorali: -50% dai massimi di ottobre. Dagli ETF liquidati 5mld$ in tre mesi. Oro tiene, argento in lieve recupero dopo la debacle di ieri. Addio alla fusione Glencore - Rio Tinto. Bce, Lagarde: euro forte potrebbe spingere inflazione sotto nostre aspettative ma per ora nella norma. Tassi fermi, politica monetaria e inflazione in “a good place”. BOE tassi fermi, verso tagli a marzo e giugno. Europa prudente. BPM utile sopra le attese, confermato dividendo 1 euro. ENEL ricavi preliminari +2%, nel 2025 previsti utili a 6,9mld. Asia Nikkei in verde, attesa per elezioni e Takaichi trade. Kospi lima le perdite a -2%. RBI tassi repo fermi al 5,25% Learn more about your ad choices. Visit megaphone.fm/adchoices

US equity indices declined as a "risk-off" selloff spared few corners of the market and with losses acerating in the closing hour of trading - Dow -593-points or -1.20% Microsoft Corp (down -4.97% and now down over >27% from its 28 October peak) and Salesforce Inc (-4.75%) both fell over >4.5%, while investment banks Goldman Sach Group Inc (-2.51%) and JPMorgan Chase & Co (-2.24%) fell over >2%.The broader S&P500 -1.23% and slipped into negative territory for the calendar year-to-date, with Materials (down -2.75%) and Consumer Discretionary (-2.59%) falling over >2.5% and leading nine of the eleven primary sectors lower. The Information Technology sector fell -1.22% after entering official correction territory a day earlier, down ~11.2% from its 29 October peak. Consumer Staples (up +0.25%) and Utilities (+0.11%) were the only primary sectors to settle in positive territory.

US equity markets opened February on a firmer footing despite fresh falls on metals markets and as investors continued to ponder President Trump's nomination for the next Chair of the Federal Reserve - Dow rose +515-points or +1.05%. Caterpillar Inc (+5.1%), Walmart Inc (+4.13%) and Apple Inc (4.06%) all rallied over >4%.  Nvidia Corp dropped -2.89% after The Wall Street Journal (WSJ), citing people familiar with the matter, that the chipmaking giant's plans to pour US$100B into OpenAI had stalled, with company executives expressing doubt about the deal.President Trump announced on his Truth Social network that the U.S. had reached a trade deal with India. The Asian nation agreed to stop buying Russian oil, and in exchange the U.S. "will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%," President Trump wrote.The broader S&P500 added +0.54%, with Consumer Staples (up +1.28%), Industrials (+1.26%) and Financials (+1.02%) all rising over >1%. Energy (down -1.98%) and Utilities (-1.54%) fell over >1.5%. Sandisk Corp (up +15.44%) was the leading S&P500 performer overnight as investors continued to applaud the storage device maker's stronger-than-expected fiscal second quarter result last Friday (30 January).

2/2 Sell-off generalizzato. A WS e in Europa futures in rosso, Nasdaq pesante. Continua la debacle di Oro (-6%) e argento (-12%): tutto quello che dovete sapere sui metalli preziosi. Dollaro e Treasury stabili, tornano safe heavens. Bitcoin sotto 76mila. Petrolio in forte calo su de-escalation Iran, verso incontro in Turchia. Trump: L'India comprerà petrolio dal Venezuela. In Asia tonfo del Kospi (-5%) guidato da Samsung e SK Hynex. Male anche Nikkei e Hang-Seng. In Cina pmi sopra le attese, Xi Jinping: Yuan sia valuta di riserva globale. La premier Takaichi scivola su yen debole, verso le elezioni previsti 300 seggi. Trimestrali Usa, il 25% delle società dell'S&P500 alla prova dei conti: questa sera Palantir, in settimana focus su hyperscaler Alphabet(mercoledì) e Amazon (giovedì). Oracle punta a raccogliere fino a 50mld $ per lo sviluppo cloud. Nvidia, Jensen Huang smentisce FT su OpenAI: faremo un grande investimento e aggiunge: “non è mai stato un obbligo”. Lo “sceicco spia”degli Emirati ha investito 500mln$ in World Liberty Financial di Trump. Casa Bianca: nessun conflitto di interessi. Moltbot il social degli Agenti AI fa discutere. Europa nel segno delle trimestrali. Boe e Bce, primo meeting dell'anno. Focus su euro. Piazza Affari: banche protagoniste, si parte oggi con Intesa SanPaolo. Focus su Generali, possibile incontro Orcel-Donnet. Learn more about your ad choices. Visit megaphone.fm/adchoices

US stocks bounced as the world seemed a little less fraught. Boosting by a strong PMI manufacturing number. Oil prices fell sharply as Iran tensions eased. Gold and silver are still cooling, and the USD looks like it will stabilise from here. There's no big American debt crack up imminent. US President Trump said a trade deal with India would see their tariffs cut from 50% to 18% in exchange, at least in part, for discontinuing to buy Russian oil and ordering American barrels instead. Indian PM Modi will lower Indian tariffs and buy American goods and services too. Details are, as ever, light. The S&P500 and the Nasdaq liked it anyway, and rose 0.5% each.Disney is likely less enamoured with Trump. International visitors are going to the USA in less numbers (6% less in 2025), and it's hitting their theme park numbers. It's TV and film division isn't running on all cylinders either. The shares dropped 5% after its earnings report came out. Elon Musk's SpaceX and xAI are set to merge for a combined valuation of $1.25T. Trump announced a $12bn strategic minerals stockpile to reduce China reliance. Uranium and nuclear stocks down while copper miners had a tentative bounce. BHP and RIO both up in the US.SPI up 97 - Commodities steady. Ish!Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

22 points. 22 points c'est le chemin qui nous reste à parcourir pour aller chercher les 7’000 sur le S&P500. 22 points, c'est 0.3% de hausse à gratter ce mercredi pour aller chercher les plus hauts de tous les temps et changer de « millier » sur l'indice de référence américain. Alors oui, vous me … Continued

Quatrième séance de hausse consécutive aux États-Unis. Depuis que Trump a décidé de ne PAS envahir le Groenland et de NE PAS taxer les pays européens qui s'opposaient à sa prise de pouvoir, le S&P500 a repris 2.7% – Tout est oublié. Plus personne ne parle du Groenland, plus personne ne parle des taxes douanières … Continued

There were several positive news stories last week that helped propel the American Energy Infrastructure Index (AEITR) to +7% YTD, well ahead of the S&P500 which is +1%. Kinder Morgan's (KMI) earnings unusually beat expectations. Moreover, their increased backlog of projects didn't scare investors as much as it should given their perennially low Return On […]

Terry Smith is the fund manager the professionals love tohate. A billionaire, he is in the third and most successful phase of a varied career. He trounced the index for years with a simple mantra of buy good companies, don't overpay, do nothing. He thus built one of the largest funds inthe UK, made himself a fortune and moved to Mauritius. None of this made him popular with his peers and after 5 years of underperforming the S&P500 (his global fund has been mainly invested in the US) and underperforming the world index in 2025, there is quite a bit of schadenfreude around. Smith used to box for fun and you wouldn't want to be on thewrong side of him, but in this interview, he reveals a side less often seen. He confesses to being unable to sleep at night, worrying about stocks and expresses an extreme desire to do the best for his clients. Smith has been incredibly successful as an analyst, as a public company CEO and now as a fundmanager. He attributes it to hard work and a strong desire to succeed, driven by his background – Smith comes from a poor family and grew up in a house with an outside toilet. He is frustrated with his recent performance but is resolutethat he has the right approach and will prevail eventually.

En este episodio damos inicio a la temporada 2026 del podcast de Insights, analizando una de las mayores sorpresas del mercado en 2025: la acción con mejor desempeño dentro del S&P 500, con una rentabilidad cercana al 600%.Conversamos sobre SanDisk, una empresa que muchos recuerdan por las memorias USB y tarjetas SD, pero cuyo rol actual en la infraestructura de centros de datos y la inteligencia artificial la convirtió en una de las grandes ganadoras del año. Analizamos su historia, su separación de Western Digital, los motores detrás de su crecimiento, los riesgos del negocio y por qué el mercado empezó a mirarla con otros ojos.Un episodio para entender cómo la IA está transformando industrias completas, por qué no todo en bolsa son las “Siete Magníficas” y qué oportunidades (y riesgos) se esconden fuera del radar tradicional.

In the first episode of 2026, Josh, Baafi, Fernando and Pierce break down how they're approaching the new year financially — from market performance and international diversification to risk-taking, discipline and long-term wealth building.This conversation explores why quick wins are tempting but dangerous, how to think about cash, metals and automation, and how the decisions you make in 2026 can compound into a lasting financial legacy.More From The Market Hustle:Instagram - https://www.instagram.com/themarkethustle/2026 Investing Account Workshop - https://learn.themarkethustle.com/2026workshopTimestamps: 0:00 Preview0:36 Intro4:59 S&P500's performance in 20259:03 Diversifying to international markets16:07 DeDollarization and the value of metals29:14 Don't fall for shiny quick wins, invest for the long term33:46 Avoid overcomplicating your first strategy36:48 Use money to make more money38:13 Stack assets for the long term42:58 Knowing when to take risks56:46 Discipline is everything1:00:33 4 areas for your 2026 financial goals1:06:41 The importance of keeping cash1:11:18 The path might not be glamorous but it's worthy1:18:25 Be a student + Learning to make decisions1:20:58 Automize your investments so you go live your life1:26:18 Net worth, personal and travel goals1:28:07 2026 for Josh & The Market Hustle1:34:26 Reaching your goals with a community1:38:09 Your legacy & the really important things in lifeWhat did you think of the episode? Let us know!Support the show

In the first episode of Season 3, our host, Certified Financial Planner™ and GA pilot, Tim Pope recaps 2025's market and policy shifts, and he explains why diversification and tax-centered planning made the difference this year, especially for high-income pilots.Tim also highlights key tax law changes, reflects on aviation incidents that underscore the importance of estate planning, and previews what is ahead for the podcast in 2026, including more interviews, peer stories, and strategy focused episodes pilots can apply. What You'll Learn from This Episode2025 Market Recap: How the year played out, from early volatility and a 19% drawdown in April to a roughly 17% gain for the S&P500 by year end.Why Diversification Mattered: How international stocks, precious metals, and bonds contributed to returns, and how different asset classes responded as the Federal Reserve cut rates.New Tax Law Changes: An overview of the extension of the 2017 tax cuts and the increase of the SALT deduction cap to $40K dollars, and why these changes are especially relevant for pilots in higher tax states.Planning Through a Tax Lens: How Roth decisions, brokerage account efficiency, charitable strategy, and portfolio rebalancing can be evaluated with taxes in mind.Estate Planning Reminder: Why beneficiary designations, guardianship decisions, and core documents such as wills and powers of attorney are important parts of a pilot's financial picture.Looking Ahead to 2026: More focused solo episodes, expert guests, and conversations with pilots navigating similar financial decisions.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

Energy was a laggard in 2025, and within that Liquefied Natural Gas (LNG) stocks were especially weak. The S&P Energy Index was +9.1%, 8.8% behind the S&P500. The American Energy Independence Index (AEITR) was +1.7%. The five-year annual trailing return on the AEITR is well ahead of the broader market (23.6% vs 15.3%). Over the […]

.Le MSCI World et le S&P500 règlent leurs comptes.***

Crypto News: Bitcoin price seems to be manipulated but a bullish setup is hinting that a major rally is coming. Tech giant to launch crypto wallet, fintech L1s will bomb: Dragonfly exec.Brought to you by

On today's show we are talking about one of the greatest threats to real estate, and it doesn't come from real estate, or even have anything to do with real estate. The word bubble has been making headlines lately with an increasing number of pundits calling the level of investment in AI a bubble. Last week we talked about three styles of investing: fundamentals, momentum and arbitrage. On today's show we are talking about the level to which a bubble has been created, and the discussion is centering around which pin is going to pop the balloon. The emphasis on the pin is misplaced in my view. When you are in a bubble, it feels good. I know. I experienced it in the dot com bubble. My company went public in February of 1999. Much of 1998 was spent in the preparation for the public offering. There were some really good technology companies that lost most of their valuation in the wake of the dot com bubble bursting. Amazon lost 90% of its value. Nvidia lost 85% of its value. Intel lost 80% of its value and Microsoft lost 58% of its value. 1/3 of the value of the S&P 500 is based on just 7 technology companies. If the market wakes up one day and realizes that these companies are over-valued, there will certainly be a correction. If the value of those 7 companies were to be similarly cut down as the dot com related stocks were in the year 2000, what would be the impact on the overall stock market? Let's do a simple thought experiment. Let's say that these 7 stocks lose 80% of their value and that none of the other 493 companies in the S&P500 lose any value. If we see that happen, then the S&P500 would effectively lose 27.2% of its value. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

US equities were lower in Wednesday trading, finishing near worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 47bps, 116bps, and 181bps respectively. AI weakness was the big story today following Financial Times report that Blue Owl backed out of an Oracle and OpenAI data center project in Michigan with no reprieve from Oracle comments project remains on track. Fedespeak from Waller remarks at Yale had a dovish cast. Today's $13B auction of 20s was well received. Micron earnings after the close and President Trump addressing nation tonight.

＜ヘッドライン＞中国戦闘機、空自戦闘機にレーダ照射　沖縄本島南東の公海上空、ミサイル発射のための火器管制レーダー　政府、中国に対し厳重に抗議／2025年度補正予算案、与党と国民民主・公明両党の賛成多数で衆議院通過　参議院でも可決・成立の見通し　一般会計の追加歳出額18.3兆円のうち17.7兆円が物価高など経済対策　新規国債追加発行額、11.7兆円と前年度補正の6.7兆円を上回る／トランプ米大統領、ウクライナに対し東部ドネツク州から撤退し非武装中立地帯とする提案　ゼレンスキー大統領、ウクライナに不利な項目除いた修正和平案を提示　中立地帯の管理や撤兵の監視・ロシア軍の侵入防止など多くの課題指摘／米FRB、FOMCで3会合連続0.25%利下げ決定　参加者間に意見対立、3人が反対票　パウエル議長「今後のデータに基づいて追加調整の程度とタイミングを判断するのによい位置にある」／BIS四半期報告「金とS&P500種株価指数は過去50年で初めて同時に爆発的に上昇している」　過去の似た局面である1980年などには「大きな調整がその後に生じた」 ＜ポイント＞　（１） 高市内閣の「責任ある積極財政」について（２） 今週のマーケット（３） 「レーダー照射」めぐる日中の水掛け論をこう見る ＜ここ／これを見てきた＞ダウンパンツ

Az amerikai jegybank sorozatban harmadszor vágott 25 bázispontot az alapkamaton. Mit jelent mindez a részvénypiacokra nézve, hogyan alakulhat a dollár árfolyama, és mikor jöhet a következő kamatvágás? A témáról Móró Tamást, a Concorde Értékpapír vezető stratégáját kérdeztük. A műsor második részében a szerb NIS kőolajvállalat orosz tulajdonrészének esetleges Mol általi felvásárlásáról lesz szó. Arról, hogy megérheti-e a beruházás és mi a jelentősége hazánk számára, Mohos Kristófot, a Portfolio üzemanyagpiaci elemzőjét kérdeztük. Főbb részek: Intro − (00:00) Fed-kamatvágás: jöhet az új S&P500 all-time high? − (01:30) Megveheti a Mol a szerb NIS kőolajcég orosz tulajdonrészét (11.46) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

US equities finished higher in Wednesday trading, ending just a bit off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 105bps, 67bps, and 33bps respectively. FOMC in focus today with a 25 bp rate cut, three dissents, forward guidance tweak and plans to purchase $40B/month in Treasury bills. Elsewhere, Q3 ECI rose 80bps, a bit below Q2's 90bps and just shy of consensus. GE Vernova providing some positive AI-related commentary ahead of Oracle and Broadcom results. Sanguine conference commentary on US consumer, buyback tailwinds among other highlights of the day.

In this episode, we'll cover the key levels based on options positioning and the large range the S&P500 has been in since October. We'll review the Fed's dual mandate and why so much attention is paid economic reports involving jobs, inflation, and rate cuts. We've got some major economic events happening this week that will likely decide the next leg of the market.

For the Season 11 finale, designer and developer Adam Blinkinsop (@blinks.itch.io) talks about development for GMT, his approach to game design, and his current project: Echo from the Dark. P500: https://www.gmtgames.com/p-1144-echo-from-the-dark.aspxI have a game of my own up on Gamefound right now! Check out Queen of Spies, a solo game I co-designed with David Thompson: https://gamefound.com/en/projects/saltandpepper/queen-of-spiesThe Cracked Mirror: https://cmichpress.com/product/fyov-duet/Art & System: https://www.backerkit.com/c/projects/central-michigan-university-press/art-system-games-for-expanded-playBeyond Solitaire is proudly sponsored by Central Michigan University's Center for Learning Through Games and Simulations, where learning can be both playful and compelling. Check them out here: https://www.cmich.edu/academics/colleges/liberal-arts-social-sciences/centers-institutes/center-for-learning-through-games-and-simulationsCheck out CMU's game offerings here: https://cmichpress.com/shop/All episodes of my podcast are available here: https://beyondsolitaire.buzzsprout.comEnjoy my work? Consider supporting me on Patreon at https://www.patreon.com/beyondsolitaire or getting me a "coffee" on Ko-fi! https://ko-fi.com/beyondsolitaireContact Me: Email: beyondsolitaire at gmail.comTwitter: @beyondsolitaireInstagram: @beyondsolitaireFacebook: www.facebook.com/beyondsolitaireWebsite: www.beyondsolitaire.net

US equities were higher in Wednesday trading though stocks ended a bit off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 86bbps, 30bps, and 17bps respectively. Themes of the day highlighted in mixed headlines regarding Microsoft customer AI adoption versus Marvell data center growth. Softening labor market, support for more Fed cuts, also highlighted in November ADP private payrolls falling 32K versus expectations to increase by~10K, while Industrial Production met, and ISM Services and S&P Services PMI came in ahead. December FOMC decision on deck for next week, with probably of additional 25bp cut just below 90%.

שלום, זהו "האינטרסנטים", הפודקאסט הכלכלי היומי של TheMarker, יום רביעי 3 בדצמבר, בעזה ישנם 2 חטופים חללים, באולפן איתן אבריאל וסמי פרץ. (05:14) לאחר שהשוק הפיננסי הישראלי עבר ב-30 השנים האחרונות מספר רפורמות ביניהן הועדות של בייסקי, בכר ושטרום, שהצליחו - גם אם במידה חלקית - לפרק את הריכוזיות שלו, תוכנית חדשה באוצר ובבנק ישראל מאיימת להוציא את הריכוזיות הפיננסיות מהקבר ולהחיות אותה מחדש. התוכנית כוללת מספר סעיפים, למשל מתן היתר לחברות ביטוח – שכבר היום הן ענקיות עם שליטה על מאות מיליארדי שקלים – לקנות בנקים. למה זה טוב? רבים חושבים שזה רע מאוד, ואנחנו נדבר עם משה קאשי, האנליסט הפיננסי של לובי 99, כדי שיסביר מדוע הוא בין אלה שחושבים כך. (20:16) חברת לוחות המודעות, יד 2, שצמחה בשנים האחרונות יחד עם כל האינטרנט הישראלי, חתמה השבוע על מכירתה לקרן ההשקעות האירופאית אייפקס תמורת מחיר שנראה דמיוני עבור חברת תוכן שפועלת בעברית ובשוק הישראלי בלבד – 950 מיליון דולר. יד 2 היא הרי לא הייטק שמוכר לכל העולם – אלא חברת מדיה, כמו לוחות המודעות של פעם, אבל באינטרנט. איך הקונה והמוכר הגיעו למחיר הזה, ומה הוא אומר על השווי של עוד חברות תוכן באינטרנט המקומי? אנחנו נדבר עם הפרשן הפיננסי שלנו, עמרי זרחוביץ'. (34:06) והנה היי-טק אמיתי. ענקית האינטרנט העולמית אמזון, המובילה העולמית בשירותי ענן ובמסחר מקוון, החלה לאחרונה להצטייד בשבבים חדשים מתוצרת עצמית, ובכך היא מאיימת גם היא על המונופול של אנבידיה. השבבים של אמזון מפותחים על ידי חברה ישראלית שנרכשה לפני כמה שנים על ידי אמזון – אנאפורנה לאבס. כדי לשמוע על הסיפור הזה, שמקבל כותרות גדולות בעולם ומשפיע על מחיר מניית אנבידיה, החברה עם שווי השוק הגבוה בעולם, שמהווה כ-8% ממדד S&P500, אנחנו נדבר עם עורך היי-טק שלנו שגיא כהן.See omnystudio.com/listener for privacy information.

US equities closed higher in fairly quiet Wednesday trading, ending a bit off best levels, with the Dow Jones, S&P500, and Nasdaq finishing up 67bps, 69bps, and 82bps respectively. The Big story today was momentum factor outperformance following recent selloff. Elsewhere, Initial claims printed at 216K for week-ended 22-Nov, better than the 230K consensus, while continuing claims came in at 1.960M, below the 1.964M consensus. Treasury's auction of $44B in 7-year notes tailed by 0.6 bp, following Tuesday's tailing 5Y sale.