Reset mode: reopening, data backlog & the next move in markets
Why the shutdown end doesn’t mean smooth sailing — look for hidden opportunities
Today’s outlook – November 13, 2025
With the longest‑ever U.S. government shutdown now concluded, attention shifts aggressively to the backlog of delayed economic reports and how the market interprets them.
At the same time, equity markets aren’t celebrating: the S&P 500 has given up its November gains, and tech stocks are under pressure.
The environment signals a transition from “shock risk” to “data risk” and possibly “policy risk.”
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This Gold Miner’s Next Move Looks to Be a Game-Changer
A small-cap Nevada company is already producing gold and has expansion in sight-backed by a $6 billion asset it’s just starting to tap.
But that’s not all.
One of gold’s most legendary investors recently doubled his stake in the company.
And he’s not alone.
This could be the moment retail investors wish they had watched more closely.
Find out what’s behind the growing buzz.
Opportunities to watch
Companies that were resilient during the shutdown (or less exposed to macro drag) may outperform when attention returns to fundamentals.
Infrastructure, defence, aerospace, and other sectors tied to government spending may benefit as the reopening clears a hurdle.
Yield behaviour: if yields stabilise or fall (in reaction to weak data), interest‑rate sensitive stocks (e.g., REITs, utilities) could see renewed interest.
Market internals: look for signs of rotation — weaker leadership (tech) gives way to laggards catching up.
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STOCK WARNING: Move Your Money This Monday
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Risks and what to watch out for
If the data backlog reveals a significantly weaker economy (jobs, consumer sentiment, manufacturing), markets may react sharply.
Tech valuations are vulnerable: with some pressure already showing, any earnings miss or weak guidance could amplify the slide.
The Fed’s message: if the central bank makes it clear rate cuts are off the table for now, we may see a repricing of risk assets.
Investor complacency may be misleading: while the shutdown risk is behind us, new risks (data, policy shifts) are emerging.
Bottom Line
The shutdown ending is a milestone, but the real market question now is how the data and policy narrative evolve.
For the general investor, opportunities exist in companies with strong fundamentals, sectors less exposed to macro drag, and areas that could benefit from rotation.
But the window is narrow: one surprise in either direction could swing sentiment quickly.
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America’s $1 TRILLION GOLD stash
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value...
And it’s sparking urgent chatter that...
This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don’t).
Which may explain why gold just blew past $3,800, a new all-time high.
And why Bank of England staff are working overnight to keep up with the amount of gold being pulled from vaults, in what was called a “Trump-Fueled Frenzy”...
Forbes calls the “Mar-a-Lago Accord” a plan to remake the financial system... that could “turn global financial markets upside down.”
Watch this short broadcast to understand what’s underway.
If you DON’T own gold, it may not be an option for you in the coming weeks.