Australian September 2024 Private Sector Credit +0.5% m/m (expected +0.5%)

VIG lags S&P 500 returns but shines in downturns, offering higher dividend yields.

PLTR surges 70% on AI growth, but trades at 51x P/S. SNDK cheap at 8x P/E, speculative upside.

Blackstone's credit fund sees its first monthly loss (-0.4%) since 2022, signaling potential shifts in private credit returns.

TSLA's AI bets may be priced in; LCID faces dilution risk; RIVN balances risk/reward at $20B cap.

SMCI plunges 27% on smuggling charges; Dell surges 5% as AI server rival gains.

Munger's picks: SPGI (P/E 29), FICO (P/E 44) & HD near lows. High margins, but valuations & debt are concerns.

GQRE yields 4.3% with global REITs, RWR yields 3.4% in US REITs. Higher risk/return for GQRE.