This Week In Markets: Earnings, Inflation, And Geopolitical Shifts
The stock market continued its October rebound with a decisive move higher this week.
Three Things - Scandals, ETFs, And Discipline
The NBA is embroiled in a huge gambling scandal. It’s not at all surprising. What’s actually surprising is that anyone got caught.
Palantir Stock Pops On Positive Inflation Report: Here’s What To Know
Since the start of the year, PLTR stock has gained over 144%, obliterating the competition. It’s also fared reasonably well amid recent market jitters.
Is Amazon The Best Mag 7 AI Stock To Buy Before Earnings?
AWS has helped transform Amazon into an economic and technology giant. It also provides a strong foundation for rapid AI growth.
Bear Flags Begin To Form On Gold And Silver
Technical analysis of gold, silver, platinum and palladium.
Stocks And Precious Metals - Approaching Recession
Risk assets rallied today when the inflation data this morning was seen as benign.
Gold Stocks Slammed
Gold miners’ stocks were just slammed sharply lower as high-flying gold started wobbling. Gold stocks’ great leverage to gold is a double-edged sword, amplifying rallies and selloffs alike.
USD/CHF Price Forecast: Stays Range-Bound Below 0.8000
Key support is seen at 0.7873 and yearly trough at 0.7829.
Volatility Just Broke The Market
Someone is buying back-month volatility very quietly in the backdrop. They're not buying short-term protection that everyone would notice. They're positioning 84 days out where most traders won't detect it.
Why Abercrombie & Fitch Could Be One Of The Market’s Deepest Value Plays
Abercrombie & Fitch is a global specialty retailer offering casual apparel and accessories under the Abercrombie, Hollister, and Gilly Hicks brands.
AMD Stock Climbs 7%, Breaching $400B Market Cap Amid Chip Sector Rally
The rally pushed AMD’s market capitalization to $400 billion for the first time, marking another milestone in the company’s remarkable 2025 performance.
Market Talk - Friday, Oct. 24
The major European stock markets had a mixed day today.
Stocks Log Record Closes As Dow Clears 47K
Stocks stuck the landing today, finishing strong into the weekend. The Dow closed above 47,000 for the first time ever this afternoon, while the S&P 500 and Nasdaq scored record closes of their own.
High Dividend 50: Ellington Financial Inc.
The annual dividend is currently $1.56 per share, translating to a yield of 11.5%. However, Ellington Financial has a volatile dividend history, with cuts and subsequent increases.
Federal Reserve Preview: Inching Closer To Neutral
The Federal Reserve is expected to respond with another 25bp interest rate cut on Wednesday, and could also bring QT to a conclusion.
“Gold Bubble” Callers, On Cue
Unless the world is ending (with stocks taking an epic crash), gold will be going much higher in a new macro very unlike the one that ended in 2022.
From Boycotts To Buybacks: Why Walmart Outshines Target In 2025
While Target struggles with declining sales, layoffs and a weakened brand strategy, Walmart entrenches its retail dominance.
Market Giddy Over Tame CPI For September, But Was It Really Tame?
This report is very late. But it’s accurate to the normal extent of BLS accuracy (which isn’t saying much) because the data was already collected before the government shutdown began.
All Clear From CPI
Today’s reaction is more about stock traders using today’s good news on inflation as an excuse to continue the rally that was already in place than about the ratification of future rate cuts.
Earnings Beat Rate Hits A 4+ Year High
Q3 earnings are still looking very healthy now that 30% of the S&P 500 index has reported results.

