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منبع: Kitco خبرگزاری

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Economist who called the 2008 crash says the AI bubble has "less than a year to go"

Steve Keen has spent two decades telling anyone who'll listen that markets watch the wrong debt. This week he put a clock on it.

منبع: Kitco

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منبع: Seeking Alpha خبرگزاری

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The Economically Sensitive Materials Sector Is Breaking Out

Basic Materials broke out of a multi-month consolidation, with unusually broad strength in copper and agricultural input stocks creating several attractive trend-trading setups. The strength in economically sensitive Materials supports the narrative of a healthy economy with persistent inflation.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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Industrials Bend But Don't Break

Industrials rebounded 0.29% on Friday, snapping four consecutive declines. The gain wasn't enough to lift the sector back above its 50-DMA, but it did add to the series of higher lows that have been in place since the spring.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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Artisan International Small-Mid Fund Q2 2026 Portfolio Review

Artisan International Small-Mid Fund portfolio modestly trailed the MSCI ACWI ex USA SMID Index in Q2. On an individual company basis, NICE, Landis+Gyr and DBV Technologies were the largest Q2 detractors. Our top contributors for the quarter were Rohm, LivaNova and Glanbia.

منبع: Seeking Alpha

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منبع: Yahoo Finance خبرگزاری

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Michael Saylor sold the bottom. Bitcoin rallied anyway.

Strategy sold $2 billion of stock last week and bought no Bitcoin with it. Its holdings sat unchanged at 840,447 BTC while Bitcoin posted the largest weekly dollar gain in its history.

منبع: Yahoo Finance

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منبع: Seeking Alpha خبرگزاری

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The AI Trade Deleveraged, Its Suppliers Didn't

AI trade fundamentals will likely drive future returns as speculative leverage unwinds, evidenced by lower volatility in semiconductor stocks. But, leverage is moving on and off-balance sheets of major AI players like Alphabet (GOOGL) and NVIDIA (NVDA), introducing hidden systemic risks reminiscent of the Dot.com era.

منبع: Seeking Alpha

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منبع: CNBC خبرگزاری

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Trump admin unveils anti-Iran global sanctions plan, signals China not exempt

منبع: CNBC

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منبع: Seeking Alpha خبرگزاری

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Update On PICK: Reiterating The Buy Recommendation

I reiterate my Buy recommendation on the iShares MSCI Global Metals & Mining Producers ETF, which remains in a long-term bullish trend near record highs. Industrial metals prices, especially copper, zinc, tin, and steel, have posted strong double-digit gains in 2026, driving profitability for mining companies held in PICK. PICK offers diversified exposure to leading global mining firms, with robust liquidity, a 2% yield, and a 0.39% management fee.

منبع: Seeking Alpha

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منبع: CNBC Television خبرگزاری

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Fed Chair has to say something about inflation, says former Fed President Patrick Harker

Patrick Harker, Fmr. Philadelphia Fed president, joins 'Squawk on the Street' to discuss what to expect from the Federal Reserve's annual Jackson Hole symposium.

منبع: CNBC Television

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منبع: Seeking Alpha خبرگزاری

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More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes

Markets continue to trade near record highs even as bond yields have hit their highest levels since 2007 and energy prices remain elevated. Private credit markets are deteriorating, with record default rates and redemption gates at major funds like Apollo (APO) and Blackstone (BX), raising systemic risk.

منبع: Seeking Alpha

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منبع: Barrons خبرگزاری

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U.S. to Unveil New Iran Sanctions in ‘Economic D-Day.' What to Expect.

Treasury Secretary Scott Bessent is aiming to isolate Tehran further from the global financial system.

منبع: Barrons

Official Partner ITBFX Start Trading

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منبع: Schwab Network خبرگزاری

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SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty

U.S. Treasury Secretary Scott Bessent is "pulling levers" in the bond market by doubling liquidity in longer-duration bonds, says @CharlesSchwab's Collin Martin. He considers the move a short-term fix to push back bond volatility.

منبع: Schwab Network

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منبع: Market Watch خبرگزاری

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Bessent tapping Treasury's rainy-day fund for buybacks isn't a ‘bazooka' to get markets to move his way

Bessent's move “does not change anything. It just reduces the cash that Treasury has on deposit,” one analyst says.

منبع: Market Watch

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منبع: Seeking Alpha خبرگزاری

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Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale advantages. EPA's Renewable Fuel Standard mandates create a structural demand floor for ADM's biofuel-linked businesses, catalyzing robust forward earnings growth.

منبع: Seeking Alpha

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