Market Analysis
Opinionated, data-backed coverage across all asset classes
Trader Joe’s Plums, Thrift Finds, and a Basement Clear-Out
I stopped into Trader Joe's for bananas and photographed $4.99 plums. Then I grabbed free plums from a tree. Also thrifted a quality blanket and scored Ball jars for 49¢.
SEBI's F&O curbs leave ₹1.2 lakh crore retail loss, expiry day risk
Former SEBI member Ananth Narayan Gopalakrishnan says incremental F&O curbs have not resolved the core risks: 90% retail losses and expiry-day stability concerns. He urges renewed deliberation on stronger measures.
MP Materials vs USA Rare Earth: Light vs Heavy Rare Earth Divide
China dominates heavy rare earth processing. USA Rare Earth targets dysprosium and terbium while MP Materials focuses on neodymium and praseodymium. Operational and valuation gaps divide the two stocks.
Delhi police map out traffic curbs for India-Afghanistan T20 September 13
Matchgoers to use specific routes: Gates 1-8 via Bahadur Shah Zafar Marg; Gates 10-15 from JLN Marg; Gates 16-18 from the petrol pump area.
McDonald's on Cusp of Dividend King Status After Q2 Beat
McDonald's reported Q2 revenue of $7.1B, up 4% YoY, as it targets becoming a Dividend King with its 50th consecutive annual dividend increase in Q4.
Casey’s (CASY) Drops 14% as Cramer Flags Consumer Squeeze
Jim Cramer called Casey's a 'perfect bellwether' after its Q1 earnings beat, but inside same-store sales slowed to 3.2% from 5.5%, sending shares down 14%.
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.