The global carry trade that crushed markets last month is still a risk, market veteran says (2 min read)

Market veteran Ed Yardeni believes that the recent slump in the S&P 500 isn't just due to economic data but also the unwinding of the carry trade. This popular trade, where investors borrow cheaply in Japanese yen to invest in higher-yielding assets like U.S. tech stocks, took a hit when Japan raised interest rates in August, causing a dramatic sell-off. Yardeni suggests that despite recent fears, the sell-off may be more about the carry trade's ongoing unwind than a sign of deeper economic trouble.

Two key inflation reports this week will help decide the size of the Fed’s interest rate cut (3 min read)

This article highlights how two upcoming reports this week on US consumer and producer prices will play a key role in the Fed's decision on rate cuts, especially with the job market slowing down. While US inflation is cooling, it's still above target, leaving many debating whether the Fed will proceed cautiously or make more significant rate cuts.

Six issues Brian Niccol will have to fix at Starbucks as he takes over as CEO (7 min read)

Brian Niccol, former CEO of Chipotle, is stepping in as Starbucks' new CEO amid a challenging period for the coffee giant. His leadership will be tested as he navigates a complex global business, far larger than Chipotle. With sales slumping and stock prices falling, Niccol faces several key issues, including attracting Gen Z customers, tackling mobile app frustrations, and addressing the company's China business. More details on each of these issues are available in the article.

Apple must pay 13 billion euros in back taxes, EU’s top court rules (3 min read)

Europe's top court ruled against Apple in a decade-long battle over €13 billion ($14.4 billion) in back taxes owed to Ireland, marking a significant moment in the EU's efforts to regulate US tech giants. This ruling reverses a previous court decision in Apple's favor, reigniting tensions between the company and European regulators. With Apple set to incur a massive tax charge this quarter, the case reflects the ongoing conflict over taxation and competition laws in the EU.

2 No-Brainer ETFs to Buy Before the Fed Cuts Interest Rates (4 min read)

This article discusses how two types of ETFs could benefit from upcoming interest rate cuts by the Fed. It highlights small-cap value ETFs, which may gain as smaller companies feel relief from lower rates, and long-term Treasury bond ETFs, which could increase in value as bond yields drop. With rate cuts anticipated, these funds present potential investment opportunities for those expecting prolonged low interest rates.

Investors are pouring into leveraged ETFs to double up on Nvidia and Tesla—but risk getting burned (4 min read)

This article highlights the growing popularity of leveraged ETFs, which allow investors to double their returns by betting on stock indices or individual stocks like Tesla and Nvidia. While these funds are attractive for potential high returns, they carry significant risks, as losses are also magnified. The article provides a refresher on how these speculative tools work, who uses them, and why they're not ideal for long-term, buy-and-hold investors.

Why Warren Buffett's Berkshire Hathaway Is My Top Stock Pick, Even at All-Time Highs (4 min read)

Berkshire Hathaway has crushed the market this year, with its stock up 34%—more than double the S&P 500's gain. Despite this impressive run, Berkshire is still attractively valued, trading at a conservative multiple compared to the broader market. Plus, with a massive $277 billion cash reserve and a $312 billion equity portfolio, there's plenty of upside potential. This article provides a detailed breakdown of why this stock might still be a great buy.

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