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Today's Post - https://bahnsen.co/4yKPl0J The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the Nasdaq finished slightly down, the S&P flat, and the Dow up 0.5%. The host flags NVIDIA's move to guarantee $250B in financing for an OpenAI data center and notes NVIDIA fell 5%, while highlighting widening CCC credit spreads as a developing risk signal. Sector performance showed rotation rather than broad risk-off, with staples up and energy down on the day, and notable dispersion across semiconductors and software. Policy coverage includes a six-month tariff extension shifting toward Section 301 (10–12%) with expected legal challenges, plus midterm implications tied to Michigan's Senate race. Economic notes: durable goods strength largely driven by data centers; new home sales up modestly but down YoY with prices off peak. Ahead: FOMC under Chair Warsh, balance-sheet tightening possibility, and ongoing earnings season. 00:00 Monday Market Rundown 00:15 Oil Hopes Fade 01:30 NVIDIA Financing Shock 02:21 Credit Spreads Warning 04:00 Sector Rotation Month 04:45 Semis And Software Dispersion 06:21 Tariffs And Trade Policy 07:49 Midterms Michigan Bellwether 10:11 Durables And Data Centers 10:51 Housing And Mortgage Lock In 11:58 Warsh Fed Meeting Preview 14:32 Oil Move And Midstream 14:45 QandA Links And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
It’s time for Party for Two! Today, Deb is joined by Brian Lilley from the Toronto Sun to break down the top stories of the day. If the GTA population is rising, why are public school enrollment numbers falling? She speaks with Deani Van Pelt, Cardus Senior Fellow and President of Edvance Christian Schools Association, about shifting choices and demographic trends. Then it’s Telescopic Tuesday, as NEWSTALK 1010 Science Expert Dan Riskin brings the latest science stories of the week. Trump imposes 50% tariffs on Canadian goods, what does this mean for the auto sector? Deb speaks with Flavio Volpe, President of the Auto Parts Manufacturers Association, about the impact it will have on the industry.
Moonshot AI plans for IPO. Moonshot AI's Kimi K3 model outscored every AI rival except Fable 5 and GPT-5.6, triggering a semiconductor selloff. Now the company is preparing for a Hong Kong IPO at a $30 billion-plus valuation. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, July 20th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
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The following article of the Automotive industry is: “Stronger Together: The Future of North American Auto Sector” by Francisco Nicolas Gonzalez, Executive President, Industria Nacional de Autopartes.
The following article of the Automotive industry is: “The Last Quarter of the Year: What to Expect in Auto Sector” by Manuel Montoya, Director General, CLAUT.
The Social Movement for Advocacy, Rights and Transformation, SMART is pressing SARS to crack down on widespread tax evasion in the spaza shop sector following damning findings by the Public Protector. The group says many outlets allegedly run by undocumented foreign nationals operate unlicensed, dodging taxes while using public services and infrastructure. SMART says this lost revenue is hurting South Africa's strained fiscus at a time of mounting debt and service delivery pressures. The organisation urges closer collaboration between SARS, Home Affairs, municipalities and other agencies to register compliant businesses and enforce the law fairly, without targeting nationality. We spoke to SMART Manager for Advocacy And Communication, Lehlogonolo Muthevhuli.
Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now. Mike Toney-Hoffman drives the TrendSpider Sidekick portfolio agent live on screen — running natural-language prompts against real market data to identify sector leaders, rank technical setups, and pressure-test portfolio positioning against rate scenarios.
Darkest Mysteries Online - The Strange and Unusual Podcast 2023
The Sector Was Never Silent We Brought Its Pulse HomeBecome a supporter of this podcast: https://www.spreaker.com/podcast/dark-mysteries-unsolved-mysteries-forgotten-secrets-unanswered-questions--5684156/support.Darkest Mysteries Online
Over 100 scientists have left ISRO in one year & following the spate of resignations, the Centre has tightened rules around exits and voluntary retirement. #CutTheClutter Episode 1865 looks at reasons behind this exodus, brewing crises in ISRO and why these point to challenges for India's space programme. ThePrint Editor-In-Chief Shekhar Gupta also details the private sector boom in our nation's space sector, and some of the companies doing noteworthy work in the area.----more----Watch #OffTheCuff with Pawan Kumar Chandana, Co-Founder & CEO of Skyroot Aerospace here: https://www.youtube.com/watch?v=qcUpyye3OwM----more----Read Soumya Pillai's story on scientists leaving ISRO here: https://theprint.in/india/india-opened-space-to-private-players-isro-brain-drain-is-one-result/2987999/----more----Watch #CutTheClutter on importance of satellites in modern warfare here: https://www.youtube.com/watch?v=U839-QEUZ7s----more----Watch #CutTheClutter on Pakistan's space programme here: https://www.youtube.com/watch?v=aqaxD1rgQFw----more----Watch Walk The Talk with Prof CNR Rao here: https://www.ndtv.com/video/walk-the-talk-with-bharat-ratna-cnr-rao-308738
1. La corrupción que nos arropa2. La saga de Domenech continua: La gobernadora Jenniffer González negóayer que La Fortaleza intervenga para impedir la publicación de historiasperiodísticas.3. La Marina sacia gratuitamente su sed con las aguas de El Yunque mientrasvarias zonas de Puerto Rico se quedaban sin agua4. Alarma entre avicultores por el precio del huevo con pérdidas hasta del70% en ventas5. Tren Urbano recibirá $230 millones para rehabilitar estaciones ysistemas operacionales6. Estudio revela que el 75% de las playas analizadas en la costa norte dePuerto Rico presentan erosión7. AAA evalúa posible racionamiento de agua en seis municipios porcondiciones de sequía: Río Grande, Loíza, Canóvanas, Cidra, Comerío y SanLorenzo8. Bonistas rechazan oferta de la Junta para resolver la quiebra de la AEE9. Sector de peleas de gallos busca que el Congreso devuelva a Puerto Ricola facultad de decidir sobre la práctica10. Encuesta PEW revela queChina y Xi Jinping gozan de mayor popularidad que EEUU y Trump11. Pete Hegseth afirma quelos soldados mayores de 30 años serán sometidos a pruebas de detección dedeficiencia de testosterona12. «A México se lerespeta”: Sheinbaum responde a acusaciones del director de la DEA Este es un programa independiente y sindicalizado. Esto significa que este programa se produce de manera independiente, pero se transmite de manera sindicalizada, o sea, por las emisoras y cadenas de radio que son más fuertes en sus respectivas regiones. También se transmite por sus plataformas digitales, aplicaciones para dispositivos móviles y redes sociales. Estas emisoras de radio son:1. Cadena WIAC - WYAC 930 AM Cabo Rojo- Mayagüez2. Cadena WIAC – WISA 1390 AM Isabela3. Cadena WIAC – WIAC 740 AM Área norte y zona metropolitana4. X61 – 610 AM en Patillas5. X61 – 94.3 FM Patillas y todo el sureste6. WPAB 550 AM - Ponce7. ECO 93.1 FM – En todo Puerto Rico8. WLRP 1460 AM Radio Raíces La voz del Pepino en San Sebastián9. WOQI 1020 AM – Radio Casa Pueblo desde Adjuntas 10. Mundo Latino PR.com, la emisora web de música tropical y comentario Una vez sale del aire, el programa queda grabado y está disponible en las plataformas de podcasts tales como Spotify, Soundcloud, Apple Podcasts, Google Podcasts y otras plataformas https://anchor.fm/sandrarodriguezcotto También nos pueden seguir en:REDES SOCIALES: Facebook, X (Twitter), Instagram, Threads, LinkedIn, Tumblr, TikTok BLOG: En Blanco y Negro con Sandra http://enblancoynegromedia.blogspot.com SUSCRIPCIÓN: Substack, plataforma de suscripción de prensa independientehttps://substack.com/@sandrarodriguezcotto OTROS MEDIOS DIGITALES: ¡Ey! Boricua, Revista Seguros. Revista Crónicas y otrosEstas son algunas de las noticias que tenemos hoy En Blanco y Negro con Sandra.
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Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets. Recorded on July 9, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Perspectives sectorielles et factorielles de Denise Chisholm – 9 juillet 2026 Denise Chisholm, directrice en chef, Stratégie de marché quantitative, nous fait part de ses analyses et ses perspectives uniques quant aux principaux secteurs à surveiller sur les marchés mondiaux. Pour une version avec des sous-titres français, veuillez consulter https://youtu.be/RfKI55rXlBI Date : 9 juillet 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.
When a blue-chip stock suffers a sharp selloff, every investor asks the same question: Is this a buying opportunity… or a value trap? In today's episode, we tackle a viewer question about IBM after its dramatic decline. Has Wall Street overreacted, creating an attractive entry point? Or has the market uncovered deeper problems that investors shouldn't ignore? We'll break down: What caused IBM's sharp selloff Whether the fundamentals have actually changed Key technical support and resistance levels How to evaluate buying opportunities after major price declines What long-term investors and traders should be watching Sometimes the best opportunities come when fear takes over the market… But not every dip is worth buying. We'll also answer a viewer question about DRAM and why it's become one of the hottest areas in the semiconductor industry. We'll discuss: What DRAM memory is and why it matters How AI is driving demand for memory chips The companies benefiting from the boom Whether the semiconductor rally still has room to run Finally, we'll wrap up with today's market action, highlighting: The biggest movers Sector rotation Investor sentiment What today's price action could mean for tomorrow's trading session Because great trading isn't about chasing headlines... It's about understanding the story behind the move. Listen now:
Recent reports indicate the listed retirement sector in New Zealand has continued to struggle in 2026. Share market expectations were high in the new year, but the predicted growth has since turned flat and negative. Milford Asset Management expert Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Hablamos con Berta Fabregas, team leader de banca y finanzas de Randstad Professional. Presenta el Informe "Tendencias Salariales" centrados en el sector financiero.
The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Services to market weight and Utilities to underweight.Second, the expected growth rate for 2Q26 S&P 500 EPS has continued to drift up ahead of reporting season, but trends in beat rates and EPS revisions have been mixed.Third, on our broader outlook we're on guard for a shift back into US and mega cap Growth leadership.
Las renovadas tensiones en el Estrecho de Ormuz muestran un panorama “pintado de rojo”, revolucionando los índices que presentan un nivel de riesgo cada vez más pronunciado. Sin embargo seguimos viendo resultados empresariales sólidos según el análisis de Manuel Pinto, jefe del departamento de análisis de XTB. El experto estudió la actualidad bursátil y señaló que a pesar del contexto geopolítico que nos rodea hay una luz y es que, según expone, “la FED no acabará subiendo los tipos de interés en este 2026. La inestabilidad de los mercados invita a la diversificación En este sentido, el experto señala que la deuda es un punto fundamental al que hacer seguimiento ya que es uno de los principales riesgos que pueden verse en el mercado, pero de momento seguimos siendo positivos, pero aún así “resulta clave diversificar". No depender de un sector, no depender de una geografía”. Así pues, Manuel Pinto recomienda a los oyentes tener movimientos tanto en Estados Unidos como en China y “tener algo diversificado a nivel sectorial”. El agravante de la inflación y sus efectos en Japón Por último, también se analizaron los planos económicos de Japón,el país con una economía mixta que resulta ser la quinta más grande del mundo, pero que en la actualidad atraviesa un panorama complejo caracterizado por la devaluación del yen y por una tasa inflacionaria que ha empujado al Banco de Japón a elevar los tipos de interés al 1.0%, su nivel más alto desde 1995. Respecto a este marco, el analista señala a la primera ministra del país, Sanae Takaichi y su gestión, “sigue hablando de medidas de estímulo cuando la inflación en Japón es mucho más alta que la media histórica, cuando realmente debería estar subiendo tipos más agresivos”.
The building and construction sector is shrinking and showing little sign of improvement this year. Chief Executive of New Zealand Certified Builders Malcolm Flemming spoke to Ingrid Hipkiss.
Investigative journalist Tim Mak, who has been stationed in Ukraine since 2022, joins Max and Maria for a discussion about life in Kyiv, the processes and challenges driving innovation in Ukraine's dynamic civilian defense combat hubs, and the impact of AI and information integration on the battlefield. Mentioned: The Counteroffensive by Tim Mak, Substack The Arsenal, Tim Mak Build Back Ukraine, Tim Mak Feedback? Suggestions? Ideas to help us improve? Email us at erep@csis.org. If you love Russian Roulette, let us know by subscribing and leaving a review wherever you get your podcasts. Listen to our sister podcast, covering all things Europe through a Washington lens: CSIS Podcasts | The Eurofile
Another trading week is in the books, and we're wrapping it all up with one of my favorite formats—the Viewer Q&A! This week, we'll answer several great questions from the audience, breaking down individual stocks, technical setups, and the broader market to help you make better trading decisions. On today's show, we'll discuss: Shake Shack – Is the recent move sustainable, or has the stock gotten ahead of itself? SK Hynix – One of the biggest beneficiaries of the AI boom. Does it still have room to run? Intel – Can the chip giant regain its footing, or is it still playing catch-up in the semiconductor race? Plus several additional viewer-submitted questions covering trading, investing, and market strategy. I'll also provide an update on my Tesla trade, discussing how the position has evolved, what adjustments I've made, and what I'm watching next. Sometimes the best lessons come from managing a trade after it's been placed—not just finding the entry. Finally, we'll wrap up the week with a broad market overview, looking at: The biggest market-moving headlines Sector rotation and market leadership Technical levels to watch next week Where I see potential opportunities developing Whether you're trading individual stocks or simply trying to stay on top of the market, this episode is packed with practical insights and real-world analysis. Because every week the market tells a story... Our job is to listen carefully. Listen now:
La guerra de Irán ha puesto patas arriba el mercado del petróleo. Los futuros del Brent y el West Texas han recuperado niveles preguerra sembrando las dudas sobre las perspectivas para el sector petrolero. La sensibilidad de este mercado a las acciones de Donald Trump y su condicionamiento a Ormuz lo han vuelto uno de los más volátiles en los últimos meses.
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026.Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing.Advertising Inquiries: https://redcircle.com/brands
Your questions. Real market answers. One of my favorite shows is back as we dive into the TraderMerlin mailbag and tackle a wide range of viewer questions covering trading, technical analysis, risk management, and today's ever-changing market environment. In this episode, we'll answer questions including: How do you become a better technical analyst? What's the most important part of managing risk? Do market gaps really get filled? How should traders adapt when volatility begins to increase? And several more questions submitted by viewers. Every trader reaches a point where indicators alone aren't enough. Success comes from understanding why markets move, managing risk effectively, and developing a repeatable process that fits your personality and objectives. We'll also revisit the topic of market gaps, clarifying some of the misconceptions from previous discussions and explaining how I incorporate gaps into my own trading plan. Of course, no TraderMerlin show would be complete without breaking down today's market action. We'll discuss: The biggest movers of the day Key technical levels across the major indexes Sector rotation and investor sentiment What today's price action may be telling us about tomorrow Because every trading day offers another opportunity to learn—and the better your questions, the better your trading becomes. Listen now:
Katie Stockton of Fairlead Strategies joins Excess Returns to break down the current technical setup for the S&P 500, Nasdaq 100, mega-cap tech, market breadth, sector rotation, international stocks and gold. We discuss why short-term momentum has weakened, what would confirm a more serious breakdown, how investors can use technical analysis for risk management, and where breakouts are appearing outside the AI and semiconductor trade.Katie Stockton on Xhttps://x.com/StocktonKatieFairlead Strategieshttps://www.fairleadstrategies.com/Fairlead Fundshttps://www.fairleadfunds.com/Main topics coveredWhy the S&P 500 is still in a long-term uptrend but showing short-term momentum lossHow Katie defines overbought and oversold using the stochastic oscillatorWhy the March monthly MACD sell signal became an unusual whipsawWhat the QQQs and Nasdaq 100 are saying about technology leadershipHow investors can use stop losses, hedges and moving averages to manage riskWhy the market has held up despite underperformance in the Magnificent SevenThe difference between market breadth and market leadershipWhy sector rotation is improving in healthcare, industrials, utilities, insurers and biotechHow sentiment indicators like the VIX and Fear and Greed Index fit into market timingHow the Fairlead Tactical Sector ETF uses trend following, sector rotation, Treasuries and goldWhat the charts are saying about emerging markets, developed international stocks and the U.S.Why gold has moved from a strong bull market into a more tactical trading environmentTimestamps00:00 Intro00:58 Why the S&P 500 is losing short-term momentum05:04 How overbought conditions can reset without a major decline08:39 Why whipsaws make confirmation so important12:02 What the QQQs are saying about technology leadership16:51 How to manage risk with stop losses and hedges20:07 Why the market held up despite Mag Seven weakness23:49 How market breadth differs from market leadership28:14 What sentiment indicators are saying about investor positioning32:58 Why the market is in a technical void36:00 Sector rotation beyond technology and semiconductors40:54 How the Fairlead Tactical Sector ETF manages drawdowns46:05 What international stock charts are saying versus the U.S.50:13 Why markets have been resilient despite geopolitical risk52:05 What the chart of gold is telling investors now
Bridgeway Capital Management's Co-CIO, Elena Khoziaeva, discusses a broadening market rally beyond mega-cap stocks, highlighting strength in small caps, international markets, and key sectors like financials and industrials. She also explains why investors remain focused on earnings despite geopolitical and oil market volatility.======== 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
Ben Fulton is impressed with the resilience in markets, though he argues it can't be mistaken for immunity. He tells investors to prepare for volatility ahead even as the U.S.-Iran war continues to fall off Wall Street's radar. When it comes to the Fed, Ben has one eye on tentative inflation impacts brought on by the conflict, and his other on sector rotation. ======== 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
Esmé Grewal, JD, joins Over the Counter to discuss the often overlooked support LTC pharmacies provide for aging and other vulnerable patient populations.
How much should you actually be charging as a freelancer? Spoiler: there's no magic number, but there are some brilliant guides out there to help you stop plucking figures out of thin air. This episode is your cheat sheet to finding out what other freelancers are really charging, so you can stop guessing and start pricing with confidence. We're rounding up the best places to snoop on industry rates, from YunoJuno's annual guides to LondonFreelance.org's brilliantly nosy "what I was actually paid" submissions, plus IPSE, Reddit's Freelance UK threads, and a handy calculator to get you started. There's also a timely nudge about the gender pay gap in freelancing (yes, it's a thing here too) and why doing a bit of local research matters just as much as national averages. Come for the numbers, stay for the confidence boost, and if you've still got questions, the community's waiting for you on Discord (link below to join). Links from the episode: YunoJuno, Londonfreelance.org, IPSE, Reddit Freelance UK, and Sally Farrant's Pricing Calculator Timestamps: 0:00 How Much Do Freelancers Earn? Podcast Introduction 0:21 Freelance Pricing: Why There's No 'Perfect' Rate 0:40 Freelance Rate Guides: Where to Find Reliable Data 0:57 YunoJuno Industry Guide: Freelance Rates by Sector 1:25 LondonFreelance.org: Anonymous Freelance Pay Reports 2:08 IPSE: not-for-profit membership association dedicated to the self-employed. 2:30 Reddit: Freelancer Community Resources 2:41 Freelance Gender Pay Gap: Why Women Charge Less 3:22 How to Research Freelance Rates in Your Area 3:42 Freelance Rate Calculator: How Much Should You Charge? 4:04 Join the Freelancer Community (neurodivergent friendly!) Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz Order my book: The Freelance Lifestyle: Your Friendly Guide to Starting a Freelance Business
The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations. See omnystudio.com/listener for privacy information.
Video games are raking in the cash and keeping people employed. NZ on Air-funded studios brought in $829 million in the year to July – 17% more revenue than last year. Those studios also have more than a thousand full-time employees. Director of the Game Development Sector Rebate at New Zealand on Air, Chantelle Cole says we're punching above our weight, with the global average being a 9% increase in revenue. She told Mike Hosking the 17% figure is just from the 43 studios that go through their programme – the New Zealand video game industry is actually 200 studios strong. Cole believes that when the New Zealand Game Developers Association releases their revenue figures in September, their growth may hit 30%, or even 40%. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Lowell Baron and Brandon Sedloff trace the evolution of Brookfield's real estate business from a small balance sheet investor into a global platform managing roughly $300 billion in assets. Baron shares how he joined what was then called Brascan in 2005 with fewer than twenty people on the real estate team, initially working on a modest credit fund while the firm owned just a stake in an office company. He explains how the decision to avoid overheated deals in 2006 and 2007 positioned Brookfield to capitalize on opportunities after the global financial crisis, eventually launching the consortium model in 2009 that became the foundation for committed funds starting in 2012. They discuss: - Why Brookfield built operating platforms with 30,000 employees instead of relying on third-party operators - How the firm expanded methodically across property types and geographies, including a ten-year process to enter India - The bifurcation in office markets and why Class A space in major cities now faces supply constraints - How diversifying across housing sub-sectors from student housing to senior living reduces risk while improving returns - The role of AI in creating operational efficiencies and unlocking predictive insights from Brookfield's proprietary data This episode on The Distribution offers insight into how scale, operational depth, and patient capital can coexist in a single platform when grown deliberately over decades. Topics: (00:00:00) - Intro (00:02:46) - Journey from law to banking (00:04:18) - Cold calling your way into real estate (00:10:24) - Joining Brookfield in 2005 (00:16:08) - Brookfield's transformation from balance sheet to investment manager (00:20:18) - Discipline during the 2006-2007 boom (00:22:11) - Geographic and sector expansion (00:25:12) - The 2009 consortium and the first committed fund (00:29:17) - Brookfield's scale today (00:32:44) - Operating expertise at scale (00:43:27) - Housing strategy across the continuum (00:48:18) - AI and the future of real estate (00:52:00) - The office market bifurcation (00:56:26) - Leadership philosophy and people development Links: Lowell on LinkedIn - https://www.linkedin.com/in/lowell-baron-23146913/ Brookfield - https://www.brookfield.com/ Brandon Sedloff on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Juniper Square - https://www.junipersquare.com/
In this episode, Lord Abbett Portfolio Managers Rob Lee and Steve Rocco discuss how a flexible multi-sector approach can help investors navigate increasing market dispersion, and why an extensive credit platform is essential to identifying opportunities across the credit spectrum.
The latest Commerce Commission report into the wholesale grocery market found dozens of rebate, discount, and payments schemes which see $6 billion a year flowing between suppliers and big supermarket chains, disadvantaged smaller players. Kai Co supermarket opened its doors in Christchurch earlier this year, promising to take on the big players. Co-founder and operations director Ethan Vickery spoke to Ingrid Hipkiss.
Could one of the smartest long-term investments for young Americans have just been introduced? In today's episode, we break down the latest financial product announced by the U.S. government and why it could become an attractive wealth-building tool for those under the age of 18. Whether you're a parent, grandparent, or simply thinking about the next generation, this new program has the potential to reshape how young investors begin building financial security. We'll discuss: The details of the new government-backed investment program Who qualifies and how it works The potential long-term benefits of starting to invest early How compounding can turn small investments into significant wealth over time Whether this new program deserves a place in your family's financial plan We'll also examine the market impact of the new Trump Accounts initiative and discuss how investors are reacting. Is this simply a new savings vehicle, or could it have broader implications for capital markets and investor behavior? Beyond the headlines, we'll break down today's market action, highlighting: The biggest winners and losers Sector rotation and investor sentiment What the latest price action may be telling us And, as always, I'll provide updates on my current trades, portfolio positioning, and what I'm watching as we move into the next trading session. Because building wealth isn't just about finding the next hot stock... It's about understanding the tools available and making smart decisions over time. Listen now:
Wait, is the climate policy landscape … in better shape than it looks?Just over a year ago, President Trump passed the One Big Beautiful Bill Act. It repealed many of the Biden administration's most aggressive climate policies, including tax credits for solar and wind energy.Although those policies are gone, the emissions cuts they achieved remain largely intact — at least in the power sector, according to a new study that we're covering exclusively at Heatmap. Lily Bermel, the report's author and a visiting fellow at the Columbia Center on Global Energy Policy, argues that at least where energy generation is concerned, the glass is more than “half full.”On this episode of Shift Key, Lily joins Rob to discuss what we learned from Biden's big climate law, why it likely never would have achieved its projected emissions declines (at least not without a tremendous transmission buildout), and how studying its legacy changed her mind about policy going forward. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:The “Glass Half Full” reportMore from Rob on Lily's findingsFrom Heatmap: The Wind and Solar Tax Credits Are About to Expire. Will They Come Back?Heatmap's cheat sheet on how the One Big Beautiful Bill Act changed America's clean energy lawPreviously on Shift Key: What Has All This Back-and-Forth Climate Legislating Bought Us?Jesse Jenkins' paper on transmission's role in achieving the IRA's goalsBrendan Duke's policy affordability framework--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
Rabobank has asked a range of industry leaders for their take on what the food and agri sector could look like in the future.
En el episodio de hoy hablamos sobre todo lo que debes saber esta semana en los mercados. Comentamos la fuerte corrección de los valores más growth de IA / Semiconducotres y la posible rotación que estamos viendo hacia otros sectores.Suscríbete a nuestra newsletter: https://mailchi.mp/1a1f327fc3d5/ideas-de-swingÚnete al canal GRATUITO de WhatsApp: https://whatsapp.com/channel/0029VaTrH1L72WTwHEGtyr0mSígueme en instagram: https://instagram.com/arnau_invertirbolsaTodo lo que hacemos en Boring Capital: https://boringcapital.net/Consulta nuestras rentabilidades pasadas en Boring Capital: https://boringcapital.net/informes-rentabilidadSígueme en Twitter: https://twitter.com/ajnogues
After a nearly two year investigation into wholesale grocery supply, the Commerce Commission says it's worried about competition and weak pricing. Grocery Commissioner Pierre van Heerden spoke to John Campbell.
Most investors overlook the signals that reveal the true health of a market until it's too late. In this episode, John Lewis breaks down how momentum, sector rotation, and systematic rules-based investing can help you spot market leadership shifts before they become obvious. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).Get Our Weekly Newsletter:NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.htmlHow to Find Us:Twitter: https://x.com/DorseyWrightNDWLinkedIn: https://www.linkedin.com/company/nasdaqdorseywrightResearch: https://dorseywright.nasdaq.com
A newly formed group is aiming to look after the future of New Zealand's organic industry. Young Organic Growers Aotearoa is targeting organic growers aged 40 and under, and already it has seventy members including market gardeners, viticulturists, orchard growers, and dairy farmers. The group's first event sold out, with people travelling from all over the North Island to be part of it. Chair of the group, Alex Morrisey chats to Emile. [picture id="4JM2K2K_IMG_4703_jpeg" crop="16x10" layout="full"]
Esta semana en Wall Street: Un gestor veterano anticipa una caída del 70%: analizamos sus argumentosMETA presenta un movimiento que puede redefinir su tesis de inversión. Y cerramos con un sector olvidado por el consenso que empieza a dar señales interesantes.
Daniel Santiago from State Street Global Advisors joins Michael A. Gayed, CFA to unpack sector ETF investing in 2026 — the original SPDR product line, now the largest and most liquid sector suite on the market. We get into the Magnificent Seven concentration problem in the S&P 500, how State Street's GICS-based classification actually works (including why SpaceX classifies as communication services), sector dispersion versus style/factor dispersion, and how to think about sector rotation given where we are in the economic cycle.For allocators, advisors, and anyone building portfolios who wants a cleaner framework for reading the tape sector by sector.Guest: Daniel Santiago, Sector ETF Specialist, State Street Global Advisors (SPDR)Host: Michael A. Gayed, CFA — Publisher, The Lead-Lag ReportWatch on YouTube: https://www.youtube.com/watch?v=alSfJtl1xCIMore: https://leadlagreport.com Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
The news of Texas covered today includes:Our Lone Star story of the day: More court and legal news today: Supreme Court strikes down Trump's order ending birthright citizenship – Alito is right. Gov. Abbott: Supreme Court decision is a missed opportunity to restore the original meaning of the 14th Amendment. Clarence Thomas Goes Nuclear on SCOTUS Majority Over Birthright Citizenship Ruling Court rules that states can exclude transgender athletes from girls' and women's sports teams High Court Passes On Texas Ban On Paid ‘Vote Harvesting' Trump Taps Just Confirmed Judge For 5th Circuit War Department Moves to Order Military Lawyers to Be Immigration Judges Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Dallas Fed: Texas' Service Sector expanded at an increased rate in June.Shock poll: Talarico ties Paxton in Texas Senate race, threatening GOP stronghold. The race will be fairly tight but I think this poll over sampled Dems or Dem-leaning “independents.”Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
The AI boom is fuelling a record surge in dealmaking in the US power and utility industry, and UK prime minister-in-waiting Andy Burnham will on Monday pledge to deliver “good growth in every postcode” of the UK. Plus, the US-Mexico-Canada trade agreement expires on Wednesday. Mentioned in this podcast:AI fuels record $200bn M&A boom in US power sectorAndy Burnham sets out ‘10-year mission' to raise living standardsDonald Trump suggests he may not renew trade deal with Mexico and CanadaTell us your thoughts to enter a prize draw for a chance to win a pair of Bose QuietComfort Headphones worth £229. Take the survey here: https://www.feedback.ft.com/c/a/6f9bJBvxsxaEBSIB5esBISOver 18s only. Find full T&Cs here Prize Draw winners' surnames and regions may be made available upon request, as required by the Advertising Standards Authority. If you do not want your information to be made available, please email Privacy.Officer@ft.com upon entry. For more information on your rights and how we use your data, please read our Privacy Policy.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Kelly Garry and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Whenever Eric and his high school friends had free time, they enjoyed exploring abandoned places, especially Arnold Heights, a deserted former military housing community. During one visit, they met another group of explorers who warned them to stay away from an area known as "Sector X," which was rumored to be haunted by the spirit of a grieving father who went on a murderous rampage after his son drowned. Rather than scaring them off, the story only sparked their curiosity. Determined to see if the legend was true, they set out in search of Sector X.Check out our MerchFollow us on: Instagram, TikTok, TwitterFor business inquiries contact: OtherworldTeam@unitedtalent.comIf you have experienced something paranormal or unexplained, email us your story at stories@otherworldpod.com