Podcasts about Rally

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated. This episode is sponsored by Calamos. To learn more about CAIE, visit ⁠https://www.calamos.com/funds/etf/calamos-autocallable-income-caie⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Follow us on social media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Angels finally did something they hadn't accomplished all season—they came from behind after trailing through eight innings! Down 2-1 entering the bottom of the ninth, the Halos refused to quit. A clutch rally capped by Jo Adell and the Angels' offense delivered a thrilling 3-2 comeback victory over the St. Louis Cardinals at Angel Stadium, giving fans one of the most exciting finishes of the year. On tonight's ToddFox Postgame Show, Todd breaks down every moment of the dramatic ninth inning and what could be a turning point for this Angels club. The Angels' first comeback win after trailing through eight innings this season Jo Adell's huge contributions in the comeback victory The clutch at-bats that fueled the game-winning rally Strong pitching that kept the Angels within striking distance Key managerial decisions and game-changing moments Can this emotional win spark a turnaround for the Halos? After several heartbreaking late-game losses this season, the Angels finally flipped the script and gave the home crowd a comeback to remember. Be sure to LIKE, SUBSCRIBE, and hit the notification bell for live postgame reactions, breaking Angels news, player analysis, interviews, and all the latest from Halos in the Infield with ToddFox! Hashtags: #Angels #LosAngelesAngels #ToddFox #ToddFoxPostgame #HalosInTheInfield #HITI #GoHalos #JoAdell #Cardinals #StLouisCardinals #AngelStadium #ComebackWin #WalkOff #NinthInning #MLB #Baseball #AngelsBaseball #HalosNation #MLBHighlights #BaseballTalk #SportsTalk #MLBRecap #AngelsWin #Clutch #BaseballPodcast #LetsGoHalos Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

21/7 Usa, nuovi attacchi contro Iran. Houti: blocco navale vs Arabia Saudita. Brent in calo su indiscrezioni proposta mediatori tregua dieci giorni. Salgono rendimenti Treasury e dollaro, su anche oro, argento e Bitcoin oltre 65mila dollari. Usa hanno scorte strategiche petrolio per 43 giorni. Attesa per le trimestrali megacap Tech: domani Alphabet, IBM e Tesla. Recupero dei semiconduttori: è un Buy? AI Trade e Cina: Msft pronta a testare Kimi K3, amministrazione Trump valuta divieto. AMD nuovo rock AI Helios in competizione con Nvidia (Microsoft nuovo cliente). Alphabet nuovo chip AI per efficientare Gemini. Focus anche su Lockeed, Iren e AMC (+24%). Paramount - Time Warner un giudice federale blocca operazione da 100mlnd dollari. ****Questo episodio è offerto da ⁠Scalable Capital ⁠ Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi: https://it.scalable.capital/broker-online?utm_medium=affiliate&utm_source=qualityclick&utm_campaign=broker&c_id=QC59486e7f67706c777b517d435049607362766c747c5aS7541p&utm_term=983Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi***Asia in verde grazie al Tech. Nikkei +3% e Kospi +4%. Bene Sk e Samsung. La Cina interviene sul mercato azionario: circa 8,9 miliardi di dollari. Z.AI nuovo datacenter made in China.Europa prudente, oggi Zew in Germania. Oggi Piano di Burnham contro il caro vita, Haley nuovo cancelliere dello scacchiere. Focus su: banche e Unicredit, Tim e Poste, Stellantis con nuovi vertici per Ram e Jeep. Prysmian, il Ceo Massimo Battaini in esclusiva a Morning Finance: “porta apertissima a M&A, abbiamo potenza di fuoco per acquisizioni come non abbiamo mai avuto”.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Following recent market corrections, technical analyst Neel Parekh highlights a crucial structural setup: the Nifty 50 is holding solid dynamic support at its 100-day DEMA. In this podcast episode, we break down the mechanics of the 100 DEMA, why 24,250 serves as the primary breakout trigger for momentum buyers, and how derivative traders should structure their risk-reward ratios.

Following recent market corrections, technical analyst Neel Parekh highlights a crucial structural setup: the Nifty 50 is holding solid dynamic support at its 100-day DEMA. In this podcast episode, we break down the mechanics of the 100 DEMA, why 24,250 serves as the primary breakout trigger for momentum buyers, and how derivative traders should structure their risk-reward ratios.

Following recent market corrections, technical analyst Neel Parekh highlights a crucial structural setup: the Nifty 50 is holding solid dynamic support at its 100-day DEMA. In this podcast episode, we break down the mechanics of the 100 DEMA, why 24,250 serves as the primary breakout trigger for momentum buyers, and how derivative traders should structure their risk-reward ratios.

You need to see this before the next election: Olive Garden just exposed the hypocrisy on election security in the funniest way possible. The White House roasted Democrats after Olive Garden announced that its $100 Never-Ending Pasta Pass requires a valid photo ID every single time of use. The passes are personalized, non-transferable, and strictly enforced. Yet the same people who think that's perfectly reasonable fight like hell against basic voter ID for actual elections. Pat tears into the double standard and shows why this one hits so hard. Regular Americans live with common sense every day — you need an ID to buy beer, fly on a plane, check into a hotel, or pick up medicine. But somehow proving who you are to vote is treated like an impossible burden by some politicians. This Olive Garden pasta pass ID policy perfectly proves the elite hypocrisy and institutional failure we have all been seeing. Pat also covered: AOC is back and backing El-Sayed for Congress. Congrats to Spain for taking the W on the FIFA World Cup. Another round of attacks against Iran — what's next? Is John Fetterman about to switch to the GOP? Van Jones is COMPLETELY done with the progressive Democrats. Do you think a restaurant should have stricter rules than our polling places? What's the most ridiculous “no ID required” situation you have seen lately? Drop it in the comments. If you want unfiltered truth and common-sense analysis that cuts through the noise, hit subscribe and turn on notifications. 00:00 Pat Gray UNLEASHED! 01:03 WELCOME BACK, KEITH!!! 01:19 Spain Wins the FIFA World Cup! 02:55 President Trump Hands Spain their Trophy & Medals 03:56 Trump's Thoughts on Spain Two Weeks Ago 05:38 Europeans Returning Home from the World Cup 08:39 New Pat Gray BINGO! Sheet 13:02 The Odyssey is a Box Office SUCCESS! 16:37 U.S. Strikes against Iran Over the Weekend 23:17 What is China Planning??? 30:16 Caller Mike 32:00 Fat Five 45:03 Caller Rob 47:00 Another (Fake) Mitch McConnell Sighting 48:50 Keith Shares some Photos from His Trip 51:46 Olive Garden's Endless Pasta Pass REQUIRES AN ID?! 53:05 List of Things that Require an ID 55:44 Endless Pasta Pass VS. SAVE America Act 56:17 Mark Warner Caught Lying about Virginia Voter ID 59:06 FLASHBACK: AOC on the Filibuster 1:00:00 Bill Maher on the DSA 1:01:24 Bill Maher on the State of the Democrat Party 1:02:47 John Fetterman is Disgusted with Democrats 1:06:08 Andy Burnham Replaces Keir Starmer as Prime Minister 1:06:40 Emma Vigeland on Graham Platner's Political Collapse 1:08:04 AOC at Rally for Abdul El-Sayed 1:09:26 Abdul El-Sayed Calls Out Chuck Schumer 1:10:08 Zul Mohamed Does Not Support U.S. Veterans?! 1:12:45 Van Jones on How The Left has Gone Mad 1:19:54 Zohran Mamdani on Democratic Socialism 1:20:59 Zohran Mamdani on Illegal Immigration 1:21:59 What will Zohran Mamdani Do to Benjamin Netanyahu??? 1:25:20 Maine Senate Race Candidate Ashley Webb 1:31:54 Caller Ken Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Majority Report On today's program: Senator Bernie Sanders and Representative Alexandria Ocasio-Cortez travel to Michigan to rally for Senate candidate Abdul El-Sayed and House candidate Will Lawrence. Bernie and AOC both emphasized the $50M in dark money being spent on Haley Stevens' campaign. AOC asks if anyone believes that this money does not come with expectations from the donors. Bernie says this Senate race is not between Stevens and El-Sayed but El-Sayed and the billionaire class. Kira Ganga Kieffer, visiting Assistant Professor of Religious Studies at Fairfield University, joins the program for a conversation about her book, "Unvaccinated Under God: Religion and Vaccine Hesitancy in Modern America". In the Fun Half: Bhaskar Sunkara says on Interesting Times with Ross Douthat that he wants to recover the optimism the left once had about America and reclaim narratives about racism. The Tate brothers are arrested in Miami and extradited to the United Kingdom where they are wanted for rape and human trafficking charges. Donald Trump tries to shoehorn himself into Spain's world cup celebration. Trump is very nonchalant about the three (that we know of) servicemembers that were killed by Iranian drone strikes over the weekend, The Wall Street Journal reports on a $50M "experiment" Israel is undertaking to change public perception of the apartheid state. all that and more. Tell your Senators to block the NDAA until it is stripped of the proposal to integrate U.S. and Israeli militaries. To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AM Quickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: DELETEME: Get 20% off your DeleteMe plan when you go to www.joindeleteme.com/MAJORITY and use promo code MAJORITY at checkout. BLUELAND: Get 15% off your first order by going to Blueland.com/MAJORITY. ROCKETMONEY: Let Rocket Money help you reach your financial goals faster: RocketMoney.com/MAJORITY SUNSET LAKE CBD: Use coupon code "Left Is Best" (all one word) for 20% off of your entire order at SunsetLakeCBD.com.  Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.

Bitcoin has reclaimed the $65,000 level, Ethereum is showing renewed strength, and crypto traders are once again reaching for upside calls. On this episode, Mark Longo breaks down the latest action across the crypto markets, from Bitcoin and ETH to MicroStrategy, BitMine (BMNR), Circle, Hyperliquid (PURR), and more. This week's episode includes: Bitcoin's rally back above $65K Ethereum's strongest week in months What traders are buying in IBIT and ETHA options MicroStrategy (MSTR) call spreads and positioning BMNR's growing options activity Circle (CRCL) and Hyperliquid (PURR) options flow Market cap movers including Solana, XRP, DOGE, BNB and more The latest crypto volatility and options trends

This hour, Trump's approval ratings are low, but Democrats still don't have a clear and concise message to rally strong voter support. Lolo, the host and creator of On The Stoop, a weekly English Premier League fan show, joins Scoot to talk about Spain's FIFA World Cup championship win.

Mandy Wiener speaks to EWN Reporter, Thabiso Goba about the expected EFF briefing on the upcoming rally. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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https://19-minutes.supercast.comA geopolitical wheat rally is spilling into the grain markets, but can it continue supporting corn and soybeans? Greg McBride of Allendale Inc. joins Jeremy Doetch to break down the opportunities and risks heading into the week of July 20–24.They discuss strong Corn Belt crop conditions, weather premium in corn, key resistance near recent highs, and why seasonal patterns could create additional downside. Greg also examines soybean demand from China, the potential for higher prices later in the year, and how South American weather and fertilizer availability may influence the market.The episode closes with an update on declining cattle prices, beef imports, limited herd expansion, and why tight supplies could keep cattle historically strong.Topics include:Wheat rally driven by geopolitical disruptionsCorn marketing opportunities and seasonal price pressureSoybean exports, China demand, and August weatherSouth American production and fertilizer risksCorn Belt crop conditions and yield potentialCattle prices, beef supplies, and herd expansion#GrainMarkets #CornPrices #WheatPrices

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Advertising Inquiries: https://redcircle.com/brands

In this live podcast interview, Paul Jamison talks with Naylor Taliaferro about his recent decision to stop his decade-long YouTube Rally event at the Equip Expo, as well as Naylor's expert advice on time management and priorities.

Today, we cover the latest Bitcoin, crypto, and crypto news as markets face a major correction. Is the Bitcoin bull run over, or is this global sell-off the perfect buying opportunity? We break down the biggest market catalysts, top altcoins to watch, and what every crypto investor needs to know next.

On the July 17th edition: President Trump is expected to visit Wheeler High School in Marietta next week; The FIFA World Cup enters its final weekend; And Rick Jackson holds his first rally since winning the Republican nomination:

Asian markets suffer a sell-off as jitters over the AI rally persist Stateside. The U.S. hits Iran for a sixth consecutive day, targeting bridges in the south while Tehran retaliates with a barrage of missile strikes at U.S. positions across the Gulf. The handover process of power within the UK Labour party begins today with Andy Burnham set to take over as Prime Minister on Monday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Here's your local news for Thursday, July 16, 2026:We head to a rally outside Wisconsin Department of Corrections headquarters,Learn the history behind "No Turn On Red" signs and the different ways municipalities use them,Explain why a pair of media outlets are suing the state's Department of Administration,Check in with the Madison Arcatao Sister City Project ahead of a big anniversary,Take stock of Forward Madison FC's standing,And much more.

The October 9, 2023, protest at the Sydney Opera House and a neo-Nazi rally in late 2025 will be the focus of the next block of public hearings in the Royal Commission into Antisemitism and Social Cohesion. Plus, Donald Trump declassifies documents alleging election fraud and Telstra bosses front a Senate inquiry. Read more: Antisemitism royal commission to investigate policing of Opera House and neo-Nazi protests ‘Shocking vulnerabilities’: Trump says election system is exposed to foreign interference Telstra ignored software warnings for years before mass outageSee omnystudio.com/listener for privacy information.

Wall Street pulled back as investors questioned lofty artificial intelligence valuations and reacted to a fresh wave of corporate earnings. Geopolitical tensions in the Middle East and mixed economic data also kept markets on edge.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

A.M. Edition for July 16. President Trump mulls a further escalation of the war in Iran. That could include more airstrikes, targeting the fortified tunnel complex at nuclear site Pickaxe Mountain or sending in ground troops near the Strait of Hormuz. Plus, the U.S. slaps 25% tariffs on certain Brazilian goods, citing unfair trade practices, but excludes beef and coffee. And WSJ special writer Gregory Zuckerman debates whether the recent surge in IPOs and share listings is a sign of a market downturn. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe team at New Harbor Financial returns for their monthly summary, offering their updated outlook on the road ahead for the economy & the markets.They'll also take live viewer Q&A#marketcorrection #aistocks #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Naylor shares an important update about the YouTube Rally this October at Equip Expo. Thanks for Listening! EVENTS: LCR Summit 2026 Tickets HERE Lawn & Landscape Technology Conference https://bit.ly/4ivsCNH CONTACT ME: lawncarerookie@gmail.com PODCAST SPONSOR: Click here for Toro Fleet Promo! Click here for Horizon360 Promo! Click here for Toro Mowers Promo! Click here for Toro American Hero Program! EQUIPMENT: Here's the mic recorder that I use for Truck Talks ReMarkable Tablet... for planning, note taking, and giving presentations! Check out Riverside... What I use for recording video and audio! RESOURCES: "How to Not get crushed by the Spring Rush" FREE Masterclass Download the 5 Costly Mistakes In Business Here! "How To Avoid Burnout"- FREE Masterclass LCR Media Network Free Community Proper Watering Templates Route Density System *THANK YOU TO THE TORO COMPANY FOR SPONSORING THE LCR MEDIA PODCAST!  

Welcome back Pauper fam! PauperGenesis, the largest Pauper tournament in US history, has come and gone, and what an incredible experience it was! We recorded this week's episode onsite on Sunday in the middle of Top 8 with very special guest, Rich Bucey from Princes of Pauper! We swap stories from the weekend, learn some Rich lore, and share in the true joy and appreciation that we all feel getting to meet some of y'all and hear how much our shows mean to you. Huge shoutout to Jenn and the whole team of organizers for a wonderful event. Thank you thank you thank you as always for listening!Join our Discord! https://discord.gg/kdvSavFkpzCheck out our YouTube channel: https://www.youtube.com/@CommonGroundMTGSponsored by: Game Knight (Columbia TN) The premier LGS in the Middle Tennessee area! Check out their upcoming events and order cards for local pickup here: https://www.gameknighttn.com/Princes of Pauper Podcast: https://open.spotify.com/show/2oA9uctXrL8nxxllUrWflhPauperGenesis Decklists: https://mtgdecks.net/Pauper/paupergenesis-cubecon-dmv-the-nyc-pauper-league-tournament-260944PauperGeddon Decklists: https://mtgdecks.net/Pauper/paupergeddon-summer-2026-main-event-dungeon-street-tournament-260807Upcoming Pauper Events:Every Tuesday @ Game Knight in Columbia TN - Weekly Pauper League feeding into an Invitational alongside Just Roll With It Games' (Spring Hill TN) Pauper League!Check out our Discord's #events channel for more events and information!July 18th - Win-A-Dual @ Infinity Games, Clarksville TN - https://topdeck.gg/event/pauper-win-a-dual-2July 19th - Win-A-Box @ Larry's Game Store, Olathe KS - https://www.larrysgamestore.com/products/pauper-win-a-box-july-19-2026-10amThe 4th Common Ground Cup!  SOLD OUT! July 25th @ Game Knight, Columbia TN! $2k+ cash prizes! 100 capacity! Information and Livestream links can all be found here: https://linktr.ee/commongroundcupAugust 16th - $2k Pauper Extravaganza @ Mox Boarding House, Portland OR - https://events.moxboardinghouse.com/p/n/jxKkgBBS/v5August 22nd & 23rd - NRG Milwaukee featuring a Pauper $2.5k Trial - https://www.nrgevents.gg/conventions/nrgevents-milwaukee/events?game=magic-the-gatheringAugust 29th - 64-player $1k Pauper Event at TEO-CON @ Lebanon, TN - https://gameknighttn.com/teo-con/The Cascadia Pauper Circuit presented by Pauper PNW: www.PauperPNW.orgNashville-Area Thursday Pauper League @ Middle TN Gaming in Bellevue: https://www.facebook.com/p/Middle-Tennessee-Gaming-61567309793600/Any questions or feedback for us? Email us at: commongroundmtgpod@gmail.com

It's all about earnings for Diane King Hall when it comes to Thursday's top stories. United Airlines (UAL) saw turbulence in its stock after beating, coming in part from expectations that the airliner will take a hit from rising crude oil prices. In contrast, J.B. Hunt (JBHT) shares opened at a new all-time high. Diane then turns to new life in UnitedHealth (UNH), which tapped a 52-week high after reporting an earnings beat and guidance above Wall Street estimates. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

AP correspondent Karen Chammas reports on protests against Ukraine's decision to change its defense minister.

La Fórmula 1 regresa esta semana en Spa-Francorchamps, y eso siempre debería ser una buena noticia. El Gran Premio de Bélgica llega en uno de los circuitos más esperados del calendario, pero también en un momento en el que la categoría todavía intenta convencer al aficionado de que los coches de 2026 pueden ofrecer carreras reconocibles en los grandes escenarios. Y ese será tan sólo el primer tema a tratar en el segundo episodio de la semana del Podcast Técnica Fórmula 1. Spa será una prueba exigente. La recta de Kemmel, las zonas de alta velocidad y la longitud del trazado pondrán bajo la lupa el despliegue eléctrico de las nuevas unidades de potencia. La pregunta es evidente: ¿veremos una carrera fluida o volverán a aparecer de forma demasiado visible el clipping y el superclipping? La Fórmula 1 viene de varios fines de semana en los que los equipos han ido aprendiendo a gestionar mejor la energía. Los adelantamientos ya no dependen siempre de una diferencia brutal de potencia disponible, y algunos duelos han empezado a tener más lectura táctica. Pero Spa es otra cosa. Si hay un circuito capaz de desnudar las virtudes y defectos de esta generación de coches, es éste. Pero el fin de semana no será sólo Fórmula 1. El Mundial de Rallies llega a Estonia, una de las pruebas más rápidas y espectaculares del calendario. Es un rally muy distinto al Acrópolis: menos supervivencia pura sobre piedra y calor, más velocidad, confianza, saltos y precisión a altísima velocidad. Estonia suele premiar a los pilotos capaces de atacar sin perder limpieza. Las pistas rápidas exigen mucha seguridad en el coche, notas perfectas y una capacidad enorme para mantener ritmo sin cometer errores. En ese contexto, la figura de Sébastien Ogier vuelve a aparecer como una de las grandes claves. Ogier sigue intentando una remontada que parecía improbable hace no tanto. Cada rally que disputa altera el equilibrio del campeonato, porque no corre simplemente para estar: corre para ganar. Estonia, por sus características, no será una prueba sencilla para él, pero su estado de forma obliga a tomarlo siempre en serio. Toyota, Hyundai y M-Sport llegan con desafíos distintos. Toyota tiene estructura, profundidad y pilotos capaces de marcar diferencias. Hyundai necesita mantener la solidez mostrada recientemente y convertir ritmo en resultados. M-Sport, por su parte, buscará aprovechar un rally donde la confianza puede abrir oportunidades si los favoritos fallan. Estonia no es una prueba cómoda para nadie, y menos para quienes todavía están construyendo experiencia en rallies tan rápidos. Terminar, aprender y evitar errores graves puede ser tan importante como buscar un resultado brillante. La tercera cita del fin de semana, en Nashville. Y es que este fin de semana tendremos la IndyCar en un superspeedway trioval rapidísimo. El Nashville Superspeedway tiene 1,33 millas, superficie de hormigón, forma de D y 14 grados de peralte. La carrera será de 300 vueltas y casi 400 millas, un formato donde la estrategia, el tráfico y las neutralizaciones pueden cambiarlo todo. En un óvalo así, la IndyCar suele vivir en el filo. La velocidad es constante, los márgenes son mínimos y cualquier error puede provocar una cadena de consecuencias. Para Alex Palou, cada carrera en óvalo es una oportunidad de seguir protegiendo su ventaja en el campeonato, pero también un terreno donde los rivales pueden recortar si la prueba se vuelve imprevisible. Lo que vimos el pasado fin de semana. El fin de semana llega, además, con el eco reciente del Mundial de Resistencia en São Paulo. BMW ganó las 6 Horas en una lucha muy apretada con Ferrari y Cadillac, con menos de siete segundos entre los tres primeros. Fue la segunda victoria de la marca bávara en la temporada y una señal más de lo abierta que está la categoría Hypercar. El contraste con Toyota fue llamativo. Después de ganar Le Mans, la marca japonesa sufrió en Interlagos y quedó lejos de la pelea principal. En un campeonato tan comprimido, pasar de la gloria al sufrimiento puede ocurrir en cuestión de semanas. Esa es, precisamente, parte de la riqueza actual del WEC. Spa, Estonia y Nashville nos dejan un menú de motor muy completo para el próximo fin de semana. Tres formas distintas de competir, pero una misma idea de fondo: este fin de semana no sólo se trata de correr rápido. También se trata de entender dónde y cómo se puede ir rápido. Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

In today's episode, Tyler dives into the latest market action, where despite some red on the major indexes, there's a wave of strength beneath the surface across sectors and internals. Tyler explores why fear persists in this “rotational bull market,” breaks down key earnings from major global players like Samsung and TSMC, and shares his bullish perspective on tech, semiconductors, and the broader generational bull market. 

Jonathan Hoenig of CapiotalistPi.com has a look at National business news including Chipotle is expanding to...Mexico!

Diane King Hall breaks down this morning's biggest movers at the opening bell, including BlackRock's (BLK) record assets under management driving second quarter earnings beat, Aehr Test Systems (AEHR) rallying after an earnings beat, and IBM Corp. (IBM) falling after Oppenheimer downgrade following its worst ever single day percentage decline.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Concerns over grain shipping infrastructure rise sharply as the war in the Black Sea escalates. Corn and soybeans rallied as well with the support from wheat. Cattle are faced more liquidation today, with lower cash and cutout prices. Arlan Suderman with Stone X Financial recaps today's trade.

Welcome to the VRA Investing Podcast, where host Kip Herriage breaks down a whirlwind day in both the markets and global politics. In today's episode, Kip dives deep into market sentiment, highlighting why he believes we're on the verge of a major melt-up driven by recent events in Iran and the shifting winds of U.S. monetary policy. He shares contrarian insight on why inflation fears are overblown, why interest rates are unlikely to go higher, and how one key decision could fuel a major year-end rally. Kip also reflects on past presidents, sets the stage for what investors should watch for in the coming months, and gives a quick look at sector performance, commodities, and his favored areas of the market right now. Tune in for clear-headed optimism, actionable takeaways, and a grounded perspective on navigating today's markets.

Charles Payne is joined by Paul Hickey, Co-Founder of Bespoke Investment Group, to discuss why the recent pullback in semiconductor stocks represents standard quarter-end portfolio rebalancing rather than the end of the tech trade, and to identify market opportunities in mega-cap tech names like Nvidia and Oracle.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jeffrey Bierman, chief market technician at TheoTrade — where he runs the Genesis Cog and Burn Signal platforms — says the stock market remains "ridiculously strong," but that won't allow it to sidestep a summer slowdown and a difficult fall, before picking back up with a tremendous rally near the end of the year. He makes it clear that current conditions are not looking like a bear market or a bubble, and while the market has gotten a bit ahead of itself, he's thinking it's mostly choppy with maybe a small setback before it starts the next leg up. David Leiter, who runs The Ultimate Investor website, discusses his new book, "Stop Making Stupid Investments," and gives his take on everything from initial public offerings — and pre-IPO investments — to cryptocurrency and more, and focuses on the emotional control that helps investors avoid the key blunders that can bring a portfolio crashing down. In the Market Call, Max Wasserman, co-founder and senior portfolio manager at Miramar Capital, talks about how everyone is jumping so hard into technology stocks that it's "hard to find a great company at a good price." He discusses where he is finding the right valuations for his dividend-driven investment style, and what kinds of companies fit his long-term buying perspective now.

The US continued to launch strikes for a third night, after President Trump stated that he would hit Iran “very hard” on Monday and Tuesday. Separately, Trump threatened to hit Iran's “Pickaxe Mountain”, an underground nuclear facility; Brent Aug'26 +1.9%.US President Trump also announced a naval blockade, which is set to begin at 21:00 BST / 16:00 EDT.APAC stocks were mostly in the red given the geopolitical environment and tech sell-off; European equity futures are indicative of a weaker open.DXY takes a breather; Kiwi outperforms following regional data and hawkish comments from RBNZ's Conway.USTs and Bunds remain pressured amidst the elevated energy prices and after Fed's Waller delivered hawkish remarks.Looking ahead, Highlights include German Wholesale Prices (Jun), Chinese M2 Money Supply (Jun), US NFIB Business Optimism Index (Jun), US CPI (Jun), Fed Discount Rate Minutes (Jul), ECB President Lagarde-US Treasury Secretary Bessent meeting.Speakers including Fed Chair Warsh, Goolsbee, Barr, Cook & Bowman, BoE Governor Bailey, Supply from the Netherlands & Germany.Earnings from Citi, Goldman Sachs, JPMorgan, Bank of America, Wells Fargo.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week's episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments, explores what investors should watch as the US earnings season gets underway, why inflation remains a key concern for policymakers, and how rising oil prices and tensions in the Strait of Hormuz could influence the outlook for interest rates and global markets. She also discusses South Africa's inflation outlook, recent commentary from the SARB, and the factors shaping expectations for local interest rates. LinkedIn · YouTube

Small company stocks were up nearly 22% in the first six months of 2026. Emerging markets were up 24%. Meanwhile, plenty of people sat on the sidelines convinced those asset classes were dead, chased last year's winners, or just didn't know what they owned. Joe, OG, and Len Penzo break down the first-half scorecard, explain why the lesson isn't about timing -- it's about diversification -- and walk through what an investment policy statement actually is and why having one would have kept most people out of trouble.What You'll Walk Away WithThe first-half 2026 scorecard: Russell 2000 up 21.9%, MSCI Emerging Markets up 24%, S&P 500 up 9.6%, and why the breadth of the rally matters more than the headline numberWhy OG's one-sentence takeaway -- "the plan always works" -- is both right and incomplete, and what Len's personal experience this year adds to the conversationWhat an investment policy statement actually is: the one-page written decision tree that protects you from making bad moves when markets spike or crashWhy the market closes at an all-time high roughly 30% of the time -- and what that means for the "I'm waiting for it to come down" crowdHow to x-ray your portfolio: the specific inventory OG recommends taking before you make any changesWhy you should rebalance all at once rather than filling in holes slowly -- and the one asterisk that applies before you do anything in a taxable accountLen on the mining sector: why GDX returned 154% last year and is down 10% this year -- and exactly what that pattern teaches about chasing returnsWhy trying to explain your investment plan to another human being is the best stress test you haveThe allowance micro-economy problem: what happens when you pay kids per task and they start pricing everything in units of dog poopJessica's win from the Basement: how one Stacker helped her 25-year-old cousin sign up for her first 401(k), get the full company match, and choose index fundsWhy This Matters NowThe second half of 2026 starts now. If you don't know what you own, why you own it, or what you'd do if it dropped 30%, this is the episode to act on before the next six months get away from you.From the BasementJoe, OG, and Len Penzo review the first half of 2026, build a case for why diversification beats prediction every time, and explain what an investment policy statement is and how to write one. Doug celebrates the Hollywood sign's origin as a real estate advertisement and shares two things social media actually taught us -- including a TikTok comedian voicing the thoughts in Mark Zuckerberg's ear during a very long beef discussion. Len's annual sandwich survey is about a month away. True Money Stories is climbing the Amazon charts.Resources MentionedTrue Money Stories by Len Penzo -- available on Amazon; lenpenzo.comLen Penzo dot com -- lenpenzo.com; 3,000 articles, 18 years of personal finance writingStacking Benjamins Field Kit -- stackingbenjamins.com/fieldkitStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201Stacking Benjamins Community -- stackingbenjamins.com/basementOG financial planning calendar -- stackingbenjamins.com/ogSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Truman's Rally and the Brave Dissent of Margaret Chase Smith GUEST: Nick Bunker In May 1950, a politically wounded Harry Truman embarked on a western tour to rebuild momentum and refocus the nation on his "Fair Deal." Despite a high-profile Chicago rally featuring stars like Elizabeth Taylor, his approval ratings continued to plummet amid the ongoing coal strike and corruption scandals in cities like New York. Within his own party, the "middle way" was failing to find traction. Amidst this polarization, Senator Margaret Chase Smith delivered her courageous "Declaration of Conscience" speech, calling out the Republican Party for using "fear, ignorance, bigotry, and smear" — her "Four Horsemen." She criticized both McCarthy's tactics and the Truman administration's perceived "bitterness" and lack of leadership. Though she was the first Republican to publicly challenge McCarthy, her message fell on "deaf ears" as the Senator's power grew. Only weeks later, the North Korean sneak attack on June 25 changed the world forever, ending the period of "shadow of fear" and beginning a hot war. (8)1952 STORK CLUB

https://19-minutes.supercast.comStrong demand, tight projected stocks, and seven critical weeks of growing weather could create another major opportunity for corn and soybean producers.Chris Barron and Jeff Fichtelman break down why even a modest yield reduction could significantly tighten supplies, when a harvest-driven rally could develop, and why farmers should have firm offers ready before optimism takes over. They also discuss old-crop corn still weighing on the market, regional harvest basis opportunities, China's continued soybean buying, lower nitrogen prices, and renewed uncertainty surrounding Russia and Ukraine.Could corn and soybeans get another meaningful rally, and how should farmers position themselves without getting greedy?

Episode 2 of this week has Ira and Joe looking at a different Baker Mayfield contract angle and much more. Enjoy! The wisdom and fun of Ira and Joe is presented by Bill Currie Ford. Click play above or listen […] The post Ira Kaufman Talks Different Baker Mayfield Contract Angle, Damning NFL Stat Reveal, Rueben Bain Rally, O-Line Date, And More appeared first on JoeBucsFan.com.

Mag 7 giants Nvidia (NVDA) and Meta Platforms (META) saw a week-long rally while SK Hynix (SKHYV) made a strong public trading debut in the U.S. Sam Vadas talks about the biggest tech headlines catching investor attention throughout this week. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

We are joined by our good friend Clark Sopper of Round Cat Racing to talk about the upcoming RoundCat Rally and much more. Find out more at www.roundcat.jp

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets' optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, discussing three things that could disrupt a quiet summer. It's Wednesday, July 8th at noon in New York. As markets turn the page toward the second half of the year, there are lots of reasons for optimism. Global growth remains solid. Earnings growth is strong, and broadening across more companies. Capital markets remain open and deal activity is robust. We continue to think that the best analogy for current conditions is something like 1997 through 1998 or 2005 through 2006 – periods where corporate aggression was increasing, and had further to go, leading to equities outperforming credit. Even more immediately, July also happens to be one of the best months of the year for markets. And while one should never base their entire investment strategy on how far the earth has travelled around the sun, this month has been the best month for the U.S. High Yield returns, by far, over the last 15 years. The last time the S&P 500 fell in the month of July was 2014. So given all that, what could go wrong? Well, here are three things that are on our mind. First, a key part of our most optimistic view is that U.S. inflation will be lower than the Federal Reserve expects in the second half of this year, leading them to leave interest rates unchanged, rather than raise rates as the market expects. The risk is that this assumption is just wrong, perhaps soon. There is certainly an argument that, if the Fed is worried about inflation, it shouldn't wait to act, and the market is currently placing roughly 1-in-3 chance that the Fed hikes rates on July 29th. If that happens – and again, our base case is it does not – it could drive volatility. Second is earnings season, which kicks off next week. While the general trend of earnings is important, the bigger focus is likely to be on the results of large U.S. tech companies, and in particular, how much they plan to spend building out AI infrastructure. Over the last several quarters, almost like clockwork, these spending estimates have been revised higher and higher. And that has helped boost confidence in AI – as the spending is a sign that the technology holds promise – as well as boosting the broader earnings outlook; since all of this spending is becoming other company's revenue. Our base-case remains that this AI spending cycle has further to run, with capex from the major U.S. hyperscalers rising from over $800bn of spending this year to roughly $1.2 trillion of spending next year. But the risk would be that second quarter earnings now show more hesitation to spend, maybe because the share prices of some of these big spenders have been recent underperformers. And given how much the current growth and earnings story is linked to AI, and how popular AI exposure is with investors, that would create a risk. Finally, there's Iran. Our base case assumes a gradual renormalization of flows through the Strait of Hormuz, and we forecast Brent oil at about $75/bbl in 12 months time, which is pretty similar to current levels. But as of this recording there were reports of renewed hostilities, and the ceasefire may be fragile. The U.S. has already drawn down its Strategic Petroleum Reserve to its lowest-ever levels, potentially reducing some ability to absorb shocks if the conflict re-escalates. Historically, July tends to be strong, and markets have a number of helpful tailwinds at their back. But an unexpected rate hike, an unexpected reduction in Hyperscaler Capex, and a resumption of the Iran conflict are three factors that are not in our base-case – and could disrupt that. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. Also tell a friend or colleague about us today.

On March 27, 1993, the morning began like countless others for nine-year-old Jonathan Sellers and thirteen-year-old Charlie Keever.  The two boys set off on their bicycles, planning nothing more extraordinary than a day of roaming, pedaling through familiar places, killing time, enjoying the small freedoms of childhood.  Throughout the morning and early afternoon, the boys were seen moving easily through the neighborhood. Witnesses recalled spotting them at a local arcade and a pet adoption center, lingering the way kids do when the day feels wide open. Later, they stopped at a Rally's hamburger stand, where they bought lunch before heading off again on their bikes. Their last confirmed sightings placed them in the Otay River Valley, an area the boys were known to frequent. Two witnesses briefly spoke with Jonathan and Charlie as they rode along the riverbed near a washed-out bridge. One of those witnesses would later recall a detail that stood out at the time and lingered afterward: a man driving a car across the open field, deliberately blocking the bike path. It struck her as strange, out of place in the quiet riverbed. Years later, she would identify a photograph of a blue sedan, similar in color and shape to the vehicle she had seen that day. As evening approached and the boys failed to return home, worry turned quickly into alarm. Family members began searching nearby streets and paths. Jonathan's brother mentioned the riverbed trail where the boys often rode, prompting their mother to head there in a growing panic. What he didn't think to mention, what no one realized in time, was a hidden “fort” tucked away in the brush, a place the boys liked to crawl into “like a little cave.”  Join Cam and Jen on this episode of Our True Crime Podcast named “Hidden Fort: Jonathan Sellers and Charlie Keever.” Listener discretion by @octoberpodVHS Editing and music by @theinkypawprint Sources:  http://www.signonsandiego.com/uniontrib/20040829/news_1m29erskine.html https://scocal.stanford.edu/opinion/people-v-erskine-34617 https://www.reddit.com/r/serialkillers/comments/1hbddzh/scott_erskine_a_repeat_offender_responsible_for/ https://www.nbcsandiego.com/news/local/scott-erskine-charlie-keever-jonathan-sellers-death-row-appeal-south-bay-murders/159324/ https://www.cbs8.com/article/news/local/scott-erskine-dies-while-on-death-row-due-to-covid-19/509-3e957e89-6775-45a2-9f5f-d08c02e0844c https://www.sun-sentinel.com/news/fl-xpm-2004-08-28-0408280095-story.html https://web.archive.org/web/20130409222853/http://www.meganslaw.ca.gov/cgi/prosoma.dll?searchby=offender&id=18601082E9187 https://www.sun-sentinel.com/news/fl-xpm-2004-08-28-0408280095-story.html https://www.mercurynews.com/2020/07/29/coronavirus-these-killers-died-on-san-quentins-death-row https://www.cbsnews.com/sanfrancisco/news/2-condemned-san-quentin-inmates-die-of-apparent-covid-19-complications/ Who the (BLEEP) Did I Marry?  Season 5, Episode 7 titled "The Face of Death" Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Andy and Randy visit the Backpage with Beau Johnson.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Democrats Totally Drop Mask, Publicly Demonize America On July 4th! Globalists/Leftists Claim Trump Is Rigging World Cup For USA As Hordes Of Muslims Rally For 3rd Weekend In A Row Declaring That America Is An Islamic/Communist State