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Increased tariffs going to flow through supply chain and inflation data, says Bleakley's Boockvar
CNBC Television· 2025-07-11 21:45
Thanks for joining us with the latest. Hopefully the president gives you a little bit of a break. It's Friday after all.Well let's bring in Peter Boockvar. Appreciate Megan joining us. He is the chief investment officer at Bleakley Financial Group.He's also a CNBC contributor. Peter, thanks for joining us. Megan brought up a number of good points.I guess the first one I'd love to ask you about is Austan Goolsbee. Goolsbee's, concerns about what's going on with tariffs and if an increase in tariffs will also ...
Bitcoin: Race To The Bottom
Seeking Alpha· 2025-07-11 15:43
Group 1 - Bitcoin has distinguished itself from other risk assets over the past year, indicating its unique position in the market [1] - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors through various market conditions [1] - The investment group emphasizes building robust and diversified portfolios to preserve and increase wealth over time [1]
Bill Baruch launches new mining portfolio
CNBC Television· 2025-07-09 17:05
>> All right. >> Gold's rally taking a bit of a breather over the past few weeks, however, Halftime committee member Bill Baruch still sees a big opportunity there and elsewhere in the mining space. It's good to see you.So you just launched a new portfolio centered around mining. Tell our viewers more, please. >> Absolutely.>> Thanks for having me on about this. The idea here is gold. We have a really great background in commodities.My team and I have worked really hard putting this together and working thr ...
Dow Jones called higher as market 'are not panicking' over copper tariffs
Proactiveinvestors NA· 2025-07-09 12:27
Core Insights - Proactive provides fast, accessible, and informative business and finance news content to a global investment audience [2] - The company specializes in medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
The World’s About to Collapse… And Crypto Might Save You
Coin Bureau· 2025-07-05 14:01
Fourth Turning Overview - The theory of the Fourth Turning suggests that history moves in predictable cycles of roughly 80 to 100 years, divided into four phases: the High, the Awakening, the Unraveling, and the Fourth Turning [1] - Fourth Turnings are periods of deep crisis that reshape society, often involving wars, revolutions, economic crashes, or widespread social unrest [1] - The current Fourth Turning is driven by economic imbalances, political and social fragmentation, geopolitical shifts with China's rise, and a generational transition [2] Economic Implications - Decades of economic imbalance, fueled by debt accumulation and low interest rates, have created a fragile system [1] - Governments may resort to inflating away debts, which benefits them but erodes citizens' savings and purchasing power [2] - Financial repression, where investors are forced to hold government debt despite diminishing values, may be implemented [2] Geopolitical Risks - Tensions between the US and China, particularly over Taiwan, could escalate into conflict, disrupting global supply chains and financial markets [2] - Polarization between Western nations and the BRICS countries is an early sign of this geopolitical shift [2] Investment Strategies - Bonds could become a risky bet due to inflation and rising yields [3] - Tangible sectors like infrastructure, defense, commodities, manufacturing, and energy may outperform growth-focused tech stocks [3] - Precious metals like gold and silver historically perform well during inflation and currency devaluation [3] - Cryptocurrencies with genuine real-world adoption are more likely to survive the upcoming bear market [3] - Geographic diversification is critical to avoid capital controls [4]
Food Will Tell Our Story | Jeffrey Held | TEDxNYU Langone Health
TEDx Talks· 2025-07-02 16:42
I want you to imagine this. You're walking in an herb garden on a warm July day. Scents of lavender, basil, and thyme.Or someone you love baked chocolate chip cookies still warm filling the room with their aromomas. I was born with an incredible sense memory surrounding taste and smell. Simmering pot roast brings me back to my grandma's kitchen 40 years ago.I dream about tropical fruit, roasted coffee beans, perfectly cooked pasta, or sweet ice cold ripe watermelon. Food controls my moods. A good tasting at ...
Oil supply is set to grow 4x more quickly than demand this year, says Goldman Sachs' Daan Struyven
CNBC Television· 2025-07-01 11:32
All right, let's take a look at WTI this morning. Crude oil up by about 1% 6577. It's dropped down from the rough roughly $75 level that we saw just a couple of weeks ago when Israel and Iran were firing missiles at each other.Joining us right now is Don Striven. He is Goldman Sachs co-head of global commodities research and it's the um beginning of a new quarter. So, let's look back at what happened last quarter, Don, and just kind of walk through things.WTI was up 7% for the month, but it's down 9% for th ...
Hims & Hers: You Are Missing The Big Picture
Seeking Alpha· 2025-06-30 14:00
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]
Coinbase Is Unlocking A Trillion-Dollar Opportunity
Seeking Alpha· 2025-06-26 09:02
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors in their investment journey [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and grow wealth [1]
Still Cheap After Near 100% Gains? Oscar Health Stock Could Continue Higher
Seeking Alpha· 2025-06-23 21:19
Core Viewpoint - OSCR is identified as a company with significant potential, and despite a recent substantial stock rally, it is still considered undervalued [1]. Group 1 - The Pragmatic Investor focuses on global macro trends, international equities, commodities, technology, and cryptocurrencies, aiming to assist investors at all levels [1]. - The investment group emphasizes building robust and diversified portfolios to preserve and increase wealth over time [1]. Group 2 - The article is authored by an economist with a decade of experience analyzing global markets, leading to insights on investment opportunities [1].