Nvidia: From Jolt To Stabiliser
The market has a way of turning yesterday’s anxieties into today’s afterthoughts.
Russell 2000 Earnings Dashboard 25Q2 - Thursday, Aug. 28
The 25Q2 Y/Y blended earnings growth estimate is 69.4%. If the energy sector is excluded, the growth rate for the index is 90.7%.
Fire The Entire Fed, Not Just Lisa Cook
The potential energy behind the biggest meltdown in US history is already in place.
Rates Spark: No Brain Steepeners Exposed To Reversals
In the U.S., the steepener has become the consensus trade, as has setting long end shorts.
S&P 500 Breaks Above 6,500 As AI Keeps Growing
After a mixed day of trading, all three major indexes eked out comfortable gains.
Nvidia Stock: Why Seaport Research Continues To See 45% Downside
Nvidia’s current valuation hinges on broad AI adoption that hasn’t yet materialized.
Whale Selling Fails To Stop BTC Price Rally As Bitcoin Hits $113k
BTC price surged above $113K as Asian demand offset whale selling, with analysts warning of resistance near $117,500.
A Small Cap In A Big Cap's Clothing
AAPL may be the third-largest stock in the world, but it has tracked the performance of the Russell 2000 much more closely than the S&P 500.
Forget Tech Growth - Mag-7 ETFs Are All About Income
Two covered-call/option-strategy ETFs offer Magnificent 7 investment exposure and also pay substantial dividend yields.
USD/JPY Drifts Lower Ahead Of Tokyo CPI And U.S. PCE Inflation Report
The Japanese Yen strengthens, dragging USD/JPY below the 147.00 psychological level.
Did Nvidia Meet Investors Expectations In Q2?
Analysts were impressed, but investors have a high bar for the AI leader.
Brazil’s Ibovespa Hits Record High As Investors Bet On Rate Cuts And Political Shift
Brazil’s benchmark Ibovespa index climbed to a record high, briefly touching 142,138 points during intraday trading and surpassing its previous peak of 141,563.
U.S. Department Of Commerce Taps Chainlink To Put Macroeconomic Data Onchain
The crypto market is abuzz after news that Chainlink has partnered with the U.S. Department of Commerce to integrate critical macroeconomic data onto blockchain networks.
From A Big Event To A Yawn
While the risk always remains that a stumble in NVDA could have significant broad market ramifications, nothing in yesterday’s report or conference call brought evidence of one – at least for the near future.
GBP/USD Climbs Above 1.3500 As Solid U.S. Data Caps Dollar
GBP/USD gains 0.19% as Dollar struggles despite US GDP crushing forecasts.
BBY Is A Value Trap
As a value investor, one of the types of stocks you must learn to identify are value traps. These are stocks that look cheap but whose businesses are stuck and therefore the stock price is too.
Real Estate Firm Caliber’s Shares Skyrocket On Digital Asset Treasury Announcement
Caliber's stock jumped after announcing a new digital asset treasury strategy focused on LINK tokens.
Second-Quarter 2025 Preliminary GDP Revised Up To 3.3 Percent
The BEA revised GDP from 3.1% to 3.3% with spending from 1.4% to 1.6%.
Macro Briefing - Thursday, Aug. 28
Investments in data centers by tech companies is showing clearer signs of supporting the economy.
The FTSE Finish Line - Thursday, Aug. 28
The UK's leading blue-chip and midcap stocks declined for the third straight day on Thursday, primarily due to the pullback from utilities and technology sectors, as investors evaluated the results from chipmaker Nvidia.

