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September’s import drop likely reflects payback after tariff front-running and slowing economic activity, not a lasting tariff effect, as adjusted data show imports broadly tracking trend once inventory buildup and income sensitivity are considered.
In this video, Ira Epstein discusses the recent developments in the financial markets as of December 12, 2025, highlighting a significant sell-off in stock indices amid growing skepticism about AI's potential.
Gold closed the week above $4,300, silver surged past $60, and mining stocks are now confirming the bull market. Meanwhile, Bitcoin continues to lag as real money takes center stage. Peter breaks down:
The old macro was structurally in favor of those who sold, bought, traded and owned claims on… paper. The new macro is in favor of those who own real things, unleveraged by debt.
This stock is just confounding. It plunged yesterday based on company announcements related to self-driving AI. Then it ostensibly mega-rallied today for the same reason.
India has experienced an unusual surge in gold and silver imports this year, as they are traditionally known as a price-sensitive buyer, yet have seen elevated levels of purchasing even as the prices were at or near all-time highs.
Gold is consolidating high again, prolonging its remarkable monster bull. Since rocketing into extreme overboughtness in mid-October, gold has largely been drifting sideways on balance.
Today saw the S&P 500 and Nasdaq finish lower for both the day and week, with the latter dropping 398 points for the session, as investors rotated out of Big Tech.
The lay of the land for the indices is solid. The rally has broadened significantly as evidenced by leadership in the S&P 400 mid caps and Russell 2000 small caps.
While official nonfarm payroll employment has grown a healthy 600K from January to September, the implied benchmark revision has only grown 400K over the corresponding period.
Silver has been outperforming gold, and the gold/silver ratio is falling hard. But it remains above past averages, which means it’s still undervalued, both on its own and relative to gold.
The U.S. is adding $1 trillion in new debt every 100 days. The Fed can either induce a melt-up via inflation… or let the bond bubble burst, triggering a crisis.
The S&P 500 was able to achieve a fresh all-time closing high yesterday thanks to a powerful move from tech stocks into more cyclical and rate-sensitive sectors.
Despite a significant revenue miss and a 10% stock decline, Oracle’s fundamentals are stronger than ever when taking into account Larry Ellison’s reach.
Silver remains firmly in bullish territory. Momentum is strong, structure is intact, and the price continues to respect higher levels despite short-term overbought readings.
Silver extends gains as gold/silver ratio is eyeing 2021 lows, so silver is outperforming gold, and it may continue to do so at least until early 2026.
AI-driven CapEx can create value only if rising debt and massive spending translate into real, monetizable returns—otherwise it risks destroying shareholder value.
For value investors seeking a cash-generative consumer business trading at a meaningful discount to intrinsic value, BBWI may represent a surprisingly durable and mispriced opportunity.
The greenback remains under pressure. The Euro continues to attract buyers as traders struggle to find reasons to sell the currency, leaving the Euro boosted by the Dollar’s fundamentals.
Goldman Sachs is trading at new highs driven by an AI-led transformation and increased client activity, following a strong year-to-date performance and a recent revenue beat.
Itthirit Nice Corporation Public Company Limited is a Thai distributor of electronic devices and electrical lighting products for various property types.
The casual reader of financial news is probably aware that gold’s glitter is shining brightly this year on the heels of a 60%-plus year-to-date rally. But the sparkle looks dull next to silver’s rise.
Broadcom's stock price suffered a 5% reversal on Friday, a day after the company published strong financial results, and analysts remained optimistic about its future.
The market closed with another outside bar and an elongated, somewhat tricky profile structure, though the volume distribution shows a touch of balance.
Turkey's current account balance, which aligned with expectations in October, has maintained a gradual widening of the deficit on a 12-month rolling basis.
Buyers returned to US stocks after worries about Oracle's plans for significant capital investments in artificial intelligence infrastructure led to a general retreat from riskier assets.
The Swiss franc strengthened to 0.79 per dollar, approaching its 2011 highs amid the dollar’s weakness and the SNB’s decision to keep the rate unchanged at 0% for the second consecutive time.
Broadcom shares fell nearly 5% in premarket trading after the company’s AI sales outlook failed to meet investor expectations, despite a strong Q4 earnings report.
Just under two months ago, GDPNow’s estimate of the contribution of final sales to private domestic purchasers to GDP growth (q/q AR) was 2.84%, close to the Survey of Professional Forecasters’ median; now it’s 2.15%.
Silver has just crossed a symbolic threshold – more than $60 to $61 per ounce for the first time in history – after jumping 100 to 110% since the beginning of 2025, its best performance since the crazy year of 1979.
The cycle from the April 2025 low in Dow Futures (YM) continues to unfold as a clear impulse. Within this structure, wave (4) concluded at 45,810, as illustrated by the one‑hour chart.
The UK economy remained in contraction in October, with the GDP declining by 0.1% following a 0.1% drop reported in September, the latest data published by the Office for National Statistics (ONS) showed on Friday.
The AUD/USD pair turns sideways as the three-week rally hits a pause after posting a fresh three-month high at 0.6686 on Wednesday. During Friday’s early European trading hours, the Aussie pair trades calmly near 0.6660.
