After putting in an all-time high near $4,400 an ounce in mid-occtober, gold experienced a sharp sell-off, losing 11% of its value in just 7 days, including the largest 1-day drop in over a decade. But was this a fundamental narrative change or just a reflection of extended market positioning. Many analysts believe it's the latter, citing the parabolic 30% rally that began in late August.This up move corresponded with several high-profile banks and individuals advocating for gold to be a bigger part of an i ...

Economic Policy & Inflation - The administration inherited a terrible inflation crisis, but there are signs things are getting better, such as the price of eggs, energy, and gasoline decreasing [2] - Lower energy prices will eventually filter out into the entire economy, but this process takes time [3] - The focus is on getting people good jobs, higher wages, and bringing down the cost of goods [4] - A major problem with the previous economy was that people had jobs where they couldn't build a career, making only $145 per hour without the prospect of earning more [6] Housing & Immigration - Housing is too expensive because the country was flooded with 30 million illegal immigrants who were taking houses that ought to go to American citizens [4] Political Strategy & Criticism - It is not effective to simply blame the previous administration for current problems, especially as time passes [10][11] - The administration's credibility is questioned, particularly regarding silence on controversial issues [14] - The administration does not seem to have a clear plan other than blaming the previous administration [14]

The Swiss franc climbed to a 10-year high against the euro as expectations of stickier inflation and the prospect of lower US tariffs bolstered demand for the haven currency https://t.co/olJsKhfy1U ...

So, how do you think the tariffs on the imported pasta are going to change things for your customers here. >> Well, obviously will come with an increase on pricing. Uh, especially for people like us that we don't like to compromise on the quality of the products.>> Are you concerned at all for your business. >> Of course. Of course.You know, time for restaurants is very difficult these days with all the cost increases from energy to rent to labor. Especially here in New York there is a lot of prediction for ...

Monetary Policy - Fed Bank of Cleveland President Beth Hammack suggests the US central bank should maintain stable interest rates to continue lowering inflation [1]

Monetary Policy - St Louis Fed President Alberto Musalem suggests caution with further interest rate reductions [1] - Inflation remains above the central bank's 2% target [1]

Boston Fed President Collins speaking yesterday at a community banking conference, taking a cautious tone around the path forward for rate cuts. A view that is echoed by our next guest. Joining us here at Post 9 this morning is former Minneapolis Fed President Gary Stern.Gary, it's great to have you back. Good morning. >> So Collins, Daly, Bostic, sort of this school that maybe it's good to slow down.>> Uh yes, and I would agree with that. I don't think first of all I don't think there's a compelling ration ...

Core Insights - Starbucks Corporation (SBUX) shows early signs of stabilization entering fiscal 2026, with its future dependent on sustaining comparable sales momentum and managing ongoing inflationary pressures, particularly in coffee costs [1][10] Financial Performance - The company concluded fiscal 2025 with its first positive global comparable sales growth in seven quarters, attributed to improved U.S. traffic trends and strong international performance, including growth in China [2] - Starbucks anticipates continued comparable sales growth throughout fiscal 2026, although management acknowledges that recovery may not be linear [4] Operational Strategy - A significant factor in Starbucks' performance will be the implementation of the Green Apron Service, which focuses on staffing, speed, and customer connection, showing early positive results in U.S. stores [3] - The company is enhancing service execution, particularly during morning hours, and plans to introduce new menu items to support transaction growth and premium offerings [4] Cost Management - Persistent coffee inflation and tariffs are expected to pressure margins, with elevated coffee prices likely affecting profitability through at least the first half of fiscal 2026 [5] - Starbucks is restructuring general and administrative costs and improving unit economics by closing underperforming stores, although earnings may lag behind revenue growth due to labor investments [5] Competitive Landscape - Competition from McDonald's (MCD) and Dutch Bros (BROS) is significant as Starbucks seeks to strengthen its comparable sales and manage coffee cost inflation [7] - McDonald's McCafé platform is gaining popularity among value-seeking consumers, while Dutch Bros is rapidly expanding in the specialty beverage market, posing challenges to Starbucks [8] Valuation Metrics - Starbucks shares have increased by 0.9% over the past six months, contrasting with a 9.7% decline in the industry [9] - The company trades at a forward price-to-sales ratio of 2.54, which is below the industry average of 3.39 [13] Earnings Estimates - The Zacks Consensus Estimate for Starbucks' fiscal 2026 and 2027 earnings per share (EPS) suggests year-over-year gains of 16.9% and 23.6%, respectively, although EPS estimates have declined in the past 30 days [15]

Group 1 - The article introduces ML Research as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 2 - The author reflects on their journey in investing, starting from a young age and evolving from paper trading to a disciplined approach that combines technical and fundamental analysis [2] - The focus has shifted towards swing trading small to mid-sized companies perceived as undervalued, with an emphasis on achieving strong, risk-adjusted returns [2]

Federal Reserve Bank of Boston President Susan Collins said she favored holding interest rates steady amid still-strong growth that could slow or stall progress on cooling inflation https://t.co/6dDoXqubRg ...