[Music] What if the strongest kind of strength isn't allowed. What if it doesn't come with big wins or bold speeches. And what if real strength just whispers, "Try again." Let me take you back to my fourth grade.I just come home from school. Backpack still on, shoes still dusty. When my right hand started to shake, not the kind of shake that would stop.It wouldn't stop. Not for a minute, not for an hour. What followed were weeks and weeks of hospital visits, MRIs, and scans, and questions no one could answe ...

Stock prices, expectations, and uncertainty are all high heading into September, historically a rough month on Wall Street, but experts see ample reason to stay invested. https://t.co/zoIU9LU5J4 ...

Market Overview - US farmers face a challenging economic landscape due to potential oversupply of corn and soybeans [1] - Trade disputes exacerbate the situation, leading to negative profit margins for many in the industry [2] Production & Supply - USDA forecasts a record 167 billion bushel corn crop and a 429 billion bushel soybean crop [1] - Potential oversupply of corn and soybeans has pressured prices lower [1] Trade & Export - US tariffs lead to retaliatory tariffs on US agricultural products, making American exports more expensive [2][3] - Trade tensions risk losing crucial export partners to countries like Brazil [3] - New crop soybean commitments from China have plummeted to a 20-year low [3] - US new crop corn exports are the second highest in the past 20 years, driven by strong demand from Mexico [3]

US features a pretty flat European features that kind of mix. But Asia has been weak as a result of selling of tech stocks. But for Alibaba, it's a lot of mixed signals going into today's European session, I suppose.Morning. Yeah, well, we are definitely seeing a bit of a rout there coming over from Friday and with with the stocks leading in the US and we're seeing that coming through in Asia this morning as well. I think one of the things I've been looking at is that I think that's going be quite good for ...

How To Stay Focused At Work When Everything Feels Uncertain https://t.co/jBEztOKl9L https://t.co/Ffjgr7Ps7N ...

The huge uncertainty leading up to the UK Budget is damaging in itself with businesses and individuals unable to plan. How could we do things differently? Get The Readout with @AllegraStratton https://t.co/N0nnD6S9SK ...

The problem with generalized tariffs on all goods coming into the United States 10% or higher is that every consumer has to pay more. That means every consumer effectively is poorer. Faces a larger tax. It is not just a large tax.It's also a regressive tax in the sense that consumers who have lower incomes have to pay a larger portion of their incomes in the form of this tariff tax. That means that everybody around the economy are not just the exporters to the United States, but also United States companies ...

VIX Call Spread Strategy - The firm is buying VIX call spreads expiring in September as a hedge against market uncertainty, particularly around the Jackson Hole event and potential announcements from JPAL [1][2] - The strategy involves buying 23 strike calls and selling 29 strike calls, costing approximately $1 for a $6 spread, with a maximum return of $5 [2] - The firm views the VIX as potentially undervalued given the current level of uncertainty [2] Market Outlook and Risk Management - The firm expresses more concern about the upside of the market, using the VIX call spread to provide confidence to investors to hold AI-related technology investments [4][5] - The firm suggests that if JPAL takes a hawkish stance, it would reduce holdings in offensive, alpha-driven names in technology, communications, and some industrials within the portfolio [8] - The firm acknowledges the strong performance of the technology ETF (XLK) and emphasizes active portfolio management [9] Fed Policy and Market Impact - The report mentions a decrease in the outlook for a Fed rate cut, dropping from 80% to 70% [6] - The firm believes that any market weakness has been bought up due to many investors remaining on the sidelines [10] - The firm anticipates Powell addressing the Fed's communication strategy and approach to inflation over the next 5 years, potentially leading to quicker rate hikes [10][11]

The Three Axes of Uncertainty at Jackson Hole https://t.co/t4qc5tl7BF ...

Life is uncertain it always has been. It always will be when uncertainty grows decision makings. Think about the last time you faced uncertainty.Maybe it was deciding on investment accepting a new job offer or the chos umbrella on PhD candidate in finance. My research deals with the forecasting tail risks, those rare unpredictable events that exist at the edge of possibility. People often ask me, is it even trying to predict unpredictable.Surprisingly, the answer is yes because uncertainty is not just a thr ...