Stick with value stocks until everyone starts talking about them — and they are still under the radar, this Wall Street firm says
BofA says investors continue to overlook value stocks, which work particularly well in a new era of higher interest rates and inflation. Source：MarketWatch
The debt-fueled AI build-out may already be too big to fail
The Federal Reserve’s pandemic corporate credit facilities have capped downside risks and remain part of its tool kit, says BofA Global Source：MarketWatch
Oil prices decline as investors brush aside Bessent’s ‘economic D-Day’ for Iran
West Texas Intermediate and Brent crude’s contracts for October delivery both declined by about 3%. Source：MarketWatch
One Wall Street measure of market fragility just hit its highest possible level. The last time it did, volatility spiked.
The market turbulence indicator hit 1 on Aug. 19 for the first time since December 2024 following the presidential election. Source：MarketWatch
He once mentored Scott Bessent. Now Stanley Druckenmiller is criticizing the treasury secretary.
Treasury Secretary Scott Bessent’s recent maneuvers in the bond market have come in for some searing criticism from illustrious investor Stanley Druckenmiller…
Am I too old for Roth conversions? I’m 84 and my wife is 77. We have $8 million saved.
“We are reluctant to pay a financial adviser 2% of assets — roughly $160,000 per year.” Source：MarketWatch
Investors poured into Canadian ETFs right before trade talks broke down
Investors misread the mood music on U.S.Canadian talks, in a big way. Source：MarketWatch
Visa and Mastercard stocks hit fresh records, underscoring a resilient U.S. consumer
Aggregate spending has been strong, even if American shoppers are getting choosier about what they buy. Source：MarketWatch
Bitcoin has beaten stocks and gold over six months. Now it’s closing in on $80,000.
Bitcoin was rising Monday near the $80,000 level that it last touched in May, after the cryptocurrency surged last week on the Treasury Department’s plans to…
SpaceX plans to put Nvidia-powered AI satellites in orbit next year
Elon Musk’s company now plans to launch orbital data centers by the end of next year. Source：MarketWatch
Trump’s Canada trade war could lead the U.S. back to quantitative easing
That’s good for gold, stocks and long bonds. Eventually. Source：MarketWatch
Here’s how overvalued the stock market really is
Valuations today are so stretched that it may not take much more straw to break the camel’s back. Source：MarketWatch