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Coons: Tariffs "Overstated," Defense "Overbought" & A.I. Here to Stay
Youtube· 2025-09-24 22:00
Adam Coons is with me, chief investment officer at Winrip Capital Management as markets are at new highs. Are they too frothy. Where are the bubbles.We have so many questions for Adam today. It's good to see you. Welcome back.Thanks for having me. So, how are you feeling about this market now. I mean, like you said, it is frothy.uh so it does feel a little bit extended but when we look at the economy and you know the real data signs it's hard to see a case that uh the market should be going down or anything ...
2 Income Powerhouses Entering Deep Bargain Territory
Seeking Alpha· 2025-09-24 20:27
The real economy has now for several months and even quarters shown an increasing formation of unpleasant risks. The main ones are obviously the stubbornly high inflation and the weakening labor market. For the former, there isRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan- ...
'WILD ASSETT BUBBLE': Jerome Powell revealed his interest rate 'tell'
Youtube· 2025-09-24 19:00
Well, with unemployment edging up and inflation stuck above the Fed's 2% target, Jay Powell sees risks everywhere. Near-term risks to to inflation are tilted to the upside and risks to employment are tilted to the downside. A challenging situation.Two-sided risks mean that there is no risk-free path. Equity prices are are are fairly highly valued, but equity markets aren't hesitating. Stocks have jumped since the Fed's decision to cut rates, and traders still see more cuts before years end.So, is Powell's p ...
What Does Q4 Hold for the U.S. Economy? ETFs to Consider
ZACKS· 2025-09-24 18:26
The S&P 500 Index has gained roughly 3.7% so far in September, bringing year-to-date gains to 13%. With the Fed delivering its first rate cut of 2025 in September and markets pricing in two more cuts this year, some market upside appears likely in the near term.According to the CME FedWatch tool, markets are anticipating a 94.1% likelihood of an interest rate cut in October and a 99% likelihood of an interest rate cut in December. However, weak consumer confidence, fears of rising inflation levels and persi ...
Tim Seymour: Operational leverage in gold mining companies is extraordinary
Youtube· 2025-09-24 18:22
CNBC contributor and fast money trader Tim Seymour is here on set. >> It's great to it's great to be here on the exchange though. I mean let's this is this is fun stuff.This is you know talking gold with you guys here. I mean what's better than this right on campus. >> But you still I mean you still like it. You still see upside.What's the catalyst here. >> Part of this is leave the gold macro out of this. If you listen to Pneumont which is the largest position it's the largest waiting in the gold index.It' ...
Strategas' Chris Verrone: We're seeing reflationary pulses, not ominous inflation
Youtube· 2025-09-24 16:50
into that. For more on the markets, let's bring in Strategus chief market strategist, Chris Verone, who joins us here at Post 9 on this Wednesday. Good to see you, Chris. Good to be here, Carl.Thank you. >> So, the indexes aren't moving a ton, but the dollar's creeping up and the VIX is creeping up and the tenure has been sticky. Is there an a rotation in defensiveness.>> Yeah, I think we're always on guard for any subtle shifts to the macro. And let's take those one by one. on the dollar.I just think peopl ...
Trump says US government workers are getting checks — but not even working.
Yahoo Finance· 2025-09-24 16:13
Getty Images / Andrew Harnik Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. President Donald Trump is making it clear that his push for a leaner, more efficient government won’t be slowing down anytime soon. Speaking from the Oval Office in February, Trump took aim at federal employees he claims are collecting government paychecks while working second and even third jobs on the side. Must Read “Nobody shows up to work because they're all, quote, work ...
Will Higher Operating Expenses Derail ASTS' Growth Trajectory?
ZACKS· 2025-09-24 15:16
Key Takeaways ASTS struggles with rising inflation, capital costs and high operating expenses.Plans call for deploying 4560 satellites by 2026, driving heavy spending needs.ASTS shares have surged 124.7% in a year, with 2025 earnings estimates trending higher.AST SpaceMobile, Inc. (ASTS) has been adversely impacted by unfavorable macroeconomic conditions, including rising inflation, higher interest rates, capital market volatility, tariff imposition and geopolitical conflicts. These have led to continued fl ...
Volta Finance Limited - Net Asset Value(s) as at 31 August 2025
Globenewswire· 2025-09-24 14:43
Volta Finance Limited (VTA / VTAS)August 2025 monthly reportNOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES Guernsey, September 24th 2025 AXA IM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for August 2025. The full report is attached to this release and will be available on Volta’s website shortly (www.voltafinance.com). Performance and Portfolio Activity Dear Investors, In August, Volta Finance achieved a ...
Markets Slip As Powell Stays Cautious, Nvidia Fuels AI Frenzy
Forbes· 2025-09-24 14:15
Nvidia is investing in OpenAI. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey TakeawaysPowell’s Cautious Remarks Shift Focus Toward Upcoming Inflation DataNvidia’s Massive AI Investments Drive Market Cap And Sector MomentumLithium Americas Surges On Potential Government Stake And EV DemandMajor market indices fell on Tuesday with the S&P 500 dropping 0.55% and Nasdaq Composite falling 0.95%. The Dow Jones Industrial Average and Russell 2000 fell by 0.19% and 0.24%, respectively. After celebrating la ...