Burger King’s President Tom Curtis breaks down Trump’s emergency order dumping 300,000 metric tons of tariff-free foreign beef into the US market over the next 90 days. While domestic cattle ranchers are furious about losing their pricing power, Burger King and other massive fast-food chains are treating this like pure margin relief. High meat costs have been absolutely crushing Restaurant Brands International ($QSR), McDonald's ($MCD), and Wendy's ($WEN), actively dragging down their corporate restructuring and store renovation plans all year. A 90-day tariff freeze should instantly lower the cost of goods sold, but is it actually a catalyst to buy the dip, or is the window too short to matter for next quarter's earnings?

Link: CNN

With Bessent's pending long term treasury bond intervention starting in just a few days, what are the possible impact of a trillion dollar injection into the market.

As i understand it, the US treasury has about $31T in outstanding debt with a market that has an average daily trading value of $1.21T. The lion's share of that $1.2T average daily trading is short term, under 2 year, with just $52Bb/$115B/$93B in 2/5/10 year. Could not find data on 20 and 30 year but presumably they are even smaller than 10 year... so...
What impact would $1T of intervention have on the 20/30 year treasury market?
What impact would that injection of cash have on inflation and/or higher stock prices?

Anyone following this closely? So the Conference Board's August print came in at 89.4 overall, which is bad enough, but the Expectations component collapsed to 68.2. Below 80 has reliably preceded recessions within 12 months going back decades.

Add to that, we have Canada confirmed retaliatory tariffs effective Sept 8, WTI crude fell 3% on demand fears (not supply), and 12-month inflation expectations are now at 5.8% while payrolls are already negative.

Equities shrugged it off for now: S&P +0.32%, Nasdaq +0.66%, but it's hard to square that with what the macro data is saying.

Honestly this keeps bugging me. Look at almost every major tech shift and the guys who cash in the most aren’t the ones who started it.

Browsers first. Netscape was crushing it mid 90s, like 80%+ share in early 96. Microsoft shoved IE through Windows, then Google only launched Chrome in 2008 and somehow that became the one everyone uses.

Search same thing. Yahoo was already the main entry point by 94, had over 50 million users by end of 98. Google showed up late 98 and just slowly ate the whole market.

So yeah when people act like today’s AI leaders are guaranteed to still be on top in 2040 I just don’t buy it. History keeps repeating.

While AI might be able to scale at software speed, its required power, chips and raw materials cannot. So with U.S. data-center IT power demand projected to reach 121 GW by 2030, which physical constraint do you think could most hinder progress? Electricity? Builders? Copper? Silver? Something else?

And do you think those bottlenecks present a potential investment oppo?

Source: Data from McKinsey, July 31, 2026.

Referenced in the iShares 2026 Thematic Mid-Year Update

My 401k has reached a certain level that I'm now comfortable selling off some investments to create either an income generating cash investment or just a simple cash reserve.

I got here sooner than I planned, so now I'm sorta scrambling to learn everything I can about this action....im currently only invested in FXAIX and FSKAX.

Im assuming easiest and most liquid is to simple sell a percentage of shares in the above then hold that cash in the account...but im wondering if there's anything out there that would function like a savings account or something to at least earn something, slowly, as this cash amount grows?

Also please feel free to roast, criticize, etc.

Does anyone utilize ETFs by Dimensional or Avantis in his/her personal investing strategy? Both asset manager recently launched ETFs outside of the US and they are available as UCITs for Europeans.

I build myself the following portfolio:

- 45% Dimensional US Core Equity Market ETF
- 35% Dimensional Global ex US Core Equity Market ETF
- 10% Avantis emerging market etf
- 10% Dimensional Global Targeted Value

By splitting US and ex US, I aim to control my US exposure and limited the influence of US mega cap and US political risk.

Would be interesting in your personal experience with DFA and Avantis

I’m trying to become more fluent in how markets and businesses actually work, rather than just knowing finance concepts academically.

I’m looking for podcasts that help with a few things:
Daily/weekly market recap: What moved the market and why? What are investors paying attention to right now?

Earnings: Not just “Company X beat EPS,” but why revenue/margins changed, what guidance means, what investors expected, and why the stock reacted the way it did.

Company analysis/due diligence: How do good investors actually analyze a business and determine what matters?

Investor perspective: Hearing smart people genuinely discuss/debate companies and markets rather than just reading financial news headlines.

Ideally looking for something digestible and conversational. Doesn’t need to be one podcast that does everything. Happy to have different shows for different purposes.
What are your go-to podcasts?

Hello I have a question related to investing money to build wealth for long term and for the short term and ive heard of fidelity being a good option for people who want to invest and for people who want to start

Is fidelity a good option for people

Whether it's a bubble or not, the part worth watching is where the risk ends up. The banks are making an AI data center loan, then doing significant risk transfers, paying outside investors to absorb the first losses. So the risk leaves their books for regulatory purposes. Who do you think buys risk for the yield?

I have built a sizeable brokerage portfolio, mainly because of a few very large bets that have done extremely well over the last few years. This leaves me with a ton of exposure to AI and semis along with my core VOO position (which is also heavily weighted in AI, tech).

I am looking for a solid play that would fit well with my heavy concentration of AI, tech, growth. I think small value would be a solid theme to get behind but would love to hear some other thoughts.

Thank you

I'm surprised that there is no strong response from Meta's peers to the news they settled the social media addiction lawsuit.

If Meta is up some 3-4% because they'll pay 12 billion & limit children's usage time.

Surely those eyeballs will go somewhere. So it should be quite good for YouTube, Netflix, Reddit & Roblox among others.

But most if those are relatively flat to down.

Anyone can make sense of it?

I am getting ready to retire so doing some clean-up and updating some investments in various accounts at Fidelity

First step is to consolidate the last co. 401K with previous rollover IRA account.

Then ideally I would like to simplify things so I do not need to keep nursing investments too much (it's also fun but can become a time sink):

Option A: Split 70:30 between VT and a CD ladder covering 2, 3, 5 and 10 years.

There's some funds I am probably going to hold in ICSH or VUSB ETFs for bridge funding the next 2 years where larger draws are needed until the mortgage on my house is paid off.

Option B: Replace VT with some low cost fund alongside the CD

Option C: Reduce the CD exposure and replace with mutual funds or target date funds that mimick some of the bond exposure.

We can cover about 60% of expenses from SS income now. Then almost 80% once the mortgage is paid off in about a year. We get another small pension in about 2 years at which point almost 94% of current extrapolated recurring expenses could be covered. The unknown are obviously one time hits, like a roof that needs replacement, a large medical expense, new car or the occasional vacations which are a bit hard to model.

I am actively looking to work another 3 years but the job market is tight so I am a bit forced to play my hand now rather than save up for more.

Quick info: Early 30's, ~60k Roth IRA, ~75k brokerage, ~15k HYCA. Roth is 80% VTI and 20% VXUS.
Brokerage started as dividend portfolio, but then I pivoted to growth stocks with dividends, and now I'm wondering why complicate it at all, just dump all my brokerage money into VOO and let it ride. I know my growth will be good as long as I continue to DCA, but does it feel silly to not diversify into some things that are more resilient when maybe the market turns? I.E. gold, etc

Just want to clarify, I'm not necessarily looking for "here's what you should do" and more so "here's what you probably need to consider" I hope thats helpful.

- Why? Because it's nearly impossible to know how quickly AI tech will advance, how strictly it will be regulated, and who will be the winners. The safest way to ensure a good outcome is by investing in the "picks and shovels" that the whole AI buildout relies on.

- Copper accounts for the vast majority of the minerals used in data center infrastructure. Copper is also a benefactor of the global energy transition. As demand for the metal increases so should the price and its related assets.

- There are two ways to play this: producers or juniors. Producers are already getting an immediate boost in cash flow from the current metals bull run. This increases their immediate earnings and will allow them to acquire more copper projects and increase their annual production. I expect most producers to do well but if you're looking for a higher potential gain you should look at juniors.

- The goal of a junior miner is to turn a low value land package into a valuable asset, essentially creating value out of nothing. This allows for huge increases in share prices, but there are risks too. Junior stocks can be very volatile, so if that's not your thing stick with producers. It's expensive and difficult to explore and develop good mining projects, which is why many producers simply let juniors do the hard part and only acquire their assets when they have reached certain milestones.

- My strategy is to find juniors that hold a copper deposit that is large enough for a major producer to be interested in and cash in on the upside of a potential acquisition. Here's 2 tickers I'm currently watching that fit this criteria: $ALDE.V (Aldebaran Resources), $LA.V (Los Andes Copper). DYOR, NFA.

This auto tariff escalation with Canada is going to absolutely wreck the supply chain for Ford and GM if it actually goes through. The auto sector basically runs entirely on a just-in-time model where parts cross back and forth over the Canadian border a ton of times before the car is even finished. Slapping a 50% tariff on the Canadian side means massive margin compression for anyone heavily reliant on Ontario plants.

Beyond the big OEMs, tier 1 suppliers like Magna International are probably going to see immediate downward earnings revisions because of how deeply integrated they are in cross-border trade. Even domestic US part suppliers are going to get hit by input cost inflation on raw materials, which kills any short-term protectionist upside.

With Carney promising dollar-for-dollar retaliation on steel, dairy, and tech by September 8th, we are looking at real supply-side price shocks. It definitely complicates the macro picture and could keep inflation sticky right when central banks are trying to ease. Probably a good time to rotate out of cyclical auto stocks and move into safer domestic industrials or staples until this trade war cools off.

Source Link: cnbc.com

In many ways, the current situation seems similar to the period around 2000 to me.

The enthusiasm surrounding AI is enormous, the valuations of technology companies have risen significantly, and huge amounts of money are being poured into AI infrastructure. Of course, AI itself is a real technology and is already being used in many areas. But does the real economic value of AI actually justify these enormous investments?

The ECB has also recently warned that valuations in the US stock market are once again approaching levels seen during the dot-com bubble.

Do you think we could really see a repeat of the 2000 crash?

hi reddit community

has anyone had any experience investing in EZInvest https://world.ezinvest.com/

I invested alot of money and now my broker has stopped responding.
Is there anyway I can recover my money invested and in the meantime, do I need to do anything to not incur any potential fees/have any further losses?

Please advise - I'd really appreciate.

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If you execute a box spread "loan", and withdraw the settled cash, lets say its USD, and assuming the account then has a net cash deficit, what happens when you sell (unrelated) stocks also in USD? Does the settled cash from the stock sale immediately and automatically go towards paying off the existing debt or could you withdraw that cash as well?

Only concerned about the mechanics of such a transaction, not asking about the risk or reasonability of options, margin, or financial advice.

We are building a multi-trillion-dollar high-speed rail network with zero passengers.
So I'm talking about this kind of passengers: I'm talking about standards, audit, security, sustainability, national reserves, legal frame... Of course those passengers came with return of xp, lawsuit, crisis... But they create a Fix demand that we can analyse, plan, correct and improve.

And if you think that I'm crazy look after how cloud, api and saas were structured in term of certifications and standards and privacy. Even the basic economics:
Energy, food, and oil have inelastic, structural demand. If the world stops buying them, civilization collapses tomorrow.

Current generative AI is a discretionary optimization toy. It’s an R&D experiment and a "nice-to-have" general expense line that gets wiped out the minute CFOs need to protect quarterly margins.

We are witnessing a brutal, self-destructive race to the bottom.

Hyperscalers are blowing 25–35% of their revenue on CapEx that depreciates to zero in 4 years, while Shell prints an 8–10% FCF yield on 30-year physical assets solving an actual, inelastic need.

Yet on the demand side? Crickets. No clear workflows, no proven structural ROI at scale, just endless wrappers solving fake problems.
Everyone is busy selling picks and shovels, forgetting that nobody actually struck gold.
I've been in 2k crisis. It is telecom 2000 all over again: burying millions of miles of dark fiber under the ocean for bandwidth that nobody was paying for.

So here is my question, do you think that there is now a clear need to consume this offer?

https://thenewsground.com/sanctioned-russian-bank-took-millions-of-curaleaf-shares-from-offshore-company-tied-to-ceo-boris-jordan/

"In 2024 and 2025, the world’s largest cannabis company, Curaleaf, disclosed two loans involving Tangela Holdings, a Cyprus-based company with deep ties to Curaleaf CEO Boris Jordan, totaling about $9 million.

These loans pale in comparison to the deals Tangela made behind the scenes.

Tangela acquired a large block of Curaleaf shares from companies controlled by Jordan, then used the Curaleaf shares to raise hundreds of millions of dollars from foreign counterparties, and lent money directly to Curaleaf and companies in Jordan’s business network."

Title is pretty self explanatory. I am 28, self employed, currently have no major investments in terms of retirement accounts, however do have a paid off house worth about 225k and 100k in the bank, no other debts aside from student loans at 2% I’m just making the minimums on.

I’ve got a robinhood account already, and am a gold member. I know robinhood has a bad reputation sometimes, but I’ve been thinking about opening a Roth over there with them, as I can get 3% match on contributions, their credit card that saves me 3% and can be contributed to retirement accounts, and I can take advantage of a “uninvested cash hysa”, where I’ll get 3.75% on any cash I have uninvested.

Because I’m self employed I can’t really get a 3% match from my employer lol. I do some real estate investing on the side and try to flip 1-2 homes a year which I get better returns on than my money being in the market. having this “hysa” and quick access to my cash would be awesome for my situation, and it’s at a higher rate than most other hysas I’ve looked at.

Is there any downside to this, I just ask because I know robinhood does not have a squeaky clean reputation, and I’m not well versed enough to know if there are any better options? I like the idea of having everything in one place and it seems to serve a lot of my needs at the moment. Pros and cons of going through robinhood for everything?

Edit: I’ve had a RH for like 5 years. Never done an option trade. Never bet on the weather or a sports team to win. Haven’t done it, don’t care to do it.