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Pairs In Focus - Sunday, Nov. 2

Sun, 11/02/2025 - 13:00
The US dollar fell significantly against the Canadian dollar during the trading week. When the Federal Reserve suggested that a December rate cut isn’t necessarily a given at this point, the US dollar recovered quite rapidly.

Debt Monetization And Pipelines

Sun, 11/02/2025 - 12:40
Midstream energy has been a passive bystander to the AI-fueled excitement of the S&P 500. Yet, long-term investors in the sector are enjoying 5% yields with growth, strong balance sheets, and inflation-linked pricing power on pipeline fees.

NIO Vs. BYD: Which Chinese EV Player Holds The Edge Now?

Sun, 11/02/2025 - 12:20
Year-to-date, shares of NIO have jumped more than 60%, handily outperforming BYD stock’s gain of 14.3%. The big question for investors is—which company is a better choice now for exposure in the Chinese EV industry?

High Dividend 50: Cross Timbers Royalty Trust

Sun, 11/02/2025 - 12:00
Cross Timbers Royalty Trust has fallen roughly 34% from its peak over the past five months. The stock’s high yield may appear attractive, but its performance remains tied to volatile commodity markets. Here is a look at the stock's dividend data.

Equity Sector Rotation Chartbook For October 2025 - Nirvana

Sun, 11/02/2025 - 11:40
What if I told you that you could outperform the S&P 500 by investing in market-leading U.S. technology firms—and enhance that outperformance further by adding non-U.S. equities? Sounds too good to be true? Well, yes and no.

Brookfield Asset Management Looks To Go Nuclear

Sun, 11/02/2025 - 11:20
Nuclear energy has enormous potential, and I’m closely watching new investment possibilities as they come up. That’s why I zeroed in on the big news from Cameco and global alternative asset manager Brookfield Asset Management.

Bitcoin Drops To $110k After Another Market Dip

Sun, 11/02/2025 - 11:00
The crypto market ends the week at a total market capitalization of $3.7 trillion.

S&P 500 Faces Strong Headwinds As Liquidity Tightens And Dispersion Unwinds

Sun, 11/02/2025 - 10:44
The average repo rate on Friday surged to 4.29%, about 29 basis points above the Standing Repo Facility rate.

Apple's Free Cash Flow Surges, Implying AAPL Stock Could Be 20% Too Cheap

Sun, 11/02/2025 - 10:28
Apple Inc.'s revenue was up 8% YoY for the quarter and fiscal year ending Sept. 27, 2025. Its free cash flow surged 10.8% YoY to almost $99 billion and up 8.5% QoQ.

Three Things – The Good Enough Portfolio

Sun, 11/02/2025 - 10:12
Expectations for U.S. stocks (mainly U.S. tech) are very, very high. Historically, stocks have been about 15-20 year instruments by this metric so 24 is getting up there.

Stock Valuations Are The Most Deviated They've Ever Been In History

Sun, 11/02/2025 - 09:55
The bull rally marches on, and looks poised to continue through the end of the year.

The Largest Asset Class In The World Just Collapsed

Sun, 11/02/2025 - 09:36
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class.

When Regulation, Not Capitalism, Creates Fake Jobs

Sun, 11/02/2025 - 09:25
From an Austrian perspective, most “fake jobs” appear precisely where the market test is suspended by government intervention, where profit-and-loss signals are muted, and where coercive funding shields inefficiency from discovery.

A Lack Of Very Cheap Oil Is Leading To Debt Problems

Sun, 11/02/2025 - 09:10
Economists, actuaries, and others tend to make forecasts as if whatever current situation exists will continue indefinitely or will perhaps improve a bit.

High Dividend 50: Plains All American Pipeline, L.P.

Sun, 11/02/2025 - 08:48
The company’s annual dividend is $1.52 per share. At its recent share price, the stock has a high yield of 8.9%.

Income Opportunities In Precious Metals

Sun, 11/02/2025 - 08:23
A deep dive into the world of mining, precious metals, and digital currencies — revealing insights every serious investor should know right now.

GBP/USD Weekly Forecast: Fears Confirms And Support Levels Prove Vulnerable

Sun, 11/02/2025 - 08:11
The price velocity downwards seen last week in the GBP/USD was violent. However, this is not the first time fast conditions have been experienced by traders.

Visa Dividend Increase

Sun, 11/02/2025 - 07:58
​​​​​​​On 28 October, Visa increased its dividend by 13.56%, from 59¢ to 67¢ per share.

Visa Stock: Stablecoin Card Spending Quadruples As Crypto Integration Grows

Sun, 11/02/2025 - 07:25
Visa's Q4 stablecoin card spending quadrupled year-over-year as the company expands support to four stablecoins across multiple blockchains.

These Are The World's Biggest Gold Mines

Sun, 11/02/2025 - 07:00
Fueled by geopolitical tensions, economic uncertainty, and persistent central bank demand, gold surged nearly 60% this year to hit record highs above $4,000 per ounce in October before easing to find support near that level.

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