Mike McGlone @mikemclone11 nitter.net/i/broadcasts/1lJQRWrdR…

Here's a video created at the request of our BCI community members 4 yrs ago. "How To Enter & Calculate Dividends into our Covered Call Writing Trades." piped.video/eyDZ1tBKLcQ Explains how/when to enter the dividend premiums & how they change the trade results. (runs 9:56)

Ten-year closed at 5.22%. Highest since 2007. Stocks went nowhere: S&P +0.03%, Dow +0.2%, Nasdaq +0.1%. Crude gave back the war premium. WTI -1.6% near $93 on Hormuz reopening talk. Akamai +15% on an $11.6B Anthropic deal did the heavy lifting. PCE Wednesday, 8:30 ET.

China's central bank bought 44 tons of gold in July Why is gold holding 4,000? @goldbug11, Chairman of @ausecure, answers the question in his Friday precious metals wrap-up. China's central bank, the PBOC, bought 44 tons of gold in July, against 17 tons a year earlier. Goldman Sachs' research department had estimated 33 to 35 tons. It came in well above that. And it is not only China. Central banks on accumulation programs are buying every month and holding gold as a tier one asset, which takes it off the market. #gold #centralbanks #QuasarMarkets

US 30-YEAR FIXED MORTGAGE RATE CLIMBS TO 7.03%, HIGHEST IN MONTHS, AS HOUSING AFFORDABILITY PRESSURES INTENSIFY FOR HOME BUYERS — $XHB $IYR $VNQ

Anthropic signs $11.6B cloud deal with Akamai The biggest single-stock story of the morning, as @CryptoHondo reported it: @akamaidevs announced an $11.6 billion cloud infrastructure agreement with Anthropic. Howard says it's more than a cloud contract. It's a seven-year infrastructure commitment, with substantially more spending over the life of the agreement, and there's also talk of Anthropic taking a stake, similar to what we've seen with @nvidia. Anthropic may start to become one of the companies deploying capital. Howard Greenberg of Prosper Trading Academy, on Quasar Markets Live. #AI #Anthropic #QuasarMarkets $NVDA

“Transports has eyes on $75... gap fill too.” @MikeZaccardi

[QM WIRE] BILL GATES WARNS ARTIFICIAL INTELLIGENCE POSSESSES POWER SUFFICIENT TO CAUSE APPROXIMATELY ONE BILLION DEATHS — $MSFT

Costco beat. So why is the stock down? @CryptoHondo @Costco numbers were strong, as Howard Greenberg read them on the morning show: net sales around $93.9 billion, up about 11%, traffic up about 3.3%, and earnings of about $6.75 a share against $6.50 expected. The stock was still down almost a full point before the open. Howard's read: the consumer isn't one trade. In a K-shaped economy, value-driven spending holds up, so Costco can benefit when shoppers get more price conscious. What looks to be weighing on the stock is membership growth that didn't come fast enough. Howard Greenberg of @ProsperTrading, on Quasar Markets Live. #Costco #Earnings #QuasarMarkets $COST

[QM WIRE] US 30-YEAR TREASURY YIELD SURGES TO 5.53%, HIGHEST SINCE JUNE 2004, AFTER CLIMBING 25 BASIS POINTS IN THREE DAYS; MORTGAGE RATES EXPECTED ABOVE 7.50% — $TLT $XLF $XHB $VNQ $SPY

QUASAR MARKETS · DAILY MARKET BRIEFING Friday, September 25, 2026 · What to think about today THE BIG PICTURE For a decade, the reflex was simple: when stocks wobble, the Fed rides in with cheaper money. That reflex is gone. Kevin Warsh's Fed is tightening into a hot economy, the 10-year Treasury yield just touched its highest level since 2007, and every risk asset is being repriced against it. The question that defines today is not whether growth is strong. It is whether markets can climb when the cost of money is rising, not falling. So here is the one to sit with: if the Fed is hiking into strength, what in your portfolio is still priced for the old playbook? Yields hit a 2007 high as the Fed digs in Fed · $TLT The 10-year Treasury yield climbed to 5.11%, its highest since 2007, after S&P Global PMI data showed the strongest business activity in more than five years and pushed October rate-hike odds from roughly 55% toward 70%. Because Warsh's Fed is tightening into strength rather than weakness, bond prices keep sliding and the whole discount rate for stocks moves higher. As a result, the Dow is staring at a fourth straight losing week, and long-duration assets are bearing the brunt. For readers tracking the rate picture, the Quasar Markets rates dashboard frames how far this can run. What to watch: The October 27 to 28 FOMC. A second straight hike would confirm a higher-for-longer regime and reset expectations into year-end. AI bubble nerves meet a 5% yield AI and Tech · $NVDA Rising yields are kryptonite for long-duration growth, and the "AI bubble" conversation is loud again. Oracle slid about 5% after issuing a force majeure notice on a data-center project, a rare visible crack in the AI buildout narrative. Yet the demand story is not dead: Nvidia's roughly $105 billion financing commitment for an OpenAI data center shows the capex boom still has momentum. So the market is caught between a spending supercycle and a valuation math problem, which our AI and tech sector page tracks in detail. The tension: Can AI capex keep compounding if borrowing costs stay near multi-year highs? Bitcoin's breakout cools on rate-hike bets Crypto · bitcoin:native Bitcoin touched an eight-month high near $86,000 earlier this week, with some analysts declaring the crypto winter over. Then it slipped back under $84,000 as rate-hike expectations climbed, with CME FedWatch pricing a 75% chance of an October hike and a coin flip on December. Ether eased toward $2,650 in sympathy. Because higher yields pull capital toward safer paper, the "winter is over" thesis now faces its first real test against a genuinely hawkish Fed, a shift our crypto tracker has been flagging. What to watch: A monthly close below $80,000 would put the recovery thesis on notice heading into October. Oil eases, giving inflation a breather Global · $USO Crude is pulling back this morning, a relief after a Middle East risk premium pushed WTI near $93 and Brent past $104 earlier in the week. That matters because energy is exactly the supply-side inflation the Fed keeps flagging in its statements. So every dollar oil comes down eases the pressure that is currently pushing yields up, while every fresh spike does the opposite. In effect, oil has quietly become the swing factor for the entire rate story. The tension: Every dollar of oil relief buys the Fed room; another geopolitical spike takes it right back. THE QUESTION FOR YOU With Treasury yields at 2007 highs, are you leaning risk-on or risk-off into the October Fed meeting? And which storyline are you watching hardest this week: the yield surge, the AI-bubble debate, bitcoin's stall, or oil? Tell us what is on your screen.

JUST IN: 🇺🇸 US 30-year Treasury yield hits highest level since 2004.

Four ancient footprints are helping scientists step into a T. rex’s shoes. sciencenews.org/article/t-re…

Washington Today. Friday, September 25. Xi's state visit ends in ceremony, not negotiation. The tradeable news landed Thursday: the US-China tariff truce now runs to January 10. No hearings. No Fed speakers. No data. PCE is Wednesday. Today's risk is an open microphone, not the calendar. $BA $NVDA $MP $ADM $FXI

QM LIVE 9.25.26 nitter.net/i/broadcasts/1rGmqpnmM…

RT @wef: A record 1.5 billion international tourists travelled in 2025. The World Economic Forum’s Travel & Tourism Development Index 2026…

Meta plans to spend up to $145 billion in capital expenditure in 2026, with much of it going to AI. bit.ly/46H48Ne

China's Xi Jinping is sending two giant pandas to the zoo in Atlanta, calling the pandas an "envoy of friendship" between China and the United States. usatoday.com/story/news/poli…

[QM WIRE] BITGET CRYPTO EXCHANGE REPORTEDLY COMPROMISED IN MAJOR HACK WITH OVER $170 MILLION STOLEN — $COIN

Is this 2008 all over again? @jimiuorio on why stocks are not housing @qmbigbeat asks Jim Iuorio the question every investor who lived through it keeps asking: is this 07, 08 all over again? 2008 was about thirty years in the making, he says: people leveraging up into an illiquid asset, housing, and that is not something you can get out of with the push of a button. A bubble in stocks can work itself out relatively quickly. He does expect a bag holder situation in the big tech names, but he doesn't think it is knocking on the door quite yet. Jim Iuorio of The Unfiltered Investor, speaking with Steven E. Orr on Quasar Markets Live. #StockMarket #Housing #QuasarMarkets

Energy and rates drove the futures close. WTI jumped 3.44% to $95.33, Brent climbed roughly 4%, natural gas surged 6.34%, and the 10-year yield reached 5.185%, while silver, grains and livestock moved lower. $USO $BNO $UNG $TLT $SLV