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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of finance from last week. Friday, we’ll cover tech, and next Monday, we’ll tackle policy.

This week, we’ve got…

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No typo: Oracle (ORCL) founder Larry Ellison just pledged $40 billion to personally guarantee Paramount Skydance's hostile $108.4 billion bid for Warner Bros. Discovery. Ellison is effectively backing his son's Hollywood ambitions with what amounts to a small country's GDP.

The move comes after WBD's board questioned whether the 80-year-old tech billionaire would actually show up at closing (a reasonable concern when someone's net worth could fluctuate by billions on any given Tuesday). Meanwhile, Netflix sits with its $83 billion agreed deal for WBD's streaming and studio assets, having already secured a $59 billion bridge loan because apparently that's just how streaming giants roll now?

All this pomp creates three tradeable angles: streaming consolidation winners (think content creators and tech infrastructure), potential Oracle volatility if Ellison starts liquidating shares, and a bidding war premium that's making WBD shareholders very happy.

The economy is officially doing that thing where it says one thing and feels another. According to the latest government data, the US economy just posted a 4.3% GDP growth rate in Q3, absolutely dunking on expectations.

Now, reality check: ask a normal human how the economy feels, and they’ll laugh, cry, or maybe both. Consumer sentiment is straight-up in the dumpster, down nearly 30% year over year, and flirting with historic lows. People are worried about jobs, annoyed about prices, and deeply unconvinced that inflation has actually “been defeated” like a Marvel villain who definitely isn’t dead.

So where does good money go when vibes get bad? Probably not meme stocks, and definitely not to whatever FOTM crypto project has a whitepaper written in Comic Sans. It goes to hard assets. Gold just moon-missioned to $4,500 an ounce for the first time EVER (up 70% this year), while silver hit $70 for the first time ever (a casual +128% gain). Why the sudden rip? Well, first of all, ask any goldbug, and they’ll tell you it’s long overdue. Secondly, historically speaking, shiny rocks don’t rug you!

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

NVIDIA Corporation (NVDA): +6.05%
Amazon.com, Inc. (AMZN): +3.80%
Meta Platforms, Inc. (META): +2.48%
Microsoft Corporation (MSFT): +2.44%
Alphabet, Inc. (GOOGL): +1.69%

Berkshire Hathaway Inc. (BRK.A): -1.43%
Netflix, Inc. (NFLX): -0.27%
Amazon.com, Inc. (AMZN): -2.35%
Walmart Inc. (WMT): -4.45%
Johnson & Johnson (JNJ): -3.60%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

Circle Internet Group is a tech company specializing in internet-based services and innovative online solutions. Known for its robust platform and diverse services, the company has managed to position itself as a noteworthy player in the internet industry. With a solid customer base and continuous enhancements in its digital ecosystem, Circle Internet Group is poised for potential long-term growth.

Current price: $82.23
Target price: $96.88

Vertiv is a global provider of critical digital infrastructure and continuity solutions. The company designs, builds, and services mission-critical technologies that enable the vital applications for data centers, communication networks, and commercial and industrial environments. With a robust portfolio that includes power, thermal, and IT management solutions, Vertiv operates in a highly specialized market with growing demand due to the increasing global digital transformation.

Current price: $165.94
Target price: $195.69

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.