To The Moon

If you think US banks are still winners in 2026, it needs an October update. For starters, $Goldman Sachs(GS)$ stock ticked down slightly early Thu, 08 Oct 2026, extending a painful sell-off that has almost zeroed out 2026 gains for the storied Wall Street bank - days ahead of its Q3 2026 earnings release. (see below) According to Yahoo Finance data: GS has fallen in 10 of the past 12 weeks. Dropping more than -20% since its July 2026 peak. (see below) For the year, shares were up less than 1% as of Thu, 08 Oct 2026 morning. Prior to 08 Oct 2026's trading, shares of the investment bank had lost -13.44% lagged the Finance sector's loss of -4.09% and the S&P 500's gain of +1.4%. The retreat comes as a dramatic reversal of investor appetite.

If you think US banks are still winners in 2026, it needs an October update. For starters, $Goldman Sachs(GS)$ stock ticked down slightly early Thu, 08 Oct 2026, extending a painful sell-off that has almost zeroed out 2026 gains for the storied Wall Street bank - days ahead of its Q3 2026 earnings release. (see below) According to Yahoo Finance data: GS has fallen in 10 of the past 12 weeks. Dropping more than -20% since its July 2026 peak. (see below) For the year, shares were up less than 1% as of Thu, 08 Oct 2026 morning. Prior to 08 Oct 2026's trading, shares of the investment bank had lost -13.44% lagged the Finance sector's loss of -4.09% and the S&P 500's gain of +1.4%. The retreat comes as a dramatic reversal of investor appetite.

The $150 Billion Buyback. On Mon, 28 Sep 2026, $NVIDIA(NVDA)$’s CEO Jensen Huang’s announced a record $150 billion share-buyback, the single largest authorization increases in US corporate history. Honestly, it was a direct response to market doubts about NVDA’s valuation and the durability of AI boom - more than a capital-allocation update. Actually, I have touched on the #1 chipmaker’s valuation concerns in my last Thursday post. (click here ! to read) By lifting the company’s remaining repurchase capacity to $235 billion thru’ FY 2028, NVDA effectively told investors that, in management’s view, the be

Week That Was. If readers have gone through my post for last week cum last Friday, (click here ! to read if you have not read it yet) , you would have recalled my moderately “bearish" outlook for stocks that week, citing bearish seasonality, mixed technicals, and uncertainty around the trajectory of oil prices and yields. US Market. Overall for week ending 25 Sep 2026, the 3 composite indexes were: DJIA : -0.21% (-108.14 to 51,828.62). S&P 500 : +0.66% (+50.58 to 7,743.41). Nasdaq: +1.29% (+345.52 to 27,068.72). The S&P 500 (market-cap weighted) Index and Nasdaq Composite were higher on the week, while the Dow turned out to be modestly lo

France is facing a major wave of domestic unrest driven by student-led protests across high schools and universities. The Beginning. The movement ignited in mid-September over systemic issues within the public education system. Students cited chronic teacher shortages, severely overcrowded classrooms, deteriorating infrastructure, and frustrations with overloaded academic schedules and university admissions platforms. What began as local walkouts and grievances in Paris rapidly metastasized into a nationwide youth mobilization via social media. The Escalation. By late September & early October, demonstrations evolved into systematic school blockades. Over 1,000 - 1,200 high schools and multiple major university campuses (including the Sorbonne and regional universities in Lyon, Rennes,

If you think US banks are still winners in 2026, it needs an October update. For starters, $Goldman Sachs(GS)$ stock ticked down slightly early Thu, 08 Oct 2026, extending a painful sell-off that has almost zeroed out 2026 gains for the storied Wall Street bank - days ahead of its Q3 2026 earnings release. (see below) According to Yahoo Finance data: GS has fallen in 10 of the past 12 weeks. Dropping more than -20% since its July 2026 peak. (see below) For the year, shares were up less than 1% as of Thu, 08 Oct 2026 morning. Prior to 08 Oct 2026's trading, shares of the investment bank had lost -13.44% lagged the Finance sector's loss of -4.09% and the S&P 500's gain of +1.4%. The retreat comes as a dramatic reversal of investor appetite.

If you think US banks are still winners in 2026, it needs an October update. For starters, $Goldman Sachs(GS)$ stock ticked down slightly early Thu, 08 Oct 2026, extending a painful sell-off that has almost zeroed out 2026 gains for the storied Wall Street bank - days ahead of its Q3 2026 earnings release. (see below) According to Yahoo Finance data: GS has fallen in 10 of the past 12 weeks. Dropping more than -20% since its July 2026 peak. (see below) For the year, shares were up less than 1% as of Thu, 08 Oct 2026 morning. Prior to 08 Oct 2026's trading, shares of the investment bank had lost -13.44% lagged the Finance sector's loss of -4.09% and the S&P 500's gain of +1.4%. The retreat comes as a dramatic reversal of investor appetite.

France is facing a major wave of domestic unrest driven by student-led protests across high schools and universities. The Beginning. The movement ignited in mid-September over systemic issues within the public education system. Students cited chronic teacher shortages, severely overcrowded classrooms, deteriorating infrastructure, and frustrations with overloaded academic schedules and university admissions platforms. What began as local walkouts and grievances in Paris rapidly metastasized into a nationwide youth mobilization via social media. The Escalation. By late September & early October, demonstrations evolved into systematic school blockades. Over 1,000 - 1,200 high schools and multiple major university campuses (including the Sorbonne and regional universities in Lyon, Rennes,

If you think US banks are still winners in 2026, it needs an October update. For starters, $Goldman Sachs(GS)$ stock ticked down slightly early Thu, 08 Oct 2026, extending a painful sell-off that has almost zeroed out 2026 gains for the storied Wall Street bank - days ahead of its Q3 2026 earnings release. (see below) According to Yahoo Finance data: GS has fallen in 10 of the past 12 weeks. Dropping more than -20% since its July 2026 peak. (see below) For the year, shares were up less than 1% as of Thu, 08 Oct 2026 morning. Prior to 08 Oct 2026's trading, shares of the investment bank had lost -13.44% lagged the Finance sector's loss of -4.09% and the S&P 500's gain of +1.4%. The retreat comes as a dramatic reversal of investor appetite.