Joining us now to talk about the impact of a shutdown, Mark Zandandy, Moody's Analytics chief economist for all these reasons, Mark, you know, should are investors right to brush off the threat of a of a shutdown and what that might do economically. >> Well, Sarah, I mean, if the shutdowns a week or two and that's probably the most likely scenario, and that's probably what investors think is going to happen appropriately. So, then, you know, from a macroeconomic perspective, a market perspective, no big dea ...

Market Overview & Economic Outlook - Market experienced minor declines, around 1% or less, but this reflects recent market trends [1] - The economy maintains significant momentum, supported by GDP revisions [2] - AI super cycle continues to drive growth in mega-cap tech stocks [2] - A consolidation period is expected, but the strength of the economy and the AI sector suggest it won't be a major correction [3] Investment Strategy & Sector Focus - Today is generally a good day to invest for long-term goals like retirement, savings, and college [3] - For those nearing retirement, a more conservative approach focusing on dividend growth or dividend income stocks is advisable [4] - Healthcare sector is currently undervalued, trading at its lowest relative weight in the S&P since 1994, with big pharma trading at approximately a 30% discount to the S&P [8][10] - Healthcare sector is expected to be positively transformed by AI [11] Bull Market & Historical Context - Historically, bull markets have an average length of about 8 years; the current bull market is approximately 2 and a half years old since the Chat GPT lows in October/November 2022 [5] - The NASDAQ is trading about 12% above its 200-day moving average, which is less extended compared to the technology sector in 1999 [6] Risk Factors & Confidence Level - Geopolitical risks, particularly in Eastern Europe and Ukraine, are concerning and could impact oil prices [14][15] - High confidence in avoiding a recession and limiting drawdowns to a maximum of 5-10% [16]

The Canadian economy appears set to avoid a technical recession this year with a strong third-quarter rebound. https://t.co/dE0gIr4hKC ...

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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 ...

Berkshire Hathaway has been selling stocks and accumulating cash, a clear sign that Warren Buffett is worried about elevated valuations.The S&P 500 (^GSPC -0.50%) crashed when President Trump announced sweeping tariffs in April. But the index has since rebounded 33% from its low and is currently on the verge of delivering a positive return for the fifth consecutive month.The economy has been more resilient than investors initially feared, and S&P 500 earnings were better than expected in the first and secon ...

(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 ...