Podcasts about ytd

Brian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to about 5.24% amid speculation about 6%. He argues higher yields reflect both higher nominal growth near 6% and a Fed intent on reducing its balance sheet, with limited ability for Treasury financing tactics to meaningfully lower yields. He notes consumer confidence missed (81 vs. 89), JOLTS openings dipped slightly (7.1M vs. 7.2M), and Case-Shiller home prices rose 0.3% monthly but lag inflation amid high mortgage rates and weak price discovery. He answers why rates rise despite higher oil: the Fed targets elevated PCE/core inflation by tightening to cool broad-based price pressures. 00:00 Market Close Recap 00:29 Why Yields Are Rising 02:17 Fed Put and Bond Vigilantes 03:16 Where Rates May Settle 03:37 Today's Economic Data 04:33 Housing Market Reality Check 05:21 Why Hike With High Oil 07:04 Wrap Up and Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Highlights – Minister Bowen's BYONCE for Data Centres The federal government and Energy Minister Chris Bowen have committed that data centre development approvals will be contingent on BYONCE – Bring Your Own New Clean Energy. The signs are promising –The Energy reports a consultation paper has been released by the federal government that confirmed that the Clean Energy Regulator would use the Renewable Energy Guarantee of Origin (REGO) scheme to ensure that data centres contract for renewable energy that is genuinely additional to existing sources and aligned with BYONCE.   Highlights – China Generation 8MCY2026 China's total power generation growth slowed to 0.9% yoy in August 2026, while zero-emissions generation grew 8.8% yoy, more than offsetting demand growth and driving a second consecutive monthly decline in fossil fuel generation. Coal generation fell by 4.3% yoy.  Solar remained the #2 generation source at 13.1% YTD, ahead of wind at 10.8%, while zero-emissions sources supplied 42.3% of total generation. 8 months into 2026, China's national emissions continue to plateau, six years ahead of 2030.   Lowlights – BHP's FY2026 Annual Report confirms their shameful climate walkback In May, Angus Grigg & Maryanne at ABC 4Corners and The Guardian's Christopher Knaus and Adam Morton gave us the big reveal – BHP was locking in diesel fossil fuel use in its Pilbara operations and effectively reversing its commitments on emissions reduction while telling the public it was going green. This highlighted the shameful climate science denialism of the BHP board under Chair Ross McEwan and new CEO Brandon Craig. Four months later, last week we got the big middle finger with confirmation that BHP's emissions in 2035 will be a reported 33% higher than previously expected. The board had listened to its shareholders and the climate scientists and decided to totally ignore them. CEF continues to lobby the government to turn the $3bn annual subsidy to imported diesel for the mining sector into a TTI, a tailwind to energy security and decarbonisation.   Lowlights – Sanjeev Gupta is taking the piss, still Reading veteran ABC journalist Paul Barry's insightful book "The Big Steal" reveals the massive ongoing global fraud being perpetrated by international master scammer, who literally bled Whyalla Steelworks dry. I continue to highlight this because Gupta somehow still controls InfraBuild, a firm employing 4,500 Australians and is in all likelihood according to Barry's book trading while insolvent for potentially a decade, yet ASIC is dead silent on this. ASIC asleep at the wheel, again.   Main Story – CEF's Safeguard Mechanism Submission Matt Pollard led on CEF's submission to the DCCEEW consultation on the 2026 Safeguard Mechanism Review — an review required to strengthen the Federal Government's flagship policy for driving emissions reduction and fossil fuel abatement across industry. CEF's submission is grounded in enhancing the existing policy framework and improving the effectiveness of the integrated structure of the Safeguard Mechanism, the ACCU Scheme, and the Nature Repair Market. This is key to building investor confidence in deploying capital into on-site abatement for industrial facilities under the Safeguard, and patient capital into nature-based solutions that deliver critical co-benefits in nature repair. CEF sees it as imperative that industry, regulators, investors, landholders and the academic community focus on enhancing the standard and integrity of this structure, and not on abandoning this model. Markets work best with a price signal, and 'polluter pays' is a longstanding core market principle Australia needs to enhance, not discard. Australia has an incredible opportunity to harness the scalability of compliance carbon markets to build a world-scale structure to sustainably generate significant positive outcomes that restore, conserve, and protect Australia's natural capital, and simultaneously create the critical investment signal of a rising price on carbon, supported by fundamentals that will drive such market conditions, catalysing large-scale capital deployment into on-site abatement in industry. Australia's opportunity, and challenge, is in forming market conditions, improving investor confidence and market participation, and ensuring system integrity and stakeholder buy-in. This is key to ensuring the integration of the ACCU Scheme with the Safeguard Mechanism to incentivise high-quality abatement and investment into nature-based solutions while simultaneously not limiting or hindering onsite emissions reductions at industrial facilities. CEF's submission was focussed upon broadening and deepening the policy settings of the Safeguard Mechanism, recommending:  Establishing a progressively rising real price floor in the Safeguard Mechanism through purchasing option or reverse auction structures in the ACCU market to increase demand when secondary market prices fall below a rising floor.  The Federal Government introduce a significantly greater carbon price liability for entities that exceed their Safeguard baselines by >30% through the purchasing of credits from the Government at a significant market premium over the purchase price paid through price floor auctions.  The Federal Government introduce an Australian CBAM for product variables currently most associated with trade-exposed, baseline adjustment (TEBA) concessions to level the playing field for trade-exposed commodities without hindering the decarbonisation of industry and limiting new, low-emissions manufacturing and value-adding capacity to compete in the domestic market with emissions-intensive counterparts.  The Safeguard Mechanism be expanded more effectively to the electricity sector to accelerate the phase out of fossil fuel-based generation and support the deployment of critical renewable energy generation, ideally aligned to ensure coal plant closure timetable certainty.  The Safeguard Mechanism floor be lowered to 75,000tpa as an efficient next step extension. The Federal Government investigate the potential introduction of Carbon Contracts-for-Difference (CCfD) to accelerate investment into decarbonisation capex for captured facilities — where the current cost of compliance for Safeguard is met from ACCUs and SMCs as the lowest-cost abatement method. Our recommendations are centred upon absorbing lessons from international best practice and the development of carbon pricing mechanisms across the world, and in particular, our key trading partners in Northeast Asia. Link to CEF submission    What's coming up?  13-14 October 2026 Annual Industrial Net Zero Summit in Sydney 25-29th October 2026 Bunbury in SW WA I'll be speaking at the Innovative Industries of the Future 2026 Regional Conference

Football Friday is here!

Friday's card is set: 10 tracked picks across MLB, college football, the CFL, tennis and cricket. Julie Grabher -2 games (-115) B.C. Lions -3.5 (-110) France + France/Turkey over 2.5 parlay (-149) Indiana -20.5 (-110) Nashua Titans ML (-155) Navy -6 (-115) Army 1H -1.5 (-110) Cubs/Red Sox Game 1 over 6.5 (-105) Twins F5 ML (-107) Don't Do It Parlay: Phillies F5 -0.5 + White Sox F5 -0.5 (+233) Most recent results I have from the tracker: 5-4, up $2.60. YTD: 573-521, down $18.01. Thursday's card has not been graded here yet. Every pick tracked. Play me or fade me—and don't forget to have fun! Learn more about your ad choices. Visit megaphone.fm/adchoices

UK Property Market: What Is Really Going On Beneath the Headlines? The UK property market headlines only tell you so much. In this week's show, we get underneath them and look at what actually happened last week, from new listings and price reductions to sales agreed, fall-thrus and exchanges. More importantly, we ask what those numbers are really telling estate agents about the market they are working in right now. Joining me is Bryan Mansell, and as you might expect, the statistics very quickly turn into a few home truths for estate agents. We get into overvaluing, why agents leave price reductions too late, whether there really is such a thing as a buyers' or sellers' market, upfront surveys, reservation agreements and why getting the instruction is pointless if the strategy afterwards does not actually help the homeowner move. In the second part of the show, we head to Weymouth and put the local Weymouth estate agents under the microscope. Not simply who lists the most homes, but who actually gives homeowners the strongest chance of moving, who achieves the better prices and who appears to be gaining ground locally. If you are an estate agent anywhere in the UK, the way we analyse Weymouth might give you a few ideas about how you could prove your own value too.

https://www.youtube.com/watch?v=pIW14OPHxx4 Yesterday was ugly: 2-8, down $52.21. No hiding from it. Every bet gets tracked, the good days and the bad. YTD: 531-486 | Down $54.37 Today we reload with 10 more: Wings ML + Aces ML — Parlay (-184) Syracuse/Pittsburgh U51.5 (-113) Dodgers ML (-160) Iva Jovic + Sara Bejlek — ML Parlay (-106) Besiktas ML (-125) Lions/Bills 1H U27 (-102) Keon Coleman O13.5 Receiving Yards (-115) Rays -1.5 (-120) White Sox ML (-115) LAD/CIN F5 O5 + DET/CHW F5 U4.5 — Parlay (+257) 3,650 bets a year. 10 bets a day. Every day. Every bet tracked. Yesterday reminded us why we say it: sports betting for the 95% who aren't making a living doing it. Don't forget to have fun!

https://www.youtube.com/watch?v=e0vWnvkvHjY 10 bets a day. Every day. Every bet tracked. Today's card has action across the board, highlighted by Broncos-Chiefs on Monday Night Football, including a Courtland Sutton prop. Also on the card: Leeds, Real Betis, Kayla Day, Cleveland, Dodgers, Yankees and a +221 MLB first-five parlay. We're coming off a 6-4 day, up $15.20. YTD: 515-473 | Down $78.94 The goal isn't to pretend we're professional bettors. It's simple: 3,650 bets a year, $10 at a time, and track every one. Sports betting for the 95% who aren't making a living doing it. #SportsBetting #NFLPicks #MNF #MLBPicks #SoccerPicks Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, our Host, Thilan Wickramasinghe opens to rising geopolitical and inflation risk, with US-Iran attacks in the Straits of Hormuz prompting Goldman to flag possible USD120 oil, alongside a stronger US jobs print stoking Fed rate hike odds. Against this backdrop, the team hunts for structural winners in Singapore.The show leads with our Bank's Analyst Desmond Ch'ng's roundup of Malaysian banks post-results, covering 1H26's pressure points, the 2027 outlook, and his top picks.Next up is our new initiation on Keppel Corp, where our REITs and Industrials Analylst, Krishna, argues it's no longer the conglomerate investors grew up with. He rates it BUY, citing its asset-light shift toward asset management, broad AI/data centre infrastructure exposure, planned divestments, and dividends rising from 42 to 49 cents by FY28. Execution risk remains the key watch item.In the terms of tech, our analyst Jarick discusses two small caps: Addvalue, where a new USD5m order and a US government-linked partnership underpin his BUY despite a 35% one-month rally, and IsoTeam, addressing FY26 misses, project delays, the stalled drone-painting catalyst, and whether the stock offers value now.Finally, our Telcos Analyst Hussaini Saifee examines Foodpanda-Grab dynamics, arguing the real question is who ends up owning Foodpanda, not whether it survives — pointing to Singapore's two-player market as proof of its strategic value. He outlines three buyer scenarios (Uber, ShopeeFood, Meituan), notes the main risk sits in Grab's Deliveries segment rather than its sturdier Mobility business, flags currency and Uber-stake overhangs, but keeps a BUY given resilient growth and a ~33% YTD share price decline.Wishing you a profitable trading week ahead!

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The UK Property Market Is Not Struggling. So Why Does It Feel Like It Is? The latest property market figures tell a rather different story to the mood you sometimes hear on the high street. Sellers are still coming to market in healthy numbers, sales activity remains ahead of pre-Covid levels, and there is no shortage of people who still want to move home. The market is functioning, but with considerably more choice available to buyers, the rules of the game have changed. That extra choice means buyers can afford to be selective, and that puts far greater pressure on asking prices. The strongest evidence is what happens to the homes that actually find buyers. Around eight in ten successful sellers who have come to market this year have achieved a sale without needing to reduce their asking price. In other words, the issue is not necessarily a lack of buyers, but whether the price is compelling enough to make them act. And that raises the question every homeowner thinking of selling should be asking. If properties are still selling in significant numbers, why do some homes disappear quickly while others sit on the market for months? The answer may have far less to do with the property market itself than most sellers realise. This week, Simon Gates joins Christopher Watkin to look at Week 34 of the UK property market (week ending 30th August 2026.), picking apart the latest figures to see how the market is really performing. They then head to Oldham in the North West, where the data is put to work to discover which estate agents are actually delivering for their sellers, before turning their attention to the town's lettings market as well.

- 197 mil sin luz ayer tras salida de Costa Sur 5 y 6 - Diario Libre Trump consigue en empresario cuestionable su aliado para el negocio con Venezuela - FTPa fuera hoy el jefe de la AAA, o eso rumoran muchos por ahí - Noticel Se acabaron las promesas bloquea la salida de la 177 en la autopista - Metro El FBI investiga extorsión/fraude de Power Expectations, hoy hay vista en la Cámara y Pablo José pide investigación federal - El Nuevo Día Trump anuncia "el mayor acuerdo petrolero de la historia" con Venezuela ¿PR va a participar reactivando la Corco? - AlJazeera ¡Mmm… hoy voy pa' Martin's BBQ!Disfruta el mejor y más sabroso pollo asado a la varita de Puerto Rico.Comida fresca, saludable y sabrosa, con tus complementos favoritos: arroces, habichuelas, verduras, mofongo, tostones…¡Mmm… esto sí es criollo!Ordena tu comida favorita para recoger o delivery través de Uber Eats o DoorDash.Martin 's BBQ… una receta, un legado, una tradición.¡Mmm… hoy como en Martin 's BBQ!CIERREAsado… Jugoso… sabroso#martinsbbq#incluyeauspicioIceland dice que no a meterse a la Unión Europea para defenderse de la expansión Trump - CNN  Asesinan maestro en aparente intento de car jacking, van 300 asesinatos - El Nuevo Día EEUU e Irán vuelven a bombardearse, Irán ponía minas en Hormuz, USA bombardea para evitarlo, Irán bombardea bases en Jordania y Emiratos - BBCMiguel Romero refinancia 13 préstamos (~$209M) de 8.5% a 6.35% - El Vocero Lluvias no detendrán el racionamiento Carraízo necesita llegar a 38.50m y está en 37.07m - El Nuevo DíaPablo José dice que se compromete con que haya luz y agua como prioridad - Primera Hora Normal el aumento de marines y aeronaves militares en el Caribe frente a PR dice jefe de seguridad pública - El Vocero Instan a hombres a romper el silencio sobre la violencia sexual - El Vocero Hiram Torres Montalvo va de DACO a la candidatura de alcaldía de Cataño - Telemundo Todo PR terminará con banda ancha de internet para diciembre de 2027 - El Vocero En los años 70, Puerto Rico llegó a evaluar traer hipopótamos para controlar los jacintos que ahogaba lagos y embalses, no se hizo por desastre de la marmota y las culebras - El Nuevo Día Proyecto obligaría a pedir id para el alcohol en PR independientemente de la edad - Metro Vivienda montó un evento en el Coliseo con actos musicales y no pudo precisar cuánto gastó - LOS DATOS DEL DÍA   Brent~$88/barril viernes → ~$91 el finde (por Irán) Diésel (retail EEUU)~$5.47/galón (elevado) Gasolina (AAA nac.)$4.09/galón S&P 5007,711.76 (-0.25%) · semana +0.5% · YTD +12.7% Dow Jones53,559.99 (-0.02%) Nasdaq26,402.42 (-0.52%) Bono 10 años4.73% Euro/USD1.1583 (-0.57%) Hipoteca 30 años6.66% (Freddie Mac)

August 2026 Sustainable Stock and ETF Picks. Includes articles on the top clean-tech companies, AI infrastructure stocks, and ESG funds. By Ron Robins, MBA Transcript & Links, Episode 170, August 28, 2026 Hello, Ron Robins here. Welcome to my podcast episode 170, published on August 28, 2026, titled "August 2026 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will disclose any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now I've chosen 6 to quote from. Titles and links to the other 6 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned I'm beginning with an article featuring two stocks that most ethical and sustainable investors have invested in, either directly or indirectly through funds. It's titled Nvidia vs. SanDisk: Morgan Stanley Reveals Which AI Stock Is Crowded and Which Is Heavily Under-Owned. It is published on tipranks.com and is by Shalu Saraf. Here's some of what the writer says about Morgan Stanley's analysis of these two stocks. "Story Highlights Nvidia has a 2.53-point ownership gap, the widest among the large-cap tech stocks tracked by Morgan Stanley. SanDisk is 2.30 points above its S&P 500 weighting, making it the most over-owned stock in the group. Nvidia has 37.74% analyst upside, compared with 23.78% for SanDisk, with both stocks carrying Strong Buy ratings. Nvidia NVDA  Is Under-Owned Despite Its Market Size. Nvidia's institutional ownership is 2.53 percentage points below its 7.61% S&P 500 (SPX) weighting, and the gap widened by 14 basis points in the second quarter. That gives Nvidia the widest ownership gap among the large-cap tech stocks in the group. Apple AAPL follows with a 2.33% gap, while Microsoft MSFT and Amazon AMZN have gaps of 1.54% and 1.29%, respectively. SanDisk SNDK  Is the More Crowded Trade. Its institutional ownership is 2.30 percentage points above its 0.35% S&P 500 weighting, making it the most over-owned stock in Morgan Stanley's group. KLA KLAC and Western Digital WDC also rank among the most over-owned names… Morgan Stanley also found that active managers remain heavily invested in memory and storage stocks. Software stocks, including IBM IBM, Oracle ORCL, Palo Alto Networks PANW, ServiceNow NOW, and Adobe ADBE, have much lower ownership. NVDA vs. SNDK: Which Stock Do Analysts Prefer? Wall Street remains bullish on both Nvidia and SanDisk, with both stocks carrying a Strong Buy consensus. Nvidia has the higher average price target of $309.94, implying 37.74% upside. SanDisk's $2,211.76 average target points to 23.78% upside." End quotes ------------------------------------------------------------- Clean Tech Companies - Clean Edge 100 This next article is a good annual ranking of clean tech industries. Companies must include over 50% of their revenues from clean tech activities. The article is titled Clean Tech Companies - Clean Edge 100. It is from and by cleanedge.com. Here are some quotes. "The 2026 Clean Edge 100, our third annual ranking of the 100 top publicly traded clean-tech companies in clean energy, transportation, water, and the grid, finds continued global industry leadership in the U.S., Europe, and China. Eligible clean-tech companies are members of our global equity research universe of more than 800 companies and must receive at least 50% of their revenue from clean-tech activities (pure plays). Companies are ranked according to an equally weighted composite of market capitalization, revenue, and operating profit. Revenue and operating profit are adjusted by business exposure as evaluated by Clean Edge.  U.S., Europe, and China-domiciled companies lead the pack this year with 27, 26, and 22 listings respectively, followed by Brazil with seven and Korea with four, reflecting the diversity of global clean-tech activity. U.S.-domiciled firms accounted for nearly $2.5 trillion of market capitalization ($1.6 trillion from Tesla alone), followed by European Union and U.K. companies with $1.2 trillion and Chinese firms with $716 billion in cumulative market capitalization respectively." End quotes. Incidentally, the top five companies in the ranking are: Tesla, Inc. (TSLA), Contemporary Amperex Technology Co., Ltd. (CYATY), GE Vernova, Inc. (GEV), Schneider Electric SE (SU.PA), and ABB Ltd. (ABBN.SW). ------------------------------------------------------------- JUST: How This Ethical ETF Beats Other Large Caps This next article features an ETF that is becoming a favourite. It's titled JUST: How This Ethical ETF Beats Other Large Caps. It's published on etfdb.com and written by Nick Peters-Golden. Here are some quotes from the article. "Do you have clients looking to invest with justice in mind? Younger investors, in particular, are increasingly eager to screen out companies that don't match their ethics. While many ETFs screen out questionable companies, not all manage to deliver strong returns. However, the Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST B) offers a compelling alternative… The index draws from the Russell 1000 and screens for firms that meet its methodology, assessing key areas like diversity, customer privacy, and greenhouse gas emissions… Rather than just focusing on penalizing perceived policy violators, the strategy prioritizes investing in companies doing good. Leveraging that approach, the socially responsible ETF has returned 15.2% YTD, outperforming the ETF Database Large Cap Growth Equities category average of 11.15%, as of August 7. JUST has also delivered strong long-term results, outperforming its category average across one, three, and five-year periods. Over the last five years, the fund has generated a 13% annualized return, beating the Large Cap Growth Equities category average. As advisors look to onboard more clients with particular views and standards, JUST offers a balanced solution of principals and performance." End quotes. ------------------------------------------------------------- Top Renewable Energy Stocks To Watch Now This next article takes us to an industry much loved by ethical and sustainable investors. It's titled Top Renewable Energy Stocks To Watch Now. It's from etfdb.com and by MarketBeat. "1) Quanta Services (PWR) Quanta Services, Inc. provides infrastructure solutions for the electric and gas utility, renewable energy, communications, and pipeline and energy industries in the United States, Canada, Australia, and internationally. The company's Electric Power Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings. Read Our Latest Research Report on PWR 2) WEC Energy Group (WEC) WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. It operates through Wisconsin, Illinois, Other States, Electric Transmission, and Non-Utility Energy Infrastructure segments. Read Our Latest Research Report on WEC 3) HA Sustainable Infrastructure Capital (HASI) HA Sustainable Infrastructure Capital, Inc., through its subsidiaries, engages in the investment of energy efficiency, renewable energy, and sustainable infrastructure markets in the United States. The company's portfolio includes equity investments, commercial and government receivables, real estate, and debt securities. Read Our Latest Research Report on HASI 4) Clearway Energy (CWEN) Clearway Energy, Inc. operates in the renewable energy business in the United States. The company operates through Conventional and Renewables segments. It has approximately 6,000 net MW of installed wind, solar, and energy generation projects; and approximately 2,500 net MW of natural gas-fired generation facilities. Read Our Latest Research Report on CWEN 5) Forum Energy Technologies (FET) Forum Energy Technologies, Inc. designs, manufactures, and distributes products serving the oil, natural gas, industrial, and renewable energy industries in the United States and internationally. It operates through three segments: Drilling & Downhole, Completions, and Production. The Drilling & Downhole segment designs, manufactures, and supplies products, and provides related services to the drilling, well construction, artificial lift, and subsea energy construction and services markets, including applications in oil and natural gas, renewable energy, defense, and communications. Read Our Latest Research Report on FET 6) AirJoule Technologies (AIRJ) Montana Technologies Corporation operates as an atmospheric renewable energy and water harvesting technology company. It provides energy and dehumidification, evaporative cooling, and atmospheric water generation through its AirJoule technology. The company is headquartered in Ronan, Montana. Read Our Latest Research Report on AIRJ 7) NOV (NOV) NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. It operates through two segments, Energy Equipment, and Energy Products and Services. The company provides solids control and waste management equipment and services, managed pressure drilling, drilling fluids, premium drillpipe, wired pipe, drilling optimization services, tubular inspection and coating services, instrumentation, downhole tools, and drill bits. Read Our Latest Research Report on NOV" End quotes. ------------------------------------------------------------- Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays This next article features a market segment beloved by most investors of this podcast. It's titled Morgan Stanley says load up on these 13 AI power infrastructure stocks — including 2 'standout' energy storage plays. It was posted on finance.yahoo.com and is by William Edwards. Here are some brief quotes on each of Morgan Stanley's picks. "Morgan Stanley says it's time to buy the dip in some beaten-down AI infrastructure stocks… But little has changed regarding the bullish drivers behind these trades, the bank said. 'We believe a meaningful driver of weakness has been technical rather than fundamental,' Stephen Byrd, an analyst at the bank, wrote in the note… Below, are 13 US energy stocks that fall under two themes: AI power infrastructure bottlenecks and energy security, as well as two names in energy storage. 1) Applied Digital APLD AI power infrastructure bottlenecks Year-to-date return: -6.1% 2) Blackstone BX AI power infrastructure bottlenecks Year-to-date return: -16.7% 3) Bloom Energy BE AI power infrastructure bottlenecks Year-to-date return: 90.8% 4) Cipher Mining CIFR AI power infrastructure bottlenecks Year-to-date return: 33.5% 5) Clearway Energy CWEN Energy security assets; energy storage Year-to-date return: -5.48% 6) Liberty Energy LBRT Energy security assets Year-to-date return: -10.8% 7) Riot Platforms RIOT AI power infrastructure bottlenecks Year-to-date return: 55.1% 8) Solaris Energy Infrastructure SEI AI power infrastructure bottlenecks Year-to-date return: 4.64% 9) SpaceX SPCX AI power infrastructure bottlenecks Year-to-date return: -29.5% 10) Talen Energy TLN Energy security assets Year-to-date return: -12.4% 11) TeraWulf WULF AI power infrastructure bottlenecks Year-to-date return: 41.1% 12) Vistra VST Energy security assets; energy storage Year-to-date return: -4.93% 13) X-Energy XE Energy security assets Year-to-date return: -47.9%" End quotes. ------------------------------------------------------------- Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL) The final article I'm reviewing today is titled Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL). It was posted on finance.yahoo.com and is by Fahad Saleem of Insider Monkey. Here are some quotes. "The latest 13F filings for the second quarter show that both Cathie Wood's ARK Investment Management and Stanley Druckenmiller's Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in Amazon to 541,600 shares worth $129 million. Wood increased her ARK position by 18% to about 1.59 million shares worth $379 million, or 2.46% of her portfolio. On Alphabet, Druckenmiller opened a new position of 336,300 shares worth $120 million, or 2.31% of his portfolio. Wood raised hers by 45% to about 1.04 million shares worth $369 million." ------------------------------------------------------------- 6 more articles from around the world with Sustainable Investment Picks for August 2026. 1. Title: Eye-Popping Returns Are Drawing Investors Back to ESG Funds - Barron's. By Debbie Carlson. 2. Title: 3 Alternative Energy Stocks Riding the Next Wave of Clean Energy Growth. From zacks.com and by Tanvi Sarawagi. 3. Title: Buy 5 AI Infrastructure Stocks as Big Techs Assure Lasting AI Frenzy. From zacks.com and by Nalak Das. 4. Title: 3 Stocks to Buy as AI Infrastructure Continues to Surge. From fool.com and by Geoffrey Seiler. 5. Title: UBS lists 4 reasons why it may be a good time to look at infrastructure now. From investing.com and by Simon Mugo. 6. Title: FLNC or GEV: Which Alternative Energy Stock Is Better-Placed Now? From finance.yahoo.com and by Maharathi Basu at Zacks. ------------------------------------------------------------- Ending Comment These are my top news stories plus their stock and fund tips for this podcast, "August 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on September 25th. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

The UK Property Market Is Not Broken. But Something Is Definitely Blocking It. This week's UK Property Market Stats Show takes a hard look at Week 33, and beneath the headlines there is a very different story emerging. Buyer demand is still there, stock is plentiful, yet a huge number of homes are simply failing to turn into successful moves. The question is why. Is this really a difficult property market, or have too many homes simply entered the market at the wrong price? We dig into listings, sales agreed, price reductions, fall-throughs and the numbers that show just how dramatically a home's chances change the longer it sits unsold. Then Steph Vass and myself head to Bath in the second part of the Show, where we put the local Bath estate agents under the microscope. Market share is one thing, but which agents are actually getting their sellers moved, and how big is the difference between them? Some of the numbers are difficult to ignore. The main stats for UK Property Market Stats for week 33, week ending 23rd August 2026.

Brian Szytel recaps a positive market day with the Dow up about 160 points, the S&P up roughly a third of a percent, and the Nasdaq up two-thirds as rates fell (10-year down seven basis points to 4.63) and oil dropped about 4.5%, aiding a tech and semiconductor/AI rotation. Economic data came in weaker, including slightly lower consumer confidence, softer new home sales, and a weaker Richmond Fed manufacturing index, reinforcing macro-driven moves. He notes the S&P is up about 12% YTD while earnings rose around 15–16%, leading to multiple contraction to about 18.8x forward earnings, though other valuation measures (EV/sales, Shiller CAPE, price-to-book/sales, and price-to-free-cash-flow) remain near historically overvalued levels. He also addresses declining prime-age male labor participation and argues immigration trends show little correlation, pointing instead to broader societal and economic factors. 00:00 Welcome and Setup 00:18 Market Rally Recap 00:41 Rates Oil and Data 01:50 Earnings and Multiples 02:44 Valuation Reality Check 03:28 Rotation to Value 04:04 Labor Force Demographics 06:13 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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UK Property Market Bounces Back After Last Week's Summer Wobble After last week's unexpected drop in sales agreed, the UK property market has bounced back. 24,435 homes went sold subject to contract in Week 32, up from around 21,700 the week before and much closer to where we would expect the market to be at this point in August. The evidence increasingly suggests last week's fall may simply have been the summer slowdown arriving slightly earlier than usual, rather than anything more sinister. Yet beneath that headline, the market remains brutally price sensitive. Around half the homes leaving estate agents' books are still withdrawing unsold, while four out of five homes listed and sold so far in 2026 achieved that sale without needing a price reduction. The message is becoming increasingly difficult to ignore, getting the pricing strategy right from the beginning matters enormously. This week I am joined by Iain White, one of the property industry's most experienced operators, to dissect the numbers and discuss where estate agents are getting it right and wrong. Then we head to Oxford, where we use cold, hard data to compare its estate agents on market share, exchanges, withdrawals, pricing, fall-throughs and the prices they actually achieve for their sellers and see who is the best Estate Agent in the City. The main stats for UK Property Market Stats for week 32, week ending 16th August 2026.

She sold 110 homes in a single year—and still lost $500,000. In this candid conversation, broker-owner Lisa Chinatti unpacks the hard lessons and the rebuild that took her teamerage from chaos to one of the most productive organizations in Massachusetts. If you lead a team or plan to, this playbook on recruiting, standards, and structure will save you time, money, and heartache. In this episode: Teamerage structure: ~130–140 agents supported by 25 W-2 staff, including ops, sales managers/trainers, ISAs, and TC Founder-led recruiting vs. recruiter-led: 75% vs. 25% new-agent productivity in the first 90 days—and why it happens Expectation-led recruiting: leading with standards (10 Days of Pain, relationship-first follow-up) instead of perk selling Multi-pillar recruiting: new licensees at the wrong brokerage, agents burned on teams, and lightly seasoned agents who are stuck Treat candidates like listings: FSBO/expired analogies, scripts, objections, and follow-up cadence Sourcing: job boards plus targeted cold-calling using segmented market/roster data The year of 110 deals and a $500K loss—and the operational fixes that stopped the bleed Rebuild outcomes: 330 closed/pending YTD and 50 agents onboarded since Jan 1  

Nick Stewart is BACK!! In today's podcast, he reveals how he scaled from a $50K live account to $270K+ in withdrawals this year by ditching prop firms and sizing up to 10x on high-probability setups.

The biggest talking point in the UK property market this week is the 11% drop in sales agreed from last week. Some summer softening is perfectly normal, but the size of this week's fall was slightly unexpected, particularly after the previous two weeks had been unusually strong and had bucked the normal seasonal trend. So, is this simply the summer holidays finally catching up with the market, or are we seeing the start of something more significant? One week certainly does not make a trend, especially after those two stronger weeks, but it is exactly the sort of movement that estate agents, sellers and buyers should be watching closely. This week I am joined by Ian McKenzie from The Guild of Property Professionals to dig beneath the headline numbers in the YouTube video report. We look at listings, stock levels, price reductions, sales agreed, exchanges and withdrawals, before heading to Eastbourne to put its estate agents under the microscope using cold, hard performance data. The main stats for UK Property Market Stats for week 31, week ending 9th August 2026.

Enerji ve teknoloji alanlarında iş yönetimi danışmanlığı faaliyetlerinde bulunan, multidisipliner kamu politikaları üreten Glocal Grup Danışmanlık'ın sunduğu Varsayılan Ekonomi'nin yeni bölümünde, Ekonomist Enes Özkan ve Enerji Uzmanı Eser Özdil; Hürmüz Boğazı'nda devam eden gerilimi, bu gerilimin enerji piyasalarına ve dünya ekonomisine yansımalarını değerlendiriyor.https://groupglocal.com/contact/ #reklam #işbirliğihttps://tazi.tech/00:00 Giriş00:30 Bir Yaz Gecesi Rüyası ne demek?01:10 Finans sektörünün petrolle "irrasyonel" ilişkisi03:15 Arkadaşlar, yayını başta beğenip eş dostla paylaştıysak: patreon....04:10 Her şey, bir enerji türüdür05:55 Petrol sadece petrol değildir: enerjiden üretime, tüketime... neden önemli?10:35 Bu kadar belirsizlik içinde petrol neden 100 doların üzerinde neden kalıcı olmuyor?17:30 İranlılar Trump'ı neden çıldırttı?19:10 Katar'ın LNG'den çıkışı, bu kış çok hissedilecek20:20 Şu aşamada İran için en "mantıklı" şey petrol ihracı için anlaşmak22:10 Umut olarak ne var sorusuna yanıt28:55 TÜPRAŞ'ın yatırımcı sunumundaki öngörülere dair: Peak Oil, petrolün zirvesi/çöküşü ne zaman?38:00 ABD enflasyonun Türkiye ve dünyaya etkisine dair42:00 İran ile Umman mekanizması45:30 Hürmüz Boğazı açılacak, açılmalı49:00 Biz bu enerji piyasasında ne olacağını hiç bilemeyecek miyiz?53:40 Hocam FROTO hissesi ne zaman yükselecek? (YTD)55:20 Hürmüz Boğazı bypass edildikçe riskin boru hattı, terminal ve alternatif rotalara yayılmasındaki risk değerlendirmesi57:55 Eser Hoca'mın bisikletleri (Tazı) çalışmaya başladı mı?⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️

The UK property market has spent much of 2026 looking weaker than last year, but the latest figures suggest the gap may finally be narrowing. In Week 30, 24.7k homes sold subject to contract, net sales moved back in line with 2024, and July appears to have delivered a noticeably stronger finish than many expected. It is too early to declare a Burnham Bounce, but after a difficult late spring, there are at least signs that the market has found a little momentum. This week, I am joined by property economist Adam Lawrence from Properomics to dig beneath the headlines and examine what is really happening with listings, price reductions, sales, fall-throughs, exchanges and stock levels. We also head to Maidstone for a detailed review of its estate and letting agents, revealing the huge differences in market share, pricing strategy, fall-through rates and the chances of a homeowner actually reaching exchange and completion. The main stats for UK property market stats for week 29, week ending 26th July 2026.

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.

On August 4, Brian Szytel recaps a massive cross-asset rally as markets price hopes of a deal to reopen the Strait of Hormuz: oil fell 6% to $75, the 10-year yield dropped 7 bps to 4.61%, and stocks and bonds rose (Dow +907, S&P +1.8%, Nasdaq +2.6% led by semis/AI). He notes the market has become desensitized to Middle East risk and remains skewed upward with major indexes up 12.5%–14% YTD, but highlights unusually violent, bifurcated single-stock moves around earnings as investors struggle to discount AI impacts amid accounting and borrowing stresses. He warns leverage amplifies drawdowns, citing July deleveraging and a 4:1-levered AI hedge fund collapsing after a 67% drawdown. Economic data: job openings 7.3M (in line/slightly low), factory orders -0.3% vs +0.3% expected, trade deficit $73.3B. He answers a viewer question on inflation, explaining the Fed can influence money supply via its balance sheet but can't directly control velocity, relying on multiple tools including interest on reserves, and references efforts to shift narratives back toward market-set pricing. 00:00 Market Rally Recap 00:16 Oil Rates And Geopolitics 01:50 Year To Date Performance 02:10 Wild Stock Reactions 02:56 AI Accounting And Volatility 03:33 Leverage And Hedge Funds 04:41 Economic Data Check 05:26 Fed Money Supply Question 05:57 How The Fed Tools Work 07:47 Wrap Up And Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

DRMatternet Appoints Starbucks EVP Sanjay Shah to Board of DirectorsDeveloper of commercial drone delivery systems for urban and suburban environmentsCEO/founder Andreas Raptopoulos: M.A. in Industrial Design Engineering; Diploma of Imperial College in Industrial Design Engineering; Diploma in Mechanical EngineeringChris Dawson: M.B.A. from INSEAD.Sanjay Kotte: B.B.A. in finance and management; M.B.A. and J.D.Laurence Marton, M.D.: expert in drug development, polyamine metabolism, and cancer research,Saurabh Ranjan: certification in human resource and law; M.A. and M.B.A.No female directors or executives but now a second Sanjay: IN OR OUTSanjay Shah: B.S. in Mechanical EngineeringStarbucks Chief Supply Chain OfficerSVP of Operations, GopuffCOO, Beyond MeatSVP, TeslaVP of North American Customer Fulfillment, AmazonAAON Increases Board Size and Appoints Robert L. Buttermore III, and Patrick J. Jermain as Independent DirectorsBefore 2/9 F now 2/11 FAAON manufactures heating, ventilation, and air conditioning equipment for commercial and industrial indoor environments IN OR OUT: Robert L. Buttermore III: BS mechanical engineeringChief Supply Chain Officer of Rockwell Automation, one of the world's leading industrial automation and digital transformation companiespreviously led Rockwell's Power Control business and oversaw strategic expansion initiatives supporting industrial, semiconductor, energy, HVAC, and data center customers. IN OR OUT: Patrick J. Jermain: MBAFormer CFO PlexusAdministration and Management: 100%. The others:Caron A. Lawhorn: former CFO, ONE Gas, Inc.Stephen O. LeClair: MBA, Chair/former CEO, Core & MainBruce Ware: MBA, CEO, One America Bancorp Inc., a financial institution that he founded to provide niche financial and banking servicesUber's Strategy for Fighting Sexual Assault Suits: ‘What Were You Wearing?'IN OR OUT on the board skillset: Consumer and Digital Experience: “Background in the development and improvement of consumer experiences with a company's products, services, and brand, including through a digital interface.” AND Sustainability and Human Capital Management: “Experience in corporate responsibility, human capital management, and managing sustainability initiatives.”Who is in BOTH?Arora: CEO, Palo Alto Networks (cybersecurity); SoftbankBurns: Former CEO/Chair Xerox; currently invests in techEckert: Partner at PE firm; former CEO MattelGinsberg: Partner at PE firm; former CEO Match GroupKhosrowshahi: CEO; former CEO ExpediaSugar: Former CEO Northrop Grumman (war); Apple: Foxconn suicide machineWynaendts: former CEO Aegon (life insurance); Deutsche bankIN OR OUT on Chief Legal Officer Tony West: “Why safety is personal to me”Uses past public service as a human shield for his current corporate ruthlessness: West spends roughly a third of the statement reciting his resume (prosecuting child exploitation, doing pro bono work for domestic violence survivors, and overseeing the Office on Violence Against Women under Obama) which is why “I would never support or condone conduct—inside or outside a courtroom—that fails to treat women and survivors with dignity and respect”West was a chief architect and defender of Uber's ruthless campaign to pass Proposition 22 in California. Uber and other gig companies spent hundreds of millions of dollars to exempt themselves from state labor laws, ensuring their drivers remained classified as independent contractors without a minimum wage, healthcare, or sick leave.Blames “the system:” “I'll be the first to say that our adversarial legal system can be particularly tough for survivors. By its nature, the trial process is designed to extract facts ... And the fact that all of this occurs in public view makes it all the more difficult …” “The system" isn't asking victims what they were wearing—Uber's highly paid defense attorneys areWest is shifting the blame from his own legal department's aggressive, victim-blaming litigation strategies onto the abstract concept of the "adversarial legal system."the New York Times and unsealed court documents from the multidistrict litigation (MDL) reveal, once a survivor steps into a courtroom, Uber's high-priced defense lawyers resort to classic, traumatizing victim-blaming. Asking women what they were wearing or weaponizing their personal histories to discredit them is a deliberate strategy to minimize corporate payoutsCherry picks one favorable moment: West quotes a single federal judge from a February trial who praised Uber's attorneys, saying they did not engage in "the slightest bit of shaming" and that he wanted it "clear on the record."one favorable quote from one judge in one specific trial: "Look, this one guy said we're nice, so the New York Times must be lying."Bullshits the bigger picture: “Uber was among the first companies to end forced arbitration and mandatory confidentiality agreements in matters involving sexual assault and sexual harassment”Yes, they ended individual forced arbitration, but they fought ruthlessly to ensure survivors still cannot form class-action lawsuits. Forcing victims to fight Uber one-on-one is a massive legal advantage for the companyLies about ESG data: “Uber was also the first—and continues to be one of the only—companies to voluntarily and consistently publish data on the reports of sexual assault”They published "safety data," but as the Times revealed, they hid hundreds of thousands of complaints by categorizing them as "unaudited" or "less serious."While Uber publicly reported a few thousand incidents, internal documents showed they received over 400,000 reports of sexual assault or misconduct between 2017 and 2022.Jefferies ESG chief says investors overstate SpaceX governance risksAniket Shah, Jefferies' global head of sustainability: Investors who avoid SpaceX because of Elon Musk's extraordinary control over the company may be letting governance concerns outweigh potential long-term returns"The idea that there's an — in quotes — acceptable form of good governance" is one that "I highly question," Shah said. "People who try to put governance into some kind of straight-jacket are too simple-minded and, frankly speaking, not looking at data."“Investors who rely on governance checklists alone risk overlooking companies capable of generating substantial long-term returns, particularly founder-led businesses that concentrate decision-making power in a single executive.”IN OR OUT on SpaceX? Did he change your mind?Does this help change your mind? Bill Ackman Says "Never Bet Against Elon," Even as He Passes on SpaceX Stock. Here's Why He's Staying Out.IN OR OUT on SpaceX? Did Bill change your mind?IN OR OUT based on this headline: Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram: outlined a vision where AI-generated content becomes a third major source of contentMark Zuckerberg and Priscilla Chan's school is the latest billionaire education experiment to collapse: The Primary School closed after nearly a decade, following disappointing outcomes and a shift in the Chan Zuckerberg Initiative's philanthropic priorities from social advocacy toward scientific philanthropyThe Primary School was a passion project for Chan, who regularly visited the campus, read books to kindergartners, and appeared in a curriculum video with Sesame Street's ElmoDespite her hands-on approach, the school struggled with some of its nontraditional elementsTeachers, for instance, were required to sign nondisclosure agreements, and the school experienced high turnover among principals.Finding the right curriculum and policies also proved challenging as administrators tried to determine the best approach to teaching students.Chan told The Wall Street Journal last year: “The outcomes just weren't where [the board] would have wanted them to be or, frankly, anyone would have wanted them to be.”IN OR OUT on the Chan Zuckerberg Initiative?MMIN OR OUT: Your AI strategy isn't failing because of bad design. It's because your team doesn't believe in youWhich is more likely - the team is rejecting AI or the messenger?In which case, IN OR OUT round - if you were employed by the following, and they said you were going to execute an AI strategy, you buying or selling?Mark ZuckerbergALL IN BABY! FIRE EVERYONE! SELLJamie Dimon“Total redeployment” BUYBill Brown, CEO at 3MAsk3M - product innovation using AI (talk to a chatbot and get ideas I think?) SELLKelly Ortberg, CEO at Boeing“Intelligence” - enhance spec drawings and productivity? They're not going deep on AI yet, no money BUYBrian Cornell, Target not-CEO-but-actually-CEOOne bullet: Using data and technology in new ways to strengthen inventory planning, improve in-store consistency and enhance guest interactions SELLSpaceX's first-ever earnings report comes with stock under pressure: Q2 previewStraight up, IN OR OUT - buying SpaceX with it cheap or selling?Elon Musk still runs it like an uncontrolled dictator with sycophants surrounding him!Aniket Shah says you shouldn't be so parochial about that or you'll miss “generational wealth event” like with Facebook, because Facebook was good for everyone!Musk rumored to be building an entire telco (or buying one) because his personal net worth can afford to buy him Verizon and still have almost $800bn left over!Everyone calling this a “test”, but it doesn't matter since the only thing you can do is buy or sell!Meritocracy claims make managers pay men more than equally qualified womenIN OR OUT: MEN OR WOMENStarbucks CEO Earns 1,794 Times More Than the Average Worker: Here's Why He's Paid $31MIN or OUTThe turnaround strategy is working - Niccol made more than any other restaurant CEO per share, stock is up!Starbucks pay committee is a mess of overpaying, interconnected directors: Ritch Allison (chair) bats .249 on pay ratio, Andy Campion bats 0.041, Mike Sievert 0.067, Neal Mohan 0.031. These are literally the among the highest paying directors in the database - so did he earn it or do these people not care and pay egregious amounts?ALL the execs make a lot - is it a good sign when all the execs get PAID, since they're making money in stores?Not EVERYONE is making money - Starbucks not only regressed its offer to the union, they sued them to no longer use the Starbucks logo (which is so fucking petty), and Niccol refused to negotiate with them at first and excluded them from the bonus poolStock is up 20% YTD, 15% in last year! Beating the S&P (slightly)!

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Here are the UK property market stats for week 29, week ending 26th July 2026.

Here are the UK property market stats for week 27, week ending 12th July 2026.

Small caps are outperforming YTD… by some measures breaking 30-year records. Can this trend last through 2026 and beyond?    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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47,000 Fewer UK House Sales Agreed Than in 2025 UK house sales agreed are currently 6.8% behind 2025 year-to-date levels, equating to around 47,000 fewer sales. That is the headline the doom-mongers will grab. Yet the wider picture is far more balanced. Sales agreed remain 44,000, or 7.3%, ahead of pre-Covid levels, and 62,000, or 10.3%, higher than at the same point in 2023. So yes, the market has cooled compared with the unusually strong conditions of 2025. However, it is not collapsing. The real story is that the market remains active, but buyers have more choice, sellers face more competition and realistic pricing matters more than it did a year ago. The danger is not the market itself, the danger is interpreting one negative comparison without looking at the longer term context. Here are the property market stats for week 26, week ending 5th July 2026.

MN Nuclear energy future, YTD paid leave costs, Jeff from Superior mentioned Ken Buehler, Wild/Twins/WX Talk, what is the chaos damage and harmful agenda that Trump is being accused of, Ramsey Co. sheriff calls out Somali gangs, do Dems protect fraudulent behavior, and more... See omnystudio.com/listener for privacy information.

Had an awesome July 4th

UK Home Sales Slide 9.4% in June Across the first four full weeks of June 2026, 99k UK homes sold subject to contract, were down 9.4% on the same period in 2025 (109k). For context before all the doom mongers get on their high horses … 103k in June 2024 92k in June 2023 So, the headline numbers are as follows …

Bitcoin just had its WORST ETF month in history — $4.1 BILLION pulled in June, with BlackRock's IBIT alone accounting for $3 billion — while gold is holding $4,000 even as the US and Iran traded fresh attacks in the Strait of Hormuz. Bitcoin is now down 30% YTD and on track for a second straight quarterly loss, with legendary investor Jeremy Grantham — who called both the dot-com and 2008 crashes — predicting on CNBC that Bitcoin will "dwindle away with a whimper." Meanwhile Peter Schiff just issued a fresh Saylor warning: MSTR can't sell Bitcoin without crashing the market, and even STOPPING buys would crush the price. Brad Garlinghouse called STRC's slide below par a "damning indictment" of Saylor's strategy as Strategy stock hit its lowest level since February 2024. Saylor responded by teasing more buying with his "we're gonna need more charts" post. We break down whether gold has officially won the safe-haven trade — and what Thursday's Jobs Report could mean for Bitcoin's July. Learn more about your ad choices. Visit megaphone.fm/adchoices

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June 2026 Sustainable Stock and ETF Picks. Includes articles on the best fuel cell stocks and Canada's most sustainable companies. By Ron Robins, MBA Transcript & Links, Episode 168, June 26, 2026 Hello, Ron Robins here. Welcome to my podcast episode 168, published on June 26, 2026, titled "June 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 16 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 4 to quote from. Titles and links to the other 12 can be found on the webpage for this podcast edition. ------------------------------------------------------------- Fuel cell stocks have attracted considerable investor attention recently, particularly for their potential to power AI data centers. Here is the first of two articles concerning their extraordinary rise in 2026. You could glean from these articles if investing in them still makes sense for you. Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? The first article is titled Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? From finance.yahoo.com. It's by David Moadel. Here are some key quotes from Mr. Moadel. "Fuel cell stocks have been one of 2026's loudest comeback trades, but the leaderboard isn't close. Bloom Energy stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy stock sits in a distant second, and Plug Power stock rounds out the trio… Bloom Energy: (NYSE:BE) The Clear 2026 Leader Bloom Energy stock is up 219% YTD in 2026, far ahead of its fuel cell peers. Shares trade at around $278, and the company carries a market cap of roughly $79.09 billion, which dwarfs Bloom Energy's rivals. FuelCell Energy: (NASDAQ:FCEL) A Distant Second FuelCell Energy stock is up 135% YTD in 2026, a strong rebound but well behind Bloom Energy stock. Shares trade at $17 and change, with a market cap near $1.16 billion. Plug Power: (NASDAQ:PLUG) Third Place Plug Power stock is up 42% YTD in 2026, the weakest finish among the three names. Shares trade at $2.81, making PLUG stock a low-priced name that could swing hard on news. What to Watch From Here The 2026 scoreboard for Bloom Energy, FuelCell Energy, and Plug Power tells a clear story. Bloom Energy leads on both share-price performance and underlying business momentum, while FuelCell and Plug Power are riding sector enthusiasm off low bases. Investors weighing their exposure may want to moderate their position sizes given how far these names have already run." End quotes. ------------------------------------------------------------- Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads The second of the two articles on the fuel cell stock boom is this one. It's titled Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads. It's by Jewel Saha at Zacks. Now some top quotes from the article. "Key Takeaways Bloom Energy shows bigger 2026-2027 EPS estimate gains over 60 days than FuelCell Energy. Bloom Energy's return on invested capital is 5.67% versus FuelCell Energy's -14.9%, showing a wide efficiency gap. FuelCell Energy has lower debt-to-capital, but Bloom Energy led in 1-year share price gains. Bloom Energy (BE - Free Report) is well positioned to benefit from rising demand for reliable, low-carbon and on-site power solutions. Its solid oxide fuel cell technology delivers highly efficient and ultra-clean electricity, enabling businesses to reduce dependence on increasingly stressed power grids. FuelCell Energy (FCEL - Free Report) also offers investors exposure to the growing market for clean, reliable and distributed energy solutions. The company stands to benefit from increasing adoption of hydrogen production, carbon capture technologies and on-site energy systems designed to reduce grid pressure while supporting decarbonization goals Bloom Energy & FuelCell Energy's Earnings Estimates The Zacks Consensus Estimate for Bloom Energy's earnings per share in 2026 and 2027 implies an increase of 50.39% and 38.19%, respectively… The same for FuelCell Energy's earnings per share in 2026 and 2027 remained unchanged. Return on Invested Capital Return on Invested Capital (ROIC) measures how effectively a company uses debt and equity to generate profits. It shows the return earned on each dollar invested and helps investors evaluate how efficiently management allocates capital to value-creating opportunities. ROIC of Bloom Energy is currently pegged at 5.67% against FuelCell Energy's negative 14.9%. Debt to Capital & TIE Ratio These firms need substantial funding for research and development, production expansion and large-scale project builds. FuelCell Energy's current debt to capital is 17.54% compared with Bloom Energy's 73.3%. The Times Interest Earned (TIE) ratio, commonly referred to as the Interest Coverage Ratio, evaluates a company's ability to meet its regular interest obligations using operating earnings. At present, Bloom Energy's TIE ratio is 1.3 against FuelCell Energy's TIE of negative 16.6. Valuation Bloom Energy's shares are trading at a premium compared with FuelCell Energy's shares on a Price/Sales F12M basis. Bloom Energy's shares are presently trading at P/S F12M of 17.86X compared with FuelCell Energy's 6.85X. Price Performance In the past year, shares of FuelCell Energy have gained 377.3% compared with Bloom Energy's rally of 1470.2%. Summing Up Based on the above discussion, it is evident that Bloom Energy has a marginal edge over FuelCell Energy based on better earnings estimate movement, healthier price performance in the past year and much better return on invested capital. Bloom Energy currently sports a Zacks Rank #1 (Strong Buy), while FuelCell Energy has a Zacks Rank #3 (Hold)." End quotes ------------------------------------------------------------- 7 Best Socially Responsible Funds This next article provides a good overview, with recommendations, of funds that many of you might be interested in. It's titled 7 Best Socially Responsible Funds from money.usnews.com. It's by Jeff Reeves. Here are some quotes by Mr. Reeves on each of his picks. "For those who care about socially responsible investing, this list of exchange-traded funds (ETFs) can help investors vote with their wallets by supporting companies that align with their values. Fund Expense ratio Assets under management iShares ESG Aware MSCI USA ETF (ticker: ESGU) 0.15% $17.4 billion Vanguard ESG U.S. Stock ETF (ESGV) 0.09% $12.4 billion State Street SPDR S&P 500 ESG ETF (EFIV) 0.10% $1.1 billion iShares ESG Aware MSCI EAFE ETF (ESGD) 0.20% $11.6 billion iShares ESG Aware MSCI EM ETF (ESGE) 0.25% $7.1 billion iShares Global Clean Energy ETF (ICLN) 0.39% $3.1 billion State Street SPDR MSCI USA Gender Diversity ETF (SHE) 0.20% $322 million 1. iShares ESG Aware MSCI USA ETF (ESGU) This iShares fund is the largest ETF that invests in companies that prioritize environmental, social and governance (ESG) criteria. It's also an index fund with an affordable expense ratio. 2. Vanguard ESG U.S. Stock ETF (ESGV) Though slightly smaller than iShares ESG Aware MSCI USA ETF in terms of assets, this Vanguard ESG ETF is significantly larger when it comes to its portfolio, with more than 1,200 companies across the U.S. stock market. 3. State Street SPDR S&P 500 ESG ETF (EFIV) This fund starts with the popular S&P 500 benchmark, then excludes stocks that don't align with ESG criteria, including companies involved with tobacco, coal and other less savory business lines. 4. iShares ESG Aware MSCI EAFE ETF (ESGD) A variant on this theme, iShares ESG Aware MSCI EAFE ETF offers exposure to overseas investments with a focus on developed markets in the EAFE region – that is, Europe, Australasia and the Far East. 5. iShares ESG Aware MSCI EM ETF (ESGE) For investors looking to tap into growth overseas while avoiding morally questionable businesses, this ETF offers emerging market exposure as well as peace of mind. 6. iShares Global Clean Energy ETF (ICLN) Moving toward companies with a direct stake in making a difference in the world, iShares Global Clean Energy ETF is the largest clean energy ETF on Wall Street. 7. State Street SPDR MSCI USA Gender Diversity ETF (SHE) This gender diversity ETF seeks to prioritize U.S. companies that lead their sector in their commitment to promoting and supporting gender diversity throughout all levels of the organization." End quotes. ------------------------------------------------------------- 3 Magnificent Green ETFs to Buy in 2026 This last article follows on from the previous one on various ESG ETFs. It's titled 3 Magnificent Green ETFs to Buy in 2026 found on the website theglobeandmail.com. It's by Dana George at The Motley Fool. Here are some quotes from the article. "Key Points 'Green' refers to assets that work toward environmental sustainability. iShares Global Clean Energy ETF is one of the oldest, most popular clean energy ETFs. While Invesco has the highest expense ratio of the three ETFs, it has experienced significant gains. 1. iShares Global Clean Energy ETF (NASDAQ: ICLN) The iShares Global Clean Energy ETF tracks the S&P Global Clean Energy Transition Index, which comprises global equities across solar, wind, hydro, and other renewable energy sources. With a portfolio of 105 holdings (as of June 8), the fund is one of the oldest and most widely purchased clean energy ETFs… The fund may be right for you if: You're seeking broad, diversified exposure to global clean energy. You're looking for an investment that's generally less volatile than a solar-only ETF. You're willing to hold it for the long term. If you're uncomfortable with the higher volatility often associated with emerging sectors, such as clean energy stocks, this may not be right for you. And if you're seeking income, this ETF probably won't be ideal, as many clean energy companies reinvest profits for growth rather than paying regular dividends. 2. Invesco Solar ETF (NYSEMKT: TAN) The Invesco Solar ETF is a highly focused, industry-specific fund that tracks the MAC Global Solar Energy Index. Specifically, Invesco Solar is interested in solar power equipment, solar project development and installation, and related solar technology and components… This ETF offers heavy representation of U.S., Asian, and European solar companies and may be a good fit if you're specifically seeking targeted exposure to solar. However, [it] may be more volatile than you initially expected. Invesco Solar typically fits best as a single spoke in a well-balanced portfolio. 3. SPDR® S&P 500 ESG ETF (NYSEMKT: EFIV) This ETF tracks the S&P 500 Scored & Screened Index (formerly known as the S&P 500 ESG Index). The fund starts with the traditional S&P 500 and excludes companies that don't meet certain ESG criteria. The index goes further by tilting its weighting toward higher-scoring ESG companies. Because the fund aims to maintain a sector and risk profile similar to the S&P 500, it's not necessarily a clean-energy or climate-only product but rather a broad, large-cap U.S. equity fund. End quotes. ------------------------------------------------------------- 12 more articles from around the world with Sustainable Investment Picks for June 2026. 1. Title: Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy from theglobeandmail.com. By Zacks Investment Research. 2. Title: 2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears from fool.com. By Geoffrey Seiler. 3. Title: Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead from 247wallst.com. By Alex Sirois. 4. Title: How to invest sustainably and still generate big returns with ASX ETFs from fool.com.au. By Aaron Bell. 5. Title: AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises from finance.yahoo.com. By Trey Thoelcke. 6. Title: Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Skyrocket in June (Hint: It's Not Micron Technology) from finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 7. Title: Top Performing Green Penny Stocks from mexc.com. Source Benzinga News. 8. Title: Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own. From fool.com. By Justin Pope. 9. Title: Barron's | The 10 Most Sustainable Companies of 2026. Their Stocks Happen to Be Flying from webreprints.djreprints.com. By Karen Hube. 10. Title: Is First Solar Dirt Cheap Amid the AI Boom? From fool.com. By Marc Guberti. 11. Title: 3 Highly Ranked Alternative Energy Stocks to Buy Now - June 22, 2026 – from Zacks.com. By Shaun Pruitt. 12. Title: Amid trade upheaval, Canada's most sustainable firms embrace resilient growth from corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "June 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And do click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on July 31st. See you then. Bye for now.   © 2026 Ron Robins, Investing for the Soul

Türkiye siyaseti mutlak butlan kararı sonrası CHP'nin iç tartışmaları ile çalkalanırken ekonomide tavukçuluk sektöründen 13 firmaya kayyım atanması gündem oldu. Dış siyasette ise ABD-İran anlaşması piyasaları şimdilik rahatlattı.Çavuşesku'nun Termometresi'nde Ekin Keleş moderatörlüğünde Burak Bilgehan Özpek, İlkan Dalkuç ve Enes Özkan; iç ve dış politikadaki son gelişmeleri değerlendiriyor.00:00 Giriş00:30 Tavuklara kayyum; hangi bakanın adını kaç kişi bilir?03:05 Türkiye'de neden çok rahat, çok profesyonel kayyum atanıyor?05:20 Neymiş efendim, tavuk savaşta çok önemli, stratejikmiş...06:20 Tavuklara kayyum sektörel "düzenlemedir" ve elbette fiyatlar düşmeyecek08:10 Türkiye'deki yasaklı madde operasyonları "reklam"a dönmüş durumda08:45 Türkiye'de her üç ayda bitirilen sektör: yasa dışı bahis10:05 Dilan Polat meselesi11:10 Lavaşın bile mafyası vardı12:30 Bana anlatılan hikâyeyi tamamen kabul etmiyorum13:50 Türkiye'de medyaya yansıyan adli vakaların sayısının artış, azalışı neyi gösterir?15:00 Tavukçulara tasfiye "normal" ama doğa boşluk etmez16:35 Yargı bürokrasisi, kolluk kuvveti gibi hareket ediyor31:25 Dünyanın handiyse en ucuz tavuğunu yiyen ülkeyiz; fiyat bahane34:30 Çuvaldızı kendimize batıralım: Vatandaşın "sorunu" ne?38:00 Ankara'da birileri var: Tavuğun adil fiyatını da biliyor41:50 Bizim babayiğitler bitmiş gibi elin babayiğiti BYD'yi besliyoruz: Frédéric Bastiat ve yasal yağma44:30 Süt pahalı dedi, ineği kestirdi; tavuk pahalı dedi, tavuk eti fırlar47:00 Süt lobisi, pardon, Süt Konseyi50:00 İran ve ABD barışması   merkez bankaları altına hücum edecek anlamına gelmez (YTD)56:10 Trump, seçimleri kazanmak isteyen bir adam olduğu için yapacakları:01:00:25 ABD, İran'a saldırmasaydı İran için rejim değişikliği daha olasıydı01:01:00 ABD soruyor: İran ile savaştan ne kazandık?01:03:40 Duruma bakıyorsun, ABD'yi İran'a saldırmaya İsrail lobisi değil İran lobisi ikna etmiş diyesin geliyor01:04:30 Sülün Osmangillerden Trump, Kendi, eşi, oğlu adına kripto para çıkarıp halıyı çekiyor (Trump The Rug Puller)01:08:30 Timothy D. Snyder'in Trump, şirketi ve Rusya ilişkilerine dair iddiaları01:10:50 Trump etkisi: Artık derslerde ABD başkanlık sistemini farklı bağlamda "örnek" veriyoruz ve DEMOKRASİLER NASIL ÖLÜR?01:18:20 İşin bir de ters tarafı var: İsviçre'den  Birleşik Krallık'a, Macaristan'dan ABD'ye müesses nizam nasıl çalışır?⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️

I got allocated my full shares for $SPCX - my strategy was clear and it will be executed. This is 100% gambling - NOT INVESTING! But I'm following what I talk about - HAVING A PLAN. The Seeking Alpha Summer sale starts today with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. ⁠⁠⁠⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠⁠⁠⁠

Jon Najarian @jonnajarian and @jeffkilburg on @LarryKudlowShow Broke it down perfectly:"Yesterday's selloff was healthy profit-taking — nothing more." $SPX still just 3% off all-time highs, up 7.9% YTD and 24% over the last year. Nasdaq up 10.6% YTD, small caps even stronger. Semiconductors still +80% this year despite the dip.#VIX spiked from super-low levels — traders simply rotating ahead of the massive SpaceX IPO next week at ~$135 post-split. Smart money locking in gains in chips $SMH $NVDA to make room for the big inflow everyone's anticipating. AI compute demand is exploding: Google just signed a $900M+/month deal, Anthropic another $1.25B/month. Earnings are gangbusters (27.7% YoY growth). This is a temporary reset, not a reversal. As Dr. J always says — don't flinch. FOMO comes back fast. Stay long the future. $NDX $GOOG $AMZN $TSLA

At some point this market will turn down. I don't mind holding fundamentally good stocks even through a downturn. But if I'm holding hype stocks or stocks that make no sense at the valuations - that's when I want to find an exit. When will the market run stop? Go read this article. AI stocks face a momentum-reversal test. Here's how to navigate it⁠⁠SIGNAL STACK LINK⁠⁠

Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May's strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran's renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday's episode will feature the host's graduation commencement address. 00:00 Intro 01:23 Market Recap and Valuations 04:51 IPO Mania and Tech Froth 05:42 Geopolitics and Policy Updates 06:50 Labor and Manufacturing Data 08:30 Housing Inflation and Fed Odds 09:44 Energy Oil and Midstream 10:38 Week Ahead and Friday Twist 11:32 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Luck is what happens when preparation meets opportunity. That's why it seems to many that I have an ability to find winners. I don't take every trade - but this week has seen $ONDS $FSLR $APP $RDDT and $DELL as HUGE winners that were all included in the newsletter and podcast as potential winners. I'm glad some listeners and readers got in on the winners. SIGNAL STACK LINK

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) #351 Topics• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32) YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks • Sector Trends & Active Management (18:17–19:45, 30:34) Tech/semiconductors leading markets; managers becoming more cautious • Investor Psychology (13:47) Focus on staying invested rather than timing the market • Inflation Pressures (10:57, 27:21) Commodity, oil, and trucking costs keeping inflation elevated • Trump IRA Program (37:50–46:02) New retirement savings plan with federal matching contributions • M&A & IPO Activity (08:45–09:50) Utility merger news and rising IPO activity like SpaceX • Earnings & Volatility (33:57–35:20) Strong earnings supporting markets despite volatility concerns

May 14, 2026 – S&P 500 hits new highs, but Chris Puplava warns of key divergences: 20% of consumer discretionary stocks at 52-week lows, financials down 7% YTD, and narrowing breadth. Global liquidity still supports the rally, but tactical caution...

Today's Post - https://bahnsen.co/4w45BZc David Bahnsen discusses why market drawdowns are normal and distinct from bubbles, using 2026 S&P 500 moves (down ~9% peak-to-trough, then a sharp rebound to up ~5% YTD) to argue markets are behaving typically despite war-driven narratives. He distinguishes frequent corrections from rarer bubble bursts and critiques the incoherent swing from “apocalypse” to “mania” framing. Bahnsen outlines three investor responses—market timing (impractical), buy-and-hold (endure), and embracing volatility through dividend growth and reinvestment—emphasizing asset allocation built for investor temperament and cash-flow needs. He applies historical bubble psychology (Kindleberger's stages) to AI, predicting mixed outcomes: some hyperscalers and AI-related firms will disappoint or fail, while valuable companies may survive valuation resets. Key takeaways include inevitability of future corrections, prudence via diversification and limited AI exposure, and potential selective opportunities after any AI-driven downturn. 00:00 Welcome and Agenda 02:05 Year-to-Date Market Whiplash 04:45 Corrections Are Normal 08:11 Three Ways to Respond 12:20 Embrace Volatility With Dividends 14:10 Manias vs Bubbles 16:12 AI Bubble Risk and Diversification 23:27 Kindleberger Bubble Stages 26:42 Seven Investor Takeaways 29:05 Closing Philosophy and Farewell Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Sports betting picks today including NBA playoff picks, NHL playoff betting and MLB best bets with sharp money analysis. Looking for sports betting picks today? Welcome to WagerTalk Today, your daily betting show covering the NBA Playoffs, Stanley Cup Playoffs, MLB, and sharp betting action across all major sports.Introduction 00:00WTT Play of the Day (8-4 YTD) 1:11Gianni The Greek 4:30NHL Futures to BET NOW 4:40How to Bet FUTURES 7:20MLB Sharp Action 8:40NHL & NBA Sharp Action 11:50UFC Action 16:20Andy's Best Bets Available now! 24:22Joe Raineri 27:00Toronto Blue Jays vs Minnesota Twins 28:05NBA: Knicks vs Hawks 30:20NBA: Nuggets vs TWolves 33:11Andy All Around the World (NBA, NHL & GOLF picks) 40:00

Brian Szytel recaps a mixed market day with the Dow down 280 while the Nasdaq and S&P 500 were flat, as blue chips lagged and tech was positive. Treasury yields rose (10-year up 7 bps to 4.42%; 30-year briefly above 5%) alongside higher oil prices (WTI up ~8%, Brent up ~1%) amid Middle East tensions. He highlights three crosscurrents: the UAE leaving OPEC and its implications for oil-price control and potential benefits to U.S. shale; the FOMC holding rates with Powell signaling no cuts this year, inflation risks, unusual four dissents, and Kevin Walsh set to lead the Fed starting May 16; and “Mag Seven” earnings (Amazon, Google, Microsoft, Meta) shaping sentiment as overall earnings growth runs ~15.1% YoY. He also addresses real estate divergence (Class A diversified vs weaker markets), notes strong durable goods orders and steady housing starts, and says the S&P is up ~5% YTD with a modest upside bias despite volatility.| 00:00 Market Close Recap 00:32 Oil Surge and Rising Rates 00:54 UAE Exits OPEC 02:31 Fed Decision and Dissents 03:34 Mag Seven Earnings and AI Spend 04:25 Real Estate Divergence Explained 05:14 Durables and Housing Data 05:44 Rangebound Outlook and Signoff Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

NBA playoff picks today including best bets, player props, odds and betting predictions. Looking for the best NBA playoff picks today? Tune in to Profit Picks with Hakeem “Skee” Profit and Rob Veno as they break down the NBA Playoffs, delivering expert betting insights, odds analysis, and actionable picks.Intro 00:00WTT Play of the Day (7-4 YTD) 1:00$5 Tuesday 3:30Sabres Props 4:30 NBA: Sixers vs Celtics 7:00Grab Ross' Best Bet for JUST $5! 11:00NBA: Hawks vs Knicks 12:13Andy's Best Bets 15:30 Question of the Day – Enter for FREE 3 DAY PASS 16:00Drew Martin 17:20NFL Draft 18:00Tigers vs Braves 21:15Betting Teams that Leave Runners Stranded 24:30Yankees vs Rangers 26:20Betting MLB with Predictive Markets 29:17Phillies Manager Fired 33:27All Around the World (MLB & NBA Free Picks) 36:00

Today's Post - https://bahnsen.co/4tWfYfM From Newport Beach after returning from New York, David explains how rapid news flow from the Iran war has repeatedly made weekend research obsolete, citing futures swinging from down ~500 points to a nearly flat Dow close (-0.01%) amid conflicting reports on the Strait reopening, peace talks, and ceasefire timing. Oil fell sharply last week (~13–14%) then rebounded ~5.8% Monday to near $89; an Iranian ship was seized and shipping disruptions continue, with air cargo rates up 40%. Markets were modestly lower in S&P/Nasdaq, the 10-year yield held just above 4.25%, materials led, and communication services lagged. Q1 bank earnings started strong overall; attention shifts to broader earnings and LNG-exposed midstream guidance. Private-credit LMEs have declined over nine months, breadth improved, and small caps remain ~9.6% ahead of big caps YTD. Politically, Senate control odds have tightened to roughly 50/50, but flipping enough seats is still difficult; prospects for a new House reconciliation bill look low. Fed chair nominee Kevin Warsh hearings are expected this week, pending a DOJ/Powell-related issue. 00:00 Monday Setup 01:39 War News Whiplash 04:15 Market Recap 04:22 Earnings Season 05:18 Private Credit Signals 06:05 Breadth And Small Caps 06:33 Senate Odds Breakdown 10:40 Policy And Macro Watchlist 11:33 Energy And LNG Focus 12:11 Wrap Up And Next Steps Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com