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Value Add by Investopedia on Substack
The Investopedia Express LIVE Mondays @ 10am ET
On The Express with @calebsilver this week, Dan Nathan of @RiskReversal on the 'trigger words' to watch out for in Q3 earnings season. The full interview with Dan is here and on all pod platforms: bit.ly/47TE5CT
On The @Investopedia Express this week, @KennyPolcari on which sector he is watching closely this earnings season to let him know that the #stock market rally has legs.
Your portfolio may be headed on-chain.
Stocks. Bonds. ETFs. Money-market funds.
Tokenization is moving from crypto experiment to Wall Street infrastructure—and it could change how markets trade, settle and operate.
Caleb Silver breaks down what investors actually need to worry about.
investopedia.substack.com/p/…
What’s the vibe among individual investors lately? The latest results of the @Investopedia sentiment survey are out and I joined @MelissaLeeCNBC and Fast Money with the results.
cnb.cx/4ynfnXu
On The Express with @calebsilver this week, @RobinWigg of @FTAlphaville on the ancient history of the modern bond market, based on his terrific new book “A Fabulous Debt”. Full interview with Robin on all pod platforms now. 🎙️💪💥
The autumn wind is blowing in and it's taking interest rates higher as the Federal Reserve boosted the overnight lending rate by a quarter point last week, as expected. Investors may be getting used to higher for longer interest rates and inflation as the stock market has been running in place for more than one month. It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth’s new book, “A Fabulous Debt”. He joins The Express with the history of bonds and why they are so pivotal in the geopolitical tensions that define 2026. Plus, Warren Buffett steps down as Berkshire’s Chairman, but his legend continues.
nitter.siddz.com/i/broadcasts/1AKEmvWzA…
LIVE MONDAY AT 10am:
The autumn wind is blowing in and it's taking interest rates higher as the Federal Reserve boosted the overnight lending rate by a quarter point last week, as expected. Investors may be getting used to higher for longer interest rates and inflation as the stock market has been running in place for more than one month. It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth’s new book, “A Fabulous Debt”. He joins The Express with the history of bonds and why they are so pivotal in the geopolitical tensions that define 2026. Plus, Warren Buffett steps down as Berkshire’s Chairman, but his legend continues.
nitter.siddz.com/i/broadcasts/1AKEmvWzA…
Lululemon is down more than 80% from its peak.
New CEO. Activist interest. A famous value investor circling. But the turnaround may still have a long way to go.
Is this “lemon” finally worth the squeeze?
Our latest Value Add: Investing Ideas is free to read.
investopedia.substack.com/p/…
Most of the Magnificent 7 are trailing the S&P 500 this year.
But one laggard may be more interesting than it looks.
Strong growth. A cheaper valuation than big-tech peers. And an AI payoff the market may still be underestimating.
We dug into the case.
investopedia.substack.com/p/…
On The Express with @calebsilver this week, @LizThomasStrat pf @SoFi on why she's cool with a quieter Fed, and what #investors should really focus on.
Full convo with Liz on all pod platforms now. 🎙️💥
The Fed is expected to raise rates this week.
But what if the Fed just… doesn’t matter as much anymore?
Treasury yields, oil, AI spending, earnings, and margin debt may be doing more to move markets than the fed funds rate.
@calebsilver makes the case: investopedia.substack.com/p/…