#MarketMind
#TradingDay: AI cheer, new highs near
Aug 12 (Reuters) - Upbeat tech earnings pushed the Nasdaq, S&P 500 and MSCI All Country indices to within a whisker of their all-time highs on Wednesday, while stocks and bonds also welcomed U.S. inflation figures that appeared to reduce the chances of the Federal Reserve raising interest rates next month.
In my column today, I look at the recent surge in U.S. hyperscalers' CDS spreads, which reflect concern that these companies' increased borrowings and deteriorating free cash flows could trigger default or a "credit event". The CDS moves are eye-catching, but overstate the risks
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-12/
#TradingDay: AI cheer, new highs near
Aug 12 (Reuters) - Upbeat tech earnings pushed the Nasdaq, S&P 500 and MSCI All Country indices to within a whisker of their all-time highs on Wednesday, while stocks and bonds also welcomed U.S. inflation figures that appeared to reduce the chances of the Federal Reserve raising interest rates next month.
In my column today, I look at the recent surge in U.S. hyperscalers' CDS spreads, which reflect concern that these companies' increased borrowings and deteriorating free cash flows could trigger default or a "credit event". The CDS moves are eye-catching, but overstate the risks
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-12/
While You Were Sleeping: 5 stories you might have missed, Aug 13, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-13-2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-13-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, Aug 13, 2026
While You Were Sleeping: 5 stories you might have missed, Aug 13, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Gas prices have never been this high in mid-August
https://finance.yahoo.com/markets/article/gas-prices-have-never-been-this-high-in-mid-august-161923583.html
https://finance.yahoo.com/markets/article/gas-prices-have-never-been-this-high-in-mid-august-161923583.html
Yahoo Finance
Gas prices have never been this high in mid-August
Gas prices are sitting at a record high for this time of year, hovering above $4 per gallon.
US sent back $33.4 billion in tariff refunds in July, as total payouts surpass $100 billion
https://finance.yahoo.com/markets/article/us-sent-back-334-billion-in-tariff-refunds-in-july-as-total-payouts-surpass-100-billion-190357854.html
https://finance.yahoo.com/markets/article/us-sent-back-334-billion-in-tariff-refunds-in-july-as-total-payouts-surpass-100-billion-190357854.html
Yahoo Finance
US sent back $33.4 billion in tariff refunds in July, as total payouts surpass $100 billion
The US sent out $33.4 billion in tariff refunds in July as government checks totaling more than $100 billion have been sent to businesses since the US Supreme Court struck down President Trump's blanket tariffs.
Tech stocks today: CoreWeave and Supermicro results win over investors
https://finance.yahoo.com/technology/live/tech-stocks-today-coreweave-and-supermicro-results-win-over-investors-135605566.html
https://finance.yahoo.com/technology/live/tech-stocks-today-coreweave-and-supermicro-results-win-over-investors-135605566.html
Yahoo Finance
Tech stocks today: CoreWeave and Supermicro results win over investors
Tech stock news for the week of Aug. 10
Earnings live updates: Cisco and Cerebras earnings point to strong AI demand, but their stocks are falling anyway
https://finance.yahoo.com/markets/live/earnings-live-updates-cisco-and-cerebras-earnings-point-to-strong-ai-demand-but-their-stocks-are-falling-anyway-202302733.html
https://finance.yahoo.com/markets/live/earnings-live-updates-cisco-and-cerebras-earnings-point-to-strong-ai-demand-but-their-stocks-are-falling-anyway-202302733.html
Yahoo Finance
Earnings live updates: Cisco and Cerebras earnings point to strong AI demand, but their stocks are falling anyway
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
B.S. Just Charts.
Gold and silver both broke out of their downsloping trend lines, and in this video Gareth #Soloway breaks down whether these breakouts are sustainable or set up for a retrace to the scene of the crime. He walks through the hidden trend lines most investors never see, the levels he is watching on both metals, and exactly where he plans to add.
Gareth maps out his full step-down buy ladder on gold: a first nibble near the $4,200 pivot, an add near $3,900, and his long-term physical-holding add down at the $3,500 max-downside zone. He explains why a breakout can still retrace all the way back to the broken trend line by September into October without failing, and why he is not going to wait for that worst case to be a buyer.
On silver, Gareth shows the trend line the metal is respecting right into current resistance, his swing-trade starter near $58, the next add at $54, and the worst-case flush toward $50, which lines up in the same September-October window as gold's retrace.
He also covers his institutional gold research report and free gold calculator on Verified Investing (M2 money supply, real rates, inflation, and debt cycles), his base case for $13,000 gold by 2029 to 2031, and why running scenarios with probabilities beats going all-in on one level.
CHAPTERS:
0:00 Gold & Silver Breakouts: Sustainable Or A Retrace?
0:43 Gold's Hidden Trend Line Most Investors Miss
2:34 Why Gold Could Retrace To The Scene Of The Crime
2:37 The Free Gold Calculator & $13,000 Base Case
4:34 Gold's Three Support Levels & Buy Ladder
8:18 Silver Breakout, Resistance & Buy Levels
10:11 Why The Best Investors Trade Probabilities
11:01 Top Squad & Smart Money Commodities
Free institutional research and the gold calculator: www.VerifiedInvesting.com
https://youtu.be/5jHPuzqn2qY?is=f5QPH5TB01f8n0PT
Gold and silver both broke out of their downsloping trend lines, and in this video Gareth #Soloway breaks down whether these breakouts are sustainable or set up for a retrace to the scene of the crime. He walks through the hidden trend lines most investors never see, the levels he is watching on both metals, and exactly where he plans to add.
Gareth maps out his full step-down buy ladder on gold: a first nibble near the $4,200 pivot, an add near $3,900, and his long-term physical-holding add down at the $3,500 max-downside zone. He explains why a breakout can still retrace all the way back to the broken trend line by September into October without failing, and why he is not going to wait for that worst case to be a buyer.
On silver, Gareth shows the trend line the metal is respecting right into current resistance, his swing-trade starter near $58, the next add at $54, and the worst-case flush toward $50, which lines up in the same September-October window as gold's retrace.
He also covers his institutional gold research report and free gold calculator on Verified Investing (M2 money supply, real rates, inflation, and debt cycles), his base case for $13,000 gold by 2029 to 2031, and why running scenarios with probabilities beats going all-in on one level.
CHAPTERS:
0:00 Gold & Silver Breakouts: Sustainable Or A Retrace?
0:43 Gold's Hidden Trend Line Most Investors Miss
2:34 Why Gold Could Retrace To The Scene Of The Crime
2:37 The Free Gold Calculator & $13,000 Base Case
4:34 Gold's Three Support Levels & Buy Ladder
8:18 Silver Breakout, Resistance & Buy Levels
10:11 Why The Best Investors Trade Probabilities
11:01 Top Squad & Smart Money Commodities
Free institutional research and the gold calculator: www.VerifiedInvesting.com
https://youtu.be/5jHPuzqn2qY?is=f5QPH5TB01f8n0PT
YouTube
Gold & Silver Breakout: Buy Now Or Wait For A Retrace? Technical Analysis Revealed!
B.S. Just Charts.
Gold and silver both broke out of their downsloping trend lines, and in this video Gareth Soloway breaks down whether these breakouts are sustainable or set up for a retrace to the scene of the crime. He walks through the hidden trend lines…
Gold and silver both broke out of their downsloping trend lines, and in this video Gareth Soloway breaks down whether these breakouts are sustainable or set up for a retrace to the scene of the crime. He walks through the hidden trend lines…
🐳 WhalePool Traders Journal
US.Day.Ahead-2026.08.12-Wed.pdf
US.Day.Ahead-2026.08.13-Thu.pdf
2.4 MB
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❤1
#HKMarketUpdate
<Full-day Takeaway>HSI Closes at 25,396, Down 43 pts; HSTI Closes at 4,792, Up 15 pts; TENCENT Down over 4%; LENOVO GROUP, TINGYI, CLP HOLDINGS, LEGENDHOLDING Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1538099/top-news/AAFN
<Full-day Takeaway>HSI Closes at 25,396, Down 43 pts; HSTI Closes at 4,792, Up 15 pts; TENCENT Down over 4%; LENOVO GROUP, TINGYI, CLP HOLDINGS, LEGENDHOLDING Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1538099/top-news/AAFN
AASTOCKS.COM
<Full-day Takeaway>HSI Closes at 25,396, Down 43 pts; HSTI Closes at 4,792, Up 15 pts; TENCENT Down over 4%; LENOVO GROUP, TINGYI…
At close, HSI dropped 43 pts or 0.2% to 25,396. HSTI rose 15 pts or 0.3% to 4,792. HSCEI fel...
#HKMarketUpdate
<H Shrs>HSI Jolts to Fall 43Pts at Close; LENOVO GROUP Hits Record High Surging 20%; TENCENT Plunges 4%+
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1538103/top-news/AAFN
<H Shrs>HSI Jolts to Fall 43Pts at Close; LENOVO GROUP Hits Record High Surging 20%; TENCENT Plunges 4%+
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1538103/top-news/AAFN
AASTOCKS.COM
<H Shrs>HSI Jolts to Fall 43Pts at Close; LENOVO GROUP Hits Record High Surging 20%; TENCENT Plunges 4%+
This morning (13th), the HSI opened down 152 pts before briefly turning positive, while giving ba...
CapitaLand Investment to restructure portfolio, recycle up to S$9 billion
https://www.businesstimes.com.sg/companies-markets/capitaland-investment-restructure-portfolio-recycle-s9-billion
https://www.businesstimes.com.sg/companies-markets/capitaland-investment-restructure-portfolio-recycle-s9-billion
The Business Times
CapitaLand Investment to restructure portfolio, recycle up to S$9 billion
It plans to monetise legacy, non-core balance-sheet assets; pare excess holdings in some Reits, private funds Read more at The Business Times.
Maersk’s Q2 profit smashes forecasts amid global trade turbulence, raises 2026 outlook again
https://www.businesstimes.com.sg/companies-markets/maersks-q2-profit-smashes-forecasts-amid-global-trade-turbulence-raises-2026-outlook-again
https://www.businesstimes.com.sg/companies-markets/maersks-q2-profit-smashes-forecasts-amid-global-trade-turbulence-raises-2026-outlook-again
The Business Times
Maersk’s Q2 profit smashes forecasts amid global trade turbulence, raises 2026 outlook again
Analysts warn current market strength may fade if Red Sea traffic normalises Read more at The Business Times.
Ice cream makers bet consumers still want treats, just healthier ones
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/ice-cream-makers-bet-consumers-still-want-treats-just-healthier-ones
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/ice-cream-makers-bet-consumers-still-want-treats-just-healthier-ones
The Business Times
Ice cream makers bet consumers still want treats, just healthier ones
The rise of appetite suppressants and demand for healthier foods pushes manufacturers to cut portion sizes and simplify ingredients lists Read more at The Business Times.
Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open
https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html
https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html
Yahoo Finance
Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open
Microsoft once regarded the idea of quitting China as unthinkable. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources…
The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?
https://finance.yahoo.com/markets/stocks/articles/race-5-trillion-first-apple-103000722.html
https://finance.yahoo.com/markets/stocks/articles/race-5-trillion-first-apple-103000722.html
Yahoo Finance
The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?
Apple and Alphabet were both close to reaching it a few months ago.
Cheesecake Factory is crushing Chipotle in a restaurant rotation not seen in a decade: Chart of the Day
https://finance.yahoo.com/markets/article/cheesecake-factory-is-crushing-chipotle-in-a-restaurant-rotation-not-seen-in-a-decade-chart-of-the-day-100000651.html
https://finance.yahoo.com/markets/article/cheesecake-factory-is-crushing-chipotle-in-a-restaurant-rotation-not-seen-in-a-decade-chart-of-the-day-100000651.html
Yahoo Finance
Cheesecake Factory is crushing Chipotle in a restaurant rotation not seen in a decade: Chart of the Day
Wall Street is picking established chains over the growth stars.
SpaceX is racing back toward $150 — how to play a breakout with limited risk: Alpha Options Playbook
https://finance.yahoo.com/markets/options/article/spacex-is-racing-back-toward-150--how-to-play-a-breakout-with-limited-risk-alpha-options-playbook-100000079.html
https://finance.yahoo.com/markets/options/article/spacex-is-racing-back-toward-150--how-to-play-a-breakout-with-limited-risk-alpha-options-playbook-100000079.html
Yahoo Finance
SpaceX is racing back toward $150 — how to play a breakout with limited risk: Alpha Options Playbook
SpaceX has come roaring back from its August low and is testing its $150 opening trade.
Singapore shares close flattish amid mixed regional showing; STI down 0.01%
https://www.businesstimes.com.sg/companies-markets/singapore-shares-close-flattish-amid-mixed-regional-showing-sti-down-0-01
https://www.businesstimes.com.sg/companies-markets/singapore-shares-close-flattish-amid-mixed-regional-showing-sti-down-0-01
The Business Times
Singapore shares close flattish amid mixed regional showing; STI down 0.01%
City Developments leads gainers on blue-chip index Read more at The Business Times.