Evening Digest: Trump Criticizes UN, Powell Highlights Fed Challenges
Eli Lilly and OpenAI expand in Texas, creating jobs and AI infrastructure.
Market Talk - Tuesday, Sep. 23
The oil markets had a green day today.
Gold And Silver Keep Breaking Records… But Are We Still Early?
Gold is no longer the contrarian trade. It’s the safeguard of a generation. And silver may be the most explosive opportunity of the decade.
Stocks Pull Back From Records, Snap Win Streaks
Stocks gave back from their early-morning gains today, but not before the Dow, S&P 500, and Russell 2000 all nabbed record highs.
Our Economy Has Never Needed An “Elastic” Currency
Since money is an exchange commodity, there’s no need for it to expand with the economy. It’s okay to let prices fall as we produce more goods and services.
Beyond Mega Caps: Exploring The S&P 500 Ex-S&P 100 Select Index
The representation of S&P 100 companies in the S&P 500 has grown over the past two decades. However, market participants may find it beneficial not to overlook the “other 400” members of the S&P 500.
Indian Gold Imports Hit 9-Month High In August With Resilient Demand
India ranks as the world’s second-largest gold market. August imports totaled $5.2 billion, a 37 percent month-on-month increase.
10 Stocks To Compound Interest With Dividend Growth
Compounding is what makes the stock market such a powerful vehicle for wealth creation.
BETR Stock Dubbed ‘Shopify Of Mortgages’ But Underlying Risks Remain
Better shares are now up more than 600% versus the start of 2025.
$100,000 H-1B Visas: What Does It Mean For AI?
President Donald Trump turned the employment world upside down this week by announcing a $100,000 application fee on H-1B visas for highly-skilled immigrants.
Why Warren Buffett Is Wrong About Gold
Buffett is actually wrong, gold does do something: it hedges against currency devaluation.
Why is Oracle Stock Down After Massive TikTok Deal?
Oracle has had a tremendous year, up 89% year-to-date. It is also extremely expensive, with a P/E ratio of 76.
The Trade Desk: Betting On The Future Of Digital Ads
One of the biggest challenges in business is creating awareness of a product or service. That's where advertising comes in.
The Market Projects A Much Faster Pace Of Rate Cuts Than The Fed
The Fed “dot plot” of economic projections has the Fed Funds rate for December of 2026 at a median rate of 3.4 percent. In contrast, the market projects a year-end 2026 rate of 3.0 percent.
Eurozone PMI Marches On Thanks To Stronger Services Sector
The composite PMI increased from 51 to 51.2 in September, indicating that the economy maintained a modest pace of growth in the third quarter.
Palantir Stock Could Still Be 20% Undervalued As Analysts Raise Their Forecasts
Palantir, Inc. stock could still be almost 20% undervalued based on analysts' higher revenue forecasts, using a 48% FCF margin estimate and a 0.52% FCF yield (i.e., a 192x multiple). One way to play PLTR is to short out-of-the-money puts.
Crypto’s Resurgence
Over the past two years, it’s not just the number, but the variety of crypto-focused ETFs that has expanded dramatically.
SoundHound Stock: Why Red Lobster Deal Further Dilutes Valuation Concerns
SoundHound shares are now up more than 160% versus its YTD low.
Argentina Is Collapsing And It's Quickly Spreading To The Rest Of The World
A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar.
The Corn & Ethanol Report - Tuesday, Sep. 23
ARC views corn as caught between $3.90-$4.30 until South America’s summer climate is better understood in Nov-Dec. Rallies will be sold indefinitely.

