The Safe Haven Shift Is Already Underway
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There is a simple question that sits at the center of today’s financial system, and almost no one asks it directly: Who is actually buying all of this U.S. debt? Washington continues to run large deficits. Treasury issuance keeps climbing. And yet, beneath the surface, a new class of buyer has emerged, one that does not show up in the usual…
Australian electricity costs are now two to three times higher than our global rivals. BHP’s Mike Henry dropped that bombshell last month, warning we’re losing the energy investment race. Sandfire Resources’ CEO piled on, noting others are delivering carbon-free power while we’re still debating how to get there. The diagnosis is harsh, but everyone has…
Key Points GitLab posted a solid quarter and guided for growth, but the forecast is weak compared to expectations and undercutting the price action. Analysts revised their outlook, with many lowering price targets but maintaining a positive long-term view. Weak guidance and high valuation could lead to further stock price declines. 5 stocks we like…
USDCAD and USDCNH: USDCAD erased last week’s losses USDCAD and USDCNH: USDCAD erased last week’s losses Source link
Here are the most clicked items on Alpha Ideas this week: Jackie Shroff’s wild money story (FE) Investing overseas via FoF (AI) ED arrests Amitabh Jhunjhunwala (DH) Wealth Management is a Credibility Marathon (AI) When to fire a Fund Manager (AI) 10 Busiest Indian Airports (AI) China Shock 2.0 (FT) India’s nuclear bet is starting…
Watch this video on YouTubeyoutu.be/E2NQDtnsNa8 How to Trade S&P500 Futures on 4-Hour ChartJunk Debt Confirms Stock’s RecordsDollar Continues to Weaken Helping Gold. Gold Miners Hit All-Time HighsInterest Rates Take a Dive. Even Long-Dated Treasuries RallyRecent Trade Example: Google Up Over 27%! Stocks Covered In Members Only Video:Market Breadth, Crude Oil, NZDUSD, AUDUSD, SPY, DIA, QQQ,…