Cathie Wood is sounding the alarm on gold just as global markets experience one of the most violent cross-asset swings in recent years. As equities, precious metals, and futures markets whipsawed within hours, the ARK Invest founder argued that gold’s latest surge bears the hallmarks of a late-cycle bubble—one now colliding with leverage, crowded positioning, and fragile market structure. Cathie Wood Warns of Gold Bubble as $9 Trillion Market Shakeout Hits According to Cathie Wood, the odds are high tha ...

Core Viewpoint - The Timken Company (TKR) is undergoing a significant internal reset, which has led to a localized increase in its share price, rather than a surge in demand [1]. Group 1: Company Overview - The Timken Company has a history of over 100 years [1]. - The recent share price increase is attributed to internal changes rather than market demand [1]. Group 2: Investor Insights - Mr. Arunangshu Das is developing Tranzoro Investments to bridge the gap between US and Indian investors [1]. - The focus will be on liquid and well-known India-focused ETFs and ADRs for US investors, while covering a broader range of US equities, ETFs, and REITs for Indian investors [1]. - Mr. Das emphasizes an income and growth-focused investment strategy [1].

Group 1 - A significant influx of global capital is entering US markets, with foreign investors purchasing US equities at a record pace [2][3] - Foreign private investors bought $646.8 billion in US equities over the 12 months ending September 2025, marking a 66% increase from the previous peak in 2021 [2] - Foreign purchases of US Treasuries reached $492.7 billion in the same period, indicating strong global demand for dollar-denominated assets [3] Group 2 - US investors have invested $900 billion into equity funds since November 2024, with $450 billion coming in the last five months [4] - The composition of foreign Treasury holders is changing, with China's share falling to 7.6%, the lowest in 23 years, while the UK's share has increased to 9.4% [5] - Japan remains the largest foreign holder of Treasuries at 12.9%, but has seen a significant decline over the past 21 years [5]