Dare To Short Silver

Silver is experiencing a significant parabolic price spike, currently around $60/oz, driven by retail investors and a supply-demand deficit. However, this pattern mirrors previous spikes since the 1970s, suggesting a potential collapse below $20/oz. As the Fed signals an end to interest rate cuts, Silver’s bubble may burst, presenting risks for shorting.

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Why the Market Loved Walmart’s Earnings, But Not Nvidia’s

Nvidia reported record Q3 revenue of $57 billion, driven by data center growth, but shares fell 4% post-report due to market skepticism. Conversely, Walmart posted $169.6 billion in revenue with strong e-commerce growth and saw its shares rise. This contrast highlights market reactions favoring stability over potential amid economic uncertainty.

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Wasatch U.S. Select Fund Q3 2025 Commentary

U.S. stocks rallied in Q3, aided by the Federal Reserve’s interest rate cut and stable economic data. The Wasatch U.S. Select Fund fell by 1.93%, impacted by poor stock performance from specific holdings. Despite underperformance, fund managers remain committed to their investment strategy focusing on high-quality growth companies, expecting long-term potential.

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