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Gold stocks are trying fortify supply chains in the United States: Canaccord Genuity's Gianarikas
Youtube· 2025-10-09 18:35
My next guest is expecting even more gains in that space. He's got a buy rating on both MP and USR. So for more, let's bring in George Gianas.Did I get that right. Analyst at Cancord Genuity. Perfect.Awesome. Great. George, welcome to the show.Let's start right there because there is an incredible amount of appetite and attention from investors into the rare earth space. However, the actual mining and then refining and then producing into magnets of rare earths, that supply chain takes a long time to stand ...
Trump's Stock Market Grab: What It Means For Nvidia, Intel And The U.S. Economy
Investors· 2025-10-08 15:39
©2025 Investor's Business Daily, LLC. All Rights Reserved. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD Weekly, Investor's Business Daily, Leaderboard, MarketDiem, MarketSurge and other marks are trademarks owned by Investor's Business Daily, LLC. Information in Investor's Business Daily is for informational and educational purposes only and s ...
Client Update September 2025: Reshaping The Investing Landscape
Seeking Alpha· 2025-10-08 01:00
Economic and Market Environment - The economic and business environment has fundamentally shifted, reshaping the investing landscape [2] - The U.S. is moving towards a model resembling state capitalism, with increased government intervention in the economy [3][4] Federal Reserve Independence - There are concerns about the erosion of Federal Reserve independence due to political pressures from the Trump Administration [5][6] - The Federal Reserve was designed to operate independently, managing inflation and unemployment without political influence [7] - Comparisons are made to Turkey, where political control over the central bank led to high inflation [8][9] Government and Private Sector Relations - The Trump Administration has shown a willingness to create unusual financial ties with private companies, as seen with Intel and Nvidia [10][11] - The optics of government leaders publicly criticizing companies and then investing federal funds raises concerns about a transactional model overriding traditional market considerations [11][12] Market Concentration and Risks - The S&P 500 is heavily supported by a small number of mega-cap stocks, with over 34% of the index comprised of these companies, surpassing levels seen during the dot-com bubble [14][15] - Historical precedents indicate that high market concentration can lead to significant market corrections, as seen with the Nifty Fifty and dot-com bubble [15][16] - Many companies in the S&P 500 have underperformed, with around 90% lagging behind, indicating a top-heavy market [17] Future Opportunities - Historical trends suggest that after periods of market concentration, there may be a rotation favoring neglected sectors, presenting potential investment opportunities [18] - The current economic environment necessitates deeper analysis and consideration of how government policies impact business viability [28][29] Company-Specific Developments - Novo Nordisk is expanding its Ozempic product into new markets, testing it for conditions like Alzheimer's and Dementia [34] - Airbnb is evolving its platform beyond accommodations, aiming to become a versatile service for various user needs [34] - Google has avoided severe penalties in its U.S. antitrust case, maintaining its market position and seeing a positive stock reaction [34] - Rivian's CEO is actively discussing the impact of AI and EV-related policy changes on the company's future [34] - Valaris Limited is focusing on a value-driven approach to capital allocation, as discussed in their recent conference presentation [34]
U.S. government's push for Intel stake is a scattershot method of crony capitalism: Walter Isaacson
CNBC Television· 2025-08-21 12:00
Joining us now to talk about the proposed US government stake in Intel and the future of industrial policy. Uh if that's what this is, CNBC contributor Walter Isacson. He's a professor at Tulain uh University and a Pella Weinberg advisory partner.Historically, um Walter and welcome. If if you look up public private partnerships, it's there's a long history of things like that. most of which the it's either Latin America, China or somewhere else where it's been done and and usually not very successfully.Ther ...