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29.12.25 - 14:06
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«Es ist die Rache der Banken» - US-Finanzinstitute wieder in der Offensive (Cash)
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Nach Jahren des Rückzugs feiern die Grossbanken der Wall Street ein Comeback. Dank gelockerter Regulierung und neuer Kreditstrategien zeigen sie, wer an der Wall Street das Sagen hat... --- Zur Freude der Banker lockern die von Trumps zweiter Regierung eingesetzten Führungskräfte bei der Federal Reserve (Fed) und anderen Aufsichtsbehörden die nach der Krise eingeführten Beschränkungen – darunter vorgeschlagene Kapitalregeln und Stresstests, die von der Branche lange als fehlgeleitet und teuer kritisiert wurden, die aber viele Aussenstehende nach den von Steuerzahlern finanzierten Rettungsaktionen 2008 für notwendig hielten..
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29.12.25 - 03:54
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Prediction Consensus: What The Experts See Coming In 2026 (ZeroHedge)
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Prediction Consensus: What The Experts See Coming In 2026
For the seventh straight year, Visual Capitalist sifted through the forecast landscape to bring you the Prediction Consensus, a synthesis of what analysts, thought leaders, and industry experts expect for the year ahead.
This year, Nick Routley analyzed over 2,000 individual predictions from a wide variety of sources including Morgan Stanley, Goldman Sachs, the IMF, The Economist, Deloitte, Microsoft, Gartner, and dozens more.
By mapping where these forecasts overlap, we've distilled the noise into 25 high-conviction themes displayed in our “Bingo Card” format, with the number of dabs reflecting the volume of supporting predictions.
To get the full analysis of the Prediction Consensus and to see what's ahead for 2026, become a member of VC+ or purchase the full Global Forecast Series report and package.
The General Vibe of 2026
If 2025 was a year of adjustment - markets recalibrating to higher rates, geopolitics reshuffling a...
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24.12.25 - 16:09
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity (ZeroHedge)
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
Prices for LPDDR5 DRAM (Low-Power Double Data Rate 5 Dynamic Random-Access Memory) tripled this fall, as we noted in October in "Chatbots: Soaking Up the World's Power, Water, and Memory." LPDDR5 is a form of system memory that delivers higher bandwidth and greater power efficiency than prior generations, making it well-suited for laptops, smartphones, and the explosion in demand for AI-enabled devices.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
— zerohedge (@zerohedge) December 22, 2025
Goldman analyst Maho Kamiya told clients on Tuesday that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. After a 27% decline from its early November peak, the analyst asks whether the selloff has become overdone.
"Some investors think that Nintendo will be selling Switch 2 at a loss and gross profit falling ...
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23.12.25 - 21:27
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Goldman′s Small-Cap Biotech Universe: The 2026 Catalyst Playbook For Investors (ZeroHedge)
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Goldman's Small-Cap Biotech Universe: The 2026 Catalyst Playbook For Investors
There are just nine days left in the year, and this year has flown by.
We've delivered readers a steady stream of 2026 outlooks over the past few days and weeks, and next up is a year-ahead catalyst list from Goldman Sachs' small-cap biotech stock coverage.
Goldman analysts, led by Corinne Johnson, held their third "Year-Ahead" Catalyst Clinic, highlighting significant clinical catalysts for small-cap biotech companies (market caps under $3 billion) in their stock coverage universe.
Featured companies in the Catalyst Clinic included AbCellera Biologics, Allogene Therapeutics, Apogee Therapeutics, BioAge Labs, Entrada Therapeutics, Gossamer Bio, Gubra, Lyell Immunopharma, Recursion Pharmaceuticals, Sana Biotechnology, Sionna Therapeutics, Sera Prognostics, Tyra Biosciences, Viralgen, and Viridian Therapeutics.
Johnson said the sentiment from the event was mostly positive, with several names showing cl...
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23.12.25 - 14:15
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The Challenge For 2026 Markets (ZeroHedge)
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The Challenge For 2026 Markets
Authored by Lance Roberts via RealInvestmentAdvice.com,
It's that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026. Since Wall Street never predicts a down year, which would be unwise for fee-based product revenues, these forecasts are often inaccurate and sometimes significantly wrong. Let's review some previous years. For example, on December 7th, 2021, we wrote an article about the predictions for 2022.
“There is one thing about Goldman Sachs that is always consistent; they are 'bullish.' Of course, given that the market is positive more often than negative, it 'pays' to be bullish when your company sells products to hungry investors. It is important to remember that Goldman Sachs was wrong when it was most important, particularly in 2000 and 2008. However, in keeping with its traditional bullishness, Goldman's chief equity strategist David Kostin forecasted the S&P 500 will climb by 9% to 5100 ...
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23.12.25 - 04:54
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Trump Deal Highlights Intensifying Global Competition For Fusion Energy (ZeroHedge)
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Trump Deal Highlights Intensifying Global Competition For Fusion Energy
Authored by Alex Kimani via OilPrice.com,
Shares of Trump Media & Technology Group Corp. (NYSE:DJT) have surged nearly 70% after the company agreed to merge with fusion startup TAE Technologies in a $6 billion deal. Under the terms of the deal, shareholders of each company will own roughly half of the combined entity on a fully diluted equity basis. Trump Media, majority owned by U.S. President Donald Trump, will now become the holding company for TAE Power Solutions and TAE Life Sciences alongside current holdings Truth Social, Truth+ and Truth.Fi.
Founded in 1998, TAE Technologies aims to deploy commercial, utility-scale fusion energy. The company plans to commence construction of its first fusion power plant in 2026, expected to generate 350-500 MWe.
TAE Technologies has raised more than $1.3 billion thanks to backing by high-profile investors, including Google, Chevron Technology Ventures, Goldman Sachs, and Su...
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22.12.25 - 20:48
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Commodities Are Your 2026 Portfolio Insurance, Here′s Why According To Goldman Sachs (Benzinga)
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Goldman Sachs: Geopolitics, AI, and energy security drive sharp divergence across gold, metals, and energy markets.
Latest Ratings for GLD
DateFirmActionFromTo Apr 2013Oracle Investment ResearchInitiates Coverage OnStrong Buy Apr 2013Oracle Investment ResearchInitiates Coverage OnStrong Buy
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