As the largest public pension system in the United States, Calpers is on the move again. In its latest 13F filing with the U.S. Securities and Exchange Commission (SEC), the fund made several notable adjustments to its portfolio. Overall, the $500B “king of long-term capital” is leaning further into AI and clean energy.Calpers: Scale & InfluenceCalpers currently:Serves more than 2 million membersManages over $500 billion in assetsHeld $592.37 billion in equity positions as of November 25It remains one of the most influential long-term institutional investors in global markets.Here are the key highlights from the filing👇1. New Position in Clean Energy Star — $Bloom Energy Corp(BE)$Initiated a position of 361,883 shares in Bloom Energy (BE.US)Wort

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[Miser]Hey Tigers, gold and silver keep tagging fresh all-time highs—do you already own any?Drop your trade in the comments.THE ONE-LINE TAKEAWAY:The market is treating $Gold - main 2512(GCmain)$ as a “USD-credit put option” and $Silver - main 2512(SImain)$ as “the same put with industrial leverage.” As long as the twin story of “wider fiscal deficit + confirmed rate-cut path” stays intact, the smart money sees >70 % odds of still-higher prices.I. What U.S.-stock watchers are eyeing right nowFocus pointFresh factMarket takeawayRate-cut pace15 Oct minutes price >80 % chance of another 50 bp cut this yearEvery –10 bp in real yield ≈ +$25 on goldFiscal spiral2026 deficit draft ≥7 % GDP; Trump-2

By 15 September ET, the broad market keeps printing fresh highs, and a raft of AI-supply-chain names are slicing through prior peaks in an accelerating sprint.Of the 18 best September performers inside the $S&P 500(.SPX)$ , $Warner Bros. Discovery(WBD)$ tops the list with a 67 % surge.Ten of those winners are simultaneously carving all-time records: $Oracle(ORCL)$ , $Micron Technology(MU)$, $Paramount Skydance Corp(PSKY)$ , $Broadcom(AVGO)$ , $Seagate Technology PLC(STX)$ ,

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