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No matter what economists are saying regarding the state of the U.S. economy, I think the odds of a recession in the next year are increasing. Although experts currently have odds at less than 30%, I think oddsContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dilig ...

By Lewis Krauskopf NEW YORK (Reuters) -Next week's U.S. jobs data may need to tread a fine line for Wall Street, revealing a cooling labor market that supports further interest rate cuts without fueling fears about a recession. While stocks have edged lower this week, U.S. equity indexes remain near record highs after a relentless rally that has put the benchmark S&P 500 on pace for its best third-quarter performance since 2020. Some investors say the market's ascent is making stocks vulnerable to any ...

Group 1 - Berkshire Hathaway has sold a net total of $177 billion in stocks over the last 11 quarters, indicating a shift in investment strategy as the company has been a net seller for this duration [4][5]. - The company currently holds $344 billion in cash and U.S. Treasury bills, suggesting a cautious approach to investing due to elevated stock valuations [6]. - The S&P 500's cyclically adjusted price-to-earnings (CAPE) ratio averaged 38 over the last month, a historically high valuation that has correlated with negative returns in the following years [7][8]. Group 2 - Historical data shows that when the S&P 500's CAPE ratio exceeds 37, the average returns over the next one, two, and three years are typically negative, with expected declines of 3%, 12%, and 14% respectively [9]. - A machine learning algorithm from Moody's indicates a 48% probability of a recession within the next 12 months, highlighting potential economic instability [11]. - The current economic environment is characterized by weakness in the jobs market and uncertainty due to tariffs, suggesting a cautious investment stance is advisable [12].

(Bloomberg) -- Hedge fund manager David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves transformative. The Greenlight Capital founder said the trillion-dollar build-out by companies overall, such as Apple Inc., Meta Platforms Inc. and OpenAI is so extreme that the eventual returns are highly uncertain. While he expects AI will ultimately surpass today’s bullish forecasts, he que ...

Company Overview - Spire Inc. (NYSE: SR) is a natural gas company providing energy services to residential, commercial, and industrial customers [1][6] - The company's market capitalization is approximately $4.66 billion, with a trading volume of 257,645 shares, positioning it as a significant player in the utilities sector [5] Stock Performance - As of September 25, 2025, SR was trading at $79.20, which is approximately -4.03% below the price target of $76 set by David Arcaro from Morgan Stanley [1][6] - Currently, SR is priced at $79.03, reflecting a slight increase of 0.30% for the day, with a trading range of $78.47 to $79.21 [2] - Over the past year, SR has experienced a high of $79.81 and a low of $61.56, indicating some volatility in its price movements [2] Economic Context - Despite a recent federal funds rate cut, there are concerns about potential recession indicators, particularly in the housing and labor markets [3] - However, SR continues to show resilience, with stable performance in the utilities sector amidst economic uncertainty [6] Investment Strategy - Investors are advised to consider shifting towards more defensive equity investments in sectors like utilities, consumer staples, and healthcare due to recession concerns [4][6]

The conversation people are not ready for is that we would probably be in a recession if the tariffs had not been put in place.They were incredibly deflationary and allowed for the massive GDP surge earlier this year.The truth is the exact opposite of what people predicted. ...

USD dollar banknote is torn with recession wording on red background for United of America risk of great economic depression crisis concept.gettyWorried about a recession? If so, this “slowdown-resistant” 4.3% dividend is for you.Unemployment just hit 4.3%, the highest since early 2021. Payrolls keep missing, and revisions keep knocking prior month numbers even lower. Employers are clearly pulling back.The jobless headlines suggest an incoming recession. Perhaps. A big driver is automation—white-collar work ...

Q2 GDP was 3.8% and people are worried about a recession.Ridiculous. ...

Consumers will keep spending, AI and tech aren't in a bubble, and the stock market has room to run. ...