Hello there.
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…
🐂 This Market Is Some Bull
⚡️ Finance Quick Fix
🥇 Gold Takes a Breather
🎭 Winners & Losers
😆 Meme of the Week
📈 Top Stock Ideas
With how quickly the market and investment climate are changing right now, we can’t afford to fall behind. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.
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🐂 The Market That Makes No Sense
The S&P 500 just hit 6,900 for the first time, Nvidia (NVDA) crossed $5 trillion in market cap, and Apple (AAPL) reached $4 trillion. Confetti should be falling from the ceiling. Champagne should be flowing. Except there's one tiny problem: 80% of S&P 500 stocks are in the red.
This is market concentration at its most absurd. The Magnificent Seven (AAPL, MSFT, NVDA, TSLA, META, GOOGL, and AMZN) are doing all the heavy lifting while 400 other companies quietly bleed out in the corner. It’s giving “seven stocks wearing a trench coat pretending to be a bull market.” (Also, whoever Nvidia announces a deal with gets a nice pump, like Nokia yesterday.)
For investors, this creates a hilarious dynamic. If you own the right names, you're rich. If you're diversified like your financial advisor told you to be, you might be losing money and questioning everything. The risk is obvious: when these mega-caps finally crack, there's nothing underneath to catch the fall. Concentration works until it doesn't, and when it stops working, it stops violently and everyone acts shocked.
The smart play might be hunting for undervalued names that haven't participated in the "rally," or just accepting that this is a stock picker's market where the index is actively lying to you about what's happening.
⚡️ Finance Quick Fix
Gold trader hiring is surging as bullion prices hit record highs, with trading houses, hedge funds, and banks competing for talent.
Rio Tinto launched an internal corruption probe at its Mongolian copper mine, asking law enforcement to assist in investigating the Oyu Tolgoi project.
US home prices posted their weakest gain in more than two years, rising just 1.5% from a year earlier.
🥇 Gold's Golden Age Hits a Speed Bump
Gold just dropped below $4,000 per ounce for the first time in weeks, ending a historic rally that saw the metal surge nearly 60% over the past year. Traders are taking profits, some are calling the top, and everyone's acting like the party's over. Bank of America (BAC), however, thinks we’ll see $5,000 per ounce by next year, and thinks you're all panicking for no reason. (BofA also said we could see $6,000 per ounce if investors increase their purchasing by 28%.)
The bull case for gold remains intact despite the recent slide. Inflation refuses to die and geopolitical tensions keep popping up. BofA's thesis is simple: the same forces that drove gold to $4,300 (debt chaos, tariff uncertainty, Fed rate cuts) are still very much in play. This dip is just gold catching its breath before the next leg up.
For investors, the question is whether this is a buying opportunity or the beginning of an actual correction. Gold bugs argue the macro environment is still screaming "buy gold." Skeptics say the rally got way ahead of itself and reality is finally catching up. If BofA is right, buying the dip at $3,900 could look like genius by 2026. If they're wrong, well, at least you'll own some shiny metal?
The gold trade probably isn't over, it's just taking a nap. Whether you believe or not, the volatility is creating opportunities for those willing to admit they have no idea what happens next.
🎭 Winners & Losers
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:
🏆 Winners
NVIDIA Corporation (NVDA): +5.54%
Microsoft Corporation (MSFT): +5.27%
Amazon.com, Inc. (AMZN): +5.11%
Alphabet Inc. (GOOG): +4.42%
😞 Losers
🫡 Meme of the Day
📈 Stock ideas
Analysis provided by altindex.com.
Remember to always DYOR.
Balchem $BCPC
Balchem Corporation (NASDAQ: BCPC) is a company engaged in the production and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical, medical sterilization, and industrial markets.
The signals:
Revenue: $268M. That’s a 4.73% increase QoQ but a 11.51% increase YoY
Net income: $40M. Up 5.25% QoQ and up 19.07% YoY
Positive short-term momentum but negative long-term
RSI is neutral at 63.3
P/E ratio is high at 33.81
Alternative data over the past few months:
21% increase in job postings
83% positive employee outlook
7% decrease in web traffic
34.5% increase in Facebook followers
Current price: $154.59
Target price: $188.02
Nucor $NUE
Nucor Corporation is a leading American producer of steel and related products. Based in Charlotte, North Carolina, Nucor is well-known for its innovative practices, including the widespread use of electric arc furnaces, which have made it one of the most sustainable steel producers in the world.
The signals:
Revenue: $8.46B. Up 7.99% QoQ and 4.69% YoY
Net income: $603M. Increased 286.54% QoQ and decreased 6.54% YoY
Positive short-term momentum and long-term momentum
RSI is neutral at 60.6
P/E ratio is 24.86, suggesting the stock is fairly valued based on earnings
Alternative data over the past few months:
24% increase in job postings
86% positive employee sentiment
39% increase in web traffic
10% in Instagram followers
Current price: $154.41
Target price: $181.92
⭐️ What did you think of today's edition?
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.
Disclosures
The information provided in Finance Wrapped is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Finance Wrapped is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.