Podcasts about ytd

We're already seeing the dip being bought. Plus I bring up a couple of GREAT buys this weekend that I found. The episode is CHOCK full of watch list worthy stocks and potential flyers that I'm looking at. PS: I know I'm going to get canceled for that thumbnail. My apologies to anyone who's offended. No need to roast me. ⁠⁠⁠⁠⁠Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Municipals still offer attractive tax-adjusted yields even after strong YTD net fund flows.   Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investmentswww.newyorklifeinvestments.com   MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beef is tight. Bellies are climbing. Birds are under watch. The seasonal shift may bring more than warmer weather.BEEF: Production is down 10% YTD, with last week at just 516K head. The smallest herd in 75 years keeps supply tight as spring demand builds. Strips and ribeyes look ready to lead a March run – and thin meats may feel it first.POULTRY: Production is up 2%, but hatch rates under 79% raise questions. Wings dip while breasts hold steady. Thirteen new avian flu cases hit 550K birds – just as migration ramps up.GRAINS: Soy keeps climbing on export deals and biofuel demand. Corn and wheat stay stuck. Three weeks into the rally, and now we see if it has legs.PORK: Bellies jumped to $146, nearing $150 faster than expected. Bacon will follow, and elevated pricing could stick into summer. The rest of pork remains a value, but for how long?DAIRY: Barrel up 5. Block up 6. Butter up 7. Dairy is clearly moving higher, and it doesn't look finished yet.Savalfoods.com | Find us on Social Media: Instagram, Facebook, YouTube, Twitter, LinkedIn

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Meta kauft AMD-Chips für Milliarden. Anthropic stellt Plug-Ins vor, Salesforce und Co. profitieren. Home Depot wächst online zweistellig. Keysight mit starkem Ausblick. Novo Nordisk halbiert Wegovy-Preis. MTU wird Erwartungen nicht gerecht. Elmos +40% YTD. JPMorgan (WKN: 850628) eröffnet 160 neue Filialen und will 15% aller US-Privatkundeneinlagen halten. Auch PNC (WKN: 867679) setzt auf Expansion. Sterben Bankfilialen doch nicht aus? Jungheinrich (WKN: 621993) kämpft mit chinesischer Konkurrenz und internem Familienstillstand. Gleichzeitig läuft der Umbau zum Tech-Konzern. Schafft die gelbe Ameise die Verdopplung auf 10 Mrd. € Umsatz? Diesen Podcast vom 25.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Daniel Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, and how investors should be positioning themselves.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Absolutely the BEST podcast I have done if you're looking for a pre earnings analysis of $NVDA or a post earnings analysis of $MSFT or $AMZN. Absolute buy zones identified through Sidekick and spot on stock analysis of the memory names and Cybersecurity names. The longer live Youtube version has my entire process of getting ready for the podcast too. Click Here for the longer LIVE YouTube versionGet my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $75 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

UK Property Market Update The headlines for the 6th week of the 2026 UK Property Market (week ending Sun 15th February 2026)

Brian Szytel from The Bahnsen Group recaps a modest down day in markets—Dow down 267 points, S&P 500 down 0.25%, and Nasdaq down 0.33%—while noting the market remains up on the week. The 10-year yield edged down to about 4.07% amid expectations that a new Fed chair in May could eventually bring short-term rate cuts. He discusses rising Middle East tensions and increased U.S. presence tied to Iran, which has helped push crude higher (about 6% over two days; up ~15% YTD), but argues energy's strong performance is primarily driven by supply/demand fundamentals and well-run businesses, with the sector up ~23% YTD and 95% of names above their 200-day moving average. He highlights leadership from defensives like energy, industrials, staples, and materials—often a late-cycle signal—while technology and communication services lag, with only ~40% of names above their 200-day averages; he notes some software valuations have compressed from mid-30s multiples to low-20s. Economic updates include better-than-expected initial jobless claims (206k vs 220k), a wider December trade deficit (over $70B vs ~56B expected), a stronger Philly Fed manufacturing reading, and weaker pending home sales. He closes by answering a question on non-GAAP vs GAAP P/E ratios, explaining non-GAAP adjusts for one-time items to estimate normalized earnings, while cautioning that recurring “anomalies” can make non-GAAP misleading and require careful analysis. 00:00 Market Close Recap: Indexes Dip, Rates Steady 00:52 Energy Sector Strength: Oil Headlines vs Real Fundamentals 02:08 Sector Rotation & Valuations: Defensives Lead, Tech Lags 03:30 Economic Data Roundup: Jobs, Trade, Manufacturing, Housing 04:07 Viewer Q&A: Non-GAAP vs GAAP P/E Ratios Explained 05:28 Wrap-Up & Weekend Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Daily Snippet vom 17.02.2026 "Reich, reich, reich!"

Daily Snippet vom 16.02.2026 Ich bin im Urlaub (Asien), die Märkte auch.

UK Property Market Update The headlines for the 5th week of the 2026 UK Property Market (week ending Sun 8th February 2026)

In this episode, Scott Becker highlights 5 major technology companies facing significant YTD declines.

In this episode, Scott Becker highlights 5 major technology companies facing significant YTD declines.

0:04 Dow hits 50,000 while most stocks lag—why it's a meaningless headline 0:59 Robinhood and Palantir slide—speculators start getting nervous 1:39 Jason Zweig on low-volatility funds—and why timing them is a trap 1:55 Why the Dow is a terrible “index” built on 1890s math 3:22 Diversified portfolios quietly up nearly 6% YTD in early 2026 3:32 Small-cap value up 13%—the payoff of long-term discipline 4:05 “We didn't predict this”—why diversification beats market bragging 4:54 Portfolios should already be built for downturns 5:10 The danger of reacting after markets “stumble” 7:09 Average vs. median net worth—why averages mislead 8:26 How billionaires distort financial statistics 9:09 “Lies, damned lies, and statistics” origins 10:06 AI-enhanced listener call audio and Friday Q&A podcast 10:37 DFFVX vs. AVUV—Dimensional vs. Avantis small-cap value 13:33 Why track records don't matter for similar funds 13:53 Super Bowl sirloin cooking advice 15:17 Whole life insurance review—why to cash out in retirement 17:08 When cash-value insurance makes sense (rarely) 19:22 Surprise downloads of Christmas stories in February 20:57 Caller asks about “set-it-and-forget-it” investing 24:26 Risk tolerance when retiring soon 26:08 Using AVGE for global diversification 27:48 Why near-retirees should get professional reviews 30:28 Emergency funds—never use a Roth 31:37 High-yield savings accounts around 4%+ 34:11 Portfolio balance and realistic expectations Learn more about your ad choices. Visit megaphone.fm/adchoices

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast. 

UK Property Market Update The headlines for the 4th week of the 2026 UK Property Market (week ending Sun 1st February 2026)

In this episode, Scott Becker reviews the YTD performance of the largest private equity and alternative asset managers, ranking Carlyle, Apollo, Blackstone, TPG, and KKR from best to worst.

In this episode, Scott Becker reviews the YTD performance of the largest private equity and alternative asset managers, ranking Carlyle, Apollo, Blackstone, TPG, and KKR from best to worst.

This episode of This Week in Futures Options (TWIFO) captures a market in transition. As we move through January 2026, the "All-In" equity trade is facing a rotation, silver is behaving like a high-octane meme stock, and even the most obscure products like Rough Rice are seeing double-digit vol spikes. Whether you are hedging a portfolio against an earnings-season sell-off or looking to harvest high premiums in the metals, this episode provides the professional analysis you need to separate the wheat from the Lean Hogs. Episode Highlights The Movers & Shakers: A Tale of Two Tapes The Jedi (Light Side) are winning this week, but the Sith (Dark Side) struck the hardest blows in percentage terms. The Dark Side: Natural Gas plummeted 23.9%, Bitcoin dropped 6.3%, and the Russell 2000 took a breather after a massive YTD run. The Light Side: Silver stole the show, rallying over 20% on the week. WTI Crude and Brent both surged ~10%, while Palladium saw a double-digit rebound. Equities: The Great Rotation of 2026 Uncle Mike Tosaw reveals a major strategic shift, moving away from Large Caps and into Mid-Caps and Small Caps. Large Cap Fatigue: The S&P 500 is up 72% over three years, while Mid-Caps are up only 33%. Is the gap finally closing? Zero-Day Obsession: Despite the 0DTE craze, the "Big Dog" trade this week was the 6,600 Puts in the E-mini S&P, expiring in 22 days—a massive hedge against upcoming tech earnings. Energy: Crude is Back on the Menu WTI Crude hit a rare 1-million contract week. The Conflict Trade: With Middle East tensions rising, traders are aggressive in the March 70 and 75 calls, betting on an $80 handle by summer. Volatility Alert: Crude vol in March is currently sitting at 56.7, up nearly 14 points on the week. Metals: Silver's "Meme Stock" Era Silver is up over 400% in three years, leading Uncle Mike to label it the new meme stock of the commodities world. Historic Volatility: Silver vol is currently at a staggering 107.2. The Upside Play: Massive flow in the March 120 calls (only 7 handles away!) as traders chase the vertical spike. The Curveball: Rough Rice? In a TWIFO first, the panel explores the esoteric world of Rough Rice options. Market Dynamics: Despite low liquidity, Rough Rice saw a 4.6% move this week with a metal-like skew where calls are catching a heavy bid. The All-Star Panel Mark Longo: Founder, Options Insider Media Group "Uncle" Mike Tosaw: Wealth Manager, St. Charles Wealth Management

This episode of This Week in Futures Options (TWIFO) captures a market in transition. As we move through January 2026, the "All-In" equity trade is facing a rotation, silver is behaving like a high-octane meme stock, and even the most obscure products like Rough Rice are seeing double-digit vol spikes. Whether you are hedging a portfolio against an earnings-season sell-off or looking to harvest high premiums in the metals, this episode provides the professional analysis you need to separate the wheat from the Lean Hogs. Episode Highlights The Movers & Shakers: A Tale of Two Tapes The Jedi (Light Side) are winning this week, but the Sith (Dark Side) struck the hardest blows in percentage terms. The Dark Side: Natural Gas plummeted 23.9%, Bitcoin dropped 6.3%, and the Russell 2000 took a breather after a massive YTD run. The Light Side: Silver stole the show, rallying over 20% on the week. WTI Crude and Brent both surged ~10%, while Palladium saw a double-digit rebound. Equities: The Great Rotation of 2026 Uncle Mike Tosaw reveals a major strategic shift, moving away from Large Caps and into Mid-Caps and Small Caps. Large Cap Fatigue: The S&P 500 is up 72% over three years, while Mid-Caps are up only 33%. Is the gap finally closing? Zero-Day Obsession: Despite the 0DTE craze, the "Big Dog" trade this week was the 6,600 Puts in the E-mini S&P, expiring in 22 days—a massive hedge against upcoming tech earnings. Energy: Crude is Back on the Menu WTI Crude hit a rare 1-million contract week. The Conflict Trade: With Middle East tensions rising, traders are aggressive in the March 70 and 75 calls, betting on an $80 handle by summer. Volatility Alert: Crude vol in March is currently sitting at 56.7, up nearly 14 points on the week. Metals: Silver's "Meme Stock" Era Silver is up over 400% in three years, leading Uncle Mike to label it the new meme stock of the commodities world. Historic Volatility: Silver vol is currently at a staggering 107.2. The Upside Play: Massive flow in the March 120 calls (only 7 handles away!) as traders chase the vertical spike. The Curveball: Rough Rice? In a TWIFO first, the panel explores the esoteric world of Rough Rice options. Market Dynamics: Despite low liquidity, Rough Rice saw a 4.6% move this week with a metal-like skew where calls are catching a heavy bid. The All-Star Panel Mark Longo: Founder, Options Insider Media Group "Uncle" Mike Tosaw: Wealth Manager, St. Charles Wealth Management

✔️ Hopium: Bitcoin is now officially down 3.5% YTD.Bitcoin probably moves soonThe longest BTC/Gold bear market ever was 14 monthsWest Main Self Storage buys More Bitcoin✔️ The StateSEC Chair Paul Atkins says “the time is right to allow” crypto into 401(k) retirement accounts.New Federal Reserve Chair Announced!Market Structure Bill UpdateRussia to roll out crypto regulatory framework ✔️ Sources:► Hopiumhttps://x.com/bitcoinnewscom/status/2017207640951038363?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/nicrypto/status/2016912429004050450?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/frankafetter/status/2016626668568203583?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/bitcoinmagazine/status/2016551753601208376?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/btctreasuries/status/2016716855730426148?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► The Statehttps://x.com/bitcoinmagazine/status/2016852376972370422?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/bitcoinmagazine/status/2016926918403088494?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://x.com/BitcoinNewsCom/status/2016916274228711827https://x.com/bitcoinmagazine/status/2016845602592575808?s=52&t=CKH2brGypO5fEYTgQ-EFhQhttps://www.coindesk.com/policy/2026/01/29/russia-to-roll-out-crypto-market-rules-by-2027-rules-out-bitcoin-and-ether-as-legal-tenderhttps://finance.yahoo.com/news/russia-plans-cap-retail-crypto-140732973.html► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

UK Property Market Weekly Update - Week 3 of 2026 I look at the UK property market in the ‘UK Property Market Stats Show“ for the week ending Sunday 25th January 2026 (week 3) with the brilliant Steph Vass. YouTube https://youtu.be/496XoAgOVIU ✅ New Listings * 35.2k new properties came to market this week in week 3, up as expected from 32.8k last week. * 2025 weekly average: 30.6k. * 10-year week 3 average : 31.8k * Year-to-date (YTD): 96.5k new listings, 0.5% above than 2025 YTD (96.1k), 17.5% above 2024 YTD (82.1k) and 34% above the 2017–19 average (72k) ✅ Price Reductions * 20k reductions this week * 7.6% of resi homes for sale were reduced in December. Compared to Oct 12.8%, Sept 14.1%, August 11.1%, July 14.1% in July and 14% in June. * 2025 average was 12.8%, versus the five-year long-term average of 10.74%. ✅ Sales Agreed * 24.6k homes sold stc this week 3, up expectedly from 21.2k last week. * Week 3 average (for last 10 years) : 23.4k * 2026 weekly average : 19.1k. * YTD: 62.7k gross sales, which is 8.7% behind Week 2 * 3 YTD of 2025 (68.7k), yet 23.5% ahead of wk.3 2024 (50.8k) and 30.6% above the 2017–19 average (48k). * Thoughts - January 2025 was an exceptional month as we had the stamp duty deadline for April 2025 - here it was a good sales month. To be ahead of 2024 and pre Covid years by such a amount is good to see. ✅ Price Diff between Listings & Sales * Average Asking Price of listings last week £413k * Average asking price of Sales Agreed (SSTC) last week was £348k * A 18.8% difference (long term 9 year average is 16% to 17%). ✅ Sell-Through Rate * 9.9% of homes on agents' books went SSTC in December '25. Down as expected from 13.5% in November, 15% in October, 14.1% in Sept, 14.5% in Aug, 15.4% in July, 15.3% in June, and 16.1% in May. * Pre-Covid average: 15.5%. ✅ Fall-Throughs * 4,783 fall-throughs last week (pipeline of 482k home Sold STC). * Weekly average for 2025: 6,100. * Fall-through rate: 25.8%, slightly up from 24.9% last week. * Long-term average: 24.2% (post-Truss chaos saw levels exceed 40%). ✅ Net Sales * Huge jump in net sales from last week. 19.3k, up from 15.8k last week. * Ten-year Week 3 average: 18.2k. * Weekly average for 2026: 15.4k. * Weekly average for the whole of 2025: 19.2k. * YTD: 46.1k, which is 8.3% behind Wk.3 of 2025 (30.6k), 35% ahead of wk2 2024 (19.9k) and 40% ahead of wk2 2017–19 (19.1k). ✅ Probability of Selling (% that Exchange vs withdrawal) * December Stats : 60.2% of homes that left agents' books exchanged & completed in December. (Note this figure will change throughout the month as more December stats come in). * November 55.2% / October 53.3% / September: 53.1% / August :55.8% / July: 50.9% / June: 51.3% / May: 51.7% / April: 53.2%. * Dec 24: 60.3% / Dec 23: 57.7% / Dec 22: 64.4% / Dec 21: 73.7% ✅ Stock Levels * 613k homes on the market on the 1st of January '26 , down from 678k on 1st of December '25 . (605k on the market on 1st Jan '25 for comparison) * 434k homes in agent's sales pipeline on the 1st Jan 2026, almost identical than 12 months ago on 1st Jan '25 (439k). ✅ House Prices (£/sq.ft) * December 2025 agreed sales averaged £337.09 per sq.ft. 0.6% higher than 12 months ago (£335.04) and 12.6% than 5 years ago (£299.30). The £/sqft at sale agreed matches the HM Land Registry Index with a 98% accuracy, 5 months in advance. That is why it is so important. ✅ UK Rental Market Overview * Average Rent in December 2025 - £1,702 pcm - compared to £1,719 pcm in Dec 2024 and £1,301 pcm in Dec 2017. * Available Rental Properties in December '25 - 285k compared to 321k in November '25. (Dec '24 - 258k and Dec '23 - 235k) ✅ Graphs https://youtu.be/496XoAgOVIU

The markets are seeing red as a wild earnings week takes center stage. From the "Tale of Two Techs" (Microsoft vs. Meta) to a massive volatility spike, the All-Star Panel breaks down the trades, the trends, and the unusual activity lighting up the tape. Plus, we dive into the "other" Wolf and an Argentinian oil play. The All-Star Panel Mark Longo: CEO and Founder of the Options Insider Media Group. Henry "The Flowmaster" Schwartz: Vice President of Institutional Derivatives at Cboe Global Markets. "Uncle" Mike Tosaw: Wealth Manager at St. Charles Wealth Management. Trading Block: A Sea of Red and Earnings Chaos The panel discusses a volatile Thursday session with the S&P 500 seeing a 100-handle range. While tech takes a hit, other sectors like energy and financials are showing resilience. The Tale of Two Ms: Comparing the diametrically opposite reactions to Meta (META) and Microsoft (MSFT) earnings. META: Stock up ~10%; those who bought the 700-strike calls for $11 are seeing massive wins. MSFT: Stock down ~12% (a $58 drop); the same call-buying strategy was a total wipeout. Tesla (TSLA) Tumbles: Down over 2% as the market reacts to a shift in focus toward robotics and AI over traditional EV growth. Small Cap Update: Henry Schwartz notes that while the Russell 2000 (IWM) is outperforming YTD (up 6%), historically, this "value over growth" rotation rarely sticks. VIX Volatility: VIX flirting with an 18 handle. Notable paper includes a massive 50,000 lot of the April 80 calls trading for $0.36. The Odd Block: Unusual Activity in WULF and YPF The Flowmaster identifies massive directional bets in two very different names. 1. TeraWulf (WULF) A Bitcoin-related name seeing a $3 million directional bet. The Trade: Buyer of 36,000 Feb 16 Calls (Average price: $0.82). Context: This is a massive sweep that creates the largest regular listed position in the name, likely betting on M&A rumors or a Bitcoin rebound. 2. YPF Sociedad Anonima (YPF) An Argentinian energy ADR seeing unusual size. The Trade: Buyer of 9,999 April 43 Calls. The "Conspiracy": Why 9,999 instead of 10,000? Henry suggests it might be to dodge block scanners set for five-digit minimums. Mail Block: Listener Perspectives Question of the Week: How are you trading this earnings week? Current Results: 44% are selling premium to "live the dream," while the rest are split between buying "juice," trading 0DTE, or staying on the sidelines. VIX Poll: 75% of listeners would rather sell the April 80 calls for $0.36 than buy them. Around the Block: What to Watch Apple (AAPL) Earnings: Reporting after the bell. The market is pricing in a 4% move—roughly double its historical average. Sector Rotations: Watching if the energy (XLE) and industrial (CAT) strength can offset the tech drag. Silver (SLV): Uncle Mike highlights silver's insane run, outperforming the S&P by 8x last year and up 60% this year.

The markets are seeing red as a wild earnings week takes center stage. From the "Tale of Two Techs" (Microsoft vs. Meta) to a massive volatility spike, the All-Star Panel breaks down the trades, the trends, and the unusual activity lighting up the tape. Plus, we dive into the "other" Wolf and an Argentinian oil play. The All-Star Panel Mark Longo: CEO and Founder of the Options Insider Media Group. Henry "The Flowmaster" Schwartz: Vice President of Institutional Derivatives at Cboe Global Markets. "Uncle" Mike Tosaw: Wealth Manager at St. Charles Wealth Management. Trading Block: A Sea of Red and Earnings Chaos The panel discusses a volatile Thursday session with the S&P 500 seeing a 100-handle range. While tech takes a hit, other sectors like energy and financials are showing resilience. The Tale of Two Ms: Comparing the diametrically opposite reactions to Meta (META) and Microsoft (MSFT) earnings. META: Stock up ~10%; those who bought the 700-strike calls for $11 are seeing massive wins. MSFT: Stock down ~12% (a $58 drop); the same call-buying strategy was a total wipeout. Tesla (TSLA) Tumbles: Down over 2% as the market reacts to a shift in focus toward robotics and AI over traditional EV growth. Small Cap Update: Henry Schwartz notes that while the Russell 2000 (IWM) is outperforming YTD (up 6%), historically, this "value over growth" rotation rarely sticks. VIX Volatility: VIX flirting with an 18 handle. Notable paper includes a massive 50,000 lot of the April 80 calls trading for $0.36. The Odd Block: Unusual Activity in WULF and YPF The Flowmaster identifies massive directional bets in two very different names. 1. TeraWulf (WULF) A Bitcoin-related name seeing a $3 million directional bet. The Trade: Buyer of 36,000 Feb 16 Calls (Average price: $0.82). Context: This is a massive sweep that creates the largest regular listed position in the name, likely betting on M&A rumors or a Bitcoin rebound. 2. YPF Sociedad Anonima (YPF) An Argentinian energy ADR seeing unusual size. The Trade: Buyer of 9,999 April 43 Calls. The "Conspiracy": Why 9,999 instead of 10,000? Henry suggests it might be to dodge block scanners set for five-digit minimums. Mail Block: Listener Perspectives Question of the Week: How are you trading this earnings week? Current Results: 44% are selling premium to "live the dream," while the rest are split between buying "juice," trading 0DTE, or staying on the sidelines. VIX Poll: 75% of listeners would rather sell the April 80 calls for $0.36 than buy them. Around the Block: What to Watch Apple (AAPL) Earnings: Reporting after the bell. The market is pricing in a 4% move—roughly double its historical average. Sector Rotations: Watching if the energy (XLE) and industrial (CAT) strength can offset the tech drag. Silver (SLV): Uncle Mike highlights silver's insane run, outperforming the S&P by 8x last year and up 60% this year.

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

UK Property Market Weekly Update - Week 2 of 2026 I look at the UK property market in the ‘UK Property Market Stats Show“ for the week ending Sunday 18th January 2026 (week 2) with the brilliant Ben Madden. YouTube https://youtu.be/Pti1_kA3L3I ✅ New Listings * 32.8k new properties came to market this week, up as expected from 28.5k last week. * 2025 weekly average: 30.6k. * 10-year week 2 average : 27.8k * Year-to-date (YTD): 61.3k new listings, 0.3% above than 2025 YTD (61.1k), 25.6% above 2024 YTD and 49% above the 2017–19 average (41.3k) ✅ Price Reductions * 19.8k reductions this week * 7.6% of resi homes for sale were reduced in December. Compared to Oct 12.8%, Sept 14.1%, August 11.1%, July 14.1% in July and 14% in June. * 2025 average was 12.8%, versus the five-year long-term average of 10.74%. ✅ Sales Agreed * 21.2k homes sold subject to contract this week, up expectedly from 17k last week. * Week 2 average (for last 10 years) : 19.6k * 2026 weekly average : 19.1k. * YTD: 38.2k gross sales, which is 11.3% behind Week 2 YTD of 2025 (43k), yet 31% ahead of wk.2 2024 (29.1k) and 42.4% above the 2017–19 average (26.8k). * Thoughts - January 2025 was an exceptional month as we had the stamp duty deadline for April 2025. ✅ Price Diff between Listings & Sales * Average Asking Price of listings last week £423k * Average asking price of Sales Agreed (SSTC) last week was £346k * A 22.2% difference (long term 9 year average is 16% to 17%). ✅ Sell-Through Rate * 9.9% of homes on agents' books went SSTC in December '25. Down as expected from 13.5% in November, 15% in October, 14.1% in Sept, 14.5% in Aug, 15.4% in July, 15.3% in June, and 16.1% in May. * Pre-Covid average: 15.5%. ✅ Fall-Throughs * 4,783 fall-throughs last week (pipeline of 482k home Sold STC). * Weekly average for 2025: 6,100. * Fall-through rate: 25.8%, slightly up from 24.9% last week. * Long-term average: 24.2% (post-Truss chaos saw levels exceed 40%). ✅ Net Sales * 15.8k net sales this week, up expectedly from 11k last week. * Ten-year Week 2 average: 14.4k. * Weekly average for 2026: 13.4k. Weekly average for 2025: 19.2k. * YTD: 26.8k, which is 12.3% behind Wk.2 of 2024 (30.6k), 35% ahead of wk2 2024 (19.9k) and 40% ahead of wk2 2017–19 (19.1k). ✅ Probability of Selling (% that Exchange vs withdrawal) * December Stats : 60.1%% of homes that left agents' books exchanged & completed in December. (Note this figure will change throughout the month as more December stats come in). * November 55.2% / October 53.3% / September: 53.1% / August :55.8% / July: 50.9% / June: 51.3% / May: 51.7% / April: 53.2%. * Dec 24: 60.3% / Dec 23: 57.7% / Dec 22: 64.4% / Dec 21: 73.7% ✅ Stock Levels * 613k homes on the market on the 1st of January '26 , down from 678k on 1st of December '25 . (605k on the market on 1st Jan '25 for comparison) * 434k homes in agent's sales pipeline on the 1st Jan 2026, almost identical than 12 months ago on 1st Jan '25 (439k). ✅ House Prices (£/sq.ft) * December 2025 agreed sales averaged £337.09 per sq.ft. 0.6% higher than 12 months ago (£335.04) and 12.6% than 5 years ago (£299.30). The £/sqft at sale agreed matches the HM Land Registry Index with a 98% accuracy, 5 months in advance. That is why it is so important. ✅ UK Rental Market Overview * Average Rent in December 2025 - £1,702 pcm - compared to £1,719 pcm in Dec 2024 and £1,301 pcm in Dec 2017. * Available Rental Properties in December '25 - 285k compared to 321k in November '25. (Dec '24 - 258k and Dec '23 - 235k)

Full Audio + Detailed Analysis at https://podcasts.apple.com/us/podcast/ai-unraveled-latest-ai-news-trends-chatgpt-gemini-deepseek/id1684415169

It's a massive Thursday on the Hot Options Report (THOR) as host Mark Longo breaks down one of the most active trading sessions of 2026 so far. With nearly 800,000 contracts required just to break into the Top 10, the tape was on fire. We dive into the "on-again, off-again" dance between Nvidia and China, Intel's wild 25% year-to-date run, and a strange wave of deep-in-the-money and out-of-the-money puts dominating the tape in Apple, Microsoft, and Netflix ahead of Friday's expiration. The Top 10 Breakdown #1: NVIDIA (NVDA): Still the undisputed king with 2.76M contracts. Rallying 2% on China export optimism, traders are eyeing the $190 strike for tomorrow's close. #2: Tesla (TSLA): A tug-of-war at $438. Over 100k contracts traded at the $450 strike. Can the bulls reclaim that level by the bell? #3: Netflix (NFLX): "The Widowmaker" puts up 1.3M contracts. Significant interest in the $105 OTM puts expiring tomorrow. #4: AMD: Substantial volume in the $235 calls despite a close below $228. Are traders "rolling the bones" or getting trapped? #5: Apple (AAPL): 1.08M contracts. Unusual activity in the $270 ITM puts as the "Fruit Company" sells off. #6: Meta (META): Bucking the "tech wreck" to rally back to $620. Funky paper hitting the $650 OTM puts. #7: Microsoft (MSFT): A rough start to the year continues. We analyze 75,000 contracts of the deep-in-the-money $495 puts. #8: MicroStrategy (MSTR): "The Monster" gives back some gains. 875,000 contracts on the tape with heavy action in the $175 calls. #9: Intel (INTC): Up 25% YTD but cooling off today. Is the "closing paper" at the Jan $50 strike a sign of a local top? #10: AbbVie (ABBV): Breaking into the Top 10 on X-Div action with 171k contracts in the Jan $210 calls. Key Takeaways & Market Intel Semiconductor Sentiment: Between Nvidia's China news and Intel's massive YTD surge, chips continue to drive the lion's share of options volume. Expiration Fever: A recurring theme of massive put volume across Big Tech (Apple, Microsoft, Netflix) suggests high-stakes positioning ahead of the Friday options expiration. Market Heat: Why 800k contracts is the "new normal" for the Top 10 in 2026. Resources & Links Get the Data: TheHotOptionsReport.com Go Pro: TheOptionsInsider.com/Pro (Join us for Vol Death Match 2.0!) Follow on Twitter: @Options

Hello and welcome back to the first episode of 2026 of The Power Current with me, your host Chris Berry. The Power Current is a production of the Clear Commodity Network.With the metals markets defying gravity, we've seen some obvious no-brainers like lithium and copper and some surprises like gold and silver.Despite that, coming into 2026, the market consensus for one metal in particular was quite bearish. This metal is nickel and it's the topic of today's discussion. Prices have rallied as much as 25% YTD and given the presumption of oversupply, tariffs, and batteries shifting away from nickel-heavy cathodes, I think it makes sense to look into what's happening in this market.Should we heed the words of Warren Buffett who said “When they're cryin', you should be buyin' and when they're yellin' you should be sellin'?”Here to answer that and other questions is today's guest, Olivier Masson, Principal Mining analyst at FastMarkets who covers nickel as well as other battery metals. During this pod we look at the history of the nickel market, nickel's outperformance YTD, supply and demand, pricing volatility, and the likelihood that this rally continues. I learned a lot here and hope you do as well. If you are a nickel nerd and enjoyed this discussion, please share it far and wide and don't forget to like and subscribe to the podcast wherever you listen.Thanks again and we'll see you next time.

The ASX200 logged a fourth consecutive day of gains, up about 1.5% this week and 1.6% month‑to‑date, while the materials sector led with an 8% YTD rise and a 1% daily boost. Tech slipped 2.2% and Aussie Broadband fell 4.5%. BHP rallied 8% as its gap with CBA closed, and lithium miners surged, highlighted by Liontown’s 42% YTD jump. Looking ahead, US earnings, job‑less‑claims data, manufacturing figures and dividend‑paying ETFs will shape market sentiment. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most

The ASX200 lifted about half of one percent in afternoon trade today, with the market up roughly three‑quarters of one percent at its peak. US equities posted a 1.8 % YTD gain and new‑record highs, while gold miners such as Newmont and Remelius rose over five percent on firm metal prices. Consumer discretionary led sector gains, up more than two percent, as the market looks ahead to February’s Australian earnings reports and the US inflation releases and earnings season that could shape momentum. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The first "January Lion" of 2026 has arrived. Join Mark Longo and Carley Garner of DeCarley Trading as they kick off the new year with a high-octane look at the futures options landscape. From the aftermath of a historic 2025 to the geopolitical shocks of the first week of January, this episode breaks down why the "old rules" of the commodity markets are being rewritten. In This Episode: The 2025 Retrospective: A look back at a "once-in-50-year" event in the metals complex. Carley provides a candid "humbling" on the massive surge in gold and silver, and why 2025 was the year of the devoted trend follower. The Silver Beast: Silver dominated last year with a 140%+ gain. Carley and Mark discuss the "Reverse 2020" effect, the impact of triple-leveraged ETFs, and why trading Silver options right now requires nerves of steel and a massive margin account. Movers & Shakers: * The Light Side: A continuation of the metals rally (Silver, Platinum, Palladium) and a surprising 5% YTD surge in the Russell 2000 ($RUT). The Dark Side: Energy struggles as WTI and Brent lead the losers, while Natural Gas faces a "trap door" at the $3.60 pivot. Equity Index Analysis: Why the "Mag 7" dominance is yielding to a Small-Cap catch-up play in the Russell. Plus, a strategy for "tail-risk nibbling" using deep out-of-the-money March and June puts. Energy & Geopolitics: The team breaks down the "Maduro effect" and why Venezuela's supply won't be a quick fix for the crude markets. Carley explores the possibility of a capitulation move in oil toward the low $40s. Viewer Q&A: The blurring lines between "trading" and "betting" as CME and FanDuel move closer together. Market Volatility Snapshot (CVOL) Treasury Yield Vol: Pinning the needle at 78.9 (High for the week). Energy CVOL: Popping to 60.6 as geopolitical tensions rise. Metals CVOL: Easing slightly to 31.0 despite massive moves in the underlying.

The first "January Lion" of 2026 has arrived. Join Mark Longo and Carley Garner of DeCarley Trading as they kick off the new year with a high-octane look at the futures options landscape. From the aftermath of a historic 2025 to the geopolitical shocks of the first week of January, this episode breaks down why the "old rules" of the commodity markets are being rewritten. In This Episode: The 2025 Retrospective: A look back at a "once-in-50-year" event in the metals complex. Carley provides a candid "humbling" on the massive surge in gold and silver, and why 2025 was the year of the devoted trend follower. The Silver Beast: Silver dominated last year with a 140%+ gain. Carley and Mark discuss the "Reverse 2020" effect, the impact of triple-leveraged ETFs, and why trading Silver options right now requires nerves of steel and a massive margin account. Movers & Shakers: * The Light Side: A continuation of the metals rally (Silver, Platinum, Palladium) and a surprising 5% YTD surge in the Russell 2000 ($RUT). The Dark Side: Energy struggles as WTI and Brent lead the losers, while Natural Gas faces a "trap door" at the $3.60 pivot. Equity Index Analysis: Why the "Mag 7" dominance is yielding to a Small-Cap catch-up play in the Russell. Plus, a strategy for "tail-risk nibbling" using deep out-of-the-money March and June puts. Energy & Geopolitics: The team breaks down the "Maduro effect" and why Venezuela's supply won't be a quick fix for the crude markets. Carley explores the possibility of a capitulation move in oil toward the low $40s. Viewer Q&A: The blurring lines between "trading" and "betting" as CME and FanDuel move closer together. Market Volatility Snapshot (CVOL) Treasury Yield Vol: Pinning the needle at 78.9 (High for the week). Energy CVOL: Popping to 60.6 as geopolitical tensions rise. Metals CVOL: Easing slightly to 31.0 despite massive moves in the underlying.

AppLovin just crossed $250 billion in market cap. Stock up 127% YTD. EBITDA margins at 82%. Is this the beginning—or the top?We assembled the most qualified panel possible to break it down: an operator running millions through AppLovin's platform, a gaming-focused financial analyst, and an institutional investor who's seen these cycles before.What emerged isn't your typical bull-bear debate. It's a breakdown of how dominance actually works in ad tech—and what could break it.IN THIS EPISODE→ Why AppLovin doesn't need to be better than competitors—just 95% as good→ The MAX/Axon lock-in that keeps publishers captive→ E-commerce expansion: AppLovin is beating Google on Android→ The SEC investigation and deplatforming risk (how worried should you be?)→ What one operator's portfolio data reveals about where the cracks are forming→ Each panelist's prediction for AppLovin in 2026SPEAKERSJosh Chandley — President & CEO, WildCard GamesMatthew Kanterman, CFA — Director of Research, Blue River Financial GroupBrian Peganoff — Former TMT Investor, Founder Timber AdvisorsJoseph Kim — CEO, Lila GamesTIMESTAMPS[00:00] Introduction & Panel Overview[01:22] AppLovin Financial Recap: 127% YTD, 82% Margins[04:52] Valuation Analysis: Is Growth Priced In?[07:15] The Bull Case: Infrastructure Lock-In[10:30] How MAX & Axon Create Publisher Dependency[15:45] E-Commerce Expansion: Beating Google on Android[22:10] Why Meta & Google Can't Compete on iOS[28:40] The Bear Case: Five Risks[35:20] SEC Investigation & Deplatforming Risk[42:15] The Infrastructure Risk Nobody Discusses[48:30] Competitive Landscape: Unity, Moloco, Meta[58:20] Connected TV: Wild Card or Dead End?[1:05:40] Panel Predictions for 2026[1:15:30] Key TakeawaysLINKSNewsletter: https://www.gamemakers.comFull article: https://www.gamemakers.com/p/applovin-bull-bear-casePixels & Profits is a GameMakers series covering the business and investing side of the gaming industry.

I am BACK in Atlanta and LIVE on YouTube in the morning so this episode is back to normal. What is in store for 2026 and does the Silver and Gold trade right now paint a bubble picture? THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 65% off. Become a Trendspider master! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $100 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH ⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

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Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue.    Gold vs Bitcoin Bitcoin if its flat over the next 5-10 years as it matures SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF) What could go wrong for investors seeking private investments Sector performance YTD and some surprises Should Apple be a consumer staple? Japan 10-year yields surge past 2% so what could go wrong? Tesla TSLA implied volatility seems high, but it really isn't on a relative basis CPI prints a lower-than-expected reading  Still no inflation from tariffs      Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

Saturday, December 20, 2025 - Five days till Christmas, 11 days left to raise funds to CURE SYNGAP1 AES was exceptional in many ways, here are a few: Rare & SYNGAP1 were both very visible, posters with our Logo and names of staff were seen! Posters: https://www.linkedin.com/posts/graglia_syngap1-curesyngap1-activity-7408291479187755008-rMru Our conference was standing room only and had investors!  Even got a mention in their research report! https://www.investing.com/news/analyst-ratings/cantor-fitzgerald-reiterates-overweight-rating-on-camp4-therapeutics-stock-93CH-4403281 ProMMiS Launch was a massive win for patients.  Collaboration. Praxis and Lundbeck recruited for exciting drugs and CAMP4 talked about their ASO and recruiting next year. Our community's presence was felt well into AES. Aaron's post on growth! https://www.facebook.com/aaron.j.harding.5/posts/pfbid0231DtMVUtkZa4eXLv8C8qbf4xEN95aRP1xJ8sGNNvun7aDuUyZVatMWUjjigdXfg1l    Pre-register now for Denver: cureSYNGAP1.org/Pre26   Fundraising. We are YTD $1.68M which is below $1.86M in '23 and $1.97M in '24.  We need to really double down on fundraising for the next two weeks and into next year.  Support our campaign at curesyngap1.org/unlock   ACTION ALERT

Brady and John open by owning missed 2025 price targets, framing the year as a sideways-to-down “crab market” around the high-$80KsThey unpack why “Bitcoin clicking” for the world happens far slower than new believers expect, even with ETFs and a pro-Bitcoin political backdropThe show marks the HODL meme's origin (GameKyuubi's “I AM HODLING” post) and uses it to reinforce long-horizon discipline BitcoinTalk+1They revisit Michael Saylor's 2013 “Bitcoin days are numbered” tweet as a case study in changing your mind (commonly dated Dec 19, 2013) CryptoPotatoMacro recap includes a cooler-than-expected CPI print (with caveats about data quality) and what it could mean for Fed cuts and liquidityFiscal commentary highlights “victory laps” over still-massive deficits and why the debt train likely only slows, not stopsThey critique the idea of pushing 100% stock ownership as a policy goal, arguing it structurally advantages existing asset holders via compoundingA Jeff Gundlach clip anchors the “patience is alpha” idea: long-horizon winners often look wrong early, forcing managers to churn BitcoinTalkThey compare gold's strong year to Bitcoin's lag, noting ETF flows (IBIT) remain heavy despite negative YTD performance and debating “sell vs buy” interpretationsQuick hits include an options-market “covered call yield” theory for capped rallies, and an update on Samourai Wallet clemency chatter as a privacy battleground Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

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.

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.

Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release  Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A  3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.

In this episode, Scott Becker examines Chipotle's 50% YTD decline,

In this episode, Scott Becker shares five quick business updates, including a market surge following optimism over the government shutdown, Nvidia's continued strong YTD performance, and more.

In this episode, reviews the YTD performance of Blackstone, KKR, and Apollo, & Carlyle Group.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> The [DS]/[CB] are still pushing the climate hoax, they will not stop, they believe they are still in control. Layoffs surge because of DOGE, this is to be expected as we transition. Oil prices are dropping and food prices are dropping. The [DS]/[CB] are trying to stop Trump using tariffs, this will fail. The [DS] is being brought down a path of destruction, they are now replacing the old D's with far left candidates. Never interfere with an enemy while they are in the process of destroying themselves. Trump is going to use Mamdani to win the midterms. This will also lead into making the Muslim Brotherhood and terrorist organization. Trump sees the [DS] trying to divide the movement, he sent a message that the fight is not over.   Economy https://twitter.com/disclosetv/status/1986458865743855736 October Layoffs Surge Most Since 2003 Amid Cost-Cutting, AI Adoption, Challenger Data Shows    companies slashing 153,000 jobs, nearly triple last year's total and the highest for that month since 2003, according to a new report from outplacement firm Challenger, Gray & Christmas. Technology and warehousing jobs led the layoffs, mostly because companies are slashing folks who were hired during the pandemic-era overhiring period.  "This is the highest total for October in over 20 years, and the highest total for a single month in the fourth quarter since 2008. Like in 2003, a disruptive technology is changing the landscape." " Source: Bloomberg  Which industries cut the most in October? Technology: 33,281 cuts in October (up from 5,639 in September); 141,159 YTD (+17% y/y). Warehousing: 47,878 cuts (up from 984); 90,418 YTD (+378% y/y) — signaling automation and excess capacity post-pandemic.   Reasons for the cuts: "DOGE Impact" remains the leading reason for job cut announcements in 2025, cited in 293,753 planned layoffs so far this year. This includes direct reductions to the Federal workforce and its contractors. An additional 20,976 cuts have been attributed to DOGE Downstream Impact, which reflects the loss of federal funding to private and non-profit entities. In October alone, Cost-Cutting was the top reason employers cited for job reductions, responsible for 50,437 announced layoffs. Artificial Intelligence (AI) was the second-most cited factor, leading to 31,039 job cuts as companies continue to restructure and automate. AI has been cited for 48,414 job cuts this year.   Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");  https://twitter.com/KobeissiLetter/status/1986155277478187495 https://twitter.com/MJTruthUltra/status/1986239717172560316  matter what. The answer is, these judges are going to side with Donald Trump.” **Section 232** refers to a provision in the Trade Expansion Act of 1962 (specifically, 19 U.S.C. § 1862), which grants the U.S. President broad authority to impose tariffs, quotas, or other trade restrictions on imports deemed a threat to national security.  It empowers the President to act unilaterally if imports could impair U.S. national security, such as by weakening domestic industries critical to defense (e.g., steel or aluminum production). - The Department of Commerce conducts an investigation (typically 270 days) to assess the im...

In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.