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Updated: 1 hour 32 min ago

China Has Officially Overtaken Tesla In The Global EV Race

Sun, 01/25/2026 - 04:00
Chinese automakers, led by BYD, are rapidly reshaping the global electric-vehicle market and challenging long-established brands such as Volkswagen, Toyota, BMW—and even Tesla, according to the Wall Street Journal.

Top Picks 2026: Federal Agricultural Mortgage Corp

Sun, 01/25/2026 - 03:30
Federal Agricultural Mortgage Corp, often referred to as Farmer Mac, is an exceptional opportunity for long-term focused investors due to its blend of Government Sponsored Enterprise stability, high-quality fundamentals, and attractive valuation

PMI Continues To Be Made Irrelevant By Reality

Sun, 01/25/2026 - 03:00
Industrial Capacity continues to rise as does industrial Production, both revised higher. The standout is the PMI remaining below 50, now ~40mos mostly below 50, reflecting an intractable period of market pessimism.

Mega-Cap Earnings May Bring Stock Market Trend Change

Sun, 01/25/2026 - 02:30
As the "Magnificent Seven" report Q4 earnings in late January 2026, the market enters a volatile phase. Low correlations and a widening VIX spread suggest a tactical peak and potential turn lower.

AUD/USD Forecast: Here’s Why The Australian Dollar Is Soaring

Sun, 01/25/2026 - 02:00
The Australian dollar surged to the highest level in years, making it one of the best-performing currencies this year. The AUD/USD exchange rate rose for five consecutive days, reaching a high of 0.6895

Commitment Of Traders: Noncommercial Positions And Futures

Sat, 01/24/2026 - 23:45
Bulls’ consolation is that the volatility index remains solidly above 14 where downward pressure has tended to stop since August. The problem continues to be their inability to hang on to the gains.

Economic Data Forecasts For The Weeks Of Jan. 26 And Feb. 2

Sat, 01/24/2026 - 22:33
My outlook for upcoming economic releases.

Only 2 Greenland Mining Companies Are Operational And Neither Is American Domiciled. Why Is That?

Sat, 01/24/2026 - 21:41
Of the +250 mining companies holding exploration licenses in Greenland, only 9 have commercial exploitation permits and only 2 are fully operational. Neither is American domiciled. Why is that?

The Perfect Environment For The Outperformance Of Commodities

Sat, 01/24/2026 - 20:49
The return of inflationary pressures is something the metals markets are already warning about.

Gold Near $5,000/oz: Physical Vs. Paper- What’s The Smarter Buy?

Sat, 01/24/2026 - 20:00
Gold’s 2025 surge and strong ETF inflows are reshaping how investors think about “safe haven” exposure.

Technical Market Report For January 24, 2026

Sat, 01/24/2026 - 19:15
Market breadth has remained strong in spite of the pullback in prices.

Where Money Is Made

Sat, 01/24/2026 - 18:30
The Treasuries market is relatively calm, and it‘ll be the one defended foremost – national debt (re)financing needs are huge.

Investment Risk Is Underappreciated

Sat, 01/24/2026 - 17:45
The market’s investment risk profile is rising, but few are listening.

Which One Doesn't Belong?

Sat, 01/24/2026 - 17:00
Modern $20 bills and bitcoin are both examples of fiat money. They are not backed by any sort of real asset such as gold or silver, and their values are determined by a combination of “monetary policy” and private sector shocks to money demand.

Meta Platform Investors: Circle Jan.28 On Your Calendar

Sat, 01/24/2026 - 16:25
Over the past year, Meta Platforms has significantly underperformed most of its Magnificent Seven counterparts, posting a meager 5% return.

What If Earnings Guidance Disappoints? How Low Could Stocks Fall?

Sat, 01/24/2026 - 15:50
Today's extremely high valuation levels for stocks hang on future forecasted corporate earnings.

Defense ETFs To Watch Before Q4 Earnings Season Unfolds

Sat, 01/24/2026 - 15:00
The narrative of 2025 was defined by a historic decoupling — while the broader market grappled with tariff volatility and high interest rates, the defense sector operated in a league of its own. As earnings season approaches, here are ETFs to watch.

This Winter Storm Is A 17-Year Stress Test

Sat, 01/24/2026 - 14:39
A massive winter storm is ripping across the US. It’s incredibly important, as it’s the first big storm in the post-AI demand era. By Monday, some of the largest parts of the nation's power grid could see stress and demand it's never experienced.

A Real Estate Play For The AI Boom

Sat, 01/24/2026 - 14:20
There are tons of ways to play the AI boom – and it is a boom, with more than 3,000 data centers currently being built (which represents 75% growth over the 4,000 that are already in operation). One area investors should look at is real estate.

Silver Deliveries Verified

Sat, 01/24/2026 - 14:10
In this video, I verify the recent claims about unusually large silver deliveries on the COMEX. Major delivery months in 2025 and 2026 are confirmed.

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