Fri.Jul 04, 2025

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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the

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Smallcap stock jumps 9% after company announces strong Q1 business update

Trade Brains

The shares of this NBFC-Microfinance Institution, is in the spotlight after reporting a strong Q1FY26 update. Following the robust performance, the company’s stock surged by 9%, reflecting positive investor sentiment. With a market capitalization of Rs. 21,250 crore, the shares of CreditAccess Grameen Ltd was trading at Rs. 1,323.30 per share, up 6.63% from its previous close of Rs. 1,241.

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Rethinking Everything We Know About Levered ETFs

Random Roger's Retirement Planning

Over the last couple of months or so, we've been talking about how the crazy high yielding, single stock, covered call ETFs are not proxies for their underlying or reference securities. Instead, they are products that sell the volatility of their underlying or reference securities. Big difference. Obviously to buy one of the crazy high yielders, you should be favorably disposed to the underlying but they should not be expected to track the underlying which is ok if you realize that going in.

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Most People are Choosing Credit Cards Over Debit Cards in 2025 – Find Out Why

Trade Brains

Shopping habits have come a long way, and have evolved completely from what it was three to four decades earlier, the major reason being the rise of e-commerce, UPI payments, and digital wallets. And in the present day, these shoppers try their best to save every rupee spent, and not by accident, most of them choose to go for credit cards over debit cards.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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10 July 4th Reads

The Big Picture

My 3 (4?) day weekend WFB reads: • For ‘Jaws’ fans, there is no bigger island than Martha’s Vineyard. Fifty years after the release of the summer blockbuster, many visitors won’t go in the water. ( Washington Post ) • The dollar’s recent decline is not about ‘safe haven’ status : Confidence in the dollar system had a bad shock in April, after the president’s absurd Rose Garden performance on “liberation day”.

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Market Closing Bell: Raymond Realty, Bharat Petroleum Among Top Gainers as Nifty Closes at 25,461 and Sensex Rises by 193.42 Points

Trade Brains

Nifty 50 ended the day at 25,461.00, gaining 55.70 points or 0.22%. Bank Nifty closed higher at 57,031.90, up by 240.00 points or 0.42%. Sensex settled at 83,432.89, rising by 193.42 points or 0.23%. Global events/updates: Donald Trump’s statements: Tariffs will vary significantly, ranging from 60% and 70% down to 10% and 20%. 10 to 12 tariff letters are expected to be sent out by tomorrow.

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Crypto Founder Arrested in Dubai: WhiteRock CEO Faces Extradition Over $30 Million ZKasino Scandal

Trade Brains

UAE Authorities here have detained Ildar Ilham. He founded the crypto project WhiteRock Finance. This arrest connects directly to the massive ZKasino fraud. Investigators allege a $30 million scam hurt investors. Crypto detective ZachXBT broke this major news. Ilham faces potential extradition to the Netherlands. Dutch officials pursued this case for over a year.

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Investing a Lump Sum at All-Time Highs

A Wealth of Common Sense

A reader asks: I recently sold my condo for $400k and want to invest the money in the stock market. However, it appears the market is at an all time high. Should I invest elsewhere or wait for a market correction? Excellent question. Let’s start with the math first and then work our way to the psychological ramifications. Here are some charts from Exhibit A on the history of all-time highs: The good news is that ne.

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These Two Ancient Bitcoin Whales Moves $2 Billion After Being Silent for 14 Years

Trade Brains

Sleeping giants in the Bitcoin ocean have finally awakened. Shockingly, two massive “whale” wallets stirred this week after 14 years of absolute silence. Following this, they moved a staggering $2 billion worth of Bitcoin. This instantly sent ripples across the entire cryptocurrency community. Observers now intensely scrutinize every signal.

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MiB: Kate Moore, Citi Wealth CIO

The Big Picture

 This week, I speak with Kate Moore , chief investment officer at Citi Wealth. We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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2 Stocks in which DII have increased their stake by up to 21% in June to add to your watchlist

Trade Brains

Domestic institutional investors (DIIs) maintained their strong buying spree in Indian equities through June 2025, with net inflows reaching Rs. 69,176.47 crore as of June 27. This marks the second-highest monthly inflow by DIIs so far this year, reflecting continued confidence in the market. That said, on 27th June, DIIs turned net sellers, pulling out around Rs. 588.93 crore, based on provisional data from the exchanges.

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Podcast links: mapping the world

Abnormal Returns

The biz Spotify ($SPOT) is pushing hard in video podcasts. (digiday.com) Economics Paul Krugman talks with Martin Wolf about the uncertainty Donald Trump has injected into the world economy. (paulkrugman.substack.com) Josh Brown talks with Joe Davis, Vanguard’s Global Chief Economist, and author of "Coming Into View: How AI and Other Megatrends Will Shape Your Investments.

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Why did shares of BSE, Angel One & Nuvama Wealth plunge sharply today?

Trade Brains

The shares of leading capital market participants like BSE, CDSL, Angel One, Nuvama Wealth, etc, plunged heavily today after SEBI barred US trading firm Jane Street for engaging in derivatives trading, citing various manipulations. In this article, we will have a closer look. According to SEBI, Jane Street and its other three entities indulged in illegal gain through derivatives trading, amounting to Rs 4,843 crore, which is now be deposited into an escrow account (a secure account where funds a

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Hotels: Occupancy Rate Decreased 0.1% Year-over-year

Calculated Risk

From STR: U.S. hotel results for week ending 28 June The U.S. hotel industry reported mostly negative year-over-year comparisons, according to CoStar’s latest data through 28 June. 22-28 June 2025 (percentage change from comparable week in 2024): • Occupancy: 71.9% (-0.1%) • Average daily rate (ADR): US$163.30 (0.0%) • Revenue per available room (RevPAR): US$117.45 (-0.1%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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Fintech stock in focus after signing agreement with Apollo Health & Lifestyle

Trade Brains

A fast growing fintech company is making waves again, this time with a significant three-year agreement with Apollo Health and Lifestyle Limited to supply end-to-end employee expense management and benefit solutions. The agreement signals rising demand for its enterprise solutions. The company in focus is Zaggle Prepaid Ocean Services Limited , which currently has a market capitalization of Rs. 5,631.18 crore.

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2 stocks in focus after company exchanged worth of ₹551 Cr via block deal

Trade Brains

Two companies are in focus following significant trading activity today. This article examines substantial block and bulk deals observed in two prominent entities, highlighting the nature of these transactions and implications for the involved companies and market sentiment surrounding them. 1. Emcure Pharmaceuticals Emcure Pharmaceuticals Limited’s stock, with a market capitalisation of Rs. 23,762 crores, fell to Rs. 1,247, hitting a low of up to 2.56 percent from its previous closing pri

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1:10 Stock Split: Multibagger stock jumps after company’s board sets record date for share split

Trade Brains

During Friday’s trading session, shares of a company involved in the business as stock and share brokers are in focus on stock exchanges, after the Board of the company announced the record date for a stock split in a 1:10 ratio. With a market cap of Rs. 2,104.3 crores, at 12:34 p.m., the shares of Indo Thai Securities Limited were trading in the green at Rs. 1,799.8 on BSE, up by around 1 percent, as compared to its previous closing price of Rs. 1,784.1.

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PSU bank stocks in focus after reporting healthy business growth in Q1 FY26

Trade Brains

Public sector bank stocks are in the spotlight after reporting strong business growth in the first quarter of FY26. The healthy performance has boosted investor sentiment, signaling resilience in the sector despite broader economic uncertainties. Following are the three PSU Bank stocks that have reported healthy business growth in Q1 FY26: UCO Bank With a market cap of Rs. 40,628 crores, the stock moved up by nearly 2 percent on BSE, rising to Rs. 32.9 on Friday.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Why did Shares of Container Corporation of India crash by 21% today?

Trade Brains

The shares of Container Corporation of India Ltd, which is a leading NAVRATNA PSU, are in focus after it fell by 21% on Friday. In this article, we will dive into the details of what led the stock to fall so sharply. With a market capitalisation of Rs 45,663 crores, the shares of Container Corporation of India Ltd are currently trading at Rs 600 per share.

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Best Business Credit Cards with Exclusive Lounge Access – Which One Do You Have?

Trade Brains

These days, travellers don’t just need a flight or a seat in the light, but they seek comfort, more productivity and a stress-free experience at the airport. Time spent in the airport is now not dead time, but many use it as an opportunity to work, few to recharge themselves, build networks and many more. Because of this, the airport lounge is not just a luxury; it has become a non-negotiable tool for business owners, startup founders.

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Gaming Stock Shoots up 4,000% in Days Before Crashing – What Investors Need to Know

Trade Brains

Sharplink Gaming’s stock delivered a heart-stopping performance. Investors witnessed a truly astonishing surge recently. Shares rocketed upwards at an unbelievable pace. This followed a major financial announcement from the company. Sharplink Gaming declared a massive $450 million fundraising effort. Enthusiasm immediately flooded the market. Following this, the stock price began an extraordinary climb.

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Mahindra Group stock falls after Macquarie issues sell rating for downside of 34%

Trade Brains

The shares of prominent technology consulting service providers plummeted up to 2 percent after Macquarie, a well-known brokerage globally, added the company to its sell list. Price Movement With a market capitalization of Rs 1.61 lakh crore, the shares of Tech Mahindra Ltd were trading at Rs 1,652.55 per share, decreasing around 1.22 percent as compared to the previous closing price of Rs 1,672.90 apiece.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Smallcap stock jumps after Motilal Oswal Mutual Fund acquires 9 lakh shares worth ₹51 Cr

Trade Brains

The shares of a small-cap company engaged in the manufacturing and supply of oxygen and nitrogen across eastern and southern India surged nearly 2% on Friday after Motilal Oswal Mutual Fund acquired 9 lakh shares (0.64% stake). With a market capitalization of Rs 7,836 Crores, the share price of Ellenbarrie Industrial Gases Ltd was trading almost 2% up to hit an intraday high of Rs 586.05 per share from its previous closing price of Rs 576.60 per share.

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Fashion Startup Snitch has Partnered with ClickPost to Boost Delivery Efficiency

Trade Brains

Snitch , a growing fashion label, has partnered with ClickPost , an Indian logistics intelligence platform, to improve delivery efficiency and overall customer post-purchase experience. The partnership is an important milestone for Snitch, which is targeting optimizing logistics, reducing the Order to Delivery (OTD) time, and raising its customer satisfaction levels in a very competitive e-commerce environment.

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Mazagon Dock vs Garden Reach Shipbuilders: Who’s dominating shipbuilding industry?

Trade Brains

India has outlined plans to invest around $82 billion in port and shipping infrastructure by 2035. As per the Ministry of Shipping, nearly 95 percent of the country’s trade by volume and 70 percent by value is handled through maritime transport, underlining the sector’s strategic importance. In a move to further strengthen domestic shipbuilding, the Union Budget 2025-26 extended the Shipbuilding Financial Assistance Policy (SBFAP) 2.0, allocating Rs. 18,090 crore in subsidies to support Indian s

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Solar stock in focus after receiving 100 MW solar project in Gujarat

Trade Brains

A fast-growing renewable energy company has once again proven its execution strength, securing a major project that adds to its already impressive momentum. With a 100 MW project win, a near 100 percent surge in annual profits, and back-to-back client trust, this rising player is starting to catch the eye of investors looking for long-term, sustainable growth.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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2:1 Share Bonus: Solar pump stock in focus after company set to turn ex-bonus next week

Trade Brains

This small-cap Solar Pump stock, engaged in designing, manufacturing, and exporting progressive cavity and twin screw pumps, serving industrial fluid handling applications globally, is in focus after the company announced a 2:1 bonus with a record date set for July 11, 2025. With a market capitalization of Rs. 1,837.35 crore, the shares of Roto Pumps Limited were currently trading at Rs. 292.50 per equity share, down nearly 0.75 percent from its previous day’s close price of Rs. 294.70.

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Bengaluru Real Estate: What Makes Kanakapura Road a Good Investment in 2025?

Trade Brains

Previously a peaceful suburban stretch lined with farms and a spiritual center, Kanakapura Road in South Bengaluru is now at the center of a real estate revolution. With its connectivity, swift infrastructure growth, widening metro connectivity, and increased presence of eminent builders, Kanakapura Road is quickly becoming one of the most desired places for both home buyers and realty investors.

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Green energy stock jumps after receiving orders worth ₹52.31 Cr across five segments 

Trade Brains

The shares of one of the leading steel products manufacturing stock, specializing in the design, engineering, and construction of renewable energy solutions, jumped by upto 2 percent upon receiving orders worth Rs. 52.31 crores across multiple segments, including solar projects, transmission towers, crash barriers, rooftop solar, and heavy engineering.

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Defence stocks to benefit as Govt approves defence equipment procurement worth ₹1 lakh Cr

Trade Brains

Defence stocks witnessed a sharp rally after the government cleared a massive Rs. 1.05 lakh crore worth of indigenous defence purchases. This major development is expected to boost domestic manufacturing and strengthen India’s military capabilities. The article explores how this approval has impacted key defence stocks and what it means for the sector.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste