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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Welcome to Gold Dragon Daily
An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.
This is Market Pulse — Friday's Numbers Equities Holding Steady • S&P futures at 6,796, up 0.29% • Dow at 46,947, up 0.07% • Nasdaq at 25,357, up 0.86% • Modest gains heading into the weekend Oil Rallying on Sanctions • WTI at $61.86, Brent at $66.46 • Both benchmarks posted their strongest weekly gain since mid-June after new US sanctions hit Russian oil companies • Brent-WTI spread holding near $4.60 • Permian breakevens remain the focus • Target sub-$50 costs, hedge floors above $75 Gas Climbing • Henry Hub at $3.32, up 7.4% year-over-year • November futures at $3.45 • Winter demand building • Selective exposure, lock winter contracts Real Estate Stabilizing • Industrial caps at 6.1%, down 25 basis points in September • CBRE survey shows 64.5% expect no further movement • Multifamily transaction volume down 5% year-over-year in Q3, but deal flow improving for three straight quarters • Industrial sub-5.7% caps near logistics hubs remain the play Credit Tightening • SOFR at 4.21%, spreads widening • SOFR-to-IORB spread trending higher, signaling repo market stress • Private credit defaults holding at 1.84% in Q3, but bankruptcy filings up • Senior secured, SOFR plus 650 basis points, LTV under 65% Bottom Line • Oil hedged above $75 • Gas locked for winter • Industrial caps below 5.7% • Senior credit with tight LTV • Week ahead: watch SOFR spreads and Q4 earnings
That's your Market Pulse update. For more, visit GotTheGold.com. Let's go make it a great day!
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