ETF Frenzy Builds as Markets Await Fed Verdict

Tuesday, December 09, 2025

Unfiltered Market Commentary

Everyone's fixated on the ETF hoopla, but what they're glossing over is Netflix’s distribution pivot and its cash-flow implications. Sure, “Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table” (Mediagazer.com), but the real danger is a stale library of licensed content as a yield play. You can’t build a dependable income stream on speculation—call that what it is: bullshit.

We’ve got Hyundai and Air Liquide doubling down on hydrogen as if it’s next-gen gold (Antaranews.com), while Noble is offloading jackups to become a pureplay deepwater driller (Rigzone). It reads like a classic old-guard vs. new-guard energy arms race—Noble drilling more carbon, Hyundai chasing cleaner hype. Betting on one without sizing up the other is a recipe for regret, shit.

Don’t get cute chasing cyclical yields in airlines when JP Morgan is warning about fuel pain and a weak rupee throttling carriers (BusinessLine). Instead, scope industrials with dividend growth like Hyundai’s balance-sheet-solid hydrogen play and side-step the volatility of crypto, where a Bitcoin slip can wipe you out overnight (The Times of India). That’s where real yield potential lives.