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Fed Can't Stop Inflation

Wed, 09/24/2025 - 15:09
Inflation remains above target partly due to fiscal policies.

Private Credit’s Quiet Boom: The Hedge Fund Trade Nobody’s Talking About

Wed, 09/24/2025 - 14:25
Private credit is a booming ~$2T market where funds lend directly to companies. It offers high yields but carries major risks: it's illiquid, opaque, and defaults are rising, posing a potential threat to the financial system.

This Selection Of ETFs Has Outperformed The Nasdaq By 212% YTD

Wed, 09/24/2025 - 13:55
This article highlights the constituents in my personal portfolio of ETFs and how they have performed MTD, and YTD, compared to that of the Nasdaq (QQQ), plus a chart of the performance of the constituents, collectively, in chart form.

Macro Briefing - Wednesday, Sep. 24

Wed, 09/24/2025 - 13:42
Gridlock in Congress threatens a government shutdown starting October 1. 

New Home Sales: The Last Pre-Recession Metrics Are Firmly Negative

Wed, 09/24/2025 - 13:30
Have I mentioned before that new home sales, while perhaps the most leading of all the housing data, suffer from being very noisy and heavily revised? And this month’s report is a good example of why.

WTI Climbs To Three-Week High As EIA Draw And Geopolitical Risks Lift Oil Prices

Wed, 09/24/2025 - 13:15
West Texas Intermediate Crude Oil extends its rebound for the second straight day on Wednesday, recovering from its weakest level in nearly two weeks, hit earlier on Monday.

Stegra Makes New Agreements With Microsoft On Green Steel

Wed, 09/24/2025 - 12:58
Swedish green iron and steel maker Stegra announced two agreements with Microsoft aimed at advancing the use of near-zero emission steel in the technology company’s datacenter operations. 

John Reade (WGC): “The Role Of Gold Is Still Very Poorly Understood”

Wed, 09/24/2025 - 12:46
Gold continues to reach new heights. And yet, interest among retail investors, particularly in Western countries, remains very low. To understand the dynamics, we interviewed John Reade, one of the world's leading gold market strategists.

“Early Innings” Stock Market (And Sentiment Results)

Wed, 09/24/2025 - 12:45
Despite Mr. Market’s rather muted reaction, last week PayPal delivered exactly the type of “shock the world” move Alex Chriss first promised when he took the reins as CEO

LAC Stock Jumps 100% As Trump Administration Targets Stake In Canadian Miner

Wed, 09/24/2025 - 12:25
LAC stock soared 100% on news the Trump administration could take a stake in the company’s Nevada lithium project.

Oracle Seeks $15 Billion Bond Sale As Cloud Expansion Costs Rise

Wed, 09/24/2025 - 12:11
Oracle Corp. is turning to the US investment-grade bond market to raise $15 billion, its largest debt sale since January.

Stock Analysis: Minor International

Wed, 09/24/2025 - 12:00
Minor International Public Company Limited is a Thai company and a global hospitality, restaurant, and lifestyle company.

Stocks Are Officially In Bubble-Territory

Wed, 09/24/2025 - 11:45
Stocks have been in a confirmed uptrend for over 100 days. As I write this, the S&P 500 is ~10% above its 40-week moving average/ 200-day moving average.

US Q3 GDP Nowcasts Indicate Solid Growth After Fed Rate Cut

Wed, 09/24/2025 - 11:30
US economic growth is still on track to expand at a moderate pace in the third quarter, based on the median estimate for a set of nowcasts.

WTI Holds Gains Despite 'Small' Draw; US Crude Production Nears Record High

Wed, 09/24/2025 - 11:11
Following last week's huge draw, crude inventories were expected to tumble once more, but the official data showed a very modest 607k drawdown in crude stocks while products saw significant draws too...

Palantir: Momentum Meets Mixed Fundamentals As AI Defense Partnerships Fuel Near-High Rally

Wed, 09/24/2025 - 11:00
Palantir's stock surges near a 52-week high driven by momentum and positive developments in AI defense partnerships, despite mixed fundamental indicators and analyst skepticism on growth durability.

Seattle Reeling Over Tech Layoffs, Especially Microsoft

Wed, 09/24/2025 - 10:56
As of August 2025, the number of information jobs fell to 2.93 million, down 5.8 percent from November 2022. An AI-related jobs slowdown will make it difficult for those who lose an information job to find another.

Current Report: Stroer

Wed, 09/24/2025 - 10:48
Stroer has paid dividends annually since June 2014. The current forward-looking annual $2.63 dividend yields 5.86% per Tuesday’s $44.86 share price. The most recent $2.63 Annual dividend was paid out on June 9th.

Gold Surges On Dovish Fed Signals And Global Tensions, Targets $4,200 Breakout

Wed, 09/24/2025 - 10:40
Gold surges on Fed's dovish shift and escalating global tensions. Weaker Dollar and safe-haven demand support the rally as gold breaks out of a multi-year channel, targeting the $3,900–$4,200 zone.

Sensex Today Ends 386 Points Lower; Nifty Below 25,100

Wed, 09/24/2025 - 10:30
After opening the day lower, the benchmark indices continued their downward momentum, ended the session in the red.

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