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    • KYHBKOKYHBKO
      ·11-09 10:57

      7. News Long-List (7 November 2026)

      7. News Long-List (7 November 2026) (Your 14 captures, consolidated to nine stories — 13 images embedded; one capture dropped as a duplicate. Attribution below; unverified items flagged.) 1. The crash, dissected. Thursday’s US$3-trillion rout was driven by forced selling, per your TokenPost capture: hedge-fund liquidations and team shutdowns, not a collapse in fundamentals. The HF loss list reads like an obituary column — Renaissance Insitutional Equities down 23% on AI tech, Jump Crypto down 49% on the year. Expect more shutdowns; margin lenders do not wait for the narrative. Liquidations, not fundamentals. Source: TokenPost, via your capture. The shutdown list. Source: per your capture (unverified by me — attribution reads Spanish crypto outlet). 2. Fund managers next? eFinancialCareers
      3074
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      7. News Long-List (7 November 2026)
    • KYHBKOKYHBKO
      ·11-09 10:55

      4. The Economic Calendar (9–13 November)

      4. The Economic Calendar (9–13 November) Figure 1 — Your Investing.com capture, 7 Nov 2026. Times shown are GMT+9 (Tokyo); Singapore readers subtract one hour — the 22:30 prints land at 21:30 SGT. Monday 9 is quiet for US data — the action is China’s October inflation and trade numbers, the opening of COP31, and the clock quietly running on the US–China trade truce, reportedly extended to 10 January 2027. Tuesday 10 is the week’s macro centrepiece at 21:30 SGT: October CPI. Consensus is 0.3% month-on-month against September’s 0.6%, with core at 0.2% against 0.3%. The year-on-year forecast cell was blank on your capture; the Cleveland Fed’s inflation nowcast points to about 3.74% headline and 2.48% core — a model estimate, flagged as such, not a consensus. The 10-year Treasury note auction
      1814
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      4. The Economic Calendar (9–13 November)
    • JC888JC888
      ·11-09 10:55

      US markets: Midterm shock vs Economic data

      Recap. Last week was the ‘surprising’ week of Democratic sweeping midterm election victories that subsequently, sparked immediate investor fear over impending tech and AI regulatory crackdowns. The political shockwave triggered a massive tech rout that erased trillions in market value and forced major indices into a correction. Consequently, typically crucial US economic reports were completely buried as Wall Street panicked over the unfolding political and corporate. By the time market called it a week: DJIA: -1.39% (-722.5 to 51,285.73). S&P 500: -3.07% (-233.97 to 7,376.86). Nasdaq: -3.99% (-1,020.75 to 24,579.42). The VIX Index. The CBOE Volatility Index (VIX) also experienced a massive surge last week, skyrocketing from Monday’s 21.15 to Thursday’s peak of 28.18. This as market an
      3.31K10
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      US markets: Midterm shock vs Economic data
    • KYHBKOKYHBKO
      ·11-09 10:55

      3. The Muse: Politics of a Duress Economy (09Nov2026)

      3. The Muse: Politics of a Duress Economy (Benson’s read — analysis, not reporting. Facts underneath it are sourced; the interpretation is mine.) The Democrats’ sweep hands them something that looks like power but behaves like a trap. They can pass bills, but President Trump holds the veto — blocking is cheap, governing is expensive. And they now own an economy under notable duress: a questioned AI bubble, commercial real estate still healing, private credit creaking, tariffs, geopolitics, natural and man-made disasters, and the lingering possibility of AI going rogue. If the economy falters on their watch, the blame lands on them — and the country hands power back to the Republicans. That is not a prediction; it is the incentive structure both parties are now acting inside. Expect lawsuit
      3442
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      3. The Muse: Politics of a Duress Economy (09Nov2026)
    • KYHBKOKYHBKO
      ·11-07 23:22

      Full article - Weekly preview (09Nov2026) - dawn of a Democrats-led USA

      The Weekly Investing Preview - Week of Monday 9 November 2026 In this issue: the AI audit begins — last week’s crash and what really repriced; The Muse: the politics of a duress economy; the calendar for 9–13 Nov (CPI Tuesday, Cisco Thursday, PPI Friday); the earnings board; teaching case: Cisco, the toll road of the AI buildout; the news long-list with your captures; and why this is a week for hedging, not leverage. 1. Executive Summary Observation. Last week the market stopped applauding the AI story and started auditing it. On Thursday 5 November a single session erased roughly US$3 trillion of US stock value — the Nasdaq’s worst day in 19 months — after the midterm results raised the odds of slower data-center building. Underneath, the real economy did not blink: employers added 165,00
      6342
      Report
      Full article - Weekly preview (09Nov2026) - dawn of a Democrats-led USA
    • Jason2607Jason2607
      ·11-07 23:07
      I think the Democratic Party regaining control of the House is an important moment for American politics. It shows that voters want their voices to be heard and expect their leaders to address the issues affecting everyday people, especially the rising cost of living and the economy.  However, winning an election is only the beginning. What really matters is whether elected leaders can work together, make responsible decisions, and deliver meaningful improvements for the people. At the end of the day, good governance should always come before party politics. 🇺🇸
      341Comment
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    • PawsAndProfitsPawsAndProfits
      ·11-07 21:22

      When AI Titanic sinks, it drags the whole crew with it.

      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Modine Manufacturing(MOD)$   So $Modine Manufacturing(MOD)$ is a classic example of beneficiary of the AI boom. So much so that their forward PE is at 19 now. They manufacture cooling systems for data centers.  But with the revaluation of the whole AI ecosystem over the past three weeks, and a prediction for tighter policy controls over AI development and improvement, I do see more headwinds coming than relief for any high flying stocks previously.  This author reinterate his thesis of a buy rating for this
      5971
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      When AI Titanic sinks, it drags the whole crew with it.
    • asx股票猎豹 youtubeasx股票猎豹 youtube
      ·11-07 19:18
      。 
      259Comment
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    • IsleighIsleigh
      ·11-07 12:02

      Walmart and Costco: The Next Safe Havens After the Blue Wave? I Think Wall Street Is Overlooking One Dangerous Number.

      The US midterm elections have delivered a political earthquake. DEMOCRATS WIN BOTH CHAMBERS OF CONGRESS. A blue wave. Washington's balance of power is changing. And after the violent technology selloff, investors are searching for somewhere safer to park their money. Walmart? Costco? Consumer staples? These seem like obvious choices. After all, people still need groceries when the stock market crashes. But look at what happened on Friday, November 6. Nasdaq: +1.09% S&P 500: +0.31% Walmart: -1.72% Costco: -1.13% Interesting. Technology bounced. The supposed safe havens fell. So is Wall Street missing an opportunity? Or have investors already paid too much for safety? I think the answer lies in two numbers. 45X. And: 51X. Those are approximately the trailing earnings multiples for Walmar
      7131
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      Walmart and Costco: The Next Safe Havens After the Blue Wave? I Think Wall Street Is Overlooking One Dangerous Number.
    • mr beanmr bean
      ·11-06
      The portfolio-allocation takeaway: Don’t bet your entire portfolio on one market narrative. Build a barbell between growth and resilience. In a volatile political and economic environment, investors should consider: * 50–60% Core holdings: Diversified, quality equities with sustainable earnings and strong balance sheets. * 20–30% Defensive exposure: Consumer staples and resilient retailers such as Walmart and Costco, provided valuations are reasonable. * 10–20% Growth opportunities: Selective technology and AI leaders with durable competitive advantages and credible earnings potential. * 5–10% Liquidity: Cash or short-term instruments to preserve flexibility and take advantage of market corrections. These are illustrative allocation ranges, not a one-size-fits-all prescription; actual weig
      338Comment
      Report
    • JC888JC888
      ·11-09 10:55

      US markets: Midterm shock vs Economic data

      Recap. Last week was the ‘surprising’ week of Democratic sweeping midterm election victories that subsequently, sparked immediate investor fear over impending tech and AI regulatory crackdowns. The political shockwave triggered a massive tech rout that erased trillions in market value and forced major indices into a correction. Consequently, typically crucial US economic reports were completely buried as Wall Street panicked over the unfolding political and corporate. By the time market called it a week: DJIA: -1.39% (-722.5 to 51,285.73). S&P 500: -3.07% (-233.97 to 7,376.86). Nasdaq: -3.99% (-1,020.75 to 24,579.42). The VIX Index. The CBOE Volatility Index (VIX) also experienced a massive surge last week, skyrocketing from Monday’s 21.15 to Thursday’s peak of 28.18. This as market an
      3.31K10
      Report
      US markets: Midterm shock vs Economic data
    • KYHBKOKYHBKO
      ·11-09 10:57

      7. News Long-List (7 November 2026)

      7. News Long-List (7 November 2026) (Your 14 captures, consolidated to nine stories — 13 images embedded; one capture dropped as a duplicate. Attribution below; unverified items flagged.) 1. The crash, dissected. Thursday’s US$3-trillion rout was driven by forced selling, per your TokenPost capture: hedge-fund liquidations and team shutdowns, not a collapse in fundamentals. The HF loss list reads like an obituary column — Renaissance Insitutional Equities down 23% on AI tech, Jump Crypto down 49% on the year. Expect more shutdowns; margin lenders do not wait for the narrative. Liquidations, not fundamentals. Source: TokenPost, via your capture. The shutdown list. Source: per your capture (unverified by me — attribution reads Spanish crypto outlet). 2. Fund managers next? eFinancialCareers
      3074
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      7. News Long-List (7 November 2026)
    • KYHBKOKYHBKO
      ·11-09 10:55

      3. The Muse: Politics of a Duress Economy (09Nov2026)

      3. The Muse: Politics of a Duress Economy (Benson’s read — analysis, not reporting. Facts underneath it are sourced; the interpretation is mine.) The Democrats’ sweep hands them something that looks like power but behaves like a trap. They can pass bills, but President Trump holds the veto — blocking is cheap, governing is expensive. And they now own an economy under notable duress: a questioned AI bubble, commercial real estate still healing, private credit creaking, tariffs, geopolitics, natural and man-made disasters, and the lingering possibility of AI going rogue. If the economy falters on their watch, the blame lands on them — and the country hands power back to the Republicans. That is not a prediction; it is the incentive structure both parties are now acting inside. Expect lawsuit
      3442
      Report
      3. The Muse: Politics of a Duress Economy (09Nov2026)
    • KYHBKOKYHBKO
      ·11-09 10:55

      4. The Economic Calendar (9–13 November)

      4. The Economic Calendar (9–13 November) Figure 1 — Your Investing.com capture, 7 Nov 2026. Times shown are GMT+9 (Tokyo); Singapore readers subtract one hour — the 22:30 prints land at 21:30 SGT. Monday 9 is quiet for US data — the action is China’s October inflation and trade numbers, the opening of COP31, and the clock quietly running on the US–China trade truce, reportedly extended to 10 January 2027. Tuesday 10 is the week’s macro centrepiece at 21:30 SGT: October CPI. Consensus is 0.3% month-on-month against September’s 0.6%, with core at 0.2% against 0.3%. The year-on-year forecast cell was blank on your capture; the Cleveland Fed’s inflation nowcast points to about 3.74% headline and 2.48% core — a model estimate, flagged as such, not a consensus. The 10-year Treasury note auction
      1814
      Report
      4. The Economic Calendar (9–13 November)
    • KYHBKOKYHBKO
      ·11-07 23:22

      Full article - Weekly preview (09Nov2026) - dawn of a Democrats-led USA

      The Weekly Investing Preview - Week of Monday 9 November 2026 In this issue: the AI audit begins — last week’s crash and what really repriced; The Muse: the politics of a duress economy; the calendar for 9–13 Nov (CPI Tuesday, Cisco Thursday, PPI Friday); the earnings board; teaching case: Cisco, the toll road of the AI buildout; the news long-list with your captures; and why this is a week for hedging, not leverage. 1. Executive Summary Observation. Last week the market stopped applauding the AI story and started auditing it. On Thursday 5 November a single session erased roughly US$3 trillion of US stock value — the Nasdaq’s worst day in 19 months — after the midterm results raised the odds of slower data-center building. Underneath, the real economy did not blink: employers added 165,00
      6342
      Report
      Full article - Weekly preview (09Nov2026) - dawn of a Democrats-led USA
    • IsleighIsleigh
      ·11-07 12:02

      Walmart and Costco: The Next Safe Havens After the Blue Wave? I Think Wall Street Is Overlooking One Dangerous Number.

      The US midterm elections have delivered a political earthquake. DEMOCRATS WIN BOTH CHAMBERS OF CONGRESS. A blue wave. Washington's balance of power is changing. And after the violent technology selloff, investors are searching for somewhere safer to park their money. Walmart? Costco? Consumer staples? These seem like obvious choices. After all, people still need groceries when the stock market crashes. But look at what happened on Friday, November 6. Nasdaq: +1.09% S&P 500: +0.31% Walmart: -1.72% Costco: -1.13% Interesting. Technology bounced. The supposed safe havens fell. So is Wall Street missing an opportunity? Or have investors already paid too much for safety? I think the answer lies in two numbers. 45X. And: 51X. Those are approximately the trailing earnings multiples for Walmar
      7131
      Report
      Walmart and Costco: The Next Safe Havens After the Blue Wave? I Think Wall Street Is Overlooking One Dangerous Number.
    • PawsAndProfitsPawsAndProfits
      ·11-07 21:22

      When AI Titanic sinks, it drags the whole crew with it.

      Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Modine Manufacturing(MOD)$   So $Modine Manufacturing(MOD)$ is a classic example of beneficiary of the AI boom. So much so that their forward PE is at 19 now. They manufacture cooling systems for data centers.  But with the revaluation of the whole AI ecosystem over the past three weeks, and a prediction for tighter policy controls over AI development and improvement, I do see more headwinds coming than relief for any high flying stocks previously.  This author reinterate his thesis of a buy rating for this
      5971
      Report
      When AI Titanic sinks, it drags the whole crew with it.
    • Jason2607Jason2607
      ·11-07 23:07
      I think the Democratic Party regaining control of the House is an important moment for American politics. It shows that voters want their voices to be heard and expect their leaders to address the issues affecting everyday people, especially the rising cost of living and the economy.  However, winning an election is only the beginning. What really matters is whether elected leaders can work together, make responsible decisions, and deliver meaningful improvements for the people. At the end of the day, good governance should always come before party politics. 🇺🇸
      341Comment
      Report
    • mr beanmr bean
      ·11-06
      The portfolio-allocation takeaway: Don’t bet your entire portfolio on one market narrative. Build a barbell between growth and resilience. In a volatile political and economic environment, investors should consider: * 50–60% Core holdings: Diversified, quality equities with sustainable earnings and strong balance sheets. * 20–30% Defensive exposure: Consumer staples and resilient retailers such as Walmart and Costco, provided valuations are reasonable. * 10–20% Growth opportunities: Selective technology and AI leaders with durable competitive advantages and credible earnings potential. * 5–10% Liquidity: Cash or short-term instruments to preserve flexibility and take advantage of market corrections. These are illustrative allocation ranges, not a one-size-fits-all prescription; actual weig
      338Comment
      Report
    • asx股票猎豹 youtubeasx股票猎豹 youtube
      ·11-07 19:18
      。 
      259Comment
      Report