Core Insights - The article discusses the current volatility in market indices due to tariffs, the US government shutdown, and increased investment spending by technology companies, suggesting that an income fund can provide stability during these times [1]. Group 1: Market Conditions - Market indices are experiencing elevated volatility related to tariffs and the US government shutdown [1]. - Increased investment spending by technology companies is contributing to market fluctuations [1]. Group 2: Investment Strategy - The article emphasizes the importance of a solid base of classic dividend growth stocks, complemented by Business Development Companies, REITs, and Closed End Funds, to enhance investment income [1]. - A hybrid investment strategy that balances growth and income can achieve total returns comparable to traditional index funds like the S&P [1].

Last year, the owner of a sawmill in North Carolina voted for Trump. This year, he’s closed down his mill and blames Trump’s tariffs. @sdonnan visits the “Old North State” to understand what happened. Listen to the Big Take podcast. https://t.co/1g1f45FiSX ...

Last year, the owner of a sawmill in North Carolina voted for Trump. This year, he’s closed down his mill and blames Trump’s tariffs. @sdonnan visits the “Old North State” to understand what happened. Listen to the Big Take podcast.🎙️ Listen now: https://t.co/CDKZEjxWqv https://t.co/wxn7eiXuO1 ...

Market Overview - The market has shown surprising strength despite various challenges such as government shutdowns, tariffs, and geopolitical tensions, driven largely by an AI-driven bull market [4][5][18]. - The sentiment among investors is shifting towards a more optimistic view, with many focusing on the potential for continued growth rather than the risks [18][24]. Investment Opportunities - The technology sector, particularly companies involved in AI and utilities, is highlighted as a key area for capturing alpha [6][7]. - Small-cap stocks, particularly those in the Russell 2000, are gaining attention as they are tied to technology, industrials, and utilities, with notable performers like Credo Technology and Bloom Energy [10][11]. Economic Data and Market Sentiment - Economic data has been puzzling, with mixed signals regarding job markets and consumer behavior, leading to uncertainty among investors [48][50]. - The lack of key economic reports due to the government shutdown is causing complacency among investors, who are not as concerned as expected [56][60]. Earnings Growth - Earnings are expected to grow by 8% year-over-year in the third quarter, with estimates suggesting a potential 13% growth, indicating strong underlying support for the current market highs [81][82]. ETF Market Dynamics - The ETF market is experiencing a surge, with 115 launches in September, reflecting a bullish sentiment among ETF managers [33][34]. - ETFs are seen as a good way for retail investors to gain diversification, especially in sectors like uranium, which has seen significant growth [75][76]. Gold Market Insights - Gold has been rallying, attracting retail investors looking for diversification, although its long-term performance compared to equities is questioned [67][70][72]. Government and Geopolitical Factors - The government's support for companies like Intel is noted, but investing solely based on government backing is seen as speculative [73][74]. - The geopolitical landscape, particularly regarding China and tech, remains a concern for investors [73].

The growth of global goods trade is expected to slow sharply next year after a surprisingly resilient first half of 2025, reflecting a delayed drag on international commerce from US President Donald Trump’s tariffs, the World Trade Organization said https://t.co/0LDVStK2cT ...

Hundreds of farmers in Arkansas gathered at a town hall last week to ask Congress for help. Mounting debt, aging equipment, and disappearing profits are making it nearly impossible for them to break even, let alone to turn a profit. One of those farmers calls the president's tariffs quote the ice cream on top of the a cake of a perfect storm.He joins us now, Arkansas farmer Scott Brown, who attended last week's town hall. Scott, really good to have you. Thank you so much for joining us. Thank you for having ...

Economic Outlook & Monetary Policy - The Fed previously adopted a "wait and see" approach regarding tariffs, but now believes their impact is likely to be a one-off event [2] - The market anticipates a potential softening of the labor market, evidenced by labor market revisions [4] - The Fed's policy decisions are influenced by revisions to employment numbers and forecasts of the labor market's future trajectory [8] - The Fed is reducing its balance sheet and is closely monitoring markets for disruptions, with the pace potentially slowing if the economy weakens [12][13] Labor Market Dynamics - A significant portion, approaching half, of the unemployed have been out of work for 15 weeks or more, indicating a core group facing difficulty in finding employment [9] - There are concerns that the job market could deteriorate, particularly when considering unemployment rates for teenagers and those in their early 20s [10] - The impact of technology on the job market is still uncertain, with conflicting reports on its effects on coding and other opportunities [11] Inflation & Interest Rates - The Fed is closer to full employment than its inflation target, leading to a cautious approach of holding rates at a slightly restrictive level [6] - The market anticipates that PCE data will not show a significant flare-up in inflation [7] - The Fed is becoming more forward-leaning on interest rate cuts [9]

Pricing Strategy & Tariff Impact - The company has been holding prices for 30+ years and aims to continue despite recent tariff effects [1] - The company hopes the tariff effect will subside and those exploiting the situation will be addressed by government officials [2] - The company intends to hold the price on cans as long as possible, but will re-evaluate if the situation persists or other cost factors arise, such as transportation [8] - The company is reducing the price on plastic products to reflect the drop in crude oil prices [7] Aluminum Market & Recycling - Tariffs are unfairly applied to recycled aluminum collected in America, leading to market manipulation [6] - The Midwest premium for aluminum freight has increased significantly from $0.05-0.08 per pound to nearly $0.70 per pound, largely due to tariffs [4] - Aluminum is highly recyclable and widely reused in America, particularly for containers [5] Government & Trade Policy - The CEO is willing to engage with the administration to educate them on the unintentional consequences of current policies [10] - The company believes tariffs on goods that cannot be produced domestically, such as coffee beans, bananas, and mangoes, are detrimental and ultimately affect consumers [11] - The company does not want consumers to bear the burden of price increases [12]

JUST IN: 🇨🇳🇮🇳 China says it "firmly stands with India" opposing President Trump's tariffs. https://t.co/QlVuEbZeIq ...

The Port of Los Angeles seeing the best month for cargo volume in its history in July, reports executive Director Jane Soroka saying trade is front loading cargo ahead of tariffs caused a spike. Jane joins us now for more. Jane, welcome to the program, sir.There was a quote from you in the last few weeks that we were talking about around this table. It's been a rollercoaster ride all year long and the ride's not over yet. Jane, just take a moment just to describe what the last few months, in fact, what this ...