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Bitcoin Vs. Gold: Which Will Beat Inflation?​

Suddenly inflation worries are on the table again. That’s a bullish sign for putative inflation hedges like gold and Bitcoin—although worried investors shouldn’t overlook a simpler solution: stocks.

While the Federal Reserve lowered the benchmark federal-funds rate for the third time this year on Wednesday, policymakers walked back rate-cut expectations for 2025, triggering worries up and down Wall Street and sending the Dow Jones Industrial Average down more than 1,000 points. At issue: Economic growth remains strong and inflation stubbornly high. Inflation fears are a key reason 10-year Treasury yields spiked, despite the cut to short-term rates.

More:

https://www.msn.com/en-us/money/eco...l-beat-inflation/ar-AA1wbcRA?ocid=socialshare
 

Five Key Facts About the SHIPS for America Act​

Dec 19, 2024 #supplychain #martime #strategy

The Shipbuilding and Harbor Infrastructure for Prosperity and Security (SHIPS) for America Act

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the new Shipbuilding and Harbor Infrastructure for Prosperity and Security (SHIPS) for America Act introduced by a bipartisan group in Congress that aims to create a National Maritime Strategy, expand the U.S. Merchant Marine, provide Shipyard Investments, facilitate Workforce Development and lead to the Next-Generation Innovations in shipping.


20:54

00:00 Introduction
03:43 1. National Maritime Strategy
06:08 2. Fleet Expansion
09:30 3. Shipyard Investments
13:14 4. Workforce Development
16:40 5. Next-Generation Innovation
19:12 Conclusion

- Sen. Kelly, Sen. Young, Rep. Garamendi, Rep. Kelly Introduce SHIPS for America Act to Revitalize US Shipbuilding and Commercial Maritime Industries https://www.kelly.senate.gov/newsroom...
- SHIPS Act Bill https://www.kelly.senate.gov/wp-conte...
- SHIPS Act Section by Section https://www.kelly.senate.gov/wp-conte...
- Bipartisan SHIPS Act Aims to Revitalize U.S. Maritime Industry, Counter China’s Dominance https://gcaptain.com/bipartisan-ships...
 

Dow closes nearly 500 points higher on cooler inflation data, but index posts third straight losing week: Live updates​

The Dow Jones Industrial Average bounced on Friday to close out a tough week that saw the index plunge 1,100 points in a single day and complete its longest losing streak since the 1970s. Some cooler-than-expected inflation data helped fuel the session’s bounce.

The 30-stock Dow gained 498.02 points, or 1.18%. The S&P 500 added 1.09%, while the Nasdaq Composite advanced 1.03%

More:

 

Markets Now Closing Markets 12-20-24 Video​

Dec 20, 2024


11:23
 

Farm Journal Report: Continuing Resolution & It's Impact on Ag​

Dec 20, 2024


6:36
 

Holiday Season Insights With Eric Relph​

Dec 20, 2024 #GrainMarkets #CattleMarket #HolidayTrading

Eric Relph from Comstock Investments dives into the latest trends in the grain and cattle markets, shedding light on how the holiday season impacts trading volumes and market movements. In this comprehensive market analysis, he explores:
Read more below the vid on youtube.


12:26
 

Stocks rally as investors cheer US inflation relief​

  • Euro sags, Europe stocks down; S&P futures firm 0.4%
  • Futures imply two Fed rate cuts in 2025
  • Dollar remains strong on high bond yields
LONDON/SYDNEY, Dec 23 (Reuters) - Global shares were boosted on Monday by a U.S. inflation reading offering some hope for further policy easing next year, along with relief that Washington had averted a government shutdown.

After a recent central bank decisions bonanza, this week only has the minutes of a few of those meetings, while there are no Federal Reserve speeches and U.S. data is secondary.

The main market themes remain largely the same, with the dollar underpinned by a relatively strong economy and higher bond yields, which in turn is a burden for commodities and gold.

More:

 

Stock futures inch higher as the market heads into holiday-shortened week: Live updates​

Stock futures edged up in overnight trading Sunday as the market gears up for a holiday-shortened trading week.

Futures on the Dow Jones Industrial Average gained about 100 points. S&P 500 futures rose 0.3% and Nasdaq 100 futures climbed 0.4%.

Trading is expected to be relatively muted during the week. The New York Stock Exchange closes early Tuesday for Christmas Eve at 1 p.m. ET, and the market is shut on Christmas Day.

More:

 

Copper in 2024: What Surplus Means for Scrap Prices​

📈 Check Scrap Prices: https://iScrapApp.com/ - In this video, Tom provides an in-depth analysis of the copper market in 2024. This year, from supply surpluses to demand drivers like renewable energy and EVs, major shifts were seen that could impact scrap metal recycling in the years to come.


7:04
 
goldseek.com

Global Trade Routes are Shifting Part I

Who trades what along which routes has been an important part of economic history. For eons, trade routes were part of globalization which, with its free movement of goods, money and information, most economists still see as the key to growth and prosperity.
goldseek.com goldseek.com
 

Pirates of Puntland - BBC Africa​

Dec 23, 2024 #somalipirates #puntland

At its peak, the cost of Somali piracy to the global economy was around $7 billion, which included hundreds of millions of dollars in ransoms. That was just over a decade ago. Since then, international security patrols in the Gulf of Aden and Indian Ocean shipping lane all but eliminated Somali piracy. But those efforts have been stretched over the last year as Houthi rebels in Yemen started attacking ships from the other side of the Gulf of Aden. And in recent months, there’s been a resurgence of piracy off the coast of the autonomous Somali region of Puntland. BBC Africa travelled there to speak exclusively with some of the pirates themselves.


11:51
 
Nothing to see in this one. If interested, you may want to listen in one tab, play around the forum in a different tab. It's 1 hour, 28 mins long so you may want to listen in steps or by chapters.

How an ORDINARY Boy Built a $50 MILLION Shipping Legacy - The Real Story!​

Dec 5, 2024 KSN Show - Legends At Sea

From Middle-Class Boy in India to Managing Partner: Inspiring Story of Gaurav Saini | TECO Chemicals
In this powerful and deeply moving podcast, I had the privilege of speaking with Gaurav Saini, Managing Partner at TECO Chemicals, a global leader in maritime solutions. This conversation left me inspired and motivated to strive harder in my own journey.Gaurav’s incredible story is a testament to resilience, courage, and ambition. From humble beginnings in India to navigating life’s challenges in the uncharted territories of Africa, he has risen to become a key figure in the global shipping industry.

Lots more to read, including a time stamp below the video on youtube.

 

2024 Aluminum Market Trends & Insights: Year-End Report​

📈 Check Scrap Prices: iScrapApp.com - Tom dives into the 2024 aluminum market in this video, highlighting the trends, challenges, and opportunities shaping the industry. From skyrocketing demand in construction and EVs to supply chain hurdles and recycling innovations, learn what drove aluminum to new heights this year.
👉 Read more: https://iscrapapp.com/blog/2024-scrap...


6:31
 

The Top 5 Videos From What's Going on With Shipping for 2024​

Dec 26, 2024 #supplychain #dali #containership

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the top 5 most viewed videos for 2024 from What's Going on With Shipping?


18:05

00:00 Introduction
00:50 Video #5
02:13 Video #4
04:15 Video #3
08:37 Video #2
11:15 Video #1
 

Commodities Pointing to Painful Stagflationary Environment in 2025.​

Dec 27, 2024 #market #investing #economy


18:10

CRB Commodity Index - Price - Chart - Historical Data - News

CRB Index increased 48.80 points or 16.19% since the beginning of 2024, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. CRB Commodity Index - values, historical data, forecasts and news - updated on December of 2024.
tradingeconomics.com tradingeconomics.com
 

Dow falls more than 300 points Friday, but breaks a 3-week losing streak: Live updates​

Stocks declined on Friday, led by technology names, but major indexes still posted a positive holiday week.

The blue-chip Dow Jones Industrial Average shed 333.59 points to 42,992.21, falling for the first time in six sessions. The S&P 500 fell 1.1% to 5,970.84. The Nasdaq Composite slid 1.5% to 19,722.03, as Tesla dropped 5%, and Nvidia fell 2%.

Still, the Dow squeezed out a 0.4% gain on the week, breaking a three-week losing streak. The S&P 500 advanced 0.7% this week after posting its best Christmas Eve performance since 1974 on Tuesday, according to Bespoke. The Nasdaq slightly outperformed with a 0.8% gain this week.

More:

 
Some of this, some of that in this one. Some links are free, some you have to register to read, and some are behind a paywall. It is what it is.

theideafarm.com

90 Facts from 2024

theideafarm.com theideafarm.com
 

What the Ship (Ep 113)| Maritime Revival | Russia | Seafarer Abandonment | Tankers | Containers​

Dec 29, 2024 #supplychain #china #SHIPSAct

What the Ship (Ep 113)| US Maritime Revival vs China Dominance | Russia Claims on Ursa Major Sinking & Rescue, plus Eagle S Seizure | Seafarer Abandonment | Tanker Sector | Container Sector and US ILA Labor Strike


29:26

- 00:00 Introduction
- 00:54 1. Fear That China Rules the Waves Jolts U.S. to Pursue Maritime Revival https://www.wsj.com/politics/national...
- 06:14 2. Norwegian Shipping Company Denies Russia’s Claim it Refused to Help Sinking Ship https://gcaptain.com/norwegian-shippi...
Official report on the emergency with the vessel Ursa Major https://obl.ru/en/news/1508/
- 15:37 Seafarers left to rot along with their abandoned ships https://www.thetimes.com/article/98e5...
- 19:44 Asia fuel oil prices capped in early 2025 but supply risks loom https://www.reuters.com/business/ener...
- 23:04 Shanghai Becomes First Port to Handle Over 50 million TEUs https://gcaptain.com/shanghai-becomes...
- 27:46 Analysis
 

Steel Recycling Market 2024: Trends, Growth & Future Insights​

📈 Check Scrap Prices: https://iScrapApp.com/ - The global steel recycling market surged in 2024, driven by sustainability goals, advanced technologies, and regulatory pressures. In this video, Tom dives into the key trends shaping the market and what they mean for the future of recycling.
👉 Learn more with iScrap: https://iscrapapp.com/blog/2024-scrap...


8:03
 

Shipping 101 - Introduction | Entrepôts | Fleet Size | Cargo Tonnage | Ship Size | Shipping Systems​

Dec 31, 2024 #supplychain #shipping #maritime

In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — introduces the new series Shipping 101 and highlights Martin Stopford's Maritime Economics


16:02

- Martin Stopford Maritime Economics https://archive.org/details/maritime-economic-martin-stopford-3rd-edition

- Review of Maritime Transport 2024 https://unctad.org/publication/review-maritime-transport-2024
 
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