Want to sponsor a newsletter? click here to apply

⚙️ Let’s take a look into last week

Even as consumer credit stress rises, businesses and investors are still placing big bets across key U.S. metros. From hospital expansions to AI infrastructure and private equity-backed growth, here’s what’s moving this week on Main Street.

While parts of the consumer economy show strain, particularly in delinquencies and household savings, signals from the real economy suggest steady momentum in business expansion, capital investment, and federal support. This week, sectors like healthcare, digital infrastructure, energy, and construction show the strongest activity across the South, Southwest, and selected Midwest metros.

In healthcare, hiring and infrastructure growth remain prominent across multiple states. In Houston, TX, major health systems including Memorial Hermann and HCA Healthcare posted over 250 new jobs. Phoenix, AZ continues to expand outpatient and eldercare capacity, driven by population growth and migration from higher-cost states. Charleston, SC also saw new federal incentives flow into its community health clinic network, verified through recent USAspending.gov filings.

Energy and industrial development projects are also accelerating. SAM.gov shows over $45 million awarded to grid modernization and midstream pipeline upgrades across Louisiana and West Texas. Appalachia is benefiting from small-scale federal grants aimed at rural energy conversions, particularly in West Virginia. In the Midwest, permit filings indicate a rebound in retrofits and upgrades for auto component and solar hardware manufacturing facilities.

The digital infrastructure sector continues to show robust job growth and capital allocation. In Raleigh-Durham, NC, over 500 new job postings were recorded in cloud operations and machine learning infrastructure roles. Salt Lake City, UT issued new permits for two data center facilities, confirming the area’s growing relevance in AI and cloud backend operations. Northern Virginia remains a hub for hyperscale data development, with SEC filings and RSS press signals showing continued corporate expansion into Q4.

Residential and light industrial construction remain active across the Southeast. Charlotte, NC issued 412 residential building permits last week alone, with most concentrated in multifamily. Tampa, FL and Nashville, TN combined saw over 800 permits focused on build-to-rent communities and light commercial builds. Phoenix continues its trend of growth in industrial and logistics construction, driven by e-commerce and regional distribution demand.

Corporate filings show continued capital movement and expansion, especially in tech, biotech, and financial services. Disc Medicine, based in Massachusetts, disclosed major clinical trial expansion in its 8-K SEC filing. Smith Micro Software, operating in California, confirmed a wave of new product launches and engineering hires. Consumers Bancorp in Ohio filed a strong earnings report and detailed plans to expand its lending and service footprint in rural counties.

Private equity-backed companies also delivered growth signals through formal SEC filings. Graphjet Technology signed a major U.S. tech licensing agreement in a deal disclosed through its October 8-K. Sensei Biotherapeutics, operating in the MD/VA biotech corridor, is expanding its clinical pipeline and partnership footprint. Multiple other 8-Ks filed on October 17 confirm active investment and scaling in software and life sciences.

Incentive flows at the federal level further support the real economy narrative. Over 70 new federal loans were recorded on USAspending.gov within the past 30 days, targeting regions like Texas, Georgia, and California. These loans support water access, energy infrastructure, and microbusinesses—particularly in rural and underserved areas.

Regionally, Texas and Georgia stand out for consistent activity across sectors—jobs, permits, and incentive programs all trend upward. Arizona and Ohio show strong capital flow into healthcare, digital infrastructure, and multifamily development. Charlotte, Tampa, and Nashville continue to dominate in residential construction and workforce expansion.

Why Precious Metals Still Matter in 2025

In a year marked by rising geopolitical risk, slowing global growth, and persistent inflation pressures, gold and silver continue to do what they’ve done for centuries — hold value when everything else gets shaky.

While central banks around the world inject liquidity and run up balance sheets, physical assets like gold and silver provide a hedge that isn't dependent on quarterly earnings or debt-fueled valuations. Gold, in particular, remains a global standard for preserving purchasing power. It’s not just retail investors piling in — central banks bought over 1,000 metric tons last year, a strong signal that institutions are preparing for long-term uncertainty.

Silver, often overlooked, is a dual-threat metal. It functions as both a monetary hedge and a key industrial input for sectors like solar energy, EVs, and electronics. That gives it additional tailwinds in the energy transition and clean tech buildout.

Meanwhile, platinum and palladium are critical to automotive and hydrogen applications. Their roles in catalytic converters, fuel cell technologies, and emissions reduction make them more than just speculative plays — they are part of real-world infrastructure development.

Today’s spot prices are showing short-term volatility: gold off ~$70, silver down $2.23, and palladium falling sharply. But long-term fundamentals remain intact. If anything, these price resets are opportunities for disciplined accumulation.

Readers,

We thank you for your continued support as we are growing this company that utilizes real data to do big things on small and big scales. If you love our mission, and want to be a part of our private group, Club Founder, click here to fill out an application.

Thank you for reading,
– Smart Movers Club Team
P.S. Take this 1-question survey to help us tailor content to you!

Disclaimer: This intel is educational only. Always consult a licensed professional before major financial or development decisions.

“Burn after reading”
- Someone