What in the World!
Thailand's economy is experiencing a modest recovery, with GDP growth projected at 2.9% in 2025, up from 2.6% in 2024. Growth in 2024 was 2.5%, marking a gradual improvement from the 1.9% recorded in 2023.
Jack of All Trades
AI innovation, biotech breakthroughs, and energy income resilience defined the day. Vertex and Ares led on quality and growth visibility, while Diamondback and Williams showcased cash-flow durability. Palantir sustained AI leadership, with Realty Income anchoring defensive yield.
Jack of All Trades
AI, energy, and income powered Nov 3 earnings. Palantir and Vertex led growth; Diamondback, Williams, and Realty Income showed yield strength; Ares and Simon kept capital steady. Innovation meets resilience — the new market edge.
What in the World!
In October 2025, the global economy exhibits notable resilience amid escalating trade tensions, geopolitical volatility, and structural shifts like the AI boom and energy transition.
Trade Secrets
Digital asset markets faced a difficult start to November as a mix of macro and market-specific factors weighed on sentiment. Lingering uncertainty from the U.S. government shutdown, cautious guidance from the Federal Reserve, and weakness in public equities curbed risk appetite.
Jack of All Trades
Berkshire Hathaway closed Q3 with record cash and surging operating profits amid a disciplined investment stance. Insurance remains the crown jewel, while the cash pile signals both caution and optionality for future deployments.
Jack of All Trades
Berkshire Hathaway closed Q3 with record cash and surging operating profits amid a disciplined investment stance. Insurance remains the crown jewel, while the cash pile signals both caution and optionality for future deployments.
Jack of All Trades
Industrial and energy heavyweights headlined the day. Linde and Aon led with disciplined growth and defensible margins, while Exxon and Chevron signaled resilience through commodity cycles. Colgate and Grainger stood out as stable compounders amid mixed macro conditions.
Jack of All Trades
Exxon and Chevron underscored energy’s earnings resilience—while Colgate-Palmolive delivered steady organic growth. W.W. Grainger reaffirmed guidance on disciplined execution, Aon posted solid organic expansion across risk and reinsurance, and Linde showed durable industrial-gas demand
Trade Secrets
The main reason for yesterday’s theme is I want people who were not around for the tech bubble in 1999-2000 to get a flavor of what true market insanity looks like. Many have heard about bubbles but never experienced one. Now we are right in the middle of it, all the insanity right in our faces.
Trade Secrets
US stock futures wobbled below the baseline Wednesday night, as investors weighed easing concerns over lofty AI valuations and drew optimism from a Supreme Court hearing that hinted at a possible setback for President Donald Trump’s tariff policy.
What in the World!
The Fed’s pivot from liquidity withdrawal to expansion, at a time when markets are euphoric and valuations stretched, is the equivalent of pouring fuel on a fire already burning bright.
