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In vorherigen Videos haben wir eine direktionale Aktienstrategie vorgestellt, mit der sehr hohe Renditen möglich sind. Dazu haben uns einige Nachfragen erreicht, die wir in dieser Folge beantworten möchten. Aber eines vorweg: Die RSL-Strategie funktioniert und wir handeln sie selbst. Überzeugt euch selbst!Powered by CapTrader Erwähnte Videos:• +40% YTD mit dieser einfachen Aktienstrategie!• +40% YTD – kein Hexenwerk, nur Strategie! Eure FragenMehr zum Thema professioneller Optionshandel: • Homepage • Der Optionsbrief • Kostenloser Newsletter • Unsere kostenfreie E-Books • Instagram • Twitter Unsere Tools • Unser Chartanalyse Tool TradingView * ($15 Guthaben) • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega * (50% Rabatt!) • Fastgraphs zur fundamentale Analyse unserer Aktieninvestments * • Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien * * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest. Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden. #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE Kapitel 00:00 Begrüßung 03:27 RSL- Strategie erklärt 13:25 Funktioniert das auch auf den DAX? 14:17 Kein Stop bei der RSL-Strategie? 14:54 Absicherung mit Optionen? Ausstieg mit Covered Call? 16:10 Achtet ihr auf Earnings? 16:50 Warum handelt ihr 5 Aktien und nicht 10? 17:43 Wie hoch war der maximale Drawdown? 18:30 Warum nicht mit dem gesamten Depot handeln? 19:42 Verabschiedung
ตั้งแต่ต้นปี 2025 (YTD) หุ้นเวียดนามให้ผลตอบแทน สูงสุด อันดับ 2 ของโลก ขณะที่เศรษฐกิจเวียดนาม โตเฉลี่ยปีละ 7-8% ต่อปี เป็นอันดับ 2 ของภูมิภาคเอเชีย คำถามคือ การเติบโตทางเศรษฐกิจและตลาดทุน ของเวียดนาม ถึงทางตันแล้วหรือยัง ? ก้าวสำคัญของเวียดนามที่จะเข้า MSCI ในปี 2030 จะผลักดันตลาดหุ้นเวียดนามปรับตัวขึ้นต่อไปได้อีกแค่ไหน ? แล้วธุรกิจเวียดนามที่ยังมีโอกาสในการเติบโต อยู่ตรงไหน ? Talk ลงทุนแมน ชวนมาวิเคราะห์ พร้อมมองหาโอกาสและช่องทางในการลงทุน ที่ทำให้ไม่พลาดโอกาสจากเทรนด์นี้ กับ คุณกมลยศ สุขุมสุวรรณ, CFA ประธานเจ้าหน้าที่สายงานการลงทุน บลจ. Asset Plus
"What a difference a couple of months can make," says Rick Ducat. He looks at the pullback in Oracle (ORCL) shares after its meteoric rise to all-time highs back in September. Rick shows the technical levels that acted as previous support, before further breakdown as shares fell below its 50-day and 200-day moving averages. Despite the downward move, shares are up nearly 20% YTD. Later, Tom White compiles an example options trade in Oracle. He uses a January strike date, using some duration to account for a possible rebound and illustrates a bullish call vertical strategy for ORCL.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Spark Club Podcast Ep 63 -21st Nov 2025 Hosted by Grant McDowell and guest this week, Tim Buckley Highlights BESS deployments booming Batteries are the biggest disruptive force in global energy markets in 2025. Australia becomes world's third-largest utility battery market. Rho Motion reports Grid-scale BESS market saw 12.7GWh of new capacity enter operations globally in October 2025, +29% y-o-y. Meanwhile, global YTD deployments have reached 156GWh, +38% yoy. China led new operational capacity with 8.8GWh of utility scale BESS added in the Oct 2025 month – double what Australia will do this year – including one giga-scale vanadium flow battery. Powering Past Coal Alliance South Korea announces Powering Past Coal Alliance at COP30 in Brazil. Has consequences for Australia's future coal exports. Lowlights China RE capacity installs slow significantly China ended a major VRE incentive program in May 2025, which saw a massive pull forward of solar and wind installs, with a world record month of >90GW installed just in the month of May 2025, meaning ytd installs were double in 5MCY2025. Fast forward the following 5 months, and new RE installs have been running at just 12GW per month (still a monthly run rate double what Australia will do this year). The silver lining is that national emissions in China are still 10 months into 2025 down yoy, having possibly peaked back in March 2024. Steel and cement production in the month of Oct'2025 was down 5-10% yoy, so despite strong electricity demand driving thermal power generation +5% yoy, emissions overall for the month of Oct 2025 were down yoy. Tomago Closure Threats Rio Tinto is threatening to close Tomago aluminium smelter due to their inability to access cheap coal power beyond 2028. It is great to hear that the Federal Govt. is closely evaluating a financial intervention that provides a permanent decarbonisation solution that is globally cost competitive – but will, if delivered, represent a major shift away from the "free markets" doctrine of Australia over the last few decades that has guttered our manufacturing and value-add sectors. COP31 goes to Türkiye. What does it mean for Bowen and Adelaide. Main Story – Whyalla steel works CEF released our new report A Strategy for Whyalla: Enabling the Transformation and Decarbonisation of the Steelworks Leveraging targeted industry and climate policy to support a first-of-a-kind Australian capital deployment into firmed RE to produce GH2 & then green iron. Our report discusses the challenges facing SA in terms of energy supply pathways – there is a fork in the road ahead, methane lock-in or going the higher cost, higher risk GH2 route that aligns with the global need to drive decarbonisation and hence in building a commercial deployment to show how this can be done. This comes with all the risks of very slow GH2 deployments globally to-date and the still very high capital costs, and FOAK risks. So we would suggest a cautious evaluation of this, whilst pursuing policies of no regrets now. We recommend the SA Govt: Build magnetite mining capacities – high quality, low impurity Build the enabling RE firming and grid infrastructure ahead of demand Build a green steel EAF Build downstream steel fabrication capacities for domestic market needs Underwrite FOAF semi-commercial technology deployments in the Australian context – Calix ZESTY was one of our picks, but they are going to Kwinana WA thanks to a major new deal this week with Rio Tinto, Element Zero and DryFlow? Prepare the ground work for a GH2 powered DRI value-add plant as phase 2 to say reach FID in 5 years time Meanwhile, keep putting bandaids on the end of life steel works to elk out another few years. All of this gives clarity to the workforce and communities that they wont be left behind, but avoids locking in unproven GH2 till smaller FOAK deployments are proven up e.g. Also, news on Orica's 50MW at Newcastle here in NSW. What's coming up? Next WED Tim is in Canberra joining ATSE for a diesel fuel rebate conference in Canberra. In early December Tim is joining the NSW Government delegation for a battery forum in Guangdong China – this is a sister state arrangement going for 46 years now. End
UK Property Market Weekly Update - Week 45, 2025 Myself and Simon Gates look at the UK property market for the week ending Sunday 16th November 2025. YouTube link https://youtu.be/6yYA8-WM0Mo ✅ New Listings * 26.1k new properties came to market this week, down as expected from 27.1k last week. * 2025 weekly average: 35.6k. * 9 year week 45 average : 27.6k * Year-to-date (YTD): 1.59m new listings, 1.1% higher than 2024 YTD (1.57m) and 8.2% above the 2017–19 average (1.46m) ✅ Price Reductions * 16.7k reductions this week, lower than last week's at 18.5k (Estate Agents seem to forget they can reduce houses prices after the first week in November!) * 12.8% of resi homes for sale were reduced in October. Compared to Sept 14.1%, August 11.1%, July 14.1% in July and 14% in June. * 2025 average still remains at 13.2%, versus the five-year long-term average of 10.74%. ✅ Sales Agreed * 22.9k homes sold subject to contract this week, up unexpectedly from 22.5k last week. * Week 45 average (for last 9 years) :22.9k * 2025 weekly average : 26k. * YTD: 1.162m gross sales, which is 3.8% ahead of 2024 (1.119m) and 12.3% above the 2017–19 average (1.034m). * Best week for Resi sales in Inner London since May 2025. 1,658 homes sold stc last week. To compare, 1,293 was the weekly average for Resi sales in October 2025 and the weekly average for the whole year has been 1,403 sale agreed per week ✅ Price Diff between Listings & Sales * Average Asking Price of listings last week £387k vs Average asking price of Sales Agreed (SSTC) - £363k - a 6.5% difference (long term 9 year average is 16% to 17%)… * The average listing price was £452k in Sept and £415k in October.. ie fewer expensive homes being listed. Is that because of the Budget ??? ✅ Sell-Through Rate * 15% of homes on agents' books went SSTC in October. Up from 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 * 5,802 fall-throughs last week (pipeline of 510k home Sold STC). * Weekly average for 2025: 6,173. * Fall-through rate: 25.4%, slightly down from 26.5% last week. * Long-term average: 24.2% (post-Truss chaos saw levels exceed 40%). ✅ Net Sales * 17.1k net sales this week, up unexpectedly from 16.6k last week. * Nine-year Week 45 average: 16.8k. * Weekly average for 2025: 19.7k. * YTD: 884k, which is 3.3% ahead of 2024 (856k) and 9.2% above 2017–19 (810k). ✅ Probability of Selling (% that Exchange vs withdrawal) * October Stats : 53.3% of homes that left agents' books exchanged & completed in October. (Note this figure will change throughout the month as more October stats come in). (93.6k exchanges & 82k withdrawals) * September: 53.1% / August :55.8% / July: 50.9% / June: 51.3% / May: 51.7% / April: 53.2%. ✅ Stock Levels * 742k homes on the market at the start of November, 2.4% higher than November 2024. (725k) * Notable increases include 9% more homes for sale in London than 12 months ago (9.96% in Inner London & 9.03% in Outer London) & 5.48% in the South East and 5.02% in the South West. The North has seen a drop in homes for sale. * 511k homes in sales pipeline on the 1st November, 2.2% higher than 12 months ago. ✅ House Prices (£/sq.ft) * October 2025 agreed sales averaged £343.18 per sq.ft. 0.8% higher than 12 months ago and 13.8% than 5 years ago. 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 October - £1,916 pcm - compared to £1,802 in Oct 2024 and £1,557 in Oct 2017. * Available Rental Properties in October '25 - 323k compared to 302k in October '24. * Notable increase of 23.8% more rental homes in Outer London than 12 months ago, yet a 4.8% decrease in Inner London - Not sure why
Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins us to review their Q3 operations and key financial metrics, further debt repayment, ongoing metallurgical studies and development work, expanded exploration programs. He provides insights on key upcoming growth initiatives through improving grades and better precious metals recoveries across both of Luca's producing assets – the Campo Morado and Tahuehueto mines, located in the prolific Sierra Madre mineralized belt in Mexico. Third Quarter 2025 Highlights Safety: continued emphasis on safe, disciplined operations with strengthened housekeeping and visible leadership engagement across both sites. Throughput increased: consolidated tonnes milled of 250,807 (+66% vs. prior year), supported by increased plant availability at both mines which has resulted in higher metal output: Gold increased 51%, Silver increased 97%, Zinc increased 78%, Lead increased 81%, Copper increased 43% over Q3 2024. Profitability indicators: Adjusted EBITDA of $4.3 million for the quarter and positive year-to-date adjusted net earnings of $12.8 million, a reflection of greater operational performance. Revenue momentum: Revenues of $35.0 million (+94% vs. prior year), supported by higher sales volumes and increased realized precious-metal prices (gold +28%, silver +18%). Campo Morado performance: production in Q3 improved year-over-year (+75% ZnEq pounds) on higher grades, notably zinc (+30%) and silver (+27%) and increased volumes (+43% tonnes milled per day). Cash costs decreased to $1.09 per payable ZnEq pound (-14% vs. prior year) with AISC of $1.43/lb slightly increased (+8%) from the same quarter in the prior period, reflecting increased sustaining capital development and the commencement of a significant exploration program at the mine (all of the Company's exploration expenditures are included in AISC). Tahuehueto ramp-up: 77,548 tonnes milled, setting a record of 969 tonnes milled per day in the quarter (+187% vs. prior year), with AuEq production up 74% year-over-year. As a result of increased volumes, direct cost per tonne reduced to $149 (-22%). Lower grades in the quarter, as well as increased capital development and exploration, resulted in an increase in AISC (+35%) year-over-year. Increased grades and the benefit of this capital development are expected to decrease AISC at Tahuehueto in the subsequent periods. Investment for reliability: sustaining capital investment of $8.7 million in the quarter ($19.0 million YTD) to accelerate underground development and exploration drilling, positioning both mines for improved grades and operating flexibility. The Company made significant progress in exploration, with multiple high-grade intercepts at both operations. Repaid $2.5 million in debt. Operations going forward: Both Tahuehueto and Campo Morado are expected to enter higher-grade areas which, combined with the strong milling rates observed at both mines, is expected to drive increased production, improved recoveries, and lower unit costs through year-end. Dan goes on to highlight both the expanded CAD$25Million exploration program, with both underground drilling and surface drilling going on at Campo Morado and Tahuehueto, in the first meaningful drill campaign in over a decade. In addition to targeting new high-grade gold and silver areas, like the Reforma zone, there is also a concerted effort to expand mineralization and extend the mine life for both projects. The company is also engaged in ongoing metallurgical testing to improve recovery rates for their 5 metals, and 3 concentrates. If you have any question for Dan regarding Luca Mining, then please email those into us at Fleck@kereport.com or Shad@kereport.com. In full disclosure Shad is a shareholder of Luca Mining at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Luca Mining For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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.
Know what you own. Know the indicators that are important to stock price like MacD and RSI. Know the fundamentals of the stocks you own. Know if they have changed based on earnings and estimates. If none of that is worrisome - you're fine! Today's episode is all about - WE NEED A PULLBACK and more may be in store. But panic is not a strategy. BLACK FRIDAY SALES END SOON: TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. SEEKING ALPHA BUNDLE - Save over $200Seeking Alpha Premium - FREE 7 day trial Alpha Picks - Save $100 Seeking Alpha Pro - for the Pros EPISODE SUMMARY
After a long hiatus (no, not related to the government shutdown) we return with a look at the economy and markets. On the economic front, despite a lack of formal data, signs point to a weakening labor market. Consumers in the bottom 80% have spending post-Covid that has barely kept pace with inflation, with prices higher by around 25% since 2020. Unemployment has climbed to over 9% for those between 20 and 24 years of age. All these are signs of a K-shaped economic recovery, with a strong stock market supporting higher spending for those in the top 20% of incomes. The Fed faces a challenge with a weakening labor market but inflation near 3%; the odds of a December rate cut have fallen to 50%. In terms of the equity market, we have also seen a K-shape. While overall market performance has been narrow (only 158 out of 500 stocks in the S&P are outperforming YTD), it has been the Mag 7, which have seen strong earnings growth, and very speculative stocks, fueled by retail traders both in and outside the U.S. For the former, this growth comes with a caveat that their once strong free cash flows are being siphoned off (and bolstered by debt) to fuel the massive capital expenditure required to build out AI infrastructure. For the latter, a form of tribalism has united retail speculators, who are treating stocks much like sports wagering, which has also seen massive volume growth. It is important to note that despite stocks favored by retail investors performing well this year that, since 2021, the average Robinhood account is estimated to have declined in value while the S&P 500 is up substantially. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.
Well it was another mixed session on Walk Street to end the trading week. The S&P500 continued to fall with the High Beta segment down the most, while Energy held up the most among the S&P large cap segments. On Friday the S&P500 closed 0.05% in the red, the Dow Jones 0.65% in the ted, while the Nasdaq gained 0.13%, regaining losses after coming under pressure recently. Nvidia's earnings are also out on Wednesday, so investors will be watching out for that.European markets were all in the red as concerns around artificial intelligence stocks continue. The German DAX down 0.69%, France's CAC down 0.76%, FTSE100 1.11% lower, and the STOXX600 down 1.01%.On Friday our local market closed 1.54% lower over the week and 1.36% lower for the day, hitting a 4-month low. Losses were wide spread, however tech stocks dragged down the market the most on Friday, with the sector heavily falling 4.32%. A few key factors weighing down on the maker last week included hotter than expected jobs report which came out on Thursday, which slashed expectations for rate cuts this year. We also know that key monthly data on US inflation might not be released for the month due to the shutdown US. And weak economic data was released from China as well.However it's important to note that YTD number for the Australian and US market are still positive.What to watch today:The SPI futures are suggesting the local market will drop 0.2% at the open this morning.Elders (ASX:ELD) shares will be on watch today when the agribusiness company releases its FY 2025 results.In commodities: We'll keep watch of energy producers today, such as Woodside Energy (ASX:WDS) or Santos (ASX:STO) as oil prices pushed high on Friday, driven by news that a Russian port has suspended oil exports falling an attack. Crude oil is up 2.4% to US$60.09 per barrel. Meanwhile, gold has dropped over 2% now at US$4083.60 an ounce, though the metal remained on track for a weekly advance of roughly 3%. The market continued to grapple with uncertainty stemming from a significant backlog of US economic data following the end of the longest government shutdown in the country's history.And iron ore has dropped slightly, to US$103.95 per tonne.Trading Ideas:Bell Potter have a buy rating on medical device company Aroa Biosurgery (ASX:ARX) with a price target of $0.85. At the current share price of $0.72 this implies 18% share price growth in a year.And Trading Central have identified a bearish signal in NAB (ASX:NAB), indicating that the stock price of $41.48 nay fall to the range of $38.70 - $39.30, over 52 days according to the standard principles of technical analysis.
Anthropic meldet chinesische Hacker-Angriffe via Claude auf 30+ Targets, zeigt Dual-Use-Problem von KI-Coding-Tools. Amazon Projekt Kuiper wird zu Amazon Leo, greift Starlink mit Satelliten-Internet an, Bullencase für Medienimperium vs. schrumpfender Markt. Anthropic veröffentlicht Even-handedness-Test: Gemini 2.5 Pro führt mit 97%, Grok überraschend balanced mit 96%. Cursor erreicht $29,3 Milliarden Bewertung nach nur 2,5 Jahren, verzwölffacht seit Januar, Google und Nvidia investieren. Yann LeCun verlässt Meta nach politischen Spannungen, gründet eigenes World-Models-Startup. Google Shopping baut Agentic Commerce Features, Skepsis bleibt wie bei Voice Commerce. Google muss €465 Millionen an Idealo zahlen im Shopping-Kartellfall, neues EU-Verfahren wegen Site Reputation Abuse. On Running liefert starke Zahlen mit 66% Rohmarge, Aktie dennoch -22% YTD. Beyond Meat kollabiert weiter. Christian Lindner wird Vorstand bei Autoland. Apple launcht iPhone-Socke für €150-250. Waymo darf erstmals auf Highways fahren in SF, Phoenix und LA. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:52) Window Dressing (00:10:35) Claude & Chinesische Hacker (00:18:51) Amazon Leo (Projekt Kuiper) (00:26:07) Anthropic Even-handedness Test (00:30:08) Cursor $29B Bewertung (00:38:15) Yann LeCun verlässt Meta (00:44:11) Google Shopping Features (00:53:21) Google Antitrust Updates (01:00:03) On Running Earnings (01:07:41) Beyond Meat (01:09:16) Christian Lindner (01:16:26) Apple iPhone Socke (01:18:07) Waymo Highways & Elon Time Shownotes Second Shot Merch gibts auf SecondShotGolf.de Project Kuiper wird Amazon Leo– theverge.com Chinesische Hacker nutzten Claude AI für Cyberangriffe – wsj.com Grok und Gemini als weniger voreingenommen angesehen als ChatGPT, Anthropic – axios.com KI-Coding-Startup Cursor jetzt $29,3 Milliarden wert – wsj.com Google AI Shopping – theverge.com Idealo-Verfahren: Schaden durch Google – heise.de Google von neuer EU-Untersuchung wegen Nachrichten-Suchmissbrauchs betroffen – bloomberg.com Christian Lindner wird Gebrauchtwagenhändler – spiegel.de Apple und Issey Miyake vereinen sich für iPhone-Tasche – vogue.com Waymo startet fahrerlose Robotaxis auf Autobahnen in den USA – bloomberg.com
UK Property Market Weekly Update - Week 44, 2025 Myself and Bryan Mansell, boss man of Gazeal, look at the UK property market for the week ending Sunday 9th November 2025. YouTube link https://youtu.be/ijworHDmx-M ✅ New Listings * 27.1k new properties came to market this week, down as expected from 27.5k last week. * 2025 weekly average: 35.6k. * 9 year week 44 average : 28k * Year-to-date (YTD): 1.56m new listings, 1.4% higher than 2024 YTD (1.54m) and 8.9% above the 2017–19 average (1.43m) ✅ Price Reductions * 18.5k reductions this week, slightly higher than last week's at 18.3k. * Decrease in the number of homes on the market as 12.8% of resi homes for sale were reduced in October. Compared to Sept 14.1%, August 11.1%, July 14.1% in July and 14% in June. * 2025 average still remains at 13.2%, versus the five-year long-term average of 10.74%. ✅ Sales Agreed * 22.5k homes sold subject to contract this week, down as expected from 23.5k last week. * Week 44 average (for last 9 years) :22.7k * 2025 weekly average : 26k. * YTD: 1.137m gross sales, which is 3.9% ahead of 2024 (1.096m) and 12.5% above the 2017–19 average (1.012m). ✅ Price Diff between Listings & Sales * Average Asking Price of listings last week £400k vs Average asking price of Sales Agreed (SSTC) - £362k - a 10.6% difference (long term 9 year average is 16% to 17%)… * The average listing price has dropped from £452k in Sept to £415k in October.. ie fewer expensive homes being listed ✅ Sell-Through Rate * 15% of homes on agents' books went SSTC in September. Up from 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 * 5,975 fall-throughs last week (pipeline of 510k home Sold STC). * Weekly average for 2025: 6,182. * Fall-through rate: 26.5%, slightly up from 24.2% last week. * Long-term average: 24.2% (post-Truss chaos saw levels exceed 40%). ✅ Net Sales * 16.6k net sales this week, down (as expected) from 18.2k last week. * Nine-year Week 44 average: 16.9k. * Weekly average for 2025: 19.7k. * YTD: 867k, which is 3.4% ahead of 2024 (839k) and 9.4% above 2017–19 (793k). ✅ Probability of Selling (% that Exchange vs withdrawal) * Initial October Stats : 53.5% of homes that left agents' books exchanged & completed in October. (Note this figure will change throughout the month as more October comes in) * September: 53.1% / August :55.8% / July: 50.9% / June: 51.3% / May: 51.7% / April: 53.2%. ✅ Stock Levels * 742k homes on the market at the start of November, 2.4%% higher than November 2024. (725k) * Notable increases include 9% more homes for sale in London than 12 months ago (9.96% in Inner London & 9.03% in Outer London) & 5.48% in the South East and 5.02% in the South West. The North has seen a drop in homes for sale. * 511k homes in sales pipeline on the 1st November, 2.2% higher than 12 months ago. ✅ House Prices (£/sq.ft) * October 2025 agreed sales averaged £343.18 per sq.ft. 0.8% higher than 12 months ago and 13.8% than 5 years ago. 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 October - £1,916 pcm - compared to £1,802 in Oct 2024 and £1,557 in Oct 2017. * Available Rental Properties in October '25 - 323k compared to 302k in October '24. * Notable increase of 23.8% more rental home sin Outer London than 12 months ago, yet a 4.8% decrease in Inner London - Not sure why
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.
Mentor Sessions Ep. 038: James Check on 2025 Bitcoin Bear Market Paradox, Great Rotation Bullish Selling, Cycle-Breaking Outlook & 200K Price PotentialIs Bitcoin in a "modern bear market" up 7.8% YTD despite massive $290B old coin sell-offs? On-chain expert James Check from CheckOnChain reveals why 2025 price action defies expectations, with 63% supply cost basis above 95K creating a "top-heavy" plunge risk to 80s—yet silent institutions absorb billions in "bullish selling" for a great rotation slingshot. In this BTC Sessions interview, Check breaks down paradoxical sentiment (Google Trends at all-time lows), why the 4-year cycle is dead as Bitcoin transitions to macro asset, derivatives shift (options now dominate futures for volatility explosions), treasury mania "smoldering ruins," AI bubble black swan printing trillions, and bull case for 150K fair value exploding to 200K+ fast. Essential Bitcoin price analysis for 2025: Bear firepower fails, sellers evaporate—stack now or get screwed? Don't miss this deep dive on on-chain data, macro traps, and why bears are "really, really wrong" for max pain upside.Chapters:00:00 Teaser & Intro00:01:31 Bear Case Setup00:02:35 Monthly Expectations Defied00:03:11 UTXO Cost Basis Analysis00:04:17 Bullish Selling Phenomenon00:05:19 Bearish Sentiment Reasons00:07:08 Institutional Buyers & Demand00:09:03 Supply Side Indicators00:10:55 Great Rotation Explained00:12:18 IPO Moment Challenge00:17:54 Future Growth & Capital Inflows00:18:42 Bear Market Drawdown Risks00:21:28 Psychological Hurdles Post-100K00:25:24 New vs Old Bitcoiners Psychology00:29:30 Broader Macro View00:33:13 M2 Chart Dismissal00:38:55 States Jumping In00:42:02 Treasury Companies Mania00:51:28 Derivatives Market Rundown00:57:40 Black Swan Events & Bull Case01:12:13 Outro & PlugsAbout James Check:On-chain Bitcoin analyst, founder of CheckOnChain newsletter—delivering data-driven insights on supply, sentiment, and market structure.X.com: @_Checkmatey_CheckOnChain: checkonchain.comCheck previous ep with Tom Luongo: https://youtu.be/5oS4sop9t2Y
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.
In this episode, Scott Becker examines Chipotle's 50% YTD decline,
S&P futures are pointing to slightly higher open today. Asian markets wrapped up the week on a weak note as valuation concerns and tech sector warnings drove losses across the region. European equity markets opened mostly softer. China's dollar exports fell (1.1%) y/y in October, missing expectations for +3.0% and reversing September's +8.3% rise—the first contraction since February. Shipments to the U.S. dropped (25%) y/y, extending a seven-month run of double‑digit declines and taking the YTD fall to nearly (18%). Exports to ASEAN +~11% and the EU +1% slowed, while sales to South Korea, Russia, and Canada fell by double digits. Companies Mentioned: Comcast, Warner Bros. Discovery, NVIDIA, BlackLine
UK Property Market Weekly Update - Week 43, 2025 Myself and Alice Bullard, boss lady of Nested, look at the UK property market for the week ending Sunday 2nd October 2025. ✅ New Listings * 27.5k new properties came to market this week, down as expected from 29.3k last week. * 2025 weekly average: 35.6k. * Nine year week 43 average :29.1k * Year-to-date (YTD): 1.53m new listings, 1.5% higher than 2024 YTD (1.51m) and 9.1% above the 2017–19 average (1.40m) ✅ Price Reductions * 18.3k reductions this week, lower as expected, than last week's at 21.3k. * Increase in the number of homes on the market being reduced in September to 14.1% (these stats are always done a month in arrears). In August, it was 11.1% (everyone must have been on holiday!), whilst it was 14.1% in July and 14% in June. (October figures to follow next week) * 2025 average so far: 13.2%, versus the five-year long-term average of 10.74%. ✅ Sales Agreed * 23.5k homes sold subject to contract this week, down as expected from 24.2k last week. * Week 43 average (for last 9 years) :23.8k * 2025 weekly average : 26k. * YTD: 1.116m gross sales, which is 4.2% ahead of 2024 (1.071m) and 12.5% above the 2017–19 average (992k). ✅ Price Diff between Listings & Sales * Average Asking Price of listings last week £398k vs Average asking price of Sales Agreed (SSTC) - £358k - a 11.2% difference (long term 9 year average is 16% to 17%)… * The average listing price has dropped from £452k in Sept to £415k in October.. ie fewer expensive homes being listed ✅ Sell-Through Rate * 14.1% of homes on agents' books went SSTC in September. (October figures to follow in November) * Down from 14.5% in Aug, 15.4% in July, 15.3% in June, and 16.1% in May. * Pre-Covid average: 15.5%. ✅ Fall-Throughs * 5,278 fall-throughs last week (pipeline of 510k home Sold STC). * Weekly average for 2025: 6,181. * Fall-through rate: 24.2%, slightly down from 24.3% last week. * Long-term average: 24.2% (post-Truss chaos saw levels exceed 40%). ✅ Net Sales * 18.2k net sales this week, down (as expected) from 18.3k last week. * Nine-year Week 43 average: 17.9k. * Weekly average for 2025: 19.8k. * YTD: 850k, which is 3.6% ahead of 2024 (821k) and 9.5% above 2017–19 (776k). ✅ Probability of Selling (% that Exchange vs withdrawal) * Final September Stats : 53.1% of homes that left agents' books exchanged & completed in September. October ones to follow next week * August :55.8% / July: 50.9% / June: 51.3% / May: 51.7% / April: 53.2%. ✅ Stock Levels * 751k homes on the market at the start of October, 4% higher than October 2024. (723k) * 510k homes in sales pipeline on the 1st October, 2% higher than 12 months ago.
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...
A conversation with a long-time multifamily industry veteran, a multifamily industry consultant, the fabulous Stacey Hampton, Founder and Principal Consultant with Asset NOI Consulting... discussing why month-over-month collections beat occupancy and delinquency, how YTD turnover exposes “false positive” retention, the urgency of tracking not-ready vacant-not-leased, using applicant screening risk mix to curb bad debt, and comparing residents owing over one month to eviction filings to forecast real vacancy risk.
The ASX200 slid 0.9% (81 points) to a five‑week low after the RBA left rates at 3.6%. Hotter‑than‑forecast inflation curbed cut hopes. All sectors except healthcare fell, with Westpac the sole bank up 1.5%. City Chic rose 7.5% after a solid ANZ update, while CSL remains down 40% YTD. Focus now shifts to inflation data on 26 Nov and upcoming employment and earnings releases. 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.
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0KIn this segment of Notorious Mass Effect, Analytic Dreamz delivers a data-driven analysis of rap's historic absence from Billboard Hot 100's Top 40 for the first time since February 1990. On the week of October 25, 2025, no rap tracks cracked the upper echelon, ending a 35-year streak sparked by Biz Markie's "Just a Friend." Analytic Dreamz breaks down key stats: highest rap entry at #44 (YoungBoy Never Broke Again's "Shot Callin"), #48 (Cardi B feat. Kehlani's "Safe"), and #49 (BigXthaPlug feat. Ella Langley's "Hell at Night"). Kendrick Lamar & SZA's "Luther" fell off after 46 weeks (13 at #1), triggered by Billboard's October 2025 recurrent rule changes—removing songs below #25 after 26 weeks (vs. old 25-week threshold below #10). Hip-hop's U.S. market share dropped from 30% peak in 2020 to 24% YTD 2025 per Luminate. Analytic Dreamz examines competition: Taylor Swift's album occupies 12 Top 40 spots, K-pop soundtracks claim 7. Additional factors include streaming biases, artist dormancy (Drake, Kendrick), legal issues, and genre fragmentation. As of November 1, the drought hits two weeks, with "Shot Callin" at #43. Analytic Dreamz explores cultural reactions and whether this signals rap's cyclical shift amid pop dominance.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Wealth Management can be a scam. Spoke to a 35-year old paying XX 1.5% a year to manage his $5.5M. If he keeps going until retirement, he'll end up paying $6M in fees and end with ~$14M less than using a Vanguard ETFAI: I was completely honest. I said I just typed it into AI. if you're not using AI now you're stupid. Gambling:Chauncey Billips arrested!! MarketsFed Rate CutThe latest quarter-point cut will reduce the Fed's benchmark short-term interest rate to between 3.75% and 4%Effects Money Market almost immediately. VMFXX's 7-day yield 4.05% and SPAXX.Juices economy. Less expensive to borrow, so can invest, build etc.. AppleSlow to AI. But will figure it out. iPhone 17 awesome. Meta Earning ResultsRevenue $50b. Record! UCAN 43% (Side note…S&P 500 is international).CapEx $50b YTD vs $24b last year. Double!!!Stock down 11%AmazonUp 10% plus in after-hours. $180b in the quarterI'll never sell: Package everyday. Andy Jasse Memo cultureTeslaTesla Earnings. Record Revenue. $28b.Energy up 44% !!!!Revenue $3.4b and $2.3 cost. $1b in profitUS grid is only 50% productive. Can double with batteries. Other Services up 25%.Elon Remarks. Play at 11.00 Play thur 15.00Leader in Realworld AI. ShockwaveDan Ives:No Drivers in Austin prior to year end. Taking a VERY conservative strategy!Nvidia & PalantirPLAY Jensen Huang on the importance of of Palantir and their ontology stackAlex and Jensen speaking together. Autonomous DrivingNVIDIA Drive SoftwareNEWS: Nvidia today announced it is partnering with Uber to help build the "world's largest Level 4 autonomous fleet, targeting 100,000 Robotaxis starting in 2027.NetflixEarnings LetterEarnings CallHighlights:Talked about personalized ad targeting. THIS IS HUGE!KPop Demon Hunters, which is now our most popular film ever (325M views)Top 10 movies here. Sharing view % growingWhy Netflix?Grown organically. WB and other mergers/acquisitions are a mess: Cultural and bureaucratic. Same core execs: Ted, Greg and David! Perfect mix of creative and Tech. No-one even close in tech. This helps ad money! Revenue and YoY % growth by Region:UCAN: $5.1b17%EMEA:$3.7b18%LatAm: $1.4b10%APAC $1.4b21%~43-45% of Revenue is US
MARA as once the darling of public bitcoin miners, but it's fallen behind in 2025. We break down why and what MARA can do to get back in the limelight. Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes: • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs
Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes: • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs
Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins us to unpack key insights from LME Week, the ripple effects of backwardation across metals, and how he's positioning clients amid a “healthy” precious-metals correction and a mixed energy tape. Key Discussion Points LME Week sentiment: Big crowds and a notably upbeat tone for base metals; consensus poll favored copper #1, aluminum #2, tin #3 for upside potential. Backwardation watch: Recent spikes in silver and zinc (cash > 3-month) point to near-term physical tightness; copper's curve flattening with hints of front-end firmness. Precious metals reset: Gold down ~8% from highs and silver off ~10% in a sharp but “healthy” bull-market shakeout; year-to-date gains remain substantial. Base metals leadership: Copper acting as bellwether; aluminum and zinc following; tin up ~23% YTD - underinvestment and broad asset inflation cited as tailwinds. Energy check-in: Crude bounced on Russian sanctions headlines but remains range-to-lower on surplus outlook; U.S. natgas swings driven by front-month positioning and weather. Data gap risk: Four weeks without COT reports adds uncertainty to quant/models - potentially tempers risk-taking in WTI and Henry Hub. Click here to learn more about Bannockburn Capital Markets ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.
In this episode, Scott Becker reviews the YTD performance of the Magnificent Seven stocks.
Gold and silver have pulled back sharply from recent highs, but Craig Hemke, founder and editor of TF Metals Report, says this is classic bull-market behavior - not the start of a bear phase. Gold remains up roughly 40–50% YTD, silver over 50%, and despite short-term pain, the structural uptrend remains intact. Key Topics Recurring 10% pullbacks: Craig outlines how each gold rally since 2023 has followed a rhythm — 90-day consolidations, 10% corrections, and ~20% surges higher. He sees the current move as another leg in that pattern. Silver's consolidation band: After reaching $54, silver's drop below $47 mirrors prior shakeouts. Hemke expects a 20% range to hold before the next breakout attempt toward new highs. Earnings strength & sentiment lag: Even at $3,800–$4,000 gold, miners like Newmont (NYSE: NEM) and Agnico Eagle (TSX/NYSE: AEM) are printing record margins. Investor sentiment, however, hasn't caught up. M&A and cash hoards: Majors are flush with cash, minimal debt, and strong cash flow. Hemke expects consolidation in the sector to spark fresh M&A activity as producers replace reserves. Macro triggers to watch: A Fed rate cut cycle, potential dollar weakness, and re-emerging risk appetite could all act as catalysts for the next leg up across precious and base metals. Visit Craig's website – TF Metals Report: https://www.tfmetalsreport.com/ -------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The I Love CVille Show headlines: Callsen & Deeds Write Letter Slamming UVA Leadership Katrina Callsen Rips Interim UVA President Was UVA Interim Pres Wrong To Sign Deal W/ Trump Will $7.4M Violet Crown Deal Uptick Tax Assessments? City Median Home Values Down 6.1% YTD (2024 v 2025) City Council Should DORA The Downtown Mall #16 UVA (-10.5) At UNC (2-4,0-2), 12PM, SAT ACCN If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.
I show you how I use AI today to build a watch list. Plus there are so many good lessons in today's episode including - DON'T FOLLOW TRADES. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
On today's episode of the podcast I'm talking with Ashley Rose of Systems Over Stress about her report, taking out loans, and how she came out on top after difficult times impacted her business. Consider this episode a sequel to Ashley's episode of The Get Paid Podca$t with Claire Pelletreau, which you can listen to here. Check out that episode to hear more about Ashley's recently difficult time and what led her to where she is now. A look at Ashley's Business Started her business in 2020 after leaving her job pre-COVID to do in-person events Decided to launch a course “Be Your Own COO” in April 2020, made $2,500 Divorced in 2023 Took out a $43,000 Stripe loan, decided to still keep business rolling Sells templates and group coaching offers Year-to-Year 2021: $137,000 2022: $166,000 2023: $268,000 → selling a lot of high ticket and had a lot of high bills 2024: $257,000 (goal was $350,000) Profit & Loss 2025 YTD through beginning of June 2025 Revenue Group Program: $202,000 Templates: $25,000 VIP Days + Consulting: $6,400 Live Workshops: $4,200 Expenses Payroll: $22,000 Distribution: $41,000 Contractors: $30,000 Affiliate payouts: $3,700 Education & Training: $11,000 (includes an $8k mastermind) Legal and Professional: $1,400 Office supplies/software: $3,700 Other/Misc.: $10,000 Total: $83,000 Get in Touch with Our Guest Ashley Rose, owner of Systems over StressLearn more about Ashley at systemsoverstress.coSubscribe to the Systems Over Stress YouTube Channel @systemsoverstress Interested in sharing your numbers on the Unf*ck Your Biz podcast? Email marketing@notavglaw.com
Your Total Disarming: Book One by REV Dr Oscar Bistonath Yourtotaldisarming.com https://www.amazon.com/Your-Total-Disarming-Book-One/dp/109805671X Dr. Oscar Bistonath offers a unique, qualified, and simplified version of meeting God and maintaining a continuous, close relationship with Him. He shares untold wealth as Senior Pastor for Generations for Christ Church, Chaplin, Live coach, Christian counselor, and Author. As a successful businessman and realtor for forty-three years, he is interested in mesmerizing others' welfare, especially in their conquests of receiving Jesus Christ to splurge on heaven and essential spiritual foods. Dr. Bistonath articulates his unique gifting, enlightening, and winning others to know Christ, the Kingdom, the Afterlife, and Heaven. Forty-two years of active ministry and enjoying a variety of face-to-face interactions with people is a justified reason for "Your Total Disarming." You will think YTD books are undoubtedly discussing, chatting with, and concerning you when reading and scrutinizing. They delve in-depth and deliver significant, intimate, applicable solutions for everyday life and how to enter heaven. They are comprehensive, stunning, and astounding books for life, healing your soul, and fostering a closer walk with God. Some humongous challenges, Spiritual, Intellectual, Moral, or Social, are pleasantly gratified. From a humble upbringing, my parents taught us never to esteem ourselves better than anyone and have an in-depth burning desire to help others. I was blessed as the Husband of one wife, Elizabeth Emily, for 53 years. As an icebreaker and for further identification, Dr. Bistonath often said his parents did not indicate his call name, Ronald Scott, in his Birth Certificate.
With Halloween around the corner, one of the peak seasons for chocolate and confectionery demand, cocoa prices have corrected sharply lower, down -20% MOM and YTD losses are approaching -40%, after historic gains through 2025. This week, the final-quarter demand side data for the 2024/25 season arrived, and the 3Q grind was generally better than expected – albeit still historically weak. It will, however, take some time before consumers start to see the declining input costs of chocolate production hit their hip pocket. But there are strong indications that perhaps the worst of the cocoa market crunch is over, and that industry can plan with a little more confidence than in recent years. Speaker: Tracey Allen, Senior Commodities Strategist, Head of Agricultural Commodities Research This podcast was recorded on 17 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5096654-0 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.
I went down AI rabbit holes yesterday testing out theories. Whether you pay for the tools or not, you should be using them. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
The big things you need to know:First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.Fourth, our analysts generally had mixed views of the policy backdrop.Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.
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 Farm Bankruptcies2:14 Bessent, Trade Talks, Farm Bailout5:16 "Debasement Trade"8:39 Brazil Update9:47 Shutdown, Rollins Interview
Derek Moore is joined by Mike Syder this week to talk about market performance during government shutdowns, gold's historic YTD performance, and looking at how much turnover there is within the top 10 companies in the S&P 500 index. Plus, is ChatGPT causing a divergence in job growth since its release? Later, we discuss the increasing talk about whether we are in a bubble. Is the stock market in a Bubble? Gold's YTD performance is in record territory ChatGPT as a jobs killer Government shutdowns and market performance Typical length of government shutdowns Full vs partial shut downs 14th strongest September S&P 500 Index return since 1950 so now what? Who will replace EA Sports in the S&P 500 Index? New companies join the S&P 500 Index including RobinHood and AppLovin 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
It's said that we overestimate what we can do in a day and underestimate what we can do in a year. In this solo episode, I walk you through a grounded Q4 reset: how to debrief the year so far, choose your “big rock” for the quarter, align it with your Human Design, and set up simple systems so your business fuels your life (not the other way around). Even if you're resistant to planning in your business, you'll find juicy tidbits like:A quick Year-to-Date/Q3 debrief process that actually keeps you on track.The two lenses to review: tangible metrics and intangible feelsQuestions to audit your revenue, offers, and delivery modelsHow Human Design (type, authority, profile, circuitry) should shape deliveryWhy “every offer needs a message” and how to stop creating content to nowhereThe Big Rocks planning method for Q4 (and what my rocks are)Building soft practices + nervous system support into your planSystems check: do your current ops/funnels hold the goal you're setting?Setting a simple revenue target (and pressure-free ways to use it)Why Q4 can (and should) be your strongest quarterHighlights & PromptsStart with numbers: What did you bring in (Q3 or YTD)? Which offers drove it? How were those offers delivered—and did you love that delivery?Design-aligned delivery: Group vs. 1:1 isn't a “should”—it's Human Design circuitry. Where did you force formats that don't suit your design?Message before more: Map offers → messaging → content. Stop over-educating and start creating self-identifying content that leads somewhere.Pick one Big Rock for Q4: Launch, fill X 1:1 spots, list growth, or a revenue milestone—then let every weekly task point at it.Support yourself: What boundaries, rest, nature time, childcare, or meal help will keep you resourced for the quarter? Schedule it now.Systems reality check: Do your site, funnels, email, and tracking support the result you want? If not, pause to shore them up.Black Friday teaser: Traffic is highest in Q4; next week I'll share practical Black Friday ideas you can actually build into your plan, should you wish.SURPRISE!! Want to do this in real time with me? I'm offering a live session inside the D2P community that I'd love to invite you to join us for.It's just $27 and will take you from throwing spaghetti at the wall, hoping it sticks, to planning your profitable Q4 - that won't break your life!Register here - https://vickiedickson.thrivecart.com/make-q4-profitable---live-session/Resources & LinksDesign to Profit The community that offers strategy + support that meets your Human Design so you can build a sustainable business without breaking your life. https://www.vickiedickson.com/designed-to-profitConnect on Instagram: @vickie.dicksonFollow Unjaded when you're ready to build your business in alignment with your Human Design and REAL business strategies that work.
Rideshare Rodeo Podcast THE LAST MiLE w/Gig Geezer (https://www.youtube.com/@giggeezer) Curri NEW Promotional Content Curri Ai Assist and Ai Counter Bidding is HERE and AWESOME Food Delivery DEAD, Catering Good, B2B THE PLACE TO BE Earnings Call for YTD 2025 (Geezer Vehicle Fleet) Q and A with live chat Rideshare Rodeo Brand & Podcast: Rideshare Rodeo Podcast
Don and Tom tackle Americans' retirement fears, highlighting a survey where one in five say it would take “a miracle” to retire securely. They stress the importance of planning over wishful thinking, cover the risks of recency bias, taxes, and underestimating longevity, and explain why flexibility—delaying Social Security, working part-time, downsizing, or even using a reverse mortgage—may be essential. Listener questions include a 30%+ ETF return (AVDV), the new rules allowing 529 rollovers to Roth IRAs, and a deep dive into Facet Wealth versus Northwestern Mutual, with a reminder about low-cost index investing and the value of fiduciary advice. 0:04 How confident Americans are about retirement security 1:37 “It would take a miracle” vs. “You need a plan” 2:37 The value of professional reviews and planning tools 3:52 No perfect time to retire, recency bias, and government as your “partner” 5:08 Retirement timing compared to parenthood decisions 6:06 The limits of Social Security and lifestyle realities 7:18 Adapting by working longer, delaying Social Security, or reducing expenses 8:25 Cutting wants, working part-time, or considering home equity solutions 9:23 Reverse mortgages and staged retirement strategies 10:03 Purpose, social life, and health in retirement 11:25 Listener question: international ETF with a 30%+ return (AVDV up 38% YTD) 13:02 Why diversification matters for capturing those “30 percenters” 13:22 Listener question: 529 rollovers to Roth IRAs and beneficiary changes 16:21 Listener case study: RN nearing retirement, Facet vs. Northwestern Mutual 18:07 Facet's flat annual fee structure compared to traditional AUM fees 20:54 The pitfalls of Northwestern Mutual's high fees and insurance roots 23:34 When to hire a fiduciary and why $1.5M+ means it's time 25:30 Advisor costs vs. DIY investing, plus an extended “haircut analogy” 27:13 Shout-out to AI-generated Talking Real Money show art Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Trump/Xi Call1:59 Tariff Revenue for Farmer Bailout3:41 H-1B Visa Plan6:42 2026 Acres8:20 China Soy Imports9:59 The Funds10:47 Flash Sale11:11 Cattle on Feed
Today on the show, Tom sits down with Ben and Amy Wright — Nashville-based contractors who went from touring musicians making $40K a year to running a thriving construction company doing over $655,000 YTD.They talk about:The shift from “broke band mindset” to building real wealthHow The Contractor Fight helped them kill bad money habitsWhat it takes to run a business and a marriage without burning outWhy keeping your “pack light” matters if you want to growThe role of faith, mindset, and community in scaling a contracting businessThis is a raw, behind-the-scenes look at what it means to fight for your future as a contractor and a couple.
00:01:09 – Nepal's Gen Z Revolution Nepal erupts after a government ban on 26 social media platforms. Gen Z leads protests against censorship and corruption, storming parliament and burning the building. 00:03:33 – Ministry of Information Tyranny The Marxist-led Ministry of Information ordered the bans, sparking a nationwide uprising. Police killed 22 protesters and wounded 300, but the prime minister and home minister were forced to resign. 00:07:20 – Internet Revolt vs. Color Revolution Unlike CIA-backed “color revolutions,” Nepal's revolt is leaderless and grassroots. Protesters used TikTok and Reddit to bypass internet blackouts, proving decentralized resistance can work. 00:12:47 – Martial Law Conditioning Commentary ties Trump's crime crackdowns to martial law conditioning. Troop deployments in U.S. cities are framed as “emergencies” to normalize military presence in civilian life. 00:19:11 – UK Frees London Bomber A UK judge frees 7/7 London bombing mastermind Rashid Aswat while mothers are jailed for social media posts. Critics call it proof Britain abandoned real justice. 00:24:22 – Gold Surges, Dollar Crashes Gold soars nearly 40% YTD, hitting $3,700. Analysts warn Trump's chaotic tariffs, Fed intimidation, and abolition of cash will drive gold even higher as the dollar collapses. 01:20:15 – Tim Kaine Denies God-Given Rights Sen. Tim Kaine claims rights come from government, not God. Trump seizes the moment to pose as a faith defender, despite his Epstein baggage. 01:23:19 – Government Is the Rights Violator Commentary stresses that government is the greatest destroyer of rights, not their source—highlighting the hypocrisy of politicians who swear oaths but ignore them. 01:28:29 – Democrat Faith “Rebrand” Texas Democrat James Talarico, a former seminarian, is pushed as a faith-based alternative to Republicans, but critics say it's Christian grifting to sanitize a party of “gender gaslighting” and radicalism. 01:30:53 – Nick Fuentes as False Prophet Nick Fuentes is blasted as a corrosive influencer who preys on disaffected young men, offering resentment and trolling instead of Christ-centered purpose. 02:22:33 – Leftist Reality as Mental Disorder Dr. Richard Craydon argues the left lives in a “separate reality” of moral relativism, fueling cultural conflict. 02:27:41 – Gen Z Depression Crisis Nearly half of Gen Z reports depression, blamed on tech addiction, loss of faith, and cultural nihilism. 02:45:52 – Medical Profession's COVID Betrayal Ventilator abuse, censorship of natural immunity, and mRNA mandates are condemned as medical corruption serving the state. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.