DHUnplugged #774: Right to Win

A new crisis is brewing – banking sector again

Markets is sideways mode

The scary tariffs and a walk back

Apple News……..

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We’re dedicating this episode to Sophia Maria — someone very special who left us too soon...

Warm-Up - A new crisis is brewing - banking sector again - Markets is sideways mode - The scary tariffs and a walk back - Apple News........ - Announcing the WINNER of the CTP for LAC

Markets - Yields dropping - Region bank scare due to 2/3 bankruptcies (new stress) - Fed stops tightening - why is that? - TACO trade is back - Buig Tech earnings on the way

"Just when you think that the coast is clear - the banks will somehow screw things up"

US Government Shutdown - Day 19?

Bitcoin - Hits all-time high above $125,000 - then pulls back - Big moves with crypto last couple of weeks - Trump tariff comments spooked speculators -- Some coins were down 15-25% after the close on that Friday

GOLDDDDDDDDDDDDDDDDDDDDDD! - Taking a walloping last couple of days... -- Was really overbought -- Silver getting hammered too (8% in 2 days)

Gold, Silver BOOM - Also hits new highs - then backs off a tad - Major holiday in India --- First day of Diwali in India - Buying gold (and silver) on Dhanteras is considered highly auspicious. It symbolizes: -- Wealth and prosperity, invoking blessings from Goddess Lakshmi (the deity of wealth). -- Health and longevity, honoring Lord Dhanvantari, the divine healer who is believed to have emerged with the nectar of immortality on this day. -- Financial stability, as gold is seen as a secure and pure investment.

New Phrase - Like the use of TAM - Total Addressable Market or other PR phrases.... - "Right to win" is a business strategy concept that refers to a company's ability to enter a competitive market with a high probability of success, based on its unique advantages. It is not an automatic entitlement but is earned through a coherent strategy that al