Podcasts about ytd

After historic price gains across the cocoa market through 2024, cocoa markets are leading the losses across agri markets through 2025 YTD. The hangover from last year's 4Q highs in cocoa prices has come to roost, and the long-awaited 2Q25 cocoa grind data has confirmed the demand destruction widely reported by the industry over recent months. However, regional disparities have become more notable. The sharp decline in cocoa prices through July falls in line with our view, amid expectations of demand-side destruction. However, we continue to caution that cocoa prices will remain structurally higher for longer.   Speaker Tracey Allen, Head of Agricultural Commodities Research   This podcast was recorded on July 18, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5027913-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Have you created a watch list? Here are 5 that you should create NOW! Plus some new stocks I'm watching and perhaps buying. ⁠⁠⁠⁠⁠⁠GET THE TRENDSPIDER SALE HERE BEFORE IT ENDS⁠⁠⁠⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $30⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

What We Cover in This Episode:Today, I celebrate 8 years in business, and in true realtalk fashion, I'm keeping it REAL so you don't have to repeat it.In this episode I'm honest about:Following copy-and-paste frameworks I didn't believe inBurning myself out where one day I slept at 9PM and woke up at 6PM the next day Hose I use to joke, “I'm a broken Asian - I don't understand numbers” (until a mentor called me in)Thinking MORE is better (Spoiler alert: it's not)AND - there's so much to celebrate:I'm having the best year in business YTD both in revenue and profit margin (despite the chaos). It's weird to feel both anger, and gratitude simultaneouslyBeen working with more companies to create courses, curriculum and training that is fun and humorous. I'm going to even bring in some Muay Thai (more on this later)I won first place in my SCMSDC pitch competition, which I now have on video that you can watch on YouTubeSupporting over 14k+ in 58 different countries through 1:1 coaching, my LinkedIn courses and partnerships with 30+ universities300+ client testimonialsResources Mentioned:Subscribe to my newsletterCenter for Executive CoachingWhere We Can Connect:Schedule a Business & Career Review call with me to see if it's a good fit to work together: elainelou.com/callCheck out our 314 client reviewsFollow the Podcast on AppleFollow the Podcast on SpotifyFollow Elaine on Instagram: @elainelou_Connect with Elaine on LinkedIn: Elaine Lou CartasCheck out our other podcasts for Women of Color

In this KE Report Daily Editorial, I'm joined by Erik Wetterling, founder and editor of The Hedgeless Horseman, for a deep dive into the silver market's breakout and the explosive rally in junior metals stocks.   Silver has been the standout performer in 2025, climbing over 30% YTD to a 14-year high near $40. Erik breaks down why junior silver equities, especially the smallest and riskiest names, have seen outsized gains, often disconnected from fundamental improvements. He explains how rising sentiment and a risk-on attitude are driving momentum, leading to sharp rallies in names with little more than leverage to the silver price.   We discuss: The shift from gold leadership to silver, and how the gold-silver ratio dropping from 107 to 85 reflects this change. Why microcap silver juniors are seeing the most aggressive moves - and how sentiment, not fundamentals, is often the driver. Erik's strategy: focus on undervalued names with upside but avoid speculative trades based only on “greater fool” theory. Stocks on Erik's radar: With commentary on project quality, valuation, and risk. As Erik puts it, the junior silver space may be “the worst sector long-term,” but in the current bull market, it's showing some of the best short-term returns. Sentiment is surging, but caution is warranted.  Click here to visit Erik's site - The Hedgeless Horseman.  

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.0:00 Non-Drought and Illinois Rain6:36 USDA Preview14:50 Export Sales17:42 CONAB20:21 USDA Secretary Mackenzie24:07 Flash Sale

UK PROPERTY MARKET WEEKLY UPDATE — Week 26, 2025 Welcome to the 26th UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Show' on the UK property market. This week, I'm joined by Kristian Stott, as we unpack the key headlines from the 26th week of 2025, ending Saturday 6th July 2025 ▶️ Watch on YouTube:
 https://youtu.be/k2OUVfgAIcg

Solon Angel is the founder of MindBridge and now Remitian, and he's been at the forefront of applying AI to deeply unsexy but powerful domains like accounting and tax compliance. In this episode, he shares the origin story of MindBridge, how a DeepMind demo changed his life, and what it's like to build a modern startup where AI plays the role of a product manager, podcast producer, and even financial advisor. Solon also demoed his newest AI agent that proactively manages tax remittances before late fees hit. If you're wondering what the future of AI-powered businesses looks like, this is a masterclass.Timestamps:00:00 — The DeepMind demo that inspired Solon01:00 — Solon's background and the early days of MindBridge03:00 — The “dumb rule” state of AI in financial auditing04:30 — Selling AI to skeptical accountants in 201506:00 — The staggering cost of late tax fees ($60B/year!)08:00 — Remitian: an AI agent that pays your taxes for you10:00 — Why Fellow is a core part of how Remitian runs11:30 — How AI helps eliminate the need for a product manager13:00 — Rewriting 3 years of code in 3 months with AI16:00 — The shift in what matters: creativity over code18:00 — Calorie-tracking app Cal AI and teen founders19:00 — Solon's AI-powered investment tool (+21% YTD)20:00 — Live demo: AI agent managing tax payments23:00 — Future vision: AI offering instant tax loans25:00 — How Remitian uses Notebook LM for internal podcasts27:00 — AI updates for board members in 10-minute clips28:00 — Notion AI's “research mode” vs. “ask” mode30:00 — Predicting the rise of startups for content auto-archiving33:00 — Solon's final thoughts: beating billion-dollar firms with AITools & Technologies Mentioned:Fellow – Used for meeting AI transcripts, pre-reads, and knowledge sharingNotebook LM (Google) – Turns transcripts into internal podcastsNotion AI – Used for deep research, summarizing objections, and discovering product insightsSlack – Centralized communication, connected with other AI toolsCursor – AI coding tool used to rewrite years of code in monthsSoft Type 2 – Mentioned in relation to efficient AI-based prototypingCal AI – Food photo calorie tracker built by a 17-year-old founderChatGPT Vision – Used by Solon to interpret emotions via facial expressionsCustom AI Trader – Built by Solon for sentiment-based trading, outperformed the marketRemitian's AI Agent – Calls users, checks funds, splits tax payments, and offers loansSubscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

Strategy | Regardless of today's MPC outcome, odds are in favor of cumulative 4-5% rate cuts during 2H25BONY | A follow-up on BONY. What we like and do not likeQNBE | Took the deepest dive, down 12% YTD, despite solid results

In this week's smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas 00:00 Equity outlook, cash weighting and number of portfolio holdings. 07:10 YTD returns 09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis). 17:25 Celebrus Technologies 23:30 System1 27:55 WPP 29:55 CML Microsystems 34:45 Carclo 40:15 Grainger 46:10 CLS Holdings 50:20 Hunting 54:10 Plexus 57:25 Bytes Technology 60:30 Macfarlane 62:45 Hostelworld 65:40 Greggs 69:10 Victrex #RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT

Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin Here's what's on tap for today's episode:

Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin Here's what we're covering in today's episode:

Remember that shiny budget and those big goals you made in January when the year felt fresh and full of possibilities? If your business (or life) looks different now than it did months ago, you're not failing, you're simply running a real business in the real world. Things shift. You adapt. In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., walks you through one of her favorite CFO tools: reforecasting. It's not about starting over—it's about realigning your financial strategy with where you are right now. Key Takeaways:  Reforecasting = Realignment, Not Failure: Your original budget was based on what you knew at the time. Updating it doesn't mean you failed—it means you're leading with clarity and making strategic decisions based on your current reality.   Start with Solid Bookkeeping: Before you can reforecast, your financial foundation needs to be accurate. Without clean, up-to-date books, your forecast is a guess and isn't providing you with proper clarity. Use Actual Data + Updated Insights: Effective reforecasting combines what you know now, your business's year-to-date (YTD), with your revised budget to project the rest of the year. Reforecasting Should Be Routine: Use this tool anytime your business shifts, like if there's a change in revenue, a team adjustment, a new offer, or even a personal life change that impacts your work. Rewire Your Mindset: There's no shame in changing the plan. In fact, there's power in it. Adapting your financial strategy is a sign of leadership, not failure.  Topics Discussed: (00:19 – 01:14) Why is Reforecasting Important in Financial Planning?  (01:14 – 02:28) What is Reforecasting in Business? (03:32 – 06:12) When Should You Reforecast? (06:12 – 07:49) Real World Client Examples of Reforecasting (07:50 – 08:49) Rewiring Your Mindset Around Changing Your Plans (08:52 – 09:49) How to Reforecast Step-by-Step    Your Reforecasting Action Plan: Review your year-to-date and quarterly financials Ask yourself: What's changed? What needs to shift or stay the same? Update your original budget with what you now know Download our free reforecasting template below!   Resources:  Free Reforecasting Template | KickstartAccountingInc.com/budget   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

Remember that shiny budget and those big goals you made in January when the year felt fresh and full of possibilities? If your business (or life) looks different now than it did months ago, you're not failing, you're simply running a real business in the real world. Things shift. You adapt. In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., walks you through one of her favorite CFO tools: reforecasting. It's not about starting over—it's about realigning your financial strategy with where you are right now. Key Takeaways:  Reforecasting = Realignment, Not Failure: Your original budget was based on what you knew at the time. Updating it doesn't mean you failed—it means you're leading with clarity and making strategic decisions based on your current reality.   Start with Solid Bookkeeping: Before you can reforecast, your financial foundation needs to be accurate. Without clean, up-to-date books, your forecast is a guess and isn't providing you with proper clarity. Use Actual Data + Updated Insights: Effective reforecasting combines what you know now, your business's year-to-date (YTD), with your revised budget to project the rest of the year. Reforecasting Should Be Routine: Use this tool anytime your business shifts, like if there's a change in revenue, a team adjustment, a new offer, or even a personal life change that impacts your work. Rewire Your Mindset: There's no shame in changing the plan. In fact, there's power in it. Adapting your financial strategy is a sign of leadership, not failure.  Topics Discussed: (00:19 – 01:14) Why is Reforecasting Important in Financial Planning?  (01:14 – 02:28) What is Reforecasting in Business? (03:32 – 06:12) When Should You Reforecast? (06:12 – 07:49) Real World Client Examples of Reforecasting (07:50 – 08:49) Rewiring Your Mindset Around Changing Your Plans (08:52 – 09:49) How to Reforecast Step-by-Step    Your Reforecasting Action Plan: Review your year-to-date and quarterly financials Ask yourself: What's changed? What needs to shift or stay the same? Update your original budget with what you now know Download our free reforecasting template below!   Resources:  Free Reforecasting Template | KickstartAccountingInc.com/budget   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc

Alexandre Laizet is the Deputy CEO and Director of Bitcoin Strategy at The Blockchain Group (ALTBG), Europe's first Bitcoin Treasury Company. Under Alexandre's leadership, ALTBG has become the best-performing stock in France and Europe since launching its BTC treasury strategy in November 2024, delivering a +1000% BTC yield YTD and a 3000% share price increase.› https://x.com/AlexandreLaizetPARTNERS

In this week's Vancouver real estate update, we dive into the latest data and indicators painting a complex picture of the market. We start with the Housing Affordability Index, a measure of median household income against mortgage payments, taxes, and utilities. According to this index, Canadian homes have never actually been considered affordable—not once in the last 40 years. The most affordable period came in the late 1990s, when the metric dipped to 34%, just shy of the “ideal” target of 33%. Today, affordability sits at 55%. While that's a meaningful improvement from the record high of 63.5% in Q4 2023, it still remains well above the threshold of sustainable home ownership.Interestingly, Canadian affordability is now at the same level it was in 1990—just before a decade-long improvement in affordability followed. Whether or not that trend repeats remains to be seen. RBC's latest forecast doesn't think so. They project affordability will bottom later this year around 52%, then begin worsening again in 2026.On the inflation front, May CPI came in at 1.7%, unchanged from April. This marks the 18th consecutive month within the Bank of Canada's 1–3% target range. Core inflation registered at 2.9%, the upper end of the band but still acceptable. Mortgage interest costs remain a key driver, adding 0.4% to the CPI. It's important to note that most other countries exclude mortgage interest from their inflation basket. Without it, Canada's inflation would have been closer to 1.3%. Rented accommodations contributed 0.3%, but StatsCan's data appears to lag. While they report rents up 4.3% annually, Rentals.ca shows a 3.3% decline in the last year. Turning to interest rate expectations: markets are only pricing in a 30% chance of a rate cut at the July 30th Bank of Canada meeting. And as of now, there is just one more rate cut expected for the remainder of 2025. That outlook has cooled considerably, given earlier projections of more aggressive easing.Now to the July 2025 housing stats. Total home sales in Greater Vancouver hit 2,186 units in June, down 9.5% from last year and a staggering 26% below the 10-year average. It was the second slowest June on record—worse than the Global Financial Crisis and COVID shutdowns. This follows what was already the slowest May on record. The spring market never materialized, and current indicators suggest a muted summer and fall ahead.New listings reached 6,301 in June, up 10% year-over-year but down 5% from May. Inventory sits at 16,852 active listings, down 1% month-over-month but still 19% higher than a year ago and 44% above the 10-year average. At the time of reporting, inventory has climbed to over 18,200 active listings. The Sales-to-Active-Listings ratio remains at 13%—signaling a balanced market—for the 13th straight month. Detached homes are at 10%, townhomes at 17%, and condos at 14%.Prices continue to slide. The Home Price Index (HPI) dropped for the third straight month in 2025, down 0.3% month-over-month to $1,173,100. That puts prices 2.8% lower than one year ago. The median price stayed flat at $985,000, but remains up $70,000 year-to-date. The average price rose $9,000 to $1,275,000, its highest point in 2025, and up $68,000 YTD.The Vancouver housing market remains stable but sluggish and perhaps increasingly so. Affordability is slowly improving but remains historically poor _________________________________ Contact Us To Book Your Private Consultation:

UK PROPERTY MARKET WEEKLY UPDATE Welcome to the 25th UK Property Market Stats Show of 2025, your go to weekly ‘TV show' on the UK Property Market on YouTube This week, I'm joined by Verona Frankish, boss lady of Yopa, as we delve into the key property market headlines for 25th week of 2025 ending on the 29th June 2025. The YouTube Show https://youtu.be/wIz4xxwfdes ✅ Listings (New Properties on the Market) 36.7k new listings this week (last week 37.7k) YTD still 5% higher than Week 25 of 2024 YTD and 7.6% higher YTD compared to 2017/18/19. (9301k Listings YTD 2025 vs 889k YTD 2024) ✅ Price Reductions (% of Resi Stock) 26.7k Price Reductions this week (last week 26.8k) Monthly Run Rate in reductions - 1 in 7.1 of Resi Sales stock per month is being reduced (which represents 14%)) …13.4% the month before For comparison, 12.1% average in 2024, though the long-term 5-year average is 10.6%. ✅ Total Gross Sales (Agreed Sales) 27.5k UK homes sold STC this week (last week 28.3k) YTD - The number of Sold STC Resi homes are 8% higher compared to 2024  (664k Sales agreed YTD 2025 vs 615k YTD 2024) and 15.6% higher than 2017/18/19 YTD levels (575k). ✅ Sell-Through Rate (Monthly in Arrears) (Month in Arrears) May's sale run rate of 16.1% of Resi stock sold stc (ie 16.1% of Estate Agents properties on the market went sale agreed). 15.36% last month 2024 monthly average: 15.3%. Long term 8 yr average: 17.9%. ✅ Sale Fall-Throughs 6,529 Sale fall-thrus last week from Resi Sale Sales Pipeline of 479k UK homes sale agreed (sold stc). Another method is that week's sale fall thrus as a % of gross sales that week. This week, that is 23.7% (last week 23.2%). That is below the 7-year average of 24.2%, and well below the 40%+ levels post-Truss Budget (Autumn 2022). May's figure 5.84% of sales in the UK agents pipelines fell thru. For comparison, April '25 - 5.51%. 2024 average: 5.36%. (June's figures to follow next week) ✅ Net Sales (Gross sales for the week less Sale Fall Thrus for the week) 21k net sales this week (21.7k last week), compared 2025 weekly average of 20k. 509k Net sales 2025 YTD total is still 6% higher than compared to 2024 YTD (480k) and 11.1% higher than YTD 2017/18/19 (458k). Local Focus this week Mansfield Graphs Available for use in free valuations / internally. Please dont publish these on social media without my OK. Reason - my fee paying clients use them - so its not fair on them https://we.tl/t-9kstQ6PoRl

Wall Street's cheering—but the economy is quietly unraveling. Consumer spending is falling, job losses are rising, and the only thing holding this market together is the Fed's next move. What happens when debt demand collapses, and we're forced to buy our own junk? Gold is up 27.8% YTD for a reason.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Shoot us a Text.Episode #1085: Today we're diving into a high-stakes Senate budget bill that could end EV credits early, Hyundai's record-breaking U.S. sales run, and Cloudflare's bold move to make AI bots pay to crawl. Show Notes with links:The Senate passed a budget bill by a razor-thin 51-50 vote, with VP JD Vance breaking the tie. The bill, which moves to the House next, packs major implications for automakers and dealers alike.As we covered yesterday, the current version would kill EV tax credits by Sept. 30, 2025.CAFE penalties for fuel economy non-compliance would be eliminated, gutting enforcement.Car loan interest (up to $10,000/year) could be deducted for certain U.S.-built vehicle purchases from 2025-2028.An earlier AI regulation ban, which might've restricted state autonomous vehicle laws, was cut from the final bill.Electrification Coalition: Ending EV credits “would cede control over the future of transportation to China.”Hyundai just posted its best-ever U.S. sales performance in the first half of 2025, powered by strong EV momentum and a major new plant in Georgia. The automaker says this is only the beginning.Hyundai sold 439,280 vehicles in H1 2025, a 10% YoY increase—the most since its 1986 U.S. debut.Q2 and June also set new records with 235K+ (+10%) and 70K (+3%) vehicles sold, respectively.The IONIQ 5 remains a top EV performer with 19,092 units sold YTD; IONIQ 9 logged 1,013 units since May.The new Metaplant in Georgia can build 300K vehicles/year—expandable to 500K—with both IONIQ 5 and IONIQ 9 rolling off the line.With leases as low as $179/month and free home chargers on offer, Hyundai is “building momentum with every mile,” said North America CEO Randy Parker.Cloudflare is positioning to be the premier AI gatekeeper by blocking AI bots by default for new websites and launching a paywall-style marketplace for AI crawlers.New sites on Cloudflare will automatically block AI bots unless given explicit permission.Their new “Pay per Crawl” lets publishers charge bots for different kinds of data use.Condé Nast, TIME, and The Atlantic are on board after seeing steep traffic drops from AI-generated answers.OpenAI bots reportedly scrape 1,700 times per referral, while Anthropic scrapes 73,000 to one. Google is only 14 per referral“This could split the internet,” one analyst said, noting the potential divide between premium and freely scraped content.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

The Year So Far

Listen to the end for a clear trade with 3 things that need to happen. GET THE TRENDSPIDER SALE HERE BEFORE IT ENDS⁠ENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER ⁠⁠⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Torrent's ₹11,917 Cr Pharma Power Play India's pharma space just witnessed a bold move. Torrent Pharmaceuticals is acquiring a 46.39% stake in JB Chemicals from KKR for ₹11,917 crore, valuing the company at ₹25,689 crore. The deal includes an open offer and a future merger. The strategy? Gain control of JB's chronic care brands like Cilacar and Nicardia and break into the CDMO (contract development and manufacturing) market. JB's presence in 40+ countries, and expertise in medicated lozenges, brings global heft. Torrent's chairman Samir Mehta calls it a “long-term growth runway.” Meanwhile, KKR exits with a 5X return and a 36% IRR—making it one of India's top private equity wins.  Russia's Most Brutal Barrage Yet In its deadliest aerial assault since the Ukraine war began, Russia launched 537 drones and missiles overnight. Ukraine shot down nearly half, but many penetrated defenses—killing at least 10 civilians and igniting major infrastructure damage, including a blaze in Lviv. A Ukrainian F-16 crashed during defense ops, killing its pilot. The strikes reached near Poland's border, triggering NATO alerts. All this, ironically, followed Putin's latest peace-talk proposal, which Ukraine dismissed. On the ground, Russia claimed a minor gain in Donetsk, while Ukraine controversially withdrew from the landmine ban. Analysts warn this could be the start of a summer offensive before Western F-16s arrive. Anant Ambani Joins Reliance Board with ₹20 Cr Role It's official—Anant Ambani has stepped into executive leadership at Reliance Industries. The 29-year-old has been appointed Full-Time Director for five years, with an annual compensation package ranging from ₹10–20 crore. Perks include housing, utilities, medical, and even reimbursed travel for his wife and attendant. He'll also receive performance-linked profit shares. This solidifies Anant's growing role in Reliance's energy and petrochemicals business and marks a major step in Mukesh Ambani's well-scripted succession plan. Sabotage Angle in Air India Crash Being Probed Authorities are now investigating sabotage in the deadly Air India Dreamliner crash on June 12 in Ahmedabad. Flight AI 171 plunged seconds after takeoff, killing 241 people, including nine students and their families on the ground. Only one person survived. A “Mayday” call was issued by the pilot moments before impact. Minister Murlidhar Mohol confirmed the black boxes are being decoded in Delhi and denied reports of sending them abroad. All 33 Air India Dreamliners have since cleared safety checks. With CCTV footage under review and multiple agencies involved, the investigation is taking no chances. Tata Steel Faces ₹1,007 Cr Tax Notice Tata Steel is under the tax scanner for alleged irregularities in input tax credit (ITC) between FY2018-19 and 2022-23. The GST department has raised a ₹1,007 crore demand. Tata Steel counters that it has already paid ₹514 crore in GST and disputes the remaining ₹493 crore under review. The company called the notice baseless and is preparing to respond within the 30-day window. Financially, the company insists there's no operational impact. Investors agree—shares closed higher at ₹161.40 and are up nearly 18% YTD. Over five years, Tata Steel has delivered a massive 388% return. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategy| PHAR may be poised for a catch-up rallyPOUL| Poultry prices hit YTD low; market dynamics set to drive price recoveryWeekly Commodities Update |   | Last Price | WoW Change, % | Brent, USD/bbl | 67.8 | -12.0% | Diesel-HSFO Spread, USD/ton | 250.6 | -24.1% | Egypt Urea, USD/ton | 401.0 | 0.0% | Polyethylene, USD/ton | 920.0 | 0.0% | Polypropylene, USD/ton | 965.0 | 0.5% | Iron Ore 65%, USD/ton | 111.4 | -1.1% | Steel/Iron Ore Spreads, USD/ton | 372.9 | 0.0% | LME Aluminum Cash Price, USD/ton | 2,595.2 | 1.3% | LME Copper Cash Price, USD/ton | 10,118.7 | 2.1% | Egyptian Retail Cement, EGP/ton | 3,958.0 | -0.2% | Steam Coal FOB Newcastle Australia, USD/ton | 106.5 | -0.1% | Orange Concentrates USD/Lbs | 2.2 | -4.1% | SMP, USD/MT | 2,775.0 | 0.0%

Listen to the end for a ⭐ GOLD STAR ⭐ Stock PickENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER ⁠⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Looking at the latest outlook for the agri markets and where the risks lie ahead of upcoming formative USDA acreage and stocks reports. As we turn to 2H25, and formative stages of the northern hemisphere growing season and South American export window, most agricultural markets under coverage are trading at price levels below producer gross margins, with arguably negative risk premium across grain, sugar and cotton markets. The BCOM Agri Index down -4% YTD. Our June 2025 Fundamental Outlook continues to highlight that supply-side increases are being absorbed by demand, perpetuating the multi-year decline in global agri commodity availability through 2025/26.   Speaker Tracey Allen, Head of Agricultural Commodities Strategy   This podcast was recorded on June 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5008151-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.    

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What happens when a professional trader goes from 100% in cash to fully invested in one single session? This is the kind of day where everything lines up — the market, the sectors, the signals — and you're invited to watch the entire strategy unfold in real time.In this session, you'll see a complete top-to-bottom execution of seven high-conviction trades using a data-driven approach powered by OVTLYR Nine, a behavioral analytics platform built for serious traders who want to save time, make money, and win with less risk.This isn't theory — this is live decision-making in action.You'll learn how to:➡️ Use AI-powered stock signals to find the strongest setups➡️ Evaluate market breadth and sector momentum to confirm trends➡️ Read fear & greed data to measure sentiment shifts➡️ Apply risk-based position sizing to protect your account➡️ Avoid emotional trading with clear, rules-based entries and exitsEvery trade shared in this video comes with full reasoning, real execution, and an exact checklist. You'll see how to scan hundreds of stocks in minutes, narrow them down using the screener, and apply the Golden Ticket Trading Strategy — built to identify outlier opportunities with precision.Here's what else is packed in:✅ How to recognize a true bullish trend using the 10/20/50 EMA alignment✅ How to avoid getting faked out by order blocks and earnings gaps✅ Why the OVTLYR Nine heat map gives traders a psychological edge✅ When to enter, when to exit, and how to roll trades defensivelyAlso included: insights from a vibrant trading community that's crushing real results — traders landing consistent wins, some up over 30–40% YTD, simply by following the exact same strategy.This isn't just educational — it's empowering. Whether you're a seasoned trader or brand new, you'll walk away knowing how a pro reads the market, makes confident decisions, and manages risk without hesitation.Tired of guessing, stressing, and reacting too late? Then this is your wake-up call.This video is fast-paced, full of powerful tools, and totally transparent. No fluff. No nonsense. Just straight-up strategy, executed with clarity and discipline!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Markets continue to defy expectations, and even war headlines, as the S&P 500 flirts with all-time highs and commodity prices climb. In this interview, Joel Elconin, Co-Host of the PreMarket Prep Show and Co-Founder of the Stock Trader Network, returns to share his insights into what's driving this resilient "Goldilocks" market.   Key topics discussed include: Why Joel calls this a “crazy” market: S&P rallies despite US missile strikes, geopolitical tensions, and mixed economic data. The Fed's indecision and macro ‘nothing-burger': Markets appear unbothered by mild inflation, slightly higher unemployment, and a divided Fed. Commodity breakout: Copper above $5, surging platinum, silver, and industrial metals hint at underlying growth and demand strength. US Dollar weakness: Down over 10% YTD, fueling both equity and commodity rallies while helping exports. Upcoming catalysts - or threats?: China, Iran, and Middle East escalation loom as the main wildcard risks. Joel's technical take: What the S&P cash index is telling him heading into quarter-end and what levels matter most now.   Click here to visit Joel's PreMarket Prep website. Click here to visit the Stock Trader Network.

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In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

This week on Amtower Off Center, Kevin Plexico, SVP of Deltek, joins host Mark Amtower for a deep discussion on the current state of government contracting.Topics include:YTD contract activity vs FY 24, and how it has impacted spendingThe impact on SIs, VARs, small contractors and othersRegulatory changes and the future of GWACsThe new Deltek Clarity study (available free) which deals with many aspects on BD, capture and biddingWhat the "big beautiful budget bill" could mean to contractingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this KE Report Daily Editorial, we're joined by Craig Hemke, founder and editor of TFMetalsReport.com, for a timely and wide-ranging discussion on the intersection of geopolitics, precious metals, the US dollar, and mining equities.   We kick things off with the surprising market reaction to US missile strikes in Iran - including the sharp reversal in oil prices and the perception that escalation may be de-escalating. Craig explains why weekend geopolitical events often produce less market volatility by the time trading resumes, and how this specific event might mirror the short-lived Israel-Iran tensions from late 2024.   We then shift focus to the precious metals markets, where: The US Dollar Index hovering at 98 is acting as a pivotal level. A breakdown toward 96 could serve as a tailwind for both gold and silver, with gold already consolidating around $3,400. Craig sees signs of a summer rally for precious metals, especially if the dollar weakens further. Silver backwardation and contract rollovers are creating short-term volatility, particularly with July contracts nearing expiration. A strong monthly and quarterly close for silver could set the stage for a technical breakout. On the mining equities side: Craig notes Newmont (NEM) is up ~50% YTD but still lagging more efficient operators. He expects a positive Q2 earnings season for miners, driven by significantly higher average gold and silver prices. However, not all equities will benefit equally. Craig emphasizes focusing on companies with low all-in sustaining costs, wide margins, and disciplined cost controls. He also sees last week's weakness in GDX as potentially related to NYSE options expiration and short-term oil price fears—not a broader trend reversal. We also preview Fed Chair Powell's congressional testimony and the mixed signals from the FOMC dot plot, as well as the uncertainty created by potential tariff reinstatements under Trump. Follow Craig's work at TFMetalsReport.com

Lou Blasi and Schuyler Domboske take a different approach by analyzing hitters' performance over the last three weeks, rather than sticking to YTD stats. Players featured in this episode include Ronald Acuna Jr., Cal Raleigh, Junior Caminero, Lawrence Butler, Maikel Garcia, Addison Barger, Vinny Pasquantino, and Brent Rooker.

UK PROPERTY MARKET WEEKLY UPDATE Welcome to the 23rd UK Property Market Stats Show of 2025, your go to weekly ‘TV show' on the UK Property Market on YouTube This week, I'm joined by Steph Walker-Vass, boss lady of TAUK as we delve into the key property market headlines for 23rd week of 2025 ending on the 15th June 2025. The YouTube Show https://youtu.be/0M9NCYaPww0 ✅ Listings (New Properties on the Market) 37.6k new listings this week (last week 39.3k) YTD 5% higher than Week 23 of 2024 YTD and 8% higher YTD compared to 2017/18/19. ✅ Price Reductions (% of Resi Stock) 27.4k Price Reductions this week (last week 27.9k) Monthly Run Rate in reductions - 1 in 7.1 of Resi Sales stock per month is being reduced (which represents 14%)) …13.4% the month before For comparison, 12.1% average in 2024, though the long-term 5-year average is 10.6%. ✅ Total Gross Sales (Agreed Sales) 28.1k UK homes sold STC this week (last week 28.6k) YTD - The number of Sold STC Resi homes are 8% higher compared to 2024  (608k Sales agreed YTD 2025 vs 562k YTD 2024) and 16% higher than 2017/18/19 YTD levels (524k). ✅ Sell-Through Rate (Monthly in Arrears) May's sale run rate of 16.1% of Resi stock sold stc (ie 16.1% of Estate Agents properties on the market went sale agreed). 15.36% last month 2024 monthly average: 15.3%. Long term 8 yr average: 17.9%. ✅ Sale Fall-Throughs 6,421 Sale fall-thrus last week from Resi Sale Sales Pipeline of 479k UK homes sale agreed (sold stc). Another method is that week's sale fall thrus as a % of gross sales that week. This week, that is 22.8% (last week 23.5%). That is below the 7-year average of 24.2%, and well below the 40%+ levels post-Truss Budget (Autumn 2022). May's figure 5.84% of sales in the UK agents pipelines fell thru. For comparison, April '25 - 5.51%. 2024 average: 5.36%. ✅ Net Sales (Gross sales for the week less Sale Fall Thrus for the week) 21.7k net sales this week (21.9k last week), compared 2025 weekly average of 20k. 2025 YTD is 6% higher than compared to 2024 YTD and 11.4% higher than YTD 2017/18/19. ✅ Lettings Stats Local Focus this week Southport Graphs Available for use in free valuations / internally. Please dont publish these on social media without my OK. Reason - my fee paying clients use them - so its not fair on them https://we.tl/t-Wwr5CXYQwN

Why would you NOT do the FREE 7 day trial to Seeking Alpha? Here are the links to all the sales: ⁠⁠⁠Seeking Alpha Premium⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Will Doctor gives you the sharpest picks for the action at TPC River Highlands -Discussing top 4 names on odds board -2 matchups -1 t10 -3 outrights (+325, 40/1, 110/1) -Sleeper, FRP -Scoring, Best bet For the latest on the world of golf, follow Doc on X @drmedia59 The 2025 Travelers Championship podcast by Will Doctor offers a comprehensive breakdown of the final PGA Tour signature event of the season and a dramatic recap of the U.S. Open at Oakmont. JJ Spahn's emotional and improbable victory—highlighted by a bogey-free 66 in Round 1 and a comeback from five-over through six holes on Sunday—dominates the opening analysis. Spahn's perseverance, bolstered by past experiences like his playoff loss to Rory at Sawgrass and personal life moments, creates one of golf's most compelling storylines this year. Sam Burns, despite leading after 36 holes, faltered on Sunday with a back-nine 5-over but gained praise for his accountability in addressing a controversial rules decision on the 15th hole. Victor Hovland impressed with another top-10 major finish, while Tyrell Hatton and Cam Young finished tied for fourth, each undone by late bogeys. Carlos Ortiz's top-4 finish secured him future major spots and significant earnings. Scottie Scheffler posted a T-7 finish with elite iron play but struggled with driving accuracy. Brooks Koepka showed flashes of his major-winning form with a T-12 finish. Bryson DeChambeau and Keegan Bradley both disappointed due to poor putting and iron play, respectively. Collin Morikawa dazzled tee-to-green but suffered a shocking putting regression. Betting-wise, Will Doctor's card went down 2 units for the week, bringing his YTD loss to 70.7 units. Matchup wins included Rahm over McIlroy and Matsuyama as top Japanese, while Åberg missed the cut as the top Nordic. For the Travelers Championship, Doctor critiques the 72-man no-cut format, urging a return to 120-player fields with cuts and innovations like a shot clock. Course characteristics at TPC River Highlands favor accurate drivers and elite wedge players. Scottie Scheffler headlines as a strong pick at +325 with no statistical weaknesses. Rory McIlroy is passed on due to poor wedge play and fatigue. Morikawa is deemed overpriced despite his iron strength. Schauffele is dismissed for weak wedge approach stats. Matchups include Akshay Bhatia over Sungjae Im and Sepp Straka over Patrick Cantlay, based on wedge stats and recent form. Russell Henley is endorsed as a top-10 pick and outright bet due to his improved putting and elite iron play. Additional outrights include Bud Cauley at 110-1 for his course fit and Scottie Scheffler as the favorite. First-round bet goes to Sam Burns to start strong. Fantasy lineups are provided for both DraftKings and PGATOUR.com formats, featuring Straka, Henley, McIntyre, Spieth, Bhatia, and Cauley. The scoring prediction is -20 under par, with the best bet being Henley top 10 at +275. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ryan and Mark discuss results from May, with a quick note on the strong March and April numbers that we didn't get to talk about due to Ryan's many travels when we'd normally record an Around the Workstand episode.We mention this recent episode with our Key Accounts Advisor, David Martinez, and the Digital Advisor Service he's offering Workstand clientsNBDA Summit recapA good number of supplier attendeesSolid presentationsDon't know about the May date, stores are busy, but the meeting is valuableFinally get Bentonville, so much going on thereNBDA Summits are great, try to make a 2026 eventMay resultsOnline sales in May were +17.5%, with order volume +21.5%. Promising sign for the health of the market and online sales at bike shopsBike sales did, however, decline in dollars and units, with electric, road, mountain, and BMX showing growth but offset by declines in other categories. I'm still speculating that the early peak of bicycle sales in March and April was driven in large part by consumers attempting to beat tariffs, but new product releases and popularity in the growth categories are also contributors. Overall platform growth is coming across the board from parts, accessories, and apparel. Those are good indicators that people are riding bikes and engaging with cycling. On the whole, the results are outperforming my expectationsThat being said, I don't hear a lot of positives about YTD results when I talk with clientsOnline sales are a bright spot, but in many parts of the country, foot traffic and total sales are downU.S. Bicycle Production and Assembly ActLegislation introduced in Congress this week would eliminate tariffs on components used to assemble complete bikes in the U.S.Goal is to create hubs as a step toward frame manufacturingChris Cocalis founded Pivot Cycles and Charlie Cooper with PFB at BLCCelebrating Pride Month and we'll be close for Juneteenth, but will have an on-call team for support. So, response times may be a bit slower than normal, but still reach out if you need help.Be sure to email your questions to podcast@workstand.com. We read all emails sent and we look forward to hearing from you.If you're a Workstand client with questions about your subscription, email support@workstand.com or call 303-527-0676 x 1. If you are not currently a Workstand client with questions about how our programs work, email info@workstand.com.Find Us on LinkedInRyan Atkinson, President + Co-OwnerSuzie Livingston, Marketing + CommunicationsMark Still, Business DevelopmentWe also publish Around the Workstand on our YouTube channel if you'd like to watch while you listen. Here is our Around the Workstand playlist.If you have any questions about the topics discussed in this episode of Around the Workstand or if you have ideas for new topics we can cover, schedule a time to meet with Mark Still here or email mark.s@works...

UK PROPERTY MARKET WEEKLY UPDATE Welcome to the 22nd UK Property Market Stats Show of 2025, your go to weekly ‘TV show' on the UK Property Market on YouTube This week, I'm joined by Rob Smith, boss man of Hunters, Whitegates & Northwoods as we delve into the key property market headlines for 22nd week of 2025 ending on the 8th June 2025. The YouTube Show https://youtu.be/e6wchVvd5AU ✅ Listings (New Properties on the Market) 39.3k new listings this week (last week 31.9k - which was a Bank Holiday) YTD 6% higher than Week 22 of 2024 YTD and 8% higher YTD compared to 2017/18/19. ✅ Price Reductions (% of Resi Stock) 27.9k Price Reductions this week (last week 21.9k - again Bank Holiday the week before) Monthly Run Rate in reductions - 1 in 7.1 of Resi Sales stock per month is being reduced (which represents 14%) …13.4% the month before For comparison, 12.1% average in 2024, though the long-term 5-year average is 10.6%. ✅ Total Gross Sales (Agreed Sales) 28.6k UK homes sold STC this week (last week 25k) YTD - The number of Sold STC Resi homes are 8% higher compared to 2024  (581k Sales agreed YTD 2025 vs 535k YTD 2024) and 16% higher than 2017/18/19 YTD levels (499k). ✅ Sell-Through Rate (Monthly in Arrears) May's sale run rate of 16.08 of Resi stock sold stc (ie 16.08% of Estate Agents properties on the market went sale agreed). 15.36% last month 2024 monthly average: 15.3%. Long term 8 yr average: 17.9%. ✅ Sale Fall-Throughs 6,713 Sale fall-thrus last week from Resi Sale Sales Pipeline of 479k UK homes sale agreed (sold stc). Another method is that week's sale fall thrus as a % of gross sales that week. This week, that is 23.5% (last week 21.7%). That is below the 7-year average of 24.2%, and well below the 40%+ levels post-Truss Budget (Autumn 2022). May's figure 5.84% of sales in the UK agents pipelines fell thru. For comparison, April '25 - 5.51%. 2024 average: 5.36%. ✅ Net Sales (Gross sales for the week less Sale Fall Thrus for the week) 21.9k net sales this week (19.6k last week), compared 2025 weekly average of 20k. 2025 YTD is 6% higher than compared to 2024 YTD and 11.2% higher than YTD 2017/18/19. Local Focus this week Stockport Graphs Available for use in free valuations / internally. Please dont publish these on social media without my OK. Reason - my fee paying clients use them - so its not fair on them https://we.tl/t-xM8meJ1nSN

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.0:00 ADM Rug Pull3:17 Kim Reynolds and Eminent Domain4:39 US Weather5:53 USDA Preview8:46 Record Ethanol Production10:00 Weaker Dollar?11:30 US/China

US President Trump said at a certain point, they will send letters out for countries to take or leave and will send those letters out in a week and a half.Geopolitics is driving newsflow as Iran was judged to have violated IAEA rules. An update which has sparked increasingly escalatory rhetoric.Given the above, equities are in the red with the DXY pressured and havens leading FX while EUR/USD hits a new YTD peak and XAU climbs.Crude pressured despite the above, given the gains seen on Tuesday, Trump's tariff rhetoric, ongoing OPEC+ action and the lack of specificity on what the Iranian response will be.EGBs benefiting from the risk tone, Gilts outperform after soft GDP. USTs in-fitting but with magnitudes more contained into data.Air India flight AI171 to the UK from Ahmedabad, India crashed outside the airport after takeoff. Craft was a Boeing (BA) 787-8 Dreamliner; Boeing lower by as much as 8% in pre-market trade.Looking ahead, highlights include US Initial Jobless Claims & PPI, ECB's de Guindos & Elderson, Supply from the US, Earnings from Adobe & Carnival.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today we had the pleasure of hosting our good friend Dr. Ken Medlock, Fellow in Energy and Resource Economics and Senior Director of the Center for Energy Studies at Rice University's Baker Institute. Ken joined the Rice University faculty in 2004 and holds adjunct professor appointments in the Department of Economics and the Department of Civil and Environmental Engineering, in addition to serving as director of the Master of Energy Economics program. He is also a Distinguished Fellow at the Institute of Energy Economics, Japan, and a sought-after voice on Capitol Hill, at OPEC, and in the media. The Baker Institute plays a key role in shaping energy policy debates in both the U.S. and globally and we were thrilled to welcome Ken to hear his latest insights on today's evolving energy landscape. In our discussion, we explore oil market dynamics and pricing, Middle East geopolitical complexity, Kuwait's production expansion plans, U.S. policy, including how recent grant eliminations impact the economics of carbon capture projects, as well as the importance of distinguishing short-term volatility from long-term energy strategy. We review the current state of carbon capture technology, with high costs remaining a significant barrier, the potential long-term opportunity to convert captured CO2 into valuable products, the potential impact of rolling back EPA emission rules on future generation mix, and how strong electricity demand growth will require all types of generation to meet future needs. Ken shares his perspective on the importance and challenges of coordination across U.S. energy agencies, the critical importance of supply chain resilience, how geopolitical risk premiums shape oil markets, and potential market impact if Iran advances its nuclear capabilities. We cover potential disruptions to energy flow through the Strait of Hormuz, the roles of the U.S. and Israel in Middle East tensions, OPEC+'s decision to accelerate production, low global inventories, and the Baker Institute's growth and expansion across ten programs. We also touch on the interconnectedness of energy and other sectors, the need to re-educate on supply chain dynamics, the intersection of energy infrastructure and disaster preparedness, evolving student interest in energy at Rice, and much more. It was a fantastic and wide-ranging conversation spanning many critical aspects of energy today. Mike Bradley kicked off the show by noting that the S&P 500 has rallied back to within 2% of its all-time high, while the S&P 500 Volatility (VIX) is hovering near YTD lows, which is a dangerous combination. U.S. equity markets appear to be largely driven by the ups/downs of Trump's “Big Beautiful Budget Bill” and tariff negotiations. On the bond side, the U.S. 10-year bond yield (4.45%) has traded sideways so far this week, but that could shift quickly given that several key economic reports are on deck this week, which also could go a long way in determining what the FED does at their June 18th FOMC Rate Decision Meeting. From a crude oil market standpoint, WTI price has recently surged to ~$65/bbl which has caught oil traders by surprise. The front-end of the WTI curve is trading in backwardation, while the back end of the curve is in contango, mostly due to a substantial global S/D surplus that's expected beginning in Q4'25. Last week, OPEC+ agreed to raise July production by ~0.4mmbpd (total 3mo production increase of ~1.2mmbpd), but these “stated” production increases are much higher than “actual” barrels that have entered the market, which is beginning to raise questions around OPEC's “real” spare production capacity. He further noted that Canadian wildfires, Iran nuclear deal delays, and the plunge in U.S. oil rig count (~40 rigs) over the last two months have all combined to move WTI price higher. He ended by highlighting that the EIA released its Short-Term Energy Outlook report this week, which forecasted that U.S. cru

U.S. and Chinese trade officials holding talks in London this morning: Sara Eisen, Carl Quintanilla, and David Faber got the latest from Washington and talked broader implications with longtime market vet Ed Yardeni, who remains bullish on equities here. Plus: Is the IPO market finally thawing? Hear from one expert about the key entrants to watch here, what's next in the pipeline, and whether the gains can continue overall.  Also in focus: Apple shares on one of their worst YTD runs into their annual WWDC conference. Find out why – and what to watch out for – with one analyst who says their AI strategy is NOT the biggest risk to shares here… Also: key details behind a report that Meta could invest more than $10B into startup Scale AI. Squawk on the Street Disclaimer

UK PROPERTY MARKET WEEKLY UPDATE Welcome to the 21st UK Property Market Stats Show of 2025, your go to weekly ‘TV show' on the UK Property Market on YouTube This week, I'm joined by Toby Martin, as we delve into the key property market headlines for 21st week of 2025 ending on the 1st June 2025. Don't forget that all numbers are down from the previous week's as it late May Bank Holiday The YouTube Show https://youtu.be/X1BCZ8Nh4XA ✅ Listings (New Properties on the Market) 31.9k new listings this week (last week 41.3k) YTD 5% higher than Week 21 of 2024 YTD and 9% higher YTD compared to 2017/18/19. ✅ Price Reductions (% of Resi Stock) 21.5k Price Reductions this week (last week 27.2k) Monthly Run Rate in reductions - 1 in 7.5 of Resi Sales stock per month is being reduced (which represents 13.4%). For comparison, 12.1% average in 2024, though the long-term 5-year average is 10.6%. ✅ Total Gross Sales (Agreed Sales) 25k UK homes sold STC this week (last week 28.9k) YTD - The number of Sold STC Resi homes are 8% higher compared to 2024  (551k Sales agreed YTD 2025 vs 511k YTD 2024) and 16% higher than 2017/18/19 YTD levels (399k). ✅ Sell-Through Rate (Monthly in Arrears) April's sale run rate of 15.36% of Resi stock sold stc (ie 15.36% of Estate Agents properties on the market went sale agreed). May's figures not out yet - so will be next week March's was 16.3%. 2024 monthly average: 15.3%. Long-term 8-year average: 17.9%. ✅ Sale Fall-Throughs 5,441 Sale fall-thrus last week from Resi Sale Sales Pipeline of 453k UK homes sale agreed (sold stc). Another method is that week's sale fall thrus as a % of gross sales that week. This week, that is 21.7% (last week 22.9%). That is below the 7-year average of 24.2%, and well below the 40%+ levels post-Truss Budget (Autumn 2022). May's figure not out yet - April, as a whole, 5.51% of sales in the UK agents pipelines fell thru. For comparison, 2024 average: 5.36%. ✅ Net Sales (Gross sales for the week less Sale Fall Thrus for the week) 19.6k net sales this week (22.2k last week), compared 2025 weekly average of 20k. 2025 YTD is 5% higher than compared to 2024 YTD and 11.2% higher than YTD 2017/18/19. Local Focus this week Plymouth Graphs Available for use in free valuations / internally. Please dont publish these on social media without my OK. Reason - my fee paying clients use them - so its not fair on them https://we.tl/t-tz9cFoINVJ

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down what they believe is actually happening beneath the market's surface.Key TakeawaysMarkets Continue to Surprise on the Upside After a brief dip in April, stocks bounced back strong in May, and with only one down week out of the last six, the S&P 500 is up 1.1% YTD.Tariff Drama ContinuesA court ruling struck down President Trump's sweeping tariffs, though they remain in place for now. Ryan and Sonu dive into the latest drama surrounding tariffs, as well as the TACO trends that's bolstered many investors.Inflation Is Cooling in Key Areas Goods prices are down, shelter inflation is slowing, and real-time data suggests CPI and PCE will continue to moderate—supporting the idea that the inflation spike is behind us.No Sign of a Recession With inflation cooling and the labor market holding strong, odds of recession have retreated from what we saw earlier in the year.Financial Media Still Loves the Bear Case Ryan and Sonu note how recession headlines haven't caught up with the data. Fear sells, but facts are more bullish than many want to admit. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com #FactsVsFeelings #StockMarket #EconomicUpdate #JobsReport #FedPolicy #InflationTrends #RecessionDebate #BullMarket #RyanDetrick #SonuVarghese #MarketRally #FinancialPodcast #InvestmentInsights #S&P500 #HousingMarket #LaborMarket

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.0:00 Rain on the Radar2:58 Monday Selloff4:38 Crop Progress & Conditions11:11 Weaker US Dollar?13:02 Crude Rally14:21 Grain Shipments

If you had enough crypto you could have bought dinner with the President.FEATURING:Victoria Jones (https://twitter.com/satoshis_page)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK:  Why bitcoin has rallied to a $112,000 record high while stocks are wobblinghttps://www.marketwatch.com/story/why-bitcoin-has-rallied-to-a-112-000-record-high-while-stocks-are-wobbling-135373cfSource: Market WatchBitcoin Price Suddenly Soars As Congress Predicted To ‘Make History'https://www.forbes.com/sites/digital-assets/2025/05/18/jpmorgan-just-flipped-on-bitcoin-issues-huge-new-2025-price-prediction/Source: ForbesTrump speaks with presidential seal at crypto dinner the White House billed as privatehttps://www.usatoday.com/story/news/politics/2025/05/23/trump-presidential-seal-crypto-dinner-white-house/83814443007/Source: USA Today‘What life is this?': The crypto investors who bought a dinner with Trumphttps://www.politico.com/news/2025/05/22/crypto-memecoin-dinner-trump-warren-00360761Source: PoliticoJUST IN:

In this episode we answer emails from Pete, Kevin and Dale.  We discuss Pete's "Berry Pie" portfolio experiments on the testfolio site, the ongoing debate about the size and value factors and why it doesn't matter that much for constructing diversified portfolios due to Shannon's Demon, and some basics on the process for constructing portfolios moving from asset classes to specific ETFs.We also roll out our "Top of the T-Shirt" Matching Campaign to benefit the Father McKenna Center.  Please support the Father McKenna Center by visiting their website and mentioning "Risk Parity Radio" in the dedication box when donating. Your contribution will be matched dollar-for-dollar and help provide meals and services to homeless and hungry people in Washington DC.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterPete's Test Portfolios Analysis:  https://testfol.io/?s=cTkuwqvwzMSShannon's Demon Article:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio ChartsMeb Faber Interview of Professor Ken French:  Famed Finance Expert Kenneth French Reveals: Most Dangerous Investor FallaciesBreathless Unedited AI-Bot Summary:Ever walked into a dive bar and found unexpected wisdom? That's Risk Parity Radio—a refreshingly honest approach to investing where movie quotes mix with mathematical principles, and portfolio theory comes without the corporate jargon.In this episode, Frank Vasquez launches the "Top of the T-Shirt Campaign," where an anonymous donor will match up to $15,000 in listener contributions to the Father McKenna Center. This small but mighty charity serves thousands of meals to homeless and hungry people in Washington DC with remarkable efficiency, using a $1.5 million budget, donated space, and an army of volunteers to maximize impact.The heart of the episode tackles a fundamental investing misconception—that we include value stocks or small cap funds because they'll outperform. Frank explains that diversification isn't about prediction but about mathematical certainty: "That's Shannon's Demon. If you have two assets with similar long-term performance but they aren't fully correlated, you're better off holding both than either one alone." By splitting stock holdings between growth and value, investors create systematic rebalancing opportunities when these segments diverge—as they dramatically did in 2022, when growth cratered while value remained relatively stable.Listeners get practical portfolio construction wisdom too: start with your goals, select appropriate asset classes, then choose specific funds—not the other way around. Frank emphasizes that ETFs have made mutual funds largely obsolete for new investments, offering better tax efficiency and portability.Weekly portfolio reviews reveal gold's continued dominance (up 28% YTD) while diversified portfolios showed modest gains despite volatile markets. Risk parity approaches demonstrated their resilience, with the Golden Butterfly portfolio up 3.13% year-to-date and 38.12% since inception in 2020.Ready to build a portfolio that doesn't require predicting winners? Want to support a worthy cause while learning? This episode combines financial wisdom with practical generosity—a perfect introduction to the Risk Parity Radio approach.Support the show

Can you hit a 30% growth target YTD and still make a major contribution to your community? Apparently, you can. In this episode, we talk with Nevin Bansal. Nevin is the Founder and CEO of Outreach Promos, a Columbus-based company providing online brandstores, branded merch, and design solutions. Nevin is also the founder and Executive Director of Small Biz Cares, a nonprofit that engages small businesses for philanthropy and community impact. Tune in to learn how to impact your bottom line and your community!

Derek Moore reflects on market reaction to the 2011 US debt downgrade and explains what S&P, Fitch, and Moody's have for ratings. Plus, are markets poised for more positive returns based on several indicators? The bear case against the markets would be a reduction in profit margins. Later, Derek reviews some data of future 12-month returns when consumer confidence is low as a contrarian indicator. Finally, looking at several current indicators and random musing in markets for clues about the future. All that and more this week.    S&P 500 Index net profit margins for Q1 2025 Consumer confidence and consumer sentiment are low but is that a good thing? Looking at how often intra year lows on average are -14% but often markets end higher 12-month inflation expectations are now 7.3% highest since 1981 Hard vs soft data Velocity of M2 Money Stock  What has been working asset class wise in 2025 YTD 15 biggest rallies since 1950 and subsequent forward total returns Atlanta Fed GDP Now Investment banks starting to reduce recession probabilities Attribution of earnings EPS growth DeGraaf and Zweig Breadth Thrusts occurring within 1 month of each other  Explaining the difference between Moodys, Fitch, and S&P bond ratings Moodys downgrades US Debt     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           

Today we had the pleasure of hosting Dr. Francesco Sassi for a wide-ranging discussion on global energy and geopolitics. Francesco is a Postdoctoral Fellow at the University of Oslo and previously served as a Research Fellow in energy geopolitics and markets at Ricerche Industriali ed Energetiche (RIE). Francesco holds a Ph.D. in Political Science – Geopolitics from the University of Pisa, where he focused his research on the Sino-Russian gas interdependence. We were drawn to his straightforward analysis, insightful commentary, and use of maps to bring complex dynamics to life. We were thrilled to visit with Francesco and learn from his perspective. In our conversation, we explore the rise of political risk in energy markets and the growing global interdependence of the energy system, driven by factors such as China's increasing influence in shaping energy geopolitics, new interdependencies created by energy technology, trade and manufacturing, as well as disruptions like COVID-19 and the Russia-Ukraine war. We examine Russian gas volumes to Europe, Spain's leadership in clean energy and the implications of its recent blackout, and the dual forces shaping Europe: rising cross-border interconnectivity projects alongside increasing energy nationalism. We touch on President Trump's recent visit to the Middle East, which is part of broader interest in energy and AI investment in the region, OPEC+ strategy, market share pressures, and the impact of low oil prices on Russia. Francesco shares his perspective on the potential for a Putin-Zelensky meeting, tensions between India and Pakistan, and how energy policy is becoming increasingly central to electoral platforms in Europe. We turn to Argentina's recent progress under President Milei, Israeli investment in lithium extraction technology in Argentina's lithium triangle, and how energy and mineral resources are increasingly being used as tools of foreign policy and geopolitical leverage. We close with Francisco's thoughts on the growing power of energy as a force shaping international relations and global industrial strategy. It was a dynamic and insightful conversation. Mike Bradley kicked off the discussion by noting that broader markets rallied substantially on Monday following news that China and the U.S. have agreed to a “tentative” tariff deal. Broader equity markets (S&P 500) have completely retraced their losses since Trump's April 2nd Day of Liberation and are now up slightly (+4%). Meanwhile, the S&P Volatility Index has plunged from its April 8th tariff volatility highs and is now trading near YTD lows, something to be monitored closely as any surprise event could send broader markets lower. On the bond market front, the 10yr bond yield is trading sideways even though April CPI came in lower than expected. PPI will be released on Wednesday and if it too prints lower than expected, it could provide room for the Fed to begin cutting rates at their June 18th FOMC meeting. On the crude oil front, WTI price has rebounded nicely over the past week and now trades at ~$63/bbl. Oil traders remain focused on future OPEC+ production increases and increasingly on whether U.S. E&Ps will begin altering their 2025 capex plans at these lower prices levels. He wrapped up with a look at key events this week, notably NRG Energy's acquisition of LS Power's portfolio of natural gas generation assets (~13gw for ~$12 billion). The move follows Constellation Energy's mid-January deal to acquire Calpine Corp. and demonstrates that both companies are positioning themselves for an acceleration in electricity growth this decade. Many thanks to Francesco for sharing his time and insights with us today. We hope you enjoy the discussion as much as we did! Our best to you all.