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Closing the Books on 2025
👋 Welcome Back Investors! (Dec 29 to Jan 2, 2026!) The final trading days of the year set the stage for what’s shaping up to be a pivotal 2026. Deal making closed out 2025 on a strong note, with Meta acquiring a Chinese founded AI startup for $2 billion, underscoring Big Tech’s race to secure cutting edge AI talent and capabilities, while SoftBank announced a $4 billion acquisition of DigitalBridge to scale next generation AI and data center infrastructure. At the same time
Daniel Ledenev
6 days ago5 min read
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Signals, Shifts, and Safe Havens
👋 Welcome Back Investors! (December 22 to 16, 2025) This holiday shortened week delivered a mix of corporate headlines and global market themes as stocks hovered near record highs. Deal activity returned to the spotlight, media companies pushed back against consolidation pressure, and precious metals rallied as investors positioned for potential rate cuts in the year ahead. Overseas, Europe’s energy transition faced real world constraints, while in tech, new performance dat
Daniel Ledenev
Dec 28, 20255 min read
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Markets in Motion: Banks Go Crypto, Inflation Blurs, Metals Shine
👋 Welcome Back Investors! (December 15 to 19, 2025) This week delivered a steady flow of corporate and macro catalysts as investors balanced innovation with inflation signals. JPMorgan Chase made waves with its continued push into crypto infrastructure, while PayPal re-entered the spotlight as discussions around its banking ambitions resurfaced. On the macro front, CPI data played a key role in shaping rate expectations, while gold and silver moved as investors reassessed i
Daniel Ledenev
Dec 20, 20255 min read
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Bitcoin Drops, Meta Reshapes, and Netflix Goes Big
👋 Welcome Back Investors! (December 1 to 5, 2025) This week delivered sharp moves across markets as a pullback in crypto weighed on broader risk sentiment. U.S. stocks slipped early after Bitcoin tumbled more than 6%, dragging down tech and crypto names. Meta made headlines after Bloomberg reported the company plans to cut up to 30% of its metaverse budget, signaling a strategic pivot toward AI infrastructure and higher-return projects. Meanwhile, Netflix made headlines wit
Daniel Ledenev
Dec 6, 20255 min read
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Deals, Data Centers & Diverging Tech: This Week in Markets
👋 Welcome Back Investors! (November 24 to 28, 2025) This holiday shortened week still brought plenty of movement across markets. Constellation Energy made headlines with its $26.6B Calpine acquisition, while Dell and HP earnings offered a fresh read on PC demand and AI hardware spending. Corporations continued tapping debt markets to fuel AI focused expansion, highlighting how aggressive investment remains across the sector. Meanwhile, gold held steady, supported by cooling
Daniel Ledenev
Nov 29, 20255 min read
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Earnings Heat, Oil Slips, AI Surges: What Moved Markets This Week
👋 Welcome Back Investors! (November 17 to 21, 2025) The third week of November brought plenty of action across markets. Nvidia grabbed headlines with another powerhouse earnings report that strengthened confidence in ongoing AI demand, while Cohere CEO Aidan Gomez stirred discussion after warning that automation could reshape white collar work. US jobless claims dipped slightly, signaling resilience in the labor market even as growth cools. Bank of America added to the AI n
Daniel Ledenev
Nov 23, 20255 min read
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Government Returns, as Michael Burry Leaves
👋 Welcome Back Investors! (November 10 to 14, 2025) It was a short but impactful week for markets as the U.S. government finally reopened, ending the historic shutdown and bringing much-needed clarity back to economic reporting. In corporate news, Michael Burry stunned investors by closing Scion Asset Management, renewing debate over market froth and the risks he sees ahead. Meanwhile, gold stayed volatile but resilient, reacting to shifting rate expectations as traders adj
Daniel Ledenev
Nov 18, 20253 min read
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Markets Move on AI, Energy, and Elon?
👋 Welcome Back Investors! (November 3 to 7, 2025) The first week of November brought plenty of market action. OpenAI made headlines again with a massive $38B partnership deal, fueling fresh optimism (and concern) around the AI boom. In commodities, oil jumped sharply as the ongoing conflict tightened global supply, giving energy stocks a lift. Over in tech, AMD impressed investors with strong AI driven demand, while Ross Gerber reignited debate around Tesla after publicly c
Daniel Ledenev
Nov 13, 20255 min read
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Big Tech Booms, the Fed Splits, and Wall Street Weighs the Cost of AI
🎃 Welcome Back Investors! (October 27 to 31, 2025) Halloween week brought no shortage of market drama brining a few sweet surprises. Big Tech took center stage as Microsoft and Apple posted strong earnings that pushed markets higher, while Meta scared off investors with massive AI spending plans. OpenAI grabbed headlines again, shaking up the tech landscape with new product announcements, deeper partnerships across Silicon Valley, and a vision to go public mid 2026 - 2027.
Daniel Ledenev
Nov 2, 20256 min read
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Gold Crashes, CPI Cools, and Earnings Light Up Wall Street
👋 Welcome Back Investors! (October 20 to 24, 2025) The fourth week of October brought in a mix of relief and rally across Wall Street. A cooler than expected U.S. CPI report reignited hopes for another Federal Reserve rate cut, sending the S&P 500 and Dow Jones to fresh record highs (if you were trading the futures exchange I hope you didn't get wicked out). Gold briefly retreated from its peak as the dollar strengthened, before stabilizing on renewed geopolitical caution. E
Daniel Ledenev
Oct 25, 20256 min read
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Banks Shine, Gold Glitters, and Global Warnings Echo: Mid-October Market Recap
👋 Welcome Back Investors! (October 13 to 17, 2025) The third week of October was shorter but still packed with key market catalysts. Big banks kicked off earnings season with strong results from JPMorgan, Goldman Sachs, and Citigroup, offering a dose of optimism amid renewed market volatility. Gold prices surged to record highs as investors sought safety following fresh trade jitters and geopolitical tension. Meanwhile, the IMF’s annual meeting in Washington dominated headli
Daniel Ledenev
Oct 19, 20255 min read
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AI Deals Ignite, Oil Sinks, and Tariffs Return: A Volatile Week on Wall Street
👋 Welcome Back Investors! (October 6 to 10, 2025) The second week of October opened with confidence as AMD’s AI chip partnership with OpenAI fueled tech enthusiasm and Fifth Third Bancorp’s $10.9B takeover of Comerica signaled fresh momentum in regional banking. Markets hit record highs early in the week, but optimism faded when President Trump’s renewed tariff threats on China reignited trade tensions, sending stocks lower into Friday. Meanwhile, oil prices climbed after a.
Daniel Ledenev
Oct 11, 20255 min read
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Deal Fever and Policy Drama: Wall Street Ignites as October Begins
👋 Welcome Back Investors! (Sept 29 to Oct 3, 2025) The first days of October delivered no shortage of headlines. Markets balanced optimism and anxiety as Washington inched toward a government shutdown, while corporate shake-ups kept investors alert. Electronic Arts surprised with a landmark buyout, and Berkshire Hathaway expanded its industrial footprint with the acquisition of OxyChem. Goldman Sachs struck a bullish tone, upgrading global equities on growth optimism and pol
Daniel Ledenev
Oct 6, 20256 min read
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September Shake-Up: Tariffs, Tech, and Gold at Record Highs
👋 Welcome Back Investors! (September 22 to 26, 2025) The final full week of September didn’t disappoint. Tech optimism kept Wall Street energized, with AI headlines fueling rallies even as bond yields hovered near cycle highs. Gold broke through fresh records as investors sought safety, while currencies across the globe weakened under the weight of synchronized rate cuts. Earnings season picked up with big names in retail and semiconductors on deck, and political risks from
Daniel Ledenev
Sep 27, 20255 min read
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Rate Cuts, Record Highs, and Market Surprises
👋 Welcome Back Investors! (September 15 to 19, 2025) What a week! The Fed finally delivered its long-anticipated rate cut, trimming by...
Daniel Ledenev
Sep 20, 20255 min read
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AI Mega Deals, IPO Comebacks, and Golden Highs: Markets Heat Up
👋 Welcome Back Investors! (September 8 to 12, 2025) What a week! Inflation stayed in focus as U.S. PPI unexpectedly slipped and CPI came...
Daniel Ledenev
Sep 14, 20257 min read
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Labor Day to Labor Market: What Shaped the First Week of September
👋 Welcome Back Investors! (September 1 to 5, 2025) The first week of September kept markets anything but quiet. A weaker U.S. jobs...
Daniel Ledenev
Sep 6, 20256 min read
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Powell, Politics, and Profits: Markets Close Summer with a Bang
👋 Welcome Back Investors! (August 25 to 29, 2025) The final week of August kept traders on edge, mixing political drama with fresh...
Daniel Ledenev
Aug 30, 20256 min read
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From Jackson Hole to Wall Street Highs: A Week of Surprises
👋 Welcome Back Investors! (August 18 to 22, 2025) What a week! Jerome Powell dropped some hints about possible rate cuts at Jackson...
Daniel Ledenev
Aug 23, 20255 min read
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August Heatwave: Stocks Rally, Oil Slumps, and Policy Sparks
👋 Welcome Back Investors! (August 11 to 15, 2025) Mid August was anything but sleepy on Wall Street. Softer U.S. inflation numbers gave...
Daniel Ledenev
Aug 17, 20256 min read
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