US Stocks prediction

According to an SEC filing dated Oct. 21, 2025, Mattern Capital exited its entire holding in Union Pacific Corp. (UNP +0.00%), selling all 39,549 shares. The estimated trade size was $9.1 million. The stake previously represented 1.1% of the fund’s assets under management as of the prior filing period ended Sept. 30, 2025. It’s worth noting that Union Pacific’s 2.4% dividend yield, while respectable, may have seemed less appealing next to the gravitational pull of Microsoft’s cash reserves or Apple’s increasingly surreal stock price. (One wonders what kind of dividend checks would arrive from a company that sells “intermodal freight” and calls it a day.)

According to a filing with the U.S. Securities and Exchange Commission dated October 7, 2025, Keystone Financial Planning, Inc. increased its position in Chevron by 53,772 shares during the third quarter of 2025. The estimated value of the trade was $8.33 million, based on the period’s average share price. The fund reported a post-trade stake of 78,550 Chevron shares, valued at $12.20 million as of September 30, 2025. A modest increase, one might argue, though not without its charms.

Abacus FCF Advisors, with all the subtlety of a gambling man at the racetrack, added Hilton to its portfolio. With $16.3 million invested in 62,891 shares, they gambled on a stock that has been trailing the market like an old dog behind its pack. This wasn’t a quick play; the third quarter was where the deal was struck, and the SEC filing was promptly disclosed, making sure no one would miss it. The fund’s total positions now number 60, and its assets under management stand at a sum-$752.3 million-that could keep the wolves at bay for a while, though whether it will bear fruit is anyone’s guess.

The clock struck, and Abacus FCF Advisors, in the cold light of Monday, disclosed to the Securities and Exchange Commission its decision to sever its ties with DoorDash. The value? A sum of $17.4 million, representing the price of those 70,573 shares, each exchanged at the average closing price during that quarter. It was a tidy sum, indeed, but one wonders, what does this act of liquidation really mean?

The vault of Catalyst’s portfolio, now reconfigured, lists its top holdings as a chronicle of modern investments: TEAM, IVV, ITOT, ALLW, and AFRM. These names, like runes, denote the fund’s shifting allegiances. The IXUS, once a prominent figure in March’s inventory, now ranks seventh, a testament to the fickle nature of global equities.

This acquisition, you see, swells Schlumberger’s position to a rather respectable 1.5% of the fund’s 13F AUM as of September 30, 2025. A figure that, while not quite the grand slam of portfolio management, is certainly enough to warrant a raised eyebrow from the more fastidious members of the investment community. One might imagine the fund’s analysts engaged in a spirited debate over whether this constitutes a “bold move” or merely a “slightly plucky wager.”

This isn’t just a content deal-it’s a masterclass in corporate alchemy. Imagine if your least favorite coworker suddenly started collaborating with your biggest rival to solve a problem you didn’t even know existed. That’s the vibe here. Podcasts, once audio-only relics of the 2000s, are now being repackaged as “video content” with the subtlety of glitter on a PowerPoint slide. And somehow, both companies are calling it a win.

The cosmos of commodities, ever a mirror to human folly, reflects this descent. Silver, once a beacon, now wavers like a shadow cast by a flickering lamp. First Majestic, whose revenues are woven 55% from silver’s thread, stands at the crossroads of a paradox: the price of its lifeblood falls, yet its cash flow, a tome of resilience, records $225 million in the first half of 2025.

In a parchment filed with the Securities and Exchange Commission-a modern-day court of royal assent-Shaker revealed its complete liquidation of Progressive shares during the third quarter. This transaction, valued at $2.62 million (a sum calculated by averaging the quarter’s capricious prices), left the fund with naught but memories of its former 1.07% allocation. Verily, the insurer hath vanished from their ledger, as if struck by Prospero’s wand.

Trillions are summoned to crystallize in silicon and algorithm, yet who among us can divine the Minotaur lurking at the maze’s heart? Let us examine three Ariadne threads-Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Alphabet (GOOGL)-whose legends intertwine with the Oracle of Growth.