A deep-value fund just disclosed unwinding three major leisure positions last quarter—raising real questions about where it sees mispricing and where it no longer does.
Sellers clearly won the day in bonds, and that‘s an extra confirmation of S&P 500 and Nasdaq sellers returning after the expected bounce played out. Breadth and sectoral views weren't even risk-on, and S&P 500 got too far too fast.
The Israeli economy got off to a great start once the 12-day Iranian war ended. On an annualized basis, GDP grew at 12.4% for the period of July-September 2025.
China ends year-long gallium, germanium, and antimony export ban to the U.S., following the high-profile Trump-Xi meeting and trade negotiations. Microsoft invests $10B in AI data centers in Portugal and Atlanta; Alphabet allocates $6.4B for German infrastructure expansion.
Warren Buffett offers a straightforward solution for the one-third of Americans who are reluctant to invest in stocks: begin with an S&P 500 index fund.
The GBP/USD does look like it has room to logically propel higher, but short-term timeframes should not get over confident about when a sustained charge upwards will ignite.
