Right now, all eyes are on stocks. Tech stocks, chip stocks, AI stocks, you name it.But while the spotlight stays on Wall Street's usual suspects, two of the most reliable assets in the entire market have been quietly building serious momentum: gold and silver.Both have been on a tear since early spring. In fact, gold just hit a new all-time high of $4,000 per ounce, while silver reached $50 per ounce and smashed its record from 2011.And based on what I'm seeing, we're not done yet. Not even close. In fact, ...

Sage Capital Advisors, LLC reduced its position in Costco Wholesale Corporation(COST -0.00%), selling 3,424 shares in Q3 2025. The estimated trade value was $3.28 million, based on quarterly average pricing for the period ended September 30, 2025, according to an SEC filing dated October 7, 2025.What happenedAccording to a filing with the Securities and Exchange Commission dated October 07, 2025, Sage Capital Advisors, LLC sold 3,424 shares of Costco in Q3 2025. The transaction was valued at an estimated $3 ...

Core Insights - Costco's stock experienced a 2.5% decline following the release of its fourth-quarter results, which, while solid, did not meet the high expectations set by its valuation [2][5] - Management's comments regarding a decrease in discretionary spending raised concerns among investors [2][5] Financial Performance - Same-store sales increased by 6.4% after adjusting for fuel prices and currency exchange, leading to total revenue of $86.2 billion, an 8% increase year-over-year, surpassing estimates of $86.1 billion [4] - Membership fee income rose by 14% to $1.72 billion, supported by a fee increase implemented a year ago, with global renewal rates at 90% [5] - Earnings per share grew by 11% to $5.87, exceeding the consensus estimate of $5.81 [5][6] Market Position and Valuation - Costco primarily generates revenue from essential items, but higher margins are associated with discretionary products such as electronics and furniture [7] - The company's price-to-earnings (P/E) ratio is around 50, which may exert pressure on the stock and create elevated expectations for future earnings reports [6][8] Future Outlook - Although management does not provide specific guidance, Costco's results are typically stable from quarter to quarter [8] - The company remains resilient, but it is not immune to potential economic downturns [8]

Core Points - Poland's sudden closure of border crossings with Belarus on September 12 has led to significant disruptions in the Central European freight train operations, with over 300 trains loaded with goods stuck and unable to move [2][4][14] - The closure is officially justified by Poland as a response to security threats from joint military exercises between Russia and Belarus, which has raised concerns among European importers and logistics companies [2][4] - The blockade has resulted in immediate supply chain issues in Germany and France, with factories facing shortages of components and retail shelves running low on stock [4][17] - The situation has prompted discussions about alternative logistics routes, including the Arctic route and the Southern Corridor, as companies seek to mitigate risks associated with potential future blockades [14][16] Industry Impact - The logistics industry is experiencing a significant strain, with transport operators unable to secure new orders and warehouse workers left idle due to the blockade [4][16] - European importers are beginning to assess the risks of future disruptions, leading to a shift in logistics strategies towards diversifying supply routes [14][21] - The blockade has raised concerns about Poland's long-term position as a logistics hub, especially with the emergence of new trade agreements and routes that could diminish its importance [8][10][21] Geopolitical Context - The closure has highlighted the geopolitical tensions in the region, with Belarusian President Lukashenko publicly criticizing Poland's actions and expressing a desire to strengthen economic ties with China [6][8] - The establishment of the Eastern European Free Trade Area and the recent trade agreement between China and Georgia are seen as potential threats to Poland's logistical dominance [8][10] - The situation has led to a broader reflection within Europe about reliance on specific trade routes and the need for more resilient supply chains [21]

Costco Wholesale Corporation (NASDAQ:COST) ranks among the best fundamental stocks to buy right now. On September 15, UBS upheld its Buy rating and $1,205 price target for Costco Wholesale Corporation (NASDAQ:COST), pointing to a number of growth levers that should support the retailer’s continued momentum. omar-abascal-9Um7Huux0as-unsplash The firm responded to recent market worries about Costco’s ability to maintain its performance, which were brought on by weaker comparable sales patterns in May and ...

Group 1 - Target Corporation (NYSE:TGT) is currently experiencing a significant stock decline of 33% amid CEO transition and uncertainty [1] - The company is recognized as a general merchandise retailer offering a wide range of products including apparel, beauty, food, electronics, home goods, and household essentials [2] - There is a notable wealth transfer of $100 trillion from baby boomers to younger generations, which may positively impact stocks like Target [2] Group 2 - The new CEO's strategies and decisions are under scrutiny, and there is a call for a wait-and-see approach before making further investment recommendations [1] - While Target is viewed as a fundamentally strong investment, there are suggestions that certain AI stocks may present greater upside potential with less downside risk [2]

Economic Growth Forecast - The Federal Reserve Bank of Atlanta upgraded its economic growth forecast by 0.3 percentage points, predicting a 3.4% annualized gain in GDP during Q3 [3] Consumer Spending Trends - Consumer spending, which accounts for approximately 70% of economic growth, has remained steady despite rising price pressures, a slowdown in hiring, and an increase in unemployment to 4.3% [3] - Spending surged early in the year due to consumers anticipating price increases from high U.S. tariffs, but this trend has waned since May, leading to a modest slowdown in spending [4] Retail Sales Performance - Retail sales exceeded forecasts in August, rising by 0.6% for the third consecutive month, despite job market weaknesses and declining consumer sentiment [7] - Nine out of 13 categories of goods saw gains, with e-commerce sales increasing by 2% and sales at clothing stores and sporting goods shops rising by 1% and 0.8%, respectively [7] Impact of Tariffs - Import taxes have negatively impacted sales, particularly in categories vulnerable to tariffs, such as sports equipment, electronics, and clothing [5] - One in four small businesses reported that tariffs and rising costs have led them to increase prices, indicating consumer anxiety regarding import taxes fueling price gains [6]

Core Points - Amazon announced the return of Prime Big Deal Days on October 7-8, marking the start of the holiday shopping season with millions of deals and significant discounts [1] - The event will begin on October 7 at 12:01 a.m. PDT, offering exclusive savings for Prime members across various categories including beauty, electronics, and seasonal essentials [1] - Discounts include up to 40% off on cozy bedding and blankets, as well as offers on popular toy brands such as Fisher-Price and MAGNA [1]

Core Points - Amazon has implemented new verification requirements for electronics sellers to prove their products come from authorized suppliers, effective September 17, 2025 [1][3] - Sellers must submit recent invoices and detailed supplier information, impacting numerous well-known brands and potentially affecting many sellers [2][3] - The new rules have raised concerns among sellers regarding unclear communication and the risk of losing product listings if documentation is not provided [4][5] Seller Requirements - Sellers are required to submit invoices dated within the last 180 days that include at least 100 units, along with full supplier details [2] - Acceptable document formats include PDF, JPG, PNG, or GIF, and the rules apply across several European countries [2] Impact on Brands and Retailers - The requirement affects major brands such as Samsung, Dyson, Canon, Philips, HP, Sony, and Panasonic, with many sellers potentially facing warnings [3] - Retailers unable to provide the necessary documentation risk losing their product listings, which may lead to the return, destruction, or donation of existing inventory [5] Customer Complaints and Company Justification - Amazon's verification requirement aims to ensure the availability of safe and authentic products, responding to customer complaints regarding product authenticity [6] - The company emphasizes the need for sellers to demonstrate a reliable supply chain to meet these new requirements [6]

Core Viewpoint - The company, Target, is currently facing challenges due to tariffs and rising consumer prices, but it has maintained a high-yield dividend, making it an attractive investment opportunity if tariffs are lifted [1][7][8]. Group 1: Impact of Tariffs - Many American companies, including Target, have been adversely affected by tariffs, leading to significant stock price declines [2][5]. - Target has historically been a strong performer, especially during the pandemic, but recent tariff-related pressures have contributed to a decline in revenue for three consecutive quarters [3][6]. Group 2: Financial Performance - Target's revenue has shown year-over-year declines, with a notable drop in net income of over 21% in the latest reporting period [6]. - Despite these challenges, Target has increased its quarterly dividend to $1.14 per share, resulting in a yield of 4.9%, significantly higher than the S&P 500 average of 1.2% [7]. Group 3: Future Outlook - If the recent court ruling on tariffs remains in effect and the levies are removed by mid-October, both Target's financial performance and consumer spending could improve, potentially leading to a rebound in the company's share price [8].