Market Analysis
Opinionated, data-backed coverage across all asset classes

Ai-Ai delas Alas brushes off ex Gerald Sibayan’s wedding
Ai-Ai delas Alas says she expected ex-husband Gerald Sibayan's remarriage and is unaffected, while thanking fans for support and making a joke about his wedding suit.

Fitch Warns AI Bubble Burst Would Hit Markets Broadly
Fitch Ratings warns an AI bubble burst would have wide-reaching market impact. Paul Tudor Jones calls AI a 'Category 6 hurricane' as Hinton puts odds at 10%.

Stanford professors call 'follow your passion' the worst career advice
80% of people lack a singular passion, say Stanford's Bill Burnett and Dave Evans, who urge experimentation over high-stakes career bets.

Hartree Partners Adds to HDSN Stake, Shares 40% Below GF Value
Hartree Partners boosted its HDSN position to 12.4% of shares. The stock trades 40% below GF Value. Weak momentum and declining revenue temper the value case.

Trump Copper Tariff Uncertainty Sinks FCX 8.2%, Hits HBM
FCX sank 8.2% as Trump delays copper tariff decision, raising demand fears. GF Value flags 44.6% overvaluation. Insider sells $46M. Next catalyst: White House tariff call.

Manitoba puts $4M into geothermal neighbourhood near Winnipeg
Manitoba's $4M Southwood Circle geothermal network will heat and cool up to 1,000 homes near the University of Manitoba, a first for the province, by 2028.

Sibanye Stillwater's Record Half Hides Labor, Cost Pressures
Sibanye Stillwater posted a R18.8 billion profit on strong PGM and gold prices, but rising costs and a Montana labor negotiation complicate the outlook.

Get 100% Back or 100x on Identity Protection With Rakuten
Rakuten's one-day Coveron promotion converts a $599.76 subscription into about 60,000 Amex or Bilt points, worth nearly double the cash-back, before midnight.

Gold Opens at $4,399 After US Destroys Five Iranian Tankers
Gold futures dropped 0.9% after US destroyed five Iranian oil tankers. Oil above $100 and a Fed meeting next week create headwinds for gold, which carries a Weak Alpha Score of 28.

Alkane Resources AGM Set for Nov. 5, Director Nominations Due Sept. 17
Alkane Resources set its AGM for Nov. 5 in Sydney and online. The director nomination deadline is Sept. 17, giving shareholders a month to submit candidates.

HDFC Bank CEO Jagdishan to Retire After Six Turbulent Years
Jagdishan's departure closes a chapter of regulatory restrictions, a landmark merger, and governance probes. New chairman Rajiv Kumar faces the task of restoring confidence.

Gold Rises as Dollar Slips; Inflation Data in Focus
Gold gained 0.6% on a softer dollar as traders await US CPI and PPI data. A 60% chance of a Fed rate hike next week caps upside, but geopolitical risk offers support.