Q2 2025 U.S. Retail Scorecard

TalkMarkets - Wed, 09/03/2025 - 18:20
The Q2 2025 blended earnings growth estimate now stands at 6.9%.

A Great Unease Is Sweeping Through The Government Bond Markets

TalkMarkets - Wed, 09/03/2025 - 17:56
Too often equity investors ignore developments in the bond market, until the consequences appear inevitable.

Bond Yields Drop After JOLTS Miss While Equities Lift Into Close

TalkMarkets - Wed, 09/03/2025 - 17:45
The S&P 500 managed to rise by about 50 bps on the day, although almost all of the gain came in the final 30 minutes.

Roll if You Got 'Em

TalkMarkets - Wed, 09/03/2025 - 17:41
Institutional traders doing simultaneously taking profits on their winning bullish trades while rolling their losing bearish bets to higher strike prices.

Large Unusual Options Activity In Alphabet Options Shows The Stock Is Undervalued

TalkMarkets - Wed, 09/03/2025 - 17:36
The GOOGL puts at the $225.50 strike price have a $1.02 last premium price. That means short-sellers of these puts are making an immediate yield of 0.453% (i.e., $1.02/$225.00) for just 3 days left until expiration. 

3 High Dividend Stocks Making Payouts Each Month

TalkMarkets - Wed, 09/03/2025 - 17:29
Monthly dividend stocks pay shareholders 12 times each year. These monthly dividend stocks also have high yields.

Palantir At A Crossroads: PLTR Growth Narrative Vs. Bubble Risk

TalkMarkets - Wed, 09/03/2025 - 17:26
Palantir’s $372.6 billion valuation rests on a price-to-earnings ratio over 15 times higher than Amazon’s.

Tracking The Silver Bull Market

TalkMarkets - Wed, 09/03/2025 - 17:20
Given that silver actually rallied on a sustained basis for at least 2 years before each of those peaks, we are likely to see silver rally for most of the coming 20 months.

Gold Extends Rally Above $3,550 As Weak U.S. JOLTS Data Lifts Fed Cut Bets

TalkMarkets - Wed, 09/03/2025 - 17:16
XAU/USD surges, although overbought signals hint at a possible short-term consolidation.

HIVE Digital Technologies: Trading At A Discount To Peers Despite Superior Capital Deployment

TalkMarkets - Wed, 09/03/2025 - 17:12
HIVE offers wise capital deployment, but also high growth and an attractive valuation.

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