Wednesday, October 08, 2025
Opening Recap
Market Pulse: US equities ticked higher led by tech and a surge in Bitcoin fund flows while bonds edged back and oil spiked on Middle East tension.
Key Movers: BlackRock’s Bitcoin Fund Hits “Absurd” Growth and NBFCs Poised for Strongest Earnings in Six Quarters drove the push in risk assets.
Macro & Politics: Australia’s Central Bank Swings to Profit, Again Skips Dividend underscores fiscal maneuvering over distribution choices.
What’s Next: Look for Q3 earnings to close and central bank commentary to steer yield plays today.
Market Commentary
Everyone’s fixated on the parabolic ascent in BlackRock’s iShares Bitcoin Trust, but they’re ignoring the snarled volatility under the surface. Bitcoinist’s “BlackRock Bitcoin Fund Hits ‘Absurd’ Growth, Eyes $100B AUM” reads like a yield jackpot, yet a sudden swing in crypto could melt those extra distributions faster than you can blink. Yield-chasers love the skin in the game, but let’s not pretend crypto’s mood swings are a spectator sport.
India’s NBFCs may be set for their strongest earnings in six quarters, but don’t overlook the parallel in secured lending. ICRA’s projection that organised gold loans will hit ₹15 trillion by March 2026 shows how yield hunters are piling into every corner of credit. Economictimes.com’s “NBFCs set for strongest earnings in six quarters” and BusinessLine’s “Organised gold loan market to touch ₹15 Trillion” paint a picture of risk migrating to less obvious corners of the market.
If you’re hunting distributions, prioritize covered-call structures and keep durations tight around policy events. The Reserve Bank of Australia’s choice to skip dividends is a reminder that central banks still hold the cards on liquidity. Stay nimble, watch your credit metrics, and don’t get greedy when yields look irresistible.
📈 Breaking Financial News
Altria Group (MO): A High-Yield Favorite Among the Most Profitable Dividend Stocks
Altria Group, Inc. (NYSE:MO) is included among the 13 Most Profitable Dividend Stocks to Buy Right Now. Altria Group, Inc. (NYSE:MO) stands as one of the…
Abbott Laboratories (ABT): A Healthcare Leader Powering the List of Profitable Dividend Stocks
Abbott Laboratories (NYSE:ABT) is included among the 13 Most Profitable Dividend Stocks to Buy Right Now. Abbott Laboratories (NYSE:ABT) has long been a…
Serve your pork chops some sangria
I came across bottled sangria at the market and was inspired by its fruity, spiced notes — perfect for pairing with tender pork loin chops.
Valuations revert to the mean, but the mean is a moving target
While mean-reversion is a well-established concept, blindly relying on historical averages can cause investors to remain underinvested in a long bull run while waiting for ‘cheap' valuations, or overpay for assets during periods of uncertainty.
They're Trying to Cancel Elon Musk, But You Can Profit
The woke mob is targeting Tesla, but savvy investors see a hidden opportunity. A tiny, little-known company is supplying the key technology for Musk's $9 trillion AI revolution. Get in before the mainstream media catches on.
🔍 Market Analysis & Insights
BlackRock Bitcoin Fund Hits ‘Absurd’ Growth, Eyes $100B AUM
According to market reports, BlackRock’s iShares Bitcoin Trust (IBIT) has climbed to the edge of a major milestone, with assets under management roughly between $98 billion and $100 billion. Related Reading: After Nearly $80 Billion In Bitcoin, Saylor Says It…
Kalmar secures significant order from Patrick Terminals for its automated straddle carrier solution
KALMAR CORPORATION, PRESS RELEASE, 8 OCTOBER 2025 AT 10:00 AM (EEST) Kalmar secures significant order from Patrick Terminals for its automated straddle carrier solution…
NBFCs set for strongest earnings in six quarters. 10 stocks to buy ahead of Q2 results
According to Motilal Oswal, the NBFC-lending sector is expected to post a robust 21% year-on-year earnings growth in Q2 FY26, the highest in six quarters and well ahead of most other sectors. The strong momentum is led by healthy credit demand, stable margins…
Show HN: Self-hosted gateway for video generation APIs (Sora/Runway/Kling)
Built this to test AI video providers without separate integrations for each. It's a local gateway that uses your API keys to call Sora, Runway, and Kling through one endpoint. FastAPI backend, React frontend, runs in Docker. Tracks costs and generation hist…
Organised gold loan market to touch ₹15 Trillion by March 2026: ICRA
ICRA estimates market size of organised gold loans could further increase to ₹18 trillion by FY27; surge attributed to sustained uptrend in gold prices
Is This the End of Tesla?
The media says Tesla is on the ropes, and the “woke mob” is attacking. But they're missing the big picture. A silent partner is powering Elon Musk's $9 trillion comeback. This is your chance to profit while they're distracted.
💰 Investment Opportunities
How We Became Actual Real Estate Investors
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot. The post How We Became Actual Real Estate Investors appeared first on The White Coat Investor – Investing & Personal …
Confused about bonds? Jiraaf’s Saurav Ghosh explains the rise & how to invest
Indian investors are increasingly turning to bonds for portfolio stability and wealth preservation as their wealth grows. Jiraaf's Bond Analyser and AI-powered tools are simplifying bond investing by offering institutional-grade insights, real-time data, and …
Cornish Metals Announces Update to Its Plans to Re-Domicile to the UK
VANCOUVER, British Columbia, Oct. 08, 2025 (GLOBE NEWSWIRE) — Cornish Metals Inc. (AIM/TSXV: CUSN) (“Cornish Metals”, “Cornish Canada” or the “Company”) is pleased to announce that, in connection with its previously announced intention to re-domicile from Can…
Cornish Metals Announces Update to Its Plans to Re-Domicile to the UK
Cornish Metals announces update to its plans to re-domicile to the UK……
This ground-breaking research proves we’ve been using creators wrong all this time
What if marketers have been sleeping on the brand-building power of creators, instead seeing influecing as a short-term sell. Andrew Tindall excitedly dissects research that will change how you think about social media’s role in the media mix. For ten years, …
You WILL buy these four miners [now or when the herd panics]
BREAKING: The Senate just passed Trump’s “Big Beautiful Bill” – which guarantees the US will add another $10 trillion to its already massive debt pile. The means big beautiful gains are coming to the best gold miners – because gold runs higher and longer in times of out of control monetary inflation. Go here to learn about the four “Golden Anomaly” miners selling at discounts up to 90% below the value of their gold in the ground
