Podcasts about ytd

UK PROPERTY MARKET WEEKLY UPDATE — Week 33, 2025 Welcome to the 33rd UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Iain McKenzie, the boss of the 800 Estate Agent network, The Guild of Property Professionals, as we unpack the key headlines from the 33rd week of 2025, ending Sunday, 24th August 2025 ▶️ Watch on YouTube: https://youtu.be/7XlWNAto-qI

According to The Kaplan Group, tax scams have resulted in 2025 YTD reported financial losses of $5,742,463.91.  Monthly tax scam reports rose 62% year-over-year, from 227 in 2024 to 368 in 2025, and have increased by 323% since 2020.  So what can you do to protect yourself? To help you stay safe, here are three key takeaways: The IRS will almost always contact you by MAIL first.  If you get a text, email, or surprise phone call demanding personal information or payment, it's almost certainly a scam. Phishing and "smishing" are at an all-time high.  Scammers try to lure you with messages about fake refunds, threats, or "unusual activity." Never click suspicious links or share your personal info. Double-check everything.  Unsure about a tax communication?  Review it with your tax professional, or check official IRS resources (linked on the podcast and IRS website).  Remember—the IRS won't email or text you unless you've explicitly given permission. Stay vigilant, and don't let scammers get between you and your hard-earned money! Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: How to know it's the IRS Dirty Dozen tax scams for 2025: IRS warns taxpayers to watch out for dangerous threats Understanding your IRS notice or letter

In dieser Folge zeige ich mein Zweitdepot bei Yuh, das in manchen Jahren sogar besser läuft als mein Hauptdepot. Seit Mai 2021 investiere ich kontinuierlich; aktuell steht es bei ca. 124–125 Tsd. CHF mit rund 30 Tsd. CHF Gewinn. Mein bewusst konzentriertes Mix aus ETFs (u. a. Vanguard Total World, High Dividend), Einzelaktien (z. B. Meta, Microsoft, Netflix, ABB, Nestlé, LVMH) sowie etwas Bitcoin/Ethereum bringt YTD etwa 10,8 %. Ich erkläre meine Sparpläne (u. a. Meta, Microsoft, Netflix, Excelleron), die Vorteile mehrerer Depots und warum früh starten entscheidend ist.

Blockchain DXB Podcast Shownotes

AI Takeover (Blockchain DXB AI Series)

In this episode we answer emails from Dave, Mike, and Andy.  We discuss an inherited IRA, 529s, how historical data provides more reliable investment guidance than simulated data based on crystal balls, particularly when considering economic environments and asset correlations, and the Rock & Roll Hall of Fame.  Cleveland Rocks!And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donations:  Donate - Father McKenna CenterListener Blog Post Describing Risk Parity Concepts And Four Quadrant Model:  15 Uncorrelated Assets | SSiSBridgewater Research Paper:   Bridgewater Paper 2009.12 AW Info Pack.doc (granicus.com)Rock & Roll Hall of Fame Exhibit:  SNL: Ladies & Gentlemen...50 Years of Music | Rock & Roll Hall of FameBreathless Unedited AI-bot Summary:What happens when you try to predict market outcomes using simulated data rather than historical performance? Frank tackles this profound question by explaining why many investment simulations fail to capture the fundamental reality of how assets behave in different economic environments.Using a brilliant weather metaphor, Frank demonstrates why you "cannot have a drought and rainstorms at the same time" – just as you cannot simultaneously experience a recession and inflation. This insight explains why historical data, which shows how assets perform in specific economic conditions, provides more reliable guidance than simulations that treat each asset class as an independent variable.The episode also addresses practical financial concerns, including strategies for managing inherited IRAs subject to the 10-year distribution rule and approaches to college savings that balance tax advantages with flexibility. Frank shares his personal approach of using 529 plans primarily for state tax benefits while maintaining additional education funds in more accessible accounts.Weekly portfolio reviews reveal nearly all asset classes in positive territory this year, with gold shining brightest at +28.47% YTD. This unusual pattern reflects a weakening dollar, demonstrating how macroeconomic conditions influence asset performance across the board. The episode's exploration of base rates in forecasting also explains why predictions based on historical probabilities typically outperform crystal ball prognostications that assign outsized probabilities to possibilities rather than focusing on known patterns.For investors seeking to build robust portfolios for uncertain times, this episode offers invaluable perspective on understanding economic environments, recognizing asset correlations, and using historical data to prepare for different market conditions. Listen now to discover why the lessons of market history may be your most reliable investment guide.Support the show

UK PROPERTY MARKET WEEKLY UPDATE — Week 32, 2025 Welcome to the 32nd UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Toby Martin, as we unpack the key headlines from the 32nd week of 2025, ending Sunday, 17th August 2025 ▶️ Watch on YouTube: https://youtu.be/TBg83AsHpRg 


The markets are just waiting for Powell's speech. Low volume, but it doesn't mean there's not opportunities. The technical indicators on some stocks are resetting for a potential move higher. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of the Astonishing Healthcare podcast, Capital Rx's Dr. Sunil Budhrani (Chief Innovation & Medical Officer) and Mike Tate (Vice President, National Business Development) discuss the questions they are fielding from channel partners and prospects interested in Judi Health™ - the first unified medical and pharmacy solution. We explore advancements in unified claims processing and how it helps address healthcare's fragmented nature by integrating pharmacy and medical benefits data with preferred vendors to tackle specific needs (e.g., for women's health or chronic condition management). Sunil also shares early, updated data revealing a ~5% per-employee-per-month (PEPM) reduction in costs YTD with Judi Health compared to 2024. Additionally, the conversation with Sunil and Mike covers:The importance of empowering patient-provider relationshipsThe need for greater transparency and access to data to see what's driving costsHow a platform that allows for flexibility and personalization helps lower costs and provides for a better member experienceRelated ContentJudi Health™ Earns Best Healthcare InsurTech Solution in the 9th Annual MedTech Breakthrough Awards ProgramReplay - Strategic Well-Being: Rethinking Health Benefits to Empower Employees and Drive ImpactHealth Benefits 101: The Importance of a Transparent PBM ModelReplay – The Bridge to Better Healthcare: Uniting Medical and Pharmacy Services on One Platform to Achieve Value-Based CareFor more information about Capital Rx and this episode, please visit Capital Rx Insights.

UK PROPERTY MARKET WEEKLY UPDATE — Week 31, 2025 Welcome to the 31st UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Programme' on the UK property market. This week, I'm joined by Steph Walker-Vass, as we unpack the key headlines from the 31st week of 2025, ending Sunday, 10th August 2025 ▶️ Watch on YouTube: https://youtu.be/uOS2pTkGn1A 


The goal of the podcast is to teach you how my system of research and how I determine risk/reward. I think this episode laid it out well with an analogy to Monopoly. You can take every trade you hear about and maybe do well or you might not - the risk is yours - the decisions are yours and managing it is yours. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

UK PROPERTY MARKET WEEKLY UPDATE — Week 30, 2025 Welcome to the 30th UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Show' on the UK property market. This week, I'm joined by Simon Gates, as we unpack the key headlines from the 30th week of 2025, ending Sunday, 3rd August 2025 ▶️ Watch on YouTube: https://youtu.be/8evyntVP4rQ 


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Joe's Resting B Face1:30 Corn Belt Heat Wave3:28 Argy Meal to China5:08 ADM Stock Rises7:47 Farmer Sentiment9:20 Big Ukraine Crops10:39 Corn Flash

UK PROPERTY MARKET WEEKLY UPDATE — Week 29, 2025 Welcome to the 29th UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Show' on the UK property market. This week, I'm joined by Bryan Mansell, boss lady of Gazeal, as we unpack the key headlines from the 29th week of 2025, ending Saturday 27th July 2025 ▶️ Watch on YouTube: https://youtu.be/pB-mFlz9yms 


On the latest episode of the Debtwire Municipals Muni Lowdown podcast, Managing Editor Paul Greaves and Reporter Kunal Kamal speak with John Miller, Head and Chief Investment Officer of the Municipal Credit Team at First Eagle Investments.John has had a front-row seat to the municipal market for over three decades. The discussion starts with John by sharing a couple of key principles that have guided him through previous periods of uncertainty in the market.The discussion segues into the performance of the First Eagle High Yield Municipal Fund since its inception in the January 2024 and YTD 2025.The conversation shifts to one of First Eagle's top holdings, Brightline. It has had a complex credit journey, including the deferred interest payment announcement, rating downgrades, but improving performance. Given that backdrop, John provides his current investment thesis for Brightline, as well as highlighting risks and opportunities looking ahead.The podcast concludes with John discussing investment considerations in the high yield/unrated municipal market.#highyieldmunis #municipalmarket #Brightline #muniland

HUGE week to get ready for in earnings, tariffs, trade negotiations, Fed rates and more. Is Real Estate the sector to rebound now? And what could Apple and Amazon announce to push the stocks higher? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're not using Perplexity or your favorite AI program for stock analysis - you're missing out. There is no affiliate link nor anything to click on - just go and learn!✅ I found a stock I've never mentioned on here that's up 74% YTD and still looks good. It's one I'm putting on my "pullback" list and just buying. ✅ I will always take the AI answer and go and do the analysis myself using the tools that I have:Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, 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. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.  2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock 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 please 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 deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now.   © 2025 Ron Robins, Investing for the Soul

UK PROPERTY MARKET WEEKLY UPDATE — Week 28, 2025 Welcome to the 28th UK Property Market Stats Show of 2025 — your go-to weekly YouTube ‘TV Show' on the UK property market. This week, I'm joined by Alice Bullard, boss lady of Nested, as we unpack the key headlines from the 28th week of 2025, ending Saturday 20th July 2025 ▶️ Watch on YouTube: https://youtu.be/_THPOlLtKaE 


In this episode, Scott Becker highlights the impressive rise of hims and hers, up 140% YTD, driven by sharp leadership and strategic international expansion.

In this episode, Scott Becker highlights the impressive rise of hims and hers, up 140% YTD, driven by sharp leadership and strategic international expansion.

Today we had the pleasure of hosting Isabelle Boemeke, author of the forthcoming book, “Rad Future: The Untold Story of Nuclear Electricity and How It Will Save the World.” The book will be published on August 12 and is available for preorder here. Isabelle is a passionate advocate for nuclear energy and is also the creator of Isodope, a social media persona she uses to engage and educate the public about the benefits of nuclear power. Isabelle was involved in pushing to save the Diablo Canyon nuclear facility and has visited nuclear sites around the world. We were thrilled to hear her fresh and insightful perspectives. In our conversation, we explore nuclear energy's rapid shift in public perception and the surge in investment and media attention from just three years ago to today. We discuss the role of advocacy in changing narratives, generational differences in attitudes toward nuclear, and the decline of the organized anti-nuclear movement. Isabelle shares her perspective on international attitudes toward nuclear, the origin of Isodope and her use of social media as an educational tool, the gender gap in nuclear support, and her personal background and journey to becoming curious about nuclear energy. We touch on the nuclear industry's reception to Isabelle, including the strong support she's received from women in the field. She shares her strategy for communicating complex nuclear topics to a broader audience, the key risks facing the nuclear renaissance, and the next major hurdles the industry must overcome, particularly challenges around financing and project management. We cover public awareness of SMRs compared to large-scale nuclear, community attitudes toward nuclear, and the strong local support Isabelle has seen near existing plants. Isabelle discusses her continued focus on nuclear for the next few years, where her interests may take her in the future, her 10-year outlook for energy and climate, and more. Mike Bradley kicked off the show by noting that broader U.S. equity markets continue to hit new all-time highs. A major driver of broader markets so far this year has been euphoria surrounding AI/Tech equities and the significant capital spending to support data centers. “Meme stock mania” seems to be rearing its head again and could be an early signal of a frothy equity market. On the energy equity front, he highlighted that both HAL and SLB have reported Q2 results and, for the most part, are guiding towards a weaker 2H25 market (especially NAM oil service pricing). Most oil service investors were hopeful Q2 would be the last quarter for downward 2025 revisions, which could be a reason why oil service stocks aren't reacting to negative downward 2025 EPS revisions. Electric Utilities are up ~13% this year and continue to be viewed as “growth” stocks. The PJM Capacity Auction posted results after the close, with pricing coming in at ~$330/mw versus last year's print of ~$270/mw. A handful of PJM exposed IPPs were up modestly after the close on the news. Mike wrapped by noting that SMR equities are up on average ~175% YTD and continue to be electricity darlings. He also flagged today's news out of Japan that Kansai Electric is reportedly exploring a plan to build the country's first nuclear plant since the Fukushima disaster in 2011. Brett Rampal peppered in his nuclear perspective and questions to the discussion. We are excited to continue following Isabelle's activities as a positive “influencer” for nuclear and hope you enjoy the conversation as much as we did. Our best to you all!

Want to trade Meme stocks and make 400% in a day? Here's my formula! And FYI - it's all about finding the opportunities by scanning the markets. That's why I like Trendspider. I wrote about all of these stocks last week - $KSS $OPEN $RKT and today it's $DNUT $GPRO and others. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

One of my BEST episodes EVER. If you're new - this is the one to listen to! If you've listened for a while, this wraps every lesson I give in a nice little summary! LAST DAY OF THE TRENDSPIDER SALE - DON'T MISS THE BEST SALE OF THE YEAR Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - SUMMER SALE FOR $9 - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

One of the best episodes because at the end I go over 2 of my largest holdings ( $MSFT and $AAPL) and what I'm doing right now and why. I show you step by step how I look at things now. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - SUMMER SALE FOR $9 - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

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

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

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Non-Drought and Illinois Rain6:36 USDA Preview14:50 Export Sales17:42 CONAB20:21 USDA Secretary Mackenzie24:07 Flash Sale

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

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

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

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

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

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

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

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

The Year So Far

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

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

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

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

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

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 ADM Rug Pull3:17 Kim Reynolds and Eminent Domain4:39 US Weather5:53 USDA Preview8:46 Record Ethanol Production10:00 Weaker Dollar?11:30 US/China

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

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

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Rain on the Radar2:58 Monday Selloff4:38 Crop Progress & Conditions11:11 Weaker US Dollar?13:02 Crude Rally14:21 Grain Shipments