The Trump trade is soaring as bitcoin, dollar, bond yields surge (3 min read)

Markets are electrified by Trump’s election victory, sending ripples across every asset class. Treasury yields were jumping while the dollar surged, reflecting confidence that Trump's policies will disrupt the economic landscape. Stocks across the board were also gaining, with small caps leading the charge, and even Bitcoin hit a record high as investors eye a pro-crypto agenda under Trump’s administration.

A Fed decision in the shadows of the election (3 min read)

The Fed’s recent push to lower rates faces pressure from bond markets and Trump’s re-election, potentially leading them to keep rates higher than planned. The market is still expecting the Fed to announce another rate cut this week, but with future spending expected to rise under Trump’s administration, the Fed could be forced to keep borrowing costs elevated to curb inflation.

Nvidia passes Apple as world’s most valuable company (2 min read)

Nvidia has overtaken Apple as the world’s most valuable company, hitting a market cap of $3.43 trillion. The stock’s meteoric rise this year reflects Nvidia’s stronghold on AI, as its GPUs power everything from ChatGPT to Microsoft’s AI ambitions. Meanwhile, Apple still remains strong with new AI features, but Nvidia’s rapid growth and market presence have placed it firmly in the lead.

Tesla stock entering its next growth wave: Analyst (Video)

This 24-minute video covers Tesla’s surprising Q3 earnings report, where Elon Musk revealed ambitious production plans for 2025 and hinted at launching a ride-hailing platform. With Trump’s win also benefiting Tesla, Bank of America's senior automotive analyst John Murphy shares his bullish outlook, predicting double-digit sales and earnings growth in 2025 and 2026, driven by Musk’s bold strategies and advancements in self-driving tech and humanoid robots.

ETFs Boasting 200% Yields: Too Good to Be True? (Video)

ETFs using option strategies to deliver eye-popping yields, sometimes exceeding 200%, have captivated investors chasing high monthly payouts. But while these funds create a buzz with big returns, they often lag behind the underlying stocks they’re tied to. Check out this 12-minute video to see how these strategies work and why they might not be the golden ticket for long-term investors.

Product roundup: Capital Group Canada gets active on TSX (1 min read)

Capital Group Canada has rolled out its first active ETFs on the TSX, launching two equity and two fixed-income options designed to fit key asset allocation strategies for financial professionals. The lineup includes global and international equity ETFs as well as multi-sector income and world bond ETFs, adding to Capital Group’s expansive portfolio as a major active ETF player in the US.

Talk Your Book: The Next Big Short (Podcast)

This 33-minute podcast provides an in-depth look into private equity, the recent rising demand for it, and why there is a sentiment bubble growing in this space.

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