4 · Last week’s leading news These are the main stories we are highlighting for readers this week, shown as they originally appeared so readers can judge them for themselves. @Kalshi_Finance · 16 Oct — CoreWeave founders cashed out $3.3bn. BigGo Finance · 15 Oct — CoreWeave founders’ $3.3bn cash-out; paper wealth down ~$15bn. @unusual_whales · 17 Oct — IMF warning on an AI-bubble hit to global growth. @WatcherGuru · 17 Oct — Bank of America on the AI investment cycle. @unusual_whales · 17 Oct — call to delay Anthropic’s IPO over AI-safety concerns. @coinbureau · 15 Oct — Anthropic Q3 revenue and IPO timing. Yahoo Finance — Nvidia’s Jensen Huang on cutting off unsafe-AI customers. @unusual_whales · 15 Oct — eight US states sue OpenAI. WSJ, via Threads — Netflix cutting about 1,000 jobs. @Tr

2 · How we research a company — Procter & Gamble (PG) Rather than give readers a list of stocks, we want to explain the research process. Procter & Gamble reports this week, so we use it as an example of how to decide whether a company belongs in a portfolio. This explains a method; it is not a recommendation. US earnings week ahead, 19–23 Oct 2026 — Stock Titan. P&G reports before the open on Thursday. Reports: before the open on Thursday 22 October 2026 (fiscal Q1 2027). The company at a glance P&G at $159.35 on 16 Oct — Investing.com. ‘Earnings in 4 days’; five-year total return about +31%. Company snapshot: P&G traded at $159.35 on 16 October, giving it a market value of about $370bn. The shares were valued at roughly 24 times earnings and offered a 2.7% dividend yi

Through My Asian Lens · Pukka Perspectives Weekly Investing Preview United States market · Week of Monday 19 – Friday 23 October 2026 The calendar is quieter this week, but many companies will report earnings, and the market has recently weakened. Here is how we see the week ahead — as a guide for thinking, not a list of trades to copy. 1 · The economic calendar This section is not about guessing the numbers. It is about understanding what each report may tell us and how markets often react. This week is light, and Federal Reserve officials are not speaking publicly, so the data will mainly shape expectations before more important events next week. Calendar summary: This is a light data week. China’s third-quarter GDP is expected to improve slightly to 4.4% from 4.3%. US jobless claims are

Let us consider planning our year-end travel in areas less prone to extreme weathers, natural disasters like earthquake and volcanic activities. At the same time, Let us consider preparing some emergency toolkit. Keep well all and stay safe. Over the past week, severe weather and major natural disasters were heavily defined by an active Pacific basin and late-season Atlantic tropical activity. A powerful magnitude 7.7 earthquake struck near Panama's Azuero Peninsula at a shallow depth, injuring at least 27 people, damaging more than 400 structures, and triggering widespread power outages across six provinces. In the tropics, Hurricane Isaias made landfall near Destin, Florida as a Category 2 storm with 105 mph sustained winds. It marked the latest first-hurricane formation of an Atlanti

INVESTING PREVIEW (12Oct2026) III. News and My Investing Muse Energy is driving inflation. Brent crude averaged about $114 in September, while petrol and diesel reached record monthly prices. Core inflation is still easing, but the Fed cannot solve an oil shock with higher interest rates. Car buyers are feeling the pressure. A quarter of new-car loans now run longer than 84 months. The average amount financed is $44,664, with a monthly payment of $787. I’ll be listening for signs that banks are seeing more household stress. A small insurer is flashing a warning. South Carolina is moving to take control of Atlantic Coast Life Insurance after concerns about risky, hard-to-sell investments. The company is not large enough to threaten the wider system, but the case shows how higher rates can e

INVESTING PREVIEW (12Oct02026) II. S&P 500 Technical Analysis The S&P 500 reached a record 7,819 on October 6, breaking above its August high after two quiet months. Still, momentum is weaker than it was in July. The RSI, a measure of market strength, has fallen to 55 from 75. The VIX is also low at 14.8, which suggests investors may be too relaxed ahead of Wednesday’s inflation report. I’m watching three levels: 7,800, 7,700 and 7,550–7,575. Holding above 7,800 would support the breakout. A drop below 7,550 on a Friday close could open the way to 7,350. The trend is still up, but I do not want to chase it before the inflation data. Michael Burry warns that investors are in denial. That may be true, but the market is still at record highs and the trend remains positive. I’m taking

My Investing Muse — Week of October 12, 2026 Three weeks before the midterms, markets have a lot to digest. This week, I’m focusing on what the key numbers mean—and what I plan to do about them. I. Economic and Earnings Calendar Monday is Columbus Day. The bond market is closed, but the stock market is open. Big banks start reporting Tuesday, including JPMorgan, Goldman Sachs, Wells Fargo and Citigroup. UnitedHealth also reports. Wednesday is the key day. September inflation data arrives at 8:30 a.m., alongside results from ASML, Bank of America, Morgan Stanley and BlackRock. Economists expect headline inflation of 3.6–3.7% and core inflation of 2.4%. The Fed still expects another rate increase this year, but markets see only a small chance of one on October 28. If core inflation runs hott

My Investing Muse — Week of October 12, 2026 Three weeks before the midterms, markets have a lot to digest. This week, I’m focusing on what the key numbers mean—and what I plan to do about them. I. Economic and Earnings Calendar Monday is Columbus Day. The bond market is closed, but the stock market is open. Big banks start reporting Tuesday, including JPMorgan, Goldman Sachs, Wells Fargo and Citigroup. UnitedHealth also reports. Wednesday is the key day. September inflation data arrives at 8:30 a.m., alongside results from ASML, Bank of America, Morgan Stanley and BlackRock. Economists expect headline inflation of 3.6–3.7% and core inflation of 2.4%. The Fed still expects another rate increase this year, but markets see only a small chance of one on October 28. If core inflation runs hott

News and my thoughts from the past week (05Oct2026) The fuel cluster (📷 1–4): 1. 📷 Diesel will “not return to normal for a year.” Energy executives in the Dallas Fed survey expect high fuel costs to persist — with pump signs already showing diesel above US$8/gallon in places and petrol above US$6. This is no longer a spike; it is being budgeted as a condition. - Financial Times Diesel above US$8/gallon at the pump (FT, via Benson) 2. 📷 China’s refiners suspend October fuel exports; PetroChina cancels cargoes. The world’s swing supplier of refined products is keeping its fuel at home. - Reuters, 1 October China refiners suspend October fuel exports (Reuters, via Benson) 3. 📷 India’s MRPL cancels three export tenders (diesel, jet fuel, reformate) after a refinery fire. - hydrocarbonprocessin

Economic Calendar (05Oct2026) Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [Investing.c

Economic Calendar (05Oct2026) caption...Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [I

News and my thoughts from the past week (28Sep2026) Benson's selected items (drafted from his inputs, his fact-check notes applied): 1. Weather and natural disasters across Asia. Typhoon Dujuan swept Japan's Kanto region around 21–23 September, bringing record rainfall, landslides and flooding with a rising death toll, and another storm was intensifying near Okinawa by week's end. Vietnam is still recovering from heavy rain and flooding across its northern and north-central provinces from mid-September, with homes inundated and crops damaged. In Thailand, all 50 Bangkok districts were declared disaster areas after severe rainfall, school closures and disruption to government travel — continued rain raises the risk of worse. In the Pacific, Hurricane Polo is real but its near-term threat is

Preview of the week starting 28Sep2026 - Payrolls, PCE and a coin-flip in Sydney Economic Calendar (28Sep2026) Economic calendar for the week (source: Investing.com, via Benson) A genuinely live week: two US prints that can move the rates path, one central-bank decision that is too close to call, and China going quiet for Golden Week from Thursday. 1. The RBA decides — and the market has not made up its mind (Tuesday 29 September, 2:30 pm AEST). The cash rate sits at 4.35%. Pricing is roughly 55/45 between a 25 bp rise to 4.60% and a hold; NAB expects the rise this week, ANZ, CBA and Westpac lean to November. The awkward part: August CPI lands on Wednesday, after the vote, so the board decides with July's 3.5% headline (3.6% trimmed mean) as its freshest read. Whichever way it goes, the st

Preview of the week starting 28Sep2026 - Payrolls, PCE and a coin-flip in Sydney Economic Calendar (28Sep2026) Economic calendar for the week (source: Investing.com, via Benson) A genuinely live week: two US prints that can move the rates path, one central-bank decision that is too close to call, and China going quiet for Golden Week from Thursday. 1. The RBA decides — and the market has not made up its mind (Tuesday 29 September, 2:30 pm AEST). The cash rate sits at 4.35%. Pricing is roughly 55/45 between a 25 bp rise to 4.60% and a hold; NAB expects the rise this week, ANZ, CBA and Westpac lean to November. The awkward part: August CPI lands on Wednesday, after the vote, so the board decides with July's 3.5% headline (3.6% trimmed mean) as its freshest read. Whichever way it goes, the st