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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
Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode) The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex. The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR: BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html AGAINST: BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html
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
Risks are rising in this market, but earnings are still solid. There are things to watch and buying the dip is still a real possibility. Here's how to create a watch list from ETF's. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm on any annual plan.Seeking Alpha's Tool kit (throw this in for the complete package)*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
The Devil Wears Prada 2 just crushed Mortal Kombat 2 at the box office -- yeah the fashion sequel held the No. 1 spot in its second weekend with a rock-solid $43 million domestic while the new fighting game flick opened soft at $40 million stateside and a lukewarm $63 million worldwide. Miranda Priestly and the Runway crew basically told Shao Kahn to finish himself -- Prada 2 already passed the original film's entire lifetime gross, pushed Disney past $2 billion YTD, and proved once again that killer cast chemistry and timely satire still pack theaters way harder than pixelated fatalities and R-rated gore. Watch the podcast episodes on YouTube and all major podcast hosts including Spotify. CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/ On YouTube - https://www.youtube.com/c/ClownfishTV On Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvg On Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629 MORE CLOWNFISH TV - Official Merch Store: http://ClownfishMinus.com Facebook - https://facebook.com/ClownfishTV X - https://x.com/ClownfishTVcom Clownfish TV subreddit: https://www.reddit.com/r/ClownfishTVOfficial/ Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #News #Podcast #FYP #Shorts #BoxOffice #DevilWearsPrada2 #MortalKombat2 #MovieBoxOffice #PradaSequel #MK2Flop #HollywoodBoxOffice #DisneyWins #FashionBeatsFighting Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
UK Property Market Weekly Update for Week 18 2026 Headline - Everything in the UK Property market moving along quite nice despite all the **** hitting the fan at home and abroad Headline Scores on the Doors …
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...
US equities were higher in Monday trading, though ended off best levels. The Market still seems skeptical about a re-escalation of Middle East hostilities (particularly ahead of the Trump-Xi summit in China this week) despite the lack of traction surrounding diplomatic efforts. April existing home sales were a bit below consensus though remain in a tight YTD range.
UK Property Market Weekly Update for Week 17 2026
This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel! The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST: Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html
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
UK Property Market Weekly Update for Week 16 2026
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
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.Intro 00:00WTT Play of the Day (7-3 YTD) 00:30Gianni the Greek 4:30MLB Power Rankings 4:45How do you bet teams in slumps? 6:00Monday Steam 11:00UFC Recap 17:00Get Andy's Best Bets NOW 24:00Bill Krackman 28:20Kentucky Derby Week 32:00NBA Player Prop 34:26NBA Playoff Overview 36:00Steve Merril 40:00Prediction Markets Thoughts 40:44MLB: Cubs vs Padres 46:20MLB: Marlins vs Dodgers 50:46NBA: Pistons vs Magic 52:51Covers Contest Debacle 57:30Andy's All Around the World 59:45
When to buy and sell is always the question. When to buy is easy for me. When I see the fundamentals, technicals and market action show me that a buy will outperform the market. That's my goal - here's a complete set of what to look for. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
UK Property Market Weekly Update for Week 15 2026
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
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Today's EM Morning Brief covers the continued federal response to Super Typhoon Sinlaku in Guam and the CNMI, where U.S. Coast Guard operations press northward and ports at Saipan, Tinian, and Rota remain closed. Michigan's statewide emergency has expanded to Ann Arbor, Kalamazoo, and 38 counties as flooding and dam concerns persist at the Cheboygan Lock and Dam Complex. Cleanup continues across Wisconsin, Illinois, and Minnesota after Friday's EF-3 and EF-2 tornado outbreak, and the National Interagency Fire Center reports national preparedness at PL 2 with fire activity running at roughly 200 percent of the 10-year average. NOAA's Space Weather Prediction Center reports G2 moderate geomagnetic storm levels, and USGS recorded a M4.7 earthquake near Reno, Nevada, and a small M3.0 offshore event near Charlotte Amalie, U.S. Virgin Islands. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Typhoon Sinlaku response: USCG operations continue in Guam and CNMI; ports at Saipan, Tinian, and Rota remain closed as federal and territorial partners restore power, water, and road access.• FEMA Hawaii Kona Low: Residents of Hawai'i, Maui, and Honolulu counties can apply for Individual Assistance under DR-4909-HI through June 7, 2026.• Michigan state of emergency: 38 counties plus Ann Arbor and Kalamazoo now covered; Cheboygan Lock and Dam Complex remains at Level 2 with evacuation preparation in effect.• Midwest tornado outbreak recovery: EF-3 in Marathon County, WI (approximately 75 homes damaged); EF-2 tornadoes confirmed in Lena, IL and Marion Township, MN; Ann Arbor, MI debris removal began April 20.• NIFC IMSR: National preparedness level is PL 2; 992 personnel assigned to uncontained large fires; YTD acreage is approximately 200 percent of the 10-year average.• Texas Neon White Fire: 1,259 acres and 90 percent contained near Dickens as of April 19.• Space weather: NOAA SWPC reports G2 (Moderate) geomagnetic storm; minor grid, HF radio, and satellite impacts possible at high latitudes.• Seismic activity: USGS M4.7 near Reno, Nevada (April 19) and M3.0 offshore USVI near Charlotte Amalie (April 20); no damage reported.SourcesFEMA• FEMA — President Trump Approves Emergency Declaration for Guam (April 17, 2026)• FEMA — President Trump Approves Emergency Declaration for the Commonwealth of the Northern Mariana Islands (April 17, 2026)• FEMA — Residents of Maui, Hawaii and Honolulu Counties Impacted by March Kona Low Can Apply for Assistance (April 17, 2026)• FEMA — DR-4909-HI Hawaii Kona Low Weather Systems• FEMA — Disasters and Other Declarations (index)NIFC / Wildfire• NIFC — Incident Management Situation Report, Sunday April 19, 2026 (PDF)• NIFC — Fire InformationNOAA / NWS / SWPC• NOAA SWPC — G2 (Moderate) Geomagnetic Storm Levels Reached• NOAA SWPC — Homepage (3-day forecast and alerts)• NWS Quad Cities — April 17, 2026 event summary (updated April 19)USGS• USGS — Latest Earthquakes map• USGS Earthquake Hazards ProgramUSCG / Typhoon Sinlaku• Maui Now — USCG recovery intensifies, support continues in Guam following Super Typhoon Sinlaku (April 19, 2026)• NPR Marianas (Isla Public) — FEMA assesses damage after Super Typhoon Sinlaku made landfall in the CNMI (April 19, 2026)Hawaii• Office of the Governor Josh Green — FEMA Affirms Presidential Major Disaster Declaration for Hawai'i• Hawaii News Now — FEMA affirms Major Disaster Declaration for Hawaii (April 16, 2026)Illinois• Shaw Local / Sauk Valley — Multiple tornadoes sweep through northern Illinois; EF-2 tornado destroys homes in Lena (April 19, 2026)• NWS Quad Cities — April 17, 2026 event summary (updated April 19)Michigan• Michigan MSP/EMHSD — 2026 Statewide Flooding• Michigan MSP/EMHSD — 2026 Cheboygan Lock and Dam Complex• City of Ann Arbor — Ann Arbor was hit hard by a severe storm. Here's what residents should know• Click On Detroit — Whitmer declares state of emergency for Ann Arbor after EF-1 tornado (April 18, 2026)Minnesota• FOX 9 Minneapolis — 6 tornadoes confirmed in southeastern Minnesota and western Wisconsin (Olmsted County storm damage)• Post Bulletin — Storm cleanup near Marion Road Southeast on April 18, 2026Nevada• EarthquakeList.org — Shallow M4.7 earthquake near Reno, Nevada (April 19, 2026)Texas• Wikipedia — 2026 Texas wildfires (Neon White Fire details)• NIFC — IMSR April 19, 2026 (national context)Wisconsin• Wausau Pilot & Review — EF-3 tornado that tore through Weston and Ringle packed winds up to 145 mph (April 19, 2026)• Wisconsin DNR — Flood Waters Begin To Recede At Portage; Road Closures Remain, Well Water Testing Offered• Ready Wisconsin — April 2026 Severe Storms and FloodingGuam / CNMI• FEMA — Emergency Declaration for Guam (April 17, 2026)• FEMA — Emergency Declaration for the Commonwealth of the Northern Mariana Islands (April 17, 2026)• Maui Now — USCG recovery intensifies, support continues in Guam (April 19, 2026)U.S. Virgin Islands• USGS — Latest Earthquakes map (M3.0 offshore Charlotte Amalie, April 20, 2026) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe
SO MANY THINGS IN THIS EPISODE - ONE OF THE BEST EPISODES EVER! Specific stocks I called out - $MRVL $VUG $POWL $AGX - so many! Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - TAX DAY SALE - get BONUS Sidekick for 1 month - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Federal recovery operations continue across the Mariana Islands under FEMA Emergency Declarations for Guam and CNMI following Super Typhoon Sinlaku; the President affirms a Major Disaster Declaration for Hawaii tied to the March Kona-low storms; CISA adds an Apache ActiveMQ flaw to the Known Exploited Vulnerabilities catalog and publishes four new ICS advisories; SPC highlights an Enhanced Risk of severe storms across the Plains and Mississippi Valley today; and several states post boil-water actions after water-main breaks. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Super Typhoon Sinlaku response: FEMA Emergency Declarations cover Guam and the CNMI; Saipan and Tinian remain without full power, water, and road access as federal resources deploy.• Hawaii disaster declaration: Presidential Major Disaster Declaration affirmed for Kona-low storms (March 10–24); Individual Assistance available in Honolulu, Hawaii, and Maui counties; IA deadline June 7, 2026.• CISA KEV update: CVE-2026-34197 Apache ActiveMQ added to the KEV catalog on April 16; federal civilian agencies must remediate under BOD 22-01.• CISA ICS advisories: Four new advisories (ICSA-26-106-01–04), including Delta Electronics ASDA-Soft stack-based buffer overflow — Critical Manufacturing sector.• Severe weather outlook: SPC Enhanced Risk today across Upper/Middle Mississippi Valleys and Central/Southern Plains; WPC Slight Risk for excessive rainfall; SWPC G2 geomagnetic storm watches April 17–18.• NIFC situational picture: April 16 IMSR shows 1,744,190 YTD acres burned; eight large uncontained fires; 770 personnel assigned nationwide.• Florida — Newman Drive Fire: 1,733 acres, 60% contained; evacuations remain for five streets in Collier County; pet-friendly shelter open at Golden Gate Community Center.• Water-system advisories: New boil-water notices or active advisories in Silver City, Nevada; portions of Newark/Belleville/Bloomfield, New Jersey; Rotterdam, New York; five counties in southwest Iowa; and portions of Guam.SourcesFEMA• FEMA — CNMI Emergency Declaration (Typhoon Sinlaku) — Federal assistance available to CNMI for Typhoon Sinlaku beginning April 11, 2026.• Hawaii News Now — FEMA Affirms Major Disaster Declaration for Hawaii — Presidential Major Disaster Declaration for Kona-low storms.• Governor of Hawaii — FEMA Affirms Presidential Major Disaster Declaration — State reaction and federal assistance breakdown; June 7, 2026 IA deadline.• FEMA Newsroom — Official FEMA press releases.CISA• CISA — Adds One Known Exploited Vulnerability to Catalog (Apr 16, 2026) — CVE-2026-34197 Apache ActiveMQ improper-input-validation vulnerability.• CISA — Known Exploited Vulnerabilities Catalog — KEV catalog landing page with remediation deadlines.• CISA — ICSA-26-106-01 Delta Electronics ASDA-Soft — Stack-based buffer overflow in Critical Manufacturing sector software.• CISA — ICS Advisories index — Listing of current ICS/OT advisories including ICSA-26-106-01 through 04.NOAA / NWS / SWPC• Storm Prediction Center — Day 1 Convective Outlook — Enhanced severe risk across Upper/Middle Miss Valleys and Central/Southern Plains.• Weather Prediction Center — National precipitation and flash flood guidance.• NOAA SWPC — G2 (Moderate) geomagnetic storm watches April 17–18, 2026.NIFC / Wildfire• NIFC — Incident Management Situation Report (April 16, 2026) — National wildland fire synopsis: 1,744,190 YTD acres; 8 uncontained large fires; 770 personnel assigned.• NIFC — National Fire News — Daily national wildfire activity summary.DHS / NTAS• DHS — National Terrorism Advisory System — Current NTAS bulletins and updates.Travel Advisories• U.S. Department of State — Travel Advisories — Country-by-country levels and recent updates.CDC / Public Health• CDC HAN — Medetomidine in the U.S. Illegal Fentanyl Supply — Health Advisory on overdose and severe withdrawal syndrome risk.Florida• WUSF — Newman Road Fire containment rises to 60% — Collier County wildfire at 1,733 acres; 60% contained; evacuations in place.• WGCU — Newman Drive Fire evacuations and shelter info — Evacuation streets and Golden Gate Community Center pet-friendly shelter.Iowa• We Are Iowa — Boil order across five counties — Pottawattamie, Harrison, Shelby, Audubon, and Cass counties on Regional Water system.• Iowa HSEMD — Regional Water boil order bulletin — Official Iowa HSEMD bulletin forwarding boil-order details.Nevada• Nevada Appeal — Silver City boil-water notice — Notice issued 7:45 a.m. April 16 by Storey County for all Silver City residents.• KOLO — Silver City boil-water notice — Additional coverage with resident guidance.New Jersey• Clean Air and Water — New Jersey boil-water advisory (April 15, 2026) — Summary of Newark-area advisory following water-main break in Belleville.• Newark Patch — Boil Water Advisory guidance — Ward-level impact in Newark and resident instructions.New York• WGY — Rotterdam residents under boil-water advisory — Precautionary boil advisory after April 15 water-main break.Hawaii• Star-Advertiser — Trump issues disaster declaration after Kona-low storms — Declaration detail and affected counties.• Hawaii Public Radio — Federal disaster aid for storm-impacted residents — Governor Green deploys federal IA for affected counties.Guam• Kandit News — GWA boil-water notice update — Sustained pressure loss in distribution system following Typhoon Sinlaku.• Commonwealth Utilities Corporation — Precautionary Boil Water Notice — Official utility notice for affected islands.Northern Mariana Islands (CNMI)• Isla Public — CNMI/Guam federal emergency declarations — Status of the April 11 emergency declaration as Sinlaku advanced.• The Watchers — Sinlaku cripples Saipan and Tinian — Infrastructure, power, and road impact summary.• NPR — Super Typhoon Sinlaku pounds remote U.S. islands — National coverage of the storm's Mariana Islands impact. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe
There are absolute GEMS suggested in this epsiode. A $SOFI strategy - a $DPST strategy - a $HOOD strategy - and as always - an Alpha Picks Strategy! This is a great episode Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - TAX DAY SALE - get BONUS Sidekick for 1 month - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
UK Property Market Weekly Update for Week 14 2026
Today's EM Morning Brief covers Super Typhoon Sinlaku's devastating impact on Guam and the Northern Mariana Islands, where winds up to 185 mph knocked out power and water and displaced more than a thousand residents. A multi-day severe weather outbreak has produced confirmed tornadoes across six states, including an EF-3 near Union Center, Wisconsin, and an EF-2 in Ottawa, Kansas. Florida's extreme drought—the worst since 2012—has fueled more than 1,600 wildfires and 100,000 acres burned in the first 100 days of 2026, with multiple counties declaring local emergencies. CISA continues its active advisory cadence with new KEV additions and the ongoing Cisco SD-WAN emergency directive. FEMA housing inspectors begin property evaluations in Washington state under the newly approved disaster declaration. The national wildfire picture remains above average at 231 percent of the ten-year norm, with Red Flag Warnings active across the Southern Plains. EM Morning Brief is your concise daily update on national and state-by-state emergency management news. Produced by Sitch Radio, an EOC Voices podcast.Key Takeaways• Super Typhoon Sinlaku: Winds up to 185 mph devastated Saipan and Tinian; power and water out for potentially weeks; 1,000+ residents sheltered; presidential emergency declarations active for both Guam and CNMI.• Multi-Day Tornado Outbreak: Confirmed tornadoes across Kansas (EF-2), Wisconsin (EF-3), Oklahoma (EF-1), Iowa, Minnesota, and Arkansas from April 13–15; three injured in Ottawa, KS; continued severe threat through April 16.• Florida Drought Emergency: Nearly 80% of the state is in extreme drought—the worst since 2012; over 100,000 acres burned from 1,600+ wildfires in 2026; multiple county burn bans and local emergency declarations.• Southeast Drought and Fire Risk: Georgia reports D4 Exceptional Drought in Seminole County; North Carolina's statewide burn ban enters its third week with 554 fires; Virginia is under critical fire weather warnings.• CISA KEV and Emergency Directive: Nine new Known Exploited Vulnerabilities added April 13–14, including Fortinet and Adobe flaws; Cisco SD-WAN Emergency Directive 26-03 hunt-and-hardening phase continues.• FEMA Disaster Recovery: Housing inspectors begin evaluating properties in Washington state (DR-4906, $182.3M in damage); Montana disaster declaration for December storms; Guam and CNMI emergency declarations are active.• National Wildfire Posture: Preparedness Level 2; 23 uncontained large fires; 1.72 million acres burned YTD (231% of 10-year average); Red Flag Warnings active across Southern Plains.• Nevada Earthquake: M5.7 near Silver Springs on April 13; 43 aftershocks; 17% chance of a larger aftershock within the week; no significant damage reported.• New Jersey Boil Water Advisory: System-wide advisory in South Brunswick Township following water main break on April 15; remains in effect until DEP testing clears the supply.SourcesDHS / NTAS• DHS NTAS Bulletin — Heightened threat environment amid Israel-Iran conflict• DHS National Terrorism Advisory System overviewCISA• CISA adds two KEVs to catalog (April 14, 2026)• CISA adds seven KEVs to catalog (April 13, 2026)• CISA Emergency Directive 26-03 — Cisco SD-WAN• CISA Supplemental Direction ED 26-03 — Hunt and hardening guidanceNIFC / Wildfire• NIFC Incident Management Situation Report (April 15, 2026)• NIFC National Fire News• InciWeb — Active wildfire incidentsNOAA / NWS / SPC• SPC Day 1 Convective Outlook (April 16, 2026)• NWS Kansas City — Hazardous weather outlook and flood warnings• NWS — Ottawa, Kansas tornado summary (April 13, 2026)• NWS Twin Cities — April 13, 2026 hail and tornado summary• NWS La Crosse — April 14, 2026 severe thunderstormsFEMA• FEMA — Washington major disaster declaration (DR-4906)• FEMA — Montana major disaster declaration• FEMA — Guam emergency declaration• FEMA — CNMI emergency declaration• FEMA — Housing inspectors begin evaluating WA properties (April 15)USGS• USGS — Significant Earthquakes 2026• M5.7 earthquake near Silver Springs, NV (April 13, 2026)State Dept / Travel• State Dept — Middle East travel advisory (updated April 10, 2026)• State Dept — Worldwide CautionCDC• CDC HAN 00527 — Medetomidine in the illicit fentanyl supply (April 2, 2026)Arkansas• 5News — Severe storms and tornado warnings in River ValleyFlorida• Tampa Bay Times — Florida wildfires shattering records amid drought• Fox Weather — Florida fire danger spikes as extreme drought reaches 25-year high• WCTV — Burn bans issued across Big Bend, South Georgia (April 15)• Hernando County — Burn ban effective April 14, 2026Georgia• WCTV — Burn bans across Big Bend and South Georgia• WSB-TV — Barrow County burn ban (April 15)• WALB — Decatur County burn ban (April 15)Iowa• KCRG — Tornado and hail damage across eastern Iowa (April 14)• AccuWeather — Tornadoes and grapefruit-size hail in Iowa and WisconsinKansas• NWS Topeka — EF-2 tornado in Ottawa, April 13• The Watchers — NWS confirms EF-2 tornado injured 3 in Ottawa• KWCH — Kansas governor declares disaster emergencyMinnesota• NWS Twin Cities — April 13 hail and tornado summary• Fox 9 — 3 possible tornadoes in southern MinnesotaMissouri• GovOneStop — Missouri flood warning, Big Creek at Blairstown• KSHB — Flooding affects roads in Johnson County, MissouriMontana• FEMA — Montana major disaster declaration (April 11, 2026)• Daily Inter Lake — Lincoln County disaster declarationNebraska• InciWeb — Morrill Fire information• 1011 Now — Nebraska wildfire operations wind down with full containmentNevada• ABC News — Magnitude 5.7 earthquake in Nevada• MyNews4 — M5.7 earthquake near Silver Springs, Lyon CountyNew Jersey• Patch — South Brunswick boil water advisory after water main break (April 15)North Carolina• NC Dept. of Agriculture — Statewide burn ban continues (April 14)• WECT — 554 wildfires scorch 2,200 acres under burn banOklahoma• NewsOn6 — Storm damage in Tulsa and Muskogee• Fox23 — NWS confirms EF-1 tornado in Tulsa Hills (April 15)• NewsOn6 — Hilldale cancels classes after Muskogee tornadoSouth Carolina• SC Public Radio — Red Flag Fire Alert as drought intensifiesTexas• Texas A&M Forest Service — Current wildfire status• TDEM — Governor Abbott activates emergency resources (April 10)Virginia• WSLS — Virginia wildfire risk grows amid April drought and early heatWashington• FEMA — Housing inspectors begin evaluating WA properties (April 15)• KNKX — FEMA approves disaster funding for WA after December floodsWisconsin• WMTV — EF-3 tornado confirmed near Union Center, multiple homes damaged• We Are Green Bay — Multiple tornadoes confirmed in WisconsinGuam / CNMI• NPR — Super Typhoon Sinlaku pounds remote U.S. islands• PBS NewsHour — Super Typhoon Sinlaku with ferocious winds• FEMA — Guam emergency declaration• FEMA — CNMI emergency declaration• World Central Kitchen — Response to Super Typhoon Sinlaku This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit emnetwork.substack.com/subscribe
Deze week hoor je onder meer over Goldman Sachs en een mogelijke bitcoin-ETF, Saylors STRC-machine, de theorie “Bitcoin is gemaakt door de CIA”, smart cash tags op X, de nep-Ledger-app die miljoenen buitmaakte, de afpersing van Kraken en de investering van Deutsche Börse in de exchange. We eindigen natuurlijk met de marktupdate.Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Firefish, Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:21:00) Bookmark van Peter: “Bitcoin is gemaakt door de CIA”(00:40:00) Bookmark van Bart: Saylors STRC machine begint te lopen, maar wie koopt het?(01:14:00) Bookmark van Peter: X introduceert smart cash tags(01:19:00) Bookmark van Peter: Miljoenen gestolen via nep-app Ledger(01:21:00) Bookmark van Peter: Kraken wordt afgeperst door hackersgroep(01:24:00) Bookmark van Peter: Deutsche Börse steekt $200 miljoen in Kraken(01:28:00) Bookmark van Bert: Goldman Sachs wil bitcoin-ETF lanceren(01:47:00) MarktupdateBookmarksBert:Elon Musk heeft samen met z'n broer 23.400 BTCGoldman Sachs wil bitcoin-ETF lancerenEric Balchunas: “Shock”Bart:We zitten op de helftStrategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026.40% of $MSTR shares are owned by retail. ~ 80% of $STRC shares are owned by retail. Retail investors prefer low-volatility, high-yield digital credit.Coffeezilla over STRCMatt Odell over SaylorECB backs EU plan to centralize crypto supervision under Paris-based ESMA watchdogPeter:Bitcoin is gemaakt door de CIAX introduceert Nikita Bier: “Crypto has had a rough year. Maybe we should launch something to fix it.”Miljoenen gestolen via nep-app LedgerKraken wordt afgeperst door hackersgroepDeutsche Börse steekt $200 miljoen in Kraken
9 days in a row is a REALLY healthy bull market. It'll go down at some point - will you buy the dip? In what stocks? Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - TAX DAY SALE - get BONUS Sidekick for 1 month - get my 4 hour algorithm on any annual plan - DON'T WAIT - THIS IS A GREAT SALE Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
We review top Data Center Memory-Chip Stocks, their amazing YTD performance, and a brand-new Exchange Traded Fund (ETF) in that space, DRAM. We also introduce you to Optoelectronics and some top investment picks there from Barron's Magazine. We finish up with up-and-coming Nextgen Dividend Aristocrat Plays for Investment Income.
UK Property Market Weekly Update for Week 13 2026
Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association's (GCPA) Annual Spring Conference in Houston. Joining us on stage were Mary Anne Brelinsky, President and Chief Commercial Officer of Alpha Generation, and Sean Kelly, CEO of Amperon. We were thrilled to explore the current power landscape with Sean and Mary Anne. In our conversation, we examine the growing complexity of operating in today's power markets, with Mary Anne explaining how managing a multi-ISO portfolio requires constant coordination across operations, commercial teams, and real-time decision-making in the face of shifting weather patterns, fuel volatility, and evolving regulations. She emphasizes that forecasting remains one of the industry's biggest challenges, as decisions are made daily with imperfect information and an increasingly dynamic grid where supply and demand must be balanced in real time. Sean builds on these themes by discussing how Amperon is using AI and machine learning to improve forecasting accuracy, streamline workflows, and help customers navigate volatility, noting that the sheer volume of data has made traditional approaches obsolete. We cover the rapid acceleration in power demand driven by AI, data centers, and broader electrification trends, with Sean highlighting that while not all projected load will materialize, the directional shift is real and significant. Mary Anne emphasizes the growing importance of reliability, resilience, and cybersecurity, noting that as more critical infrastructure becomes electrified, the stakes for keeping the grid secure and operational continue to rise. We discuss how the industry's focus has shifted from improving efficiency to increasing output, with Mary Anne highlighting efforts to expand capacity at existing plants as one of the fastest and most practical solutions. Sean adds that capital is now flowing back into the power sector in a meaningful way, describing this as a structural turning point where electricity is finally being recognized as foundational to economic growth. We touch on increasing public and political attention on power markets, infrastructure bottlenecks, and the growing role of demand-side and behind-the-meter solutions in managing peak load. We close on the idea that while this may be one of the most challenging periods the industry has faced, it is also one of the most exciting, given the scale of opportunity and the critical role power will play in shaping the future. Mike Bradley kicked off the discussion by emphasizing that markets are extremely volatile and remain sharply focused on President Trump's Iran deadline (Tuesday evening) and his threat to bomb strategic targets, including bridges and electric generation assets. From a bond market perspective, the 10-year yield was trading at ~4.3%, with bonds taking their cue from developments in the Iran war and the associated commodity price fallout. Bond investors appear to be largely ignoring upcoming economic reports, including March CPI, and are instead trying to better understand what the Iran war could mean for long-term inflation. From an oil market perspective, WTI closed at ~$110/bbl, up ~$8/bbl over the last five trading days. Seaborne barrels appear to be a better representative of the true “physical” oil market, with Dated Brent surging to over $140/bbl this week. Oil traders seem focused on how high prices might rise with further escalation, while long-term investors appear more focused on when and how far oil prices might plunge once the Strait of Hormuz is reopened. On the broader equity market front, the S&P 500 was up ~3.5% over the last week and appears to be pricing in some modest optimism for an off-ramp in the Iran war. Energy, however, was the worst-performing sector over the same period, down ~3.5%, with most Energy subsectors down 1% to 4%. On a YTD basis, though, Energy remains by far the best-performing S&P sec
UK Property Market Weekly Update for week 12 of 2026
I'm quitting the podcast and closing on my mansion after my lambo got delivered yesterday thanks to sports betting and zero DTE options. But seriously - KNOW WHAT TYPE OF INVESTOR YOU ARE! That's the message after yesterdays historic market move. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm plus SIDEKICK - the AI that gives me help in understanding my choices Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
UK Property Market Update The headlines for the 11th week of the 2026 UK Property Market (week ending Sun 22nd March 2026)
I start this episode with the World Baseball Classic, sharing my excitement over the matchups, bottom-of-the-food chain umpires, and memories of playing Nintendo Baseball.Then I get into the stock market, talk about the "Mag 7's" underperformance, the shift from growth to value, and how and why energy & materials are leading YTD, while tech & financials are struggling.I also tell you how long it takes to get over an ex, discuss the impact of the Iranian conflict on oil prices and inflation, the idea of passion as a way to success, the 2026 Oscars, seeing Jesse Jackson in Poland, and much more.
Exploring Bogus oil prices Hold cow – look at what Gemini and JSD can do… Markets needed good news – Correlation high Fed on hold? 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 - Bogus Oil Prices - Look at what Gemini and JSD can do... - Markets needed good news - Correlation high - Fed on hold? - JCD LIMERICK! Markets - Did we just correct? - Inflation - Eco that matters - Manipulation in Oil - Land? John Dvorak Jr. - Guest - UPDATE ON JCD - AH Spoke with JCD Saturday.... Oil Prices - Bogus? - The price of oil in the middle east is at $140 for its land-locked price, but ocean traveling oil is at $100. - Sort, of, opposite of what you'd expect? - But, then there's been active conversation and warning about manipulating oil futures to manage the situation. - Oil in Backwardation across the spectrum. (Current price of oil contract is $95 and December contract is $75) Oil Prices may be BOGUS - But What About Gas? Gas Prices More Manipulation - The Trump administration has discussed trading in the oil futures market as a strategy to help curb surging crude prices amid the war in Iran, Interior Secretary Doug Burgum said. - US would just sell future contracts and then deliver at those prices at the end of the contract date. (SPR/Venezuela?) - Not sure how markets will take an intervention like that. - Remember when short selling was banned on Financials back in the 2008 ----Stock prices continued to fall during the ban and tended to stabilize only after it was lifted, suggesting the ban did not stop the decline. ------ Seems that when government intervenes in free markets they can set off more panic as the optics make it look even worse. ---- AND- Russian Oil sanctions partially removed Inflation and ECO - PCE Prices stay elevated - GDP rose at a seasonally and inflation-adjusted annual rate of just 0.7% in the fourth quarter, according to a Commerce Department revision Friday. - The first revision of the GDP reading was a sharp step down from the previous estimate of 1.4% and well below the Dow Jones consensus forecast for 1.5%. - The core PCE inflation rose 0.4% in January and 3.1% on a 12-month basis. The ex-food and energy reading was 0.1 percentage point higher than December. Eco Table Oil Models...Very Cool - JSD - Explain - https://gemini.google.com/share/d1427a61a804 Department of Defense, err War, is hiring - The Pentagon is hiring financial 'defense', or is that a financial warfare unit? - This may mean we're beginning to really adopt "Unrestricted Warfare (???) ----- ie: The Chinese strategy where the warfare model is extended to include social engineering, illicit trade, and finance operations. - Isn't this already in play? Tariffs, Straits of Hormuz, Asset Seizure (Russian Yachts), Venezuelan Oil???? --- This is why Quantum is in play too...(offense and defense) Did you know? - 30% of Helium production comes from Qatar - Qatar helium production stopped back on March 2nd, and is ~30% of all helium globally - South Korea depends almost entirely on helium from the strait of Hormuz, with 65% from Qatar specifically - Semiconductor manufacturing - - Wafer/equipment cooling — High thermal conductivity removes heat fast during lithography, etching, deposition, and other steps; critical for precise temp control and smaller chip nodes (no good substitutes). - - Inert purging & atmospheres — Chemically inert; flushes systems, prevents unwanted reactions in annealing, deposition, or vacuum chambers. -- - Plasma processes — Acts as carrier, diluent, or purge gas in plasma etching for precise circuit patterning. - - Leak detection — Tiny atoms detect micro-leaks in tools, pipelines, and vacuum systems to ensure reliability. - - Backside wafer cooling — Delivers stable cooling to silicon wafers in advanced fabs. INDIA! Running out of Gas - Does it matter? - India maintains only a 25 day reserve of oil - Good news for them that they use coal for electricity generation, and only use oil for transportation - BUT BUT BUT, What about getting goods from one place to another in India? -- FWIW - coal prices up 19% YTD in India Back to this... - AI not causing job losses - WHAT ABOUT META? - Meta's stock climbed after Reuters reported the social media giant is planning to lay off over 20% of its 79,000 employees to balance AI-related spending. Drone Warfare - New Warfare fought like games - Ender's Game Movie - Length: 3.5 meters (about 11.5 feet) Wingspan: 2.5 meters (about 8.2 feet) Weight (total takeoff/mass): Approximately 200 kg (around 440 pounds) Warhead/payload: Typically 40–50 kg explosive (some variants up to 90 kg with reduced fuel/range) --- Usage ~ 2,000 per day in Iran an peak of 10,000 per day in Ukraine/Russia Gaming Industry - DOA? See above - no wonder why - it is IRL now - Q1 continues sharp decline in video game sales - Older gamers: new AAA titles heavily cannibalized by old games - Gen Z & Alpha mostly play only Roblox (144M DAU), Fortnite (60M DAU), or Minecraft (11M DAU) - Young gamers rarely buy new AAA titles or consoles - Industry “growth” driven purely by subscriptions & upsells — no real sales increase - Hardware far below peaks: PS2 sold 160M, Nintendo DS 154M vs Switch 2 only 17M (original Switch lifetime 114M) - AI failing to cut costs for big studios — Roblox capturing all the upside - Roblox launches Incubator & Jumpstart programs for kids using AI “vibe-coding” to chase millionaire status INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Target Earnings - Target posted another quarter of falling revenue and customer traffic at its stores, though its shares rose as the retailer's earnings beat estimates and it said it is poised to end its sales slump. - Earnings per share: $2.44 adjusted vs. $2.16 expected - Revenue: $30.45 billion vs. $30.48 billion expected - Target said it expects full-year adjusted earnings per share to range from $7.50 to $8.50. Its adjusted earnings per share for the most recent full year were $7.57. - Shares up 7% in a piss poor tape Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Hello and welcome to Front End Chatter, the motorcycling podcast, and none other than Episode 221 – they said we couldn't do it, but we've naysayed the naysayers. His name is Martin Fitz-Gibbons, editor of Bike magazine, and my name isn't but that's not important right now – what's important is we thank Bennetts, Britain's best motorcycle insurers who put more back into biking than insurance companies who put less back into biking, and some of whom put nothing back but merely take take take. Good people one and all. And also uber-thanks to the bikesocial.co.uk, the world of wokecycling on the web and on the YouTubes, with loads of news, views, new bike launches and road tests – all the good stuff. Right, on with the show – and today Martin and Simon, for it is he, opine about, in no particular order... • Suzuki's marvellous DRZ-Z4S and how old can be better than new • the loss of Phillip Island as a MotoGP circuit • Honda Hornet 1000 recall for excessive oil consumption • UK bikes sales stats for YTD up to Feb • fab epic bike doc by FortNine called Yalla Habibi • plus a selection of your fine emails from the FECSack. As ever, please keep your questions and queries coming to anything@frontendchatter.com And thank you very much for listening!
Enerji ve teknoloji alanlarında iş yönetimi danışmanlığı faaliyetlerinde bulunan, multidisipliner kamu politikaları üreten Glocal Grup Danışmanlık'ın sunduğu Varsayılan Ekonomi'nin Soru-Cevap Yayını'nda Ekonomist Dr. Enes Özkan ve Enerji Uzmanı Eser Özdil, İran Savaşı ve Hürmüz Boğazı'nın kapatılması bağlamında enerji güvenliği sorunu, yükselen akaryakıt fiyatları ve bu gelişmelerin dünya ve Türkiye ekonomisine etkileri konularında merak ettiğiniz soruları cevaplıyor. Bu gönderinin altına sorularınızı yazabilirsiniz.https://groupglocal.com/contact/ #reklam #işbirliği00:00 Giriş02:30 Bir deponun kaça dolacağı nasıl belirleniyor?07:40 EŞEL Mobil Sistemi nedir, ne zaman devreye girer, ne kadar etkili olabilir?12:05 Trump sonrasında Paris Anlaşması ve geniş anlamda çevreci enerji devrimi sekteye uğradı mı?19:40 2026'da elektrik-gaz sübvansiyonu olarak öngörülen 500 milyar lira yeterli gelecek mi?23:10 Hürmüz Boğazı'nın kapatılması Avrupa enerji piyasalarını ve Avrupa'da enflasyonu nasıl etkiler?32:10 Çin, Hürmüz Boğazı'nın kapatılması nedeniyle ihtiyacı olan petrolü başka yerlerden hızlı bir şekilde tedarik edebilir mi? 34:10 70'lerdeki petrol krizi gibi bir kriz çıkması için varil fiyatı kaç dolara çıkması gerekir?37:40 AB'nin Rusya`dan petrol/doğalgaz alımı için Ukrayna'daki boru hatlarını kullanmak isteğine Ukrayna'nın olumsuz cevap verdiği söyleniyor. Türkiye burada devreye girebilir mi?46:20 Libya petrol üretimi İç Savaş öncesi seviyeye ne zaman çıkar?47:45 Rusya'nın yerine enerji tedarikçisi ya da hub'ı olmak gibi bir hedefimiz var mı?54:00 Enerji açığımızın giderilmesinde doğal kaynaklardan yararlanılması konusundaki engeller nelerdir? Doğal kaynaklarımız mı yetersiz?01:01:00 Brentteki artışın Türkiye'ye daha fazla yansımasının ne kadarı bizim döviz kuru ve vergilerimizle ilgili?01:02:30 İran vanayı kısarsa veya Hürmüz Boğazı'nda kriz çıkarsa Türkiye'nin arz güvenliği bundan nasıl etkilenir? 70'lerdeki gibi bir kıtlık yaşama riskimiz var mı?01:06:00 ABD'nin Venezuela politikası veya kaya gazı üretimi şu anki fiyatları dizginlemeye yetmiyor mu?01:09:50 VIX endeksi niye düşüşte? (YTD)01:11:35 Petroldeki durum petrol bazlı plastiklerde de fiyat artışına neden olur mu?01:12:10 Körfez'in tarafsız, güvenli ve lüks imajı yara aldı mı?01:15:40 "Kardeş Ülke İspanya" enerji piyasası ne durumda? (keyifler yerindeymiş :)01:19:05 Körfez ülkeleri bir süre petrol-gaz satmasa da idare edebilirler ancak deniz suyu arıtma tesislerine elektrik sağlayan enerji santrallerinin petrol-gaz arzı & Hürmüz Boğazı'ndan yapılan gıda sevkiyatları durursa bu ülkeler ne kadar dayanabilecekler?01:21:50 Özel sektörün perakende su temini (pet şişe sular) işletmeciliği, özellikle yeni dönemde bölgesel su kaynakları ve enerji bakımından bir güvenlik sorunu oluyor mu, olacak mı?Ayrıcalıklardan yararlanmak için bu kanala KATILın (IOS kullanan takipçilerimiz de artık kolayca KATILabilirler):https://www.youtube.com/channel/UCWyDy24AfZX8ZoHFjm6sJkg/joinBizi Patreon'dan Destekleyin
We're already seeing the dip being bought. Plus I bring up a couple of GREAT buys this weekend that I found. The episode is CHOCK full of watch list worthy stocks and potential flyers that I'm looking at. PS: I know I'm going to get canceled for that thumbnail. My apologies to anyone who's offended. No need to roast me. Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $50 Seeking Alpha Premium - FREE 7 DAY TRIAL SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Municipals still offer attractive tax-adjusted yields even after strong YTD net fund flows. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investmentswww.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Beef is tight. Bellies are climbing. Birds are under watch. The seasonal shift may bring more than warmer weather.BEEF: Production is down 10% YTD, with last week at just 516K head. The smallest herd in 75 years keeps supply tight as spring demand builds. Strips and ribeyes look ready to lead a March run – and thin meats may feel it first.POULTRY: Production is up 2%, but hatch rates under 79% raise questions. Wings dip while breasts hold steady. Thirteen new avian flu cases hit 550K birds – just as migration ramps up.GRAINS: Soy keeps climbing on export deals and biofuel demand. Corn and wheat stay stuck. Three weeks into the rally, and now we see if it has legs.PORK: Bellies jumped to $146, nearing $150 faster than expected. Bacon will follow, and elevated pricing could stick into summer. The rest of pork remains a value, but for how long?DAIRY: Barrel up 5. Block up 6. Butter up 7. Dairy is clearly moving higher, and it doesn't look finished yet.Savalfoods.com | Find us on Social Media: Instagram, Facebook, YouTube, Twitter, LinkedIn
Absolutely the BEST podcast I have done if you're looking for a pre earnings analysis of $NVDA or a post earnings analysis of $MSFT or $AMZN. Absolute buy zones identified through Sidekick and spot on stock analysis of the memory names and Cybersecurity names. The longer live Youtube version has my entire process of getting ready for the podcast too. Click Here for the longer LIVE YouTube versionGet my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
Brian Szytel from The Bahnsen Group recaps a modest down day in markets—Dow down 267 points, S&P 500 down 0.25%, and Nasdaq down 0.33%—while noting the market remains up on the week. The 10-year yield edged down to about 4.07% amid expectations that a new Fed chair in May could eventually bring short-term rate cuts. He discusses rising Middle East tensions and increased U.S. presence tied to Iran, which has helped push crude higher (about 6% over two days; up ~15% YTD), but argues energy's strong performance is primarily driven by supply/demand fundamentals and well-run businesses, with the sector up ~23% YTD and 95% of names above their 200-day moving average. He highlights leadership from defensives like energy, industrials, staples, and materials—often a late-cycle signal—while technology and communication services lag, with only ~40% of names above their 200-day averages; he notes some software valuations have compressed from mid-30s multiples to low-20s. Economic updates include better-than-expected initial jobless claims (206k vs 220k), a wider December trade deficit (over $70B vs ~56B expected), a stronger Philly Fed manufacturing reading, and weaker pending home sales. He closes by answering a question on non-GAAP vs GAAP P/E ratios, explaining non-GAAP adjusts for one-time items to estimate normalized earnings, while cautioning that recurring “anomalies” can make non-GAAP misleading and require careful analysis. 00:00 Market Close Recap: Indexes Dip, Rates Steady 00:52 Energy Sector Strength: Oil Headlines vs Real Fundamentals 02:08 Sector Rotation & Valuations: Defensives Lead, Tech Lags 03:30 Economic Data Roundup: Jobs, Trade, Manufacturing, Housing 04:07 Viewer Q&A: Non-GAAP vs GAAP P/E Ratios Explained 05:28 Wrap-Up & Weekend Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
In this episode, Scott Becker highlights 5 major technology companies facing significant YTD declines.
0:04 Dow hits 50,000 while most stocks lag—why it's a meaningless headline 0:59 Robinhood and Palantir slide—speculators start getting nervous 1:39 Jason Zweig on low-volatility funds—and why timing them is a trap 1:55 Why the Dow is a terrible “index” built on 1890s math 3:22 Diversified portfolios quietly up nearly 6% YTD in early 2026 3:32 Small-cap value up 13%—the payoff of long-term discipline 4:05 “We didn't predict this”—why diversification beats market bragging 4:54 Portfolios should already be built for downturns 5:10 The danger of reacting after markets “stumble” 7:09 Average vs. median net worth—why averages mislead 8:26 How billionaires distort financial statistics 9:09 “Lies, damned lies, and statistics” origins 10:06 AI-enhanced listener call audio and Friday Q&A podcast 10:37 DFFVX vs. AVUV—Dimensional vs. Avantis small-cap value 13:33 Why track records don't matter for similar funds 13:53 Super Bowl sirloin cooking advice 15:17 Whole life insurance review—why to cash out in retirement 17:08 When cash-value insurance makes sense (rarely) 19:22 Surprise downloads of Christmas stories in February 20:57 Caller asks about “set-it-and-forget-it” investing 24:26 Risk tolerance when retiring soon 26:08 Using AVGE for global diversification 27:48 Why near-retirees should get professional reviews 30:28 Emergency funds—never use a Roth 31:37 High-yield savings accounts around 4%+ 34:11 Portfolio balance and realistic expectations Learn more about your ad choices. Visit megaphone.fm/adchoices
Questions? Comments?0:04 Dow hits 50,000 while most stocks lag—why it's a meaningless headline0:59 Robinhood and Palantir slide—speculators start getting nervous1:39 Jason Zweig on low-volatility funds—and why timing them is a trap1:55 Why the Dow is a terrible “index” built on 1890s math3:22 Diversified portfolios quietly up nearly 6% YTD in early 20263:32 Small-cap value up 13%—the payoff of long-term discipline4:05 “We didn't predict this”—why diversification beats market bragging4:54 Portfolios should already be built for downturns5:10 The danger of reacting after markets “stumble”7:09 Average vs. median net worth—why averages mislead8:26 How billionaires distort financial statistics9:09 “Lies, damned lies, and statistics” origins10:06 AI-enhanced listener call audio and Friday Q&A podcast10:37 DFFVX vs. AVUV—Dimensional vs. Avantis small-cap value13:33 Why track records don't matter for similar funds13:53 Super Bowl sirloin cooking advice15:17 Whole life insurance review—why to cash out in retirement17:08 When cash-value insurance makes sense (rarely)19:22 Surprise downloads of Christmas stories in February20:57 Caller asks about “set-it-and-forget-it” investing24:26 Risk tolerance when retiring soon26:08 Using AVGE for global diversification27:48 Why near-retirees should get professional reviews30:28 Emergency funds—never use a Roth31:37 High-yield savings accounts around 4%+34:11 Portfolio balance and realistic expectationsLearn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott Becker reviews the YTD performance of the largest private equity and alternative asset managers, ranking Carlyle, Apollo, Blackstone, TPG, and KKR from best to worst.
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