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Strategas' Chris Verrone: Difficult to get too worried about U.S. equity markets
CNBC Television· 2025-09-11 19:32
Here with us onset is Strategist chief market strategist Chris Veron. Chris, it was it's been a blistering run. Yeah.But one that hasn't been filled with massive upside volatility. It's been kind of like that meltup approach. Incremental highs all the time in almost a straight line.Is now the time to keep that momentum going and play that momentum or to be a little bit more cautious about these sets of record highs. Well, listen, we know where we are, Dom, with the calendar. It's the middle of September. We ...
‘Clearly weaker' economy will drive gold through $4,000 in six months - Strategist
KITCO· 2025-09-10 16:11
Core Insights - Jeremy Szafron has joined Kitco News as an anchor and producer, bringing a wealth of experience in journalism, particularly in finance and commodities [1][5] Background and Career Development - Jeremy began his journalism career in 2006 at CTV, initially focusing on entertainment before transitioning to business reporting, particularly in mining and small-cap sectors [2] - He gained recognition for his macro-financial and market trends analysis, becoming a sought-after commentator on CTV Morning Live and CTV News Network [2] - A significant highlight of his career was covering the 2010 Vancouver Olympic Games, which led to the development of an online video news program for PressReader, a digital newsstand with 8,000 editions in 60 languages [3] Digital Media and Industry Engagement - In 2012, Jeremy launched The Green Scene Podcast, which quickly attracted over 400,000 subscribers, establishing him as a prominent voice in the cannabis industry [4] - Following this success, he created Investor Scene and Initiate Research, platforms that provide exclusive market insights and deal-flow opportunities in mining and Canadian small-cap markets [4] Professional Expertise - Jeremy has experience as a market strategist and investor relations consultant for various publicly traded companies across mining, energy, consumer packaged goods (CPG), and technology sectors [5] - He holds a BA in Journalism from Concordia University, which has supported his diverse career trajectory [5]
X @Investopedia
Investopedia· 2025-09-10 12:00
Explore how alternative asset classes—including private equity, real estate, hedge funds, private credit, infrastructure, and commodities—have compared with traditional investments as plan administrators look to add them to your retirement options. https://t.co/1aNXQj1YXJ ...
Lululemon Q2: Don't Be Fooled, Still Not Cheap
Seeking Alpha· 2025-09-05 20:16
Core Insights - The article emphasizes the importance of building robust and diversified investment portfolios to preserve and increase wealth over time [1]. Group 1: Company and Industry Focus - The Pragmatic Investor is designed to guide investors of all levels through global macro, international equities, commodities, tech, and cryptocurrencies [1]. - The investment group is led by James Foord, an economist with a decade of experience analyzing global markets [1]. - The features of The Pragmatic Investor include a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for discussions [1].
Tariffs Are Taxes: Ergo, Tax Cuts Are Coming
Seeking Alpha· 2025-09-05 14:41
Group 1 - The article discusses the muted market reaction to the potential reversal of tariffs, indicating a cautious sentiment among investors [1] - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to assist investors in building diversified portfolios [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing wealth preservation and growth through robust portfolio construction [1]
X @The Economist
The Economist· 2025-09-01 17:50
Blame China, slumping commodities and creaky growth https://t.co/B0Np5NuVB6 ...
X @Sei
Sei· 2025-08-30 21:20
On-Chain Asset Expansion - Sei Network aims to bring a wide range of traditional financial assets on-chain, including stablecoins, treasuries, ETFs, GDP data, stocks, money markets, mutual funds, derivatives, corporate bonds, commodities, private equity, and index funds [1] Speed and Efficiency - Sei Network emphasizes faster transaction speeds for all on-chain assets [1]
X @Sei
Sei· 2025-08-30 15:11
Onchain Assets - Everything is coming onchain, including Stablecoins, Treasuries, ETFs, GDP Data, Stocks, Money Markets, Mutual Funds, Derivatives, Corporate Bonds, Commodities, and Private Equity [1] Blockchain Platform - Everything moves faster on Sei, indicated by the ticker symbol ($/acc) [1]
X @Bloomberg
Bloomberg· 2025-08-29 02:05
Investment Strategy - Thailand's Government Pension Fund anticipates that gold, commodities, and a global equities rally will fuel a recovery in its returns [1] - The fund aims to rebound from a poor performance in the first half of the year [1]
Mike Henry BHP CEO talks global tariff impact on metal shipments
CNBC Television· 2025-08-21 04:09
So joining me now in an exclusive interview is Mike Henry, BHP's CEO. Mike, it's great to have you back on the show. Welcome.Great to be here. So let's start right there because you did just put out your fiscal 2025 results. Profit came in a little softer than expected by the street.Um but you did pay a bigger than expected dividend and you did say that global demand for commodities remains resilient. Uh why is that the case. Where are you seeing it.Look, so so we're seeing pretty strong growth in China. Th ...