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Sunday, September 28, 2025

[Reuters] Wall St Week Ahead: Investors look to jobs data to support rate-cut path, pricey stock market [Yahoo/Bloomberg] Subdued US Job Growth Expected in Advance of Fed Meeting [Yahoo/Reuters] OPEC+ plans another oil output hike in November, sources say [Yahoo/Bloomberg] Trump Orders US Troops to Portland Citing Anti-ICE Protests [Axios] Where tariffs are hiding, and […]

Saturday, September 27, 2025

[Axios] Scoop: Congressional trips canceled ahead of potential shutdown [Yahoo/Reuters] South Korea cannot pay $350 billion to US for tariff deal as Trump suggests, top aide says [Axios] “The first domino”: Comey indictment sets MAGA retribution in motion [ABC] Defense Secretary Pete Hegseth to tell hundreds of generals about the ‘warrior ethos’ in rare gathering: […]

Enjoy the Ride – September 26, 2025

Enjoy the Ride This author is currently engaged in a terrifying test. For the first time, I’m solely responsible for taking care of my 16-month-old son for multiple days while my wife is out of town. Luckily, he’s a wonderful little guy who’s being (mostly) merciful to his dad while certainly providing much joy. That […]

September 26, 2025: Canary?

It might have been subtle, but it was reminiscent of early April. During Tuesday and Wednesday trading, KKR’s stock suffered a 6.1% drop – the largest two-day downdraft since April 10/11. Fellow “private-Credit” players Apollo fell 4.7%, Blackstone 4.1%, and Ares Management 7.6%. AI behemoth Nvidia suffered a 3.6% drop, correlation with the “private-Credit” stocks […]

Friday, September 26, 2025

[CNBC] Stocks rise after in-line PCE inflation report: Live updates [Yahoo/Bloomberg] Gold Heads for Sixth Weekly Gain on Risk-Off Tone and ETF Flows [AP] Asian shares tumble after Trump says he will impose new tariffs on drugs and other goods [CNBC] Core inflation rate held at 2.9% in August, as expected, Fed’s gauge shows [Yahoo/Reuters] […]

White Metals Leading the Charge

Following last week’s rate cut, precious metals all saw strong upwards movement, with silver up almost 6% and platinum up a staggering 8%. Gold climbed up 2% and futures saw it breaking $3,800. Equities held close to record high levels, and the dollar slightly rebounded following the sharp Fed-driven drop. Let’s take a look at […]

Thursday, September 25, 2025

[CNBC] S&P 500 declines for a third day as Oracle and Nvidia continue to fall: Live updates [Yahoo/Bloomberg] Silver Hits $45 for First Time Since 2011 as Gold Nears Record [Yahoo/Bloomberg] Treasury Yields Climb to Three-Week High Before Fed Speakers [CNBC] Jobless claims tumble to 218,000, well below estimate despite fears of labor market weakness […]

Unforgettable Moment “I Forgive You”

Charlie Kirk’s Death Likely The Foundation Of A First Turning Gold Is Being Re-monetized Worldwide Foreign Investors: “Buy U.S. But Hedge The Dollar” “We go back in time to gold priced in yen, and it was not that many years ago that gold was 5,000 yen, and then it was 10,000, and it seemed unimaginable […]

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