Indian bonds present an attractive opportunity for foreign investors after a bruising selloff, according to BlackRock https://t.co/Zznr9czFxo ...

Gold has kept setting new price records this year and punched through $3,700 an ounce in September. Why are investors rushing to bullion? Here's what to know https://t.co/LOmZLebOp6 ...

How Jared Kushner’s Bold Bets In The Middle East Made Him A Billionaire https://t.co/SXI969N0C4 ...

Market Trends - Japan's real estate market is showing renewed interest [1] - Japan's second-biggest real estate investment trust is considering raising tens of billions of yen in new capital [1] Investment Strategy - The capital raise is planned to acquire office buildings in high-rent districts [1]

ProCap BTC has hired the following executives:1. Jeff Park (@dgt10011) as Chief Investment Officer2. Megan Pacchia (@meganpacchia) as COO3. Kyle Wood as Chief Legal OfficerThe team you hire is the company you build.I am very excited about this group of all-stars. ...

🚨 JUST IN: Michigan Strategic Bitcoin Reserve bill has progressed for the first time since February.It would allow 10% of state funds to be invested in Bitcoin. https://t.co/Akdhyj9Ggx ...

Market Outlook & Investment Strategy - Goldman Sachs encourages clients to stay invested and deploy incremental capital over 6-18 months, anticipating potential drawdowns [2] - The market has an 80% probability of experiencing a 10% drawdown, but valuations are not always reliable predictors of market performance [3] - Family offices are looking to decrease cash holdings by 30% over the next 12 months, shifting towards public and private equities [5] - There is significant "right tail risk" in the market, suggesting potential for further upside [7] Economic Factors & Fed Policy - $73 trillion is sitting in money market funds, which could move into risk assets as rates decline [8] - The Fed anticipates a slowdown followed by reacceleration, driven by fiscal and monetary stimulus, and a weaker dollar [9] - Fiscal stimulus is expected to increase cash flow for consumers and corporations [10] AI & Earnings - AI capex has doubled in the last two years, from $150 billion to $300 billion, but remains at 50% of cash flows, unlike the tech bubble [12][13] - The top five stocks have a return on equity (ROE) of 65% and grew over 20% in the first half of the year [14] - The market is more driven by earnings than the overall economy [16] Market Positioning & Sentiment - Client sentiment is mixed, with wealth management clients being neutral to risk-on [4] - Hedge funds are at the 40th percentile of net long positioning, and mutual funds are holding $170 billion in cash, indicating relatively light positioning [6] - The market is expected to hover around current levels until the end of the year, with a moderate upward trend in 2026 [17] Small Caps vs Large/Mid Caps - Small caps have been performing well, but last year the S&P outperformed small caps despite rate cuts and GDP growth [18][19] - Goldman Sachs prefers large and mid-cap stocks [19]

Overseas investors added to their holdings of US Treasuries in July, with the total value climbing to a record high — propelled by gains in the UK and French stockpiles that more than offset a drop in China’s https://t.co/034ijga5OW ...

Carl, that's right. The president just wrapping up a joint press conference with Kier Starmer, the prime minister of the UK at Checkers. That's Kier Starmer's country house.The president was asked about Tik Tok and his deal uh with the Chinese. The president said he's got to wait until he has a call with Xiinping tomorrow to firm up the details. He was asked specifically if the American owners, the new American owners of the company will have to invent their own algorithm or if they'll be using the legacy C ...

How Jared Kushner’s Bold Bets In The Middle East Made Him A Billionaire https://t.co/QSkID1aNyL ...