NIO Vs. BYD: Which Chinese EV Player Holds The Edge Now?

TalkMarkets - Sun, 11/02/2025 - 12:20
Year-to-date, shares of NIO have jumped more than 60%, handily outperforming BYD stock’s gain of 14.3%. The big question for investors is—which company is a better choice now for exposure in the Chinese EV industry?

High Dividend 50: Cross Timbers Royalty Trust

TalkMarkets - Sun, 11/02/2025 - 12:00
Cross Timbers Royalty Trust has fallen roughly 34% from its peak over the past five months. The stock’s high yield may appear attractive, but its performance remains tied to volatile commodity markets. Here is a look at the stock's dividend data.

Equity Sector Rotation Chartbook For October 2025 - Nirvana

TalkMarkets - Sun, 11/02/2025 - 11:40
What if I told you that you could outperform the S&P 500 by investing in market-leading U.S. technology firms—and enhance that outperformance further by adding non-U.S. equities? Sounds too good to be true? Well, yes and no.

Brookfield Asset Management Looks To Go Nuclear

TalkMarkets - Sun, 11/02/2025 - 11:20
Nuclear energy has enormous potential, and I’m closely watching new investment possibilities as they come up. That’s why I zeroed in on the big news from Cameco and global alternative asset manager Brookfield Asset Management.

Bitcoin Drops To $110k After Another Market Dip

TalkMarkets - Sun, 11/02/2025 - 11:00
The crypto market ends the week at a total market capitalization of $3.7 trillion.

S&P 500 Faces Strong Headwinds As Liquidity Tightens And Dispersion Unwinds

TalkMarkets - Sun, 11/02/2025 - 10:44
The average repo rate on Friday surged to 4.29%, about 29 basis points above the Standing Repo Facility rate.

Apple's Free Cash Flow Surges, Implying AAPL Stock Could Be 20% Too Cheap

TalkMarkets - Sun, 11/02/2025 - 10:28
Apple Inc.'s revenue was up 8% YoY for the quarter and fiscal year ending Sept. 27, 2025. Its free cash flow surged 10.8% YoY to almost $99 billion and up 8.5% QoQ.

Three Things – The Good Enough Portfolio

TalkMarkets - Sun, 11/02/2025 - 10:12
Expectations for U.S. stocks (mainly U.S. tech) are very, very high. Historically, stocks have been about 15-20 year instruments by this metric so 24 is getting up there.

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