New Quarter; No Feds
This article reflects on the U.S. government being technically shut down, rising distrust in the dollar, and soaring precious metals. As macro data pauses, earnings reports may become the only real market signals.
Major Asset Classes September 2025 Performance Review
All the major asset classes posted gains in September, extending a broad-based rally in recent history.
Wall Street Opens In Red On Government Shutdown; Nike, Lithium Stocks Soar
Wall Street opened in the red on Wednesday as the US government officially shut down, igniting fears of a prolonged stoppage that could further strain an already fragile economy.
ISM Manufacturing Index Continues To Show Slight Contraction, As New Orders Retreat
Typically, the new month begins with important manufacturing and construction reports, but this morning, the construction spending report for August became the first casualty of the government shutdown.
The Bullish Case For Palladium
While gold and silver have rightfully been in the spotlight lately, I want to briefly shift gears and highlight the opportunity in another underappreciated precious metal: palladium.
Government Shutdown Begins, Hundreds Of Thousands Could Be Furloughed
A shutdown seems inevitable, bringing furloughs, delays, and possible lasting damage from Trump’s layoff threats.
Current Report: Edison International
Edison has paid dividends quarterly since April 30, 1996. The current forward-looking annual $3.32 dividend yields 6.06% per Tuesday’s $54.92 share price.
Sensex Today Rallies 715 Points; Nifty Above 24,800
After opening the day higher, the benchmark indices continued their upward momentum and ended the session in green.
India Rate Cut Deferred, Not Dismissed
The RBI has held its repo rate steady at 5.5% as it balances growth and currency risks. It has sharply cut its inflation forecast, but it's cautious about INR weakness.
Gold Outlook: Risk Flows Lift Bullion Amid Shutdown, Soft Labor Data
Gold outlook remains bullish, standing above the key $3,870 level.
How The Market Behaved During Past Government Shutdowns
The SPX has tended to drop in anticipation of the shutdown, but recovered during the shutdown itself.
Markets Waver On Shutdown Fears
A U.S. government shutdown, potentially lasting weeks due to a deadlock over healthcare subsidies, threatens economic disruptions.
A Clean And Profitable Venture With Venture Global
Venture Global is a fast growing, very profitable US LNG exporter that has both high environmental standards and high market value potential.
Bitcoin Braces For Turbulence As U.S. Shutdown Clouds Economic Signals
Bitcoin price hovers around $114,000 up just 0.5 percent on Wednesday as the government shutdown sparks worries over postponed jobs data that traders crave for rate cut bets.
ADP Payrolls Unexpectedly Crater To -32,000, Worst Since March 2023 And Below All Estimates
ADP reported that in September, the US private sector shed 32,000 jobs, the worst print since March 2023.
Gold And Silver Reset: Concerted Revaluation Of Strategic Minerals
G7 and China are boosting mining, with silver key for tech and energy. China’s policies and rising demand are driving a historic revaluation, with prices expected to surge toward triple digits.
USD/JPY Forecast: Dollar Takes A Tumble As Government Shutdown
The US dollar index has come under pressure this week, with the yen emerging as one of the strongest performers across the FX market.
Patience Young Jedi: NKE Turnaround On Track
Nike reported decent 1QFY26 earnings after the close on Tuesday.
New Home Affordability Little Changed, New Homes Remain Just Above Affordable Threshold
New homes sold in the United States remained out of the affordable reach of the typical American household for the 42nd consecutive month.
Gold Hits New Record High As US Shutdown Boosts Safe-Haven Demand
Gold extends its record-breaking rally as the US shutdown drives safe-haven flows.

