Weekend Edition EP98:Who needs AI stocks, we’ve got Silver
The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.
Weekend Edition EP97:Rate cut “hopes” keep market at sky high valuations
The episode concludes with insights into commodities and market trends, emphasizing the importance of understanding these evolving technologies in the financial landscape.
MPC Morning Call 1st December 2025
Markets had a half session in the US on Friday night. Highly recommended to ignore the movement or price action in equities
Weekend Edition EP96: IS OpenAI the Posterchild of AI, or the AI bubble
Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.
Is OpenAI the Poster-Child of AI, or the AI Bubble?
You would think that the company that brought us ChatGPT – the one that supposedly aces every math test thrown at it – would be able to do the math on its own business model and cash-flow forecasts. But apparently not.
MPC Morning Call 27th November 2025 – Turkey Trap Rally continues on recycled “rate cut” optimism
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market
MPC Morning Call 26th November 2025 – Index shrugs off Nvidia Weakness to close in the green
The indexes shrugged off weakness in Nvidia as a jump in other megacaps, google and Meta along with health care and consumer stocks helped carry the broader market
MPC Morning Call 25th November 2025 – Tech surges higher led by Google after rave reviews of Gemini 3
Google led the market higher overnight as enthusiasm on their TPU technology and Gemini 3 re-ignited investors AI enthusiasm
MPC Morning Call 23rd November 2025 – Stocks bounce as Fed Williams breaks ranks to give a rate cut hope
Stocks bounced back on Friday on very thin hopes for a December rate cut, as Fed Williams went against all the recent Fed speak and suggested a cut could come soon.
Weekend Edition EP95: Tech Stocks smashed as Investors dig deeper into Nvidia results
Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.
MPC Morning Call 21st November 2025 – Tech Stocks smashed as Investors dig deeper into Nvidia results
Stocks were smashed overnight as an Nvidia led rout of the AI stocks, as rate cuts were taken off the table due to better than expected Payrolls.
Closing Bell 20th November: Cautious Trading Ahead of Key US Data Releases
Global markets were steady but cautious this afternoon as investors weighed stretched tech valuations and upcoming US data. The ASX followed suit, trading in a tight range as weakness in local tech offset strength in gold and energy names. Turnover remained light, with traders preferring defensive sectors while awaiting clearer signals on rates and global earnings.