Supply-demand imbalance

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5 Gold Mining Stocks to Buy Amid Fed Rate Cut Expectation in September
ZACKS· 2025-09-10 15:11
Key Takeaways Gold has surged nearly 40% YTD, reaching an all-time high of $3,647 per ounce on Sept. 9.Fed is expected to cut rates in September after weak August nonfarm payrolls data.AEM, DRD, GFI, LODE and GLDG are highlighted as top gold mining stock picks for the rest of 2025.Gold prices are witnessing a solid northward journey this year, benefiting the stocks associated with yellow metal mining. Gold price has climbed nearly 40% year to date. On Sept. 9, it touched a new all-time high of $3,647/ounce. ...
The latest Musk-Trump feud is a 'nail in the coffin' moment for Tesla, investor Ross Gerber says
Business Insider· 2025-07-02 19:18
Core Viewpoint - Elon Musk's ongoing feud with President Donald Trump is seen as a significant challenge for Tesla, particularly as the company faces declining vehicle deliveries and a high valuation [1][4]. Group 1: Stock Performance and Valuation - Tesla shares have decreased by 22% year-to-date, with speculation that the stock could fall by as much as 50% if the market revalues the company [2]. - The stock was trading around $316, and the company's price-to-earnings ratio is approximately 150 times earnings, significantly higher than other major tech firms like Nvidia and Google [2][10]. Group 2: Vehicle Deliveries and Sales - Tesla reported a 14% year-over-year drop in vehicle deliveries for the second quarter [4]. - Sales in the European Union have plummeted by 45% from January to May this year [4]. Group 3: Market Dynamics - Recent price increases on Tesla vehicles are believed to have negatively impacted sales, contributing to a severe supply-demand imbalance [9][10]. - The company is facing challenges in selling its cars, with the CEO of Gerber-Kawasaki Wealth Management stating that higher prices lead to reduced demand [10]. Group 4: Investor Sentiment - Gerber-Kawasaki Wealth Management has completely sold its position in Tesla stock, although the firm still manages around $60 million in Tesla investments for clients [11]. - The firm has been gradually reducing its Tesla holdings for over two years, indicating a lack of confidence in the company's current valuation [11].