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How One Missed Paycheck Could Break the Market

The critical deadline that could force Washington’s hand. October 07, 2025
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Changes in the Market are on display Gold rises as Washington stalls, market seeks shelter in uncertainty.

Good Morning,

Markets are hitting fresh highs, but not for all the usual reasons. A record surge in gold is signaling growing unease as the U.S. government shutdown drags on. We explain why investors are piling into safe-haven assets, how interest rate bets are shifting, and the critical deadline that could force Washington’s hand.

Pan Global Resources launches a $3M private placement to expand Spanish mining operations, Fortune highlights women like Tan Su Shan driving Asia’s business resurgence amid AI and trade shifts, and Pure Storage faces a downgrade after a massive rally raises valuation concerns.

Democracy is not only important in our Nation, but also in this E-Mail. I've put a poll after the main story to better have you, the Reader's voice heard. That and trivia below.

Here are your Morning Bullets.

– Truly yours, Fred Frost


📈 Yesterday's Market Recap

Markets closed yesterday with a cautious uptick, buoyed by tech optimism and AI-driven gains. S&P 500 eked out a small win, while Nasdaq notched stronger growth on digital asset momentum. Key movers kept investors guessing ahead of critical reports.


  • Galaxy Digital Surges 7%: Shares jumped on the launch of GalaxyOne, a retail platform blending stocks and crypto. → CNBC

  • AMD Spikes Over 34%: Pre-market gains followed a major GPU partnership announcement with OpenAI. → Seeking Alpha

  • T-Mobile Sells $2.8B in Notes: The telecom giant priced Senior Notes across multiple tranches to bolster liquidity. → MarketWatch


📈 Daily Performance Snapshot

Index/Asset Closing Value Change
S&P 500 6,740.28 +0.36%
Nasdaq 22,941.67 +0.71%
Dow Jones 46,694.97 -0.14%
Gold $3979.50 +0.08%
Crude Oil $61.70 +0.02%
Bitcoin $124,422 +0.11%
10-yr Treasury Yield 4.162% +1.04%

🔭 What to Watch Today

Today’s calendar brings events that could sway markets, from earnings whispers to policy standoffs. Keep your eyes peeled for these potential movers.

  • Tilray Brands Q1 Earnings (Pre-Market Tomorrow): Analysts expect a 2-cent loss per share but revenue growth to $204.55 million. Cannabis sector sentiment could shift on this report. → Benzinga
  • Government Shutdown Developments: As the shutdown drags on, watch for Senate updates or White House signals on ACA subsidies. Market nerves could jitter if no deal emerges. → AP News
  • China Growth Forecast Reaction: World Bank’s upgraded 4.8% growth forecast for China might influence Asian market sentiment. Trade tension updates could also surface. → CNBC

  • 💡 Opportunity Watch

    Amidst the market noise, a few themes stand out as potential plays for savvy investors. Let’s spotlight some ideas worth a closer look.

    • Nvidia (NVDA) AI Dominance: Despite valuation concerns, Nvidia’s $4.6 trillion market cap and AI chip demand signal long-term growth potential. → Moneyweek
    • Gold as Inflation Hedge: With gold at a record $3,945 per ounce, it’s a safe bet amid dollar decline and inflation fears. → Seeking Alpha
    • Spruce Biosciences (SPRB): Stock surged 90% premarket on FDA breakthrough designation for a rare disease treatment, with upside potential. → Stocktwits

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    🔥 The Big Bullet

    Gold Surges Toward $4,000 as U.S. Shutdown Continues

    What happened: Gold prices jumped sharply yesterday, climbing as high as $3,970 per ounce. This move came as investors rushed to safe haven assets during the ongoing U.S. government shutdown. The rally was further fueled by market expectations that the Federal Reserve may soon cut interest rates. In another report, gold even surpassed the $3,900 mark amid rising political uncertainty and growing pressure on Congress and the White House to end the budget impasse.


    Why it matters: Gold is seen as a stable store of value when markets feel shaky. With the federal government unable to fund operations and growing concern over missed pay for workers, demand for gold is rising. Rate cut bets also make non-yielding assets like gold more attractive. This spike in prices may signal broader anxiety about U.S. fiscal health and market stability. If the shutdown continues or worsens, investors may increasingly shift away from stocks and bonds. The sharp movement also reflects how quickly markets react to signs of political risk. This could raise borrowing costs for the government and affect consumer confidence. All eyes are now on how Washington responds.

    What’s next: A critical moment is approaching: missing a military pay date could spark stronger calls to end the shutdown. That deadline may force Congress and the White House into action. At the same time, investors will be watching the Fed’s next policy signals closely. Any hint of rate cuts will likely push gold even higher. Also, if political tensions increase, more money could flow into precious metals. Traders and savers alike should be prepared for continued price swings. Keep an eye on inflation data and Treasury yields, as both could shift investor strategies around safe-haven assets.


    Not everything is so black and white. Is your opinion not here? Reply to the E-mail, and let me know your exact thoughts. I’ll share the most commonly expressed view tomorrow in a new segment called “Reader Feedback.”


    🧭 Policy & Market Ripples

    • Pan Global Resources Eyes C$3M Financing: The mining firm plans a private placement to fund exploration in Spain, targeting critical materials demand. → Seeking Alpha
    • Powerful Women Lead Asia’s Business Scene: Fortune ranks Tan Su Shan of DBS as Asia’s top businesswoman, with tech and finance leaders dominating amid AI and trade war shifts. Hong Kong’s IPO boom under Bonnie Chan also stands out. → Fortune
    • Pure Storage Downgraded to Hold: After a 150% rally, valuation concerns hit PSTG at a 45x forward P/E despite strong AI and hyperscaler momentum. → Seeking Alpha

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    Yesterday, 96% of you chose the right answer to the trivia question: Inflation decreases the amount of goods and services money can buy


    If you would be wealthy, think of saving as well as getting.
    – Benjamin Franklin
    Thanks for Reading.

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    Fredrick Frost
    Editor, MorningBullets

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