Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 28 min ago
Silver Hits $100/Oz For The First Time
Silver has just broken above the $100/oz mark for the first time, extending an exceptional rally
Microsoft Doubles Carbon Removal Agreements To 45 Million Tonnes In 2025
Microsoft revealed the results of its carbon credit purchase activity in 2025, revealing that the tech giant signed agreements to remove a record 45 million metric tonnes of carbon dioxide last year
Nasdaq 100 Elliott Wave Daily Update - Sunday, Jan 25
In this week's podcast, I discuss the Elliott Wave update for the Nasdaq 100, emphasizing that I am not bullish despite the final moves suggesting a more bullish picture.
Dollar Index Elliott Wave: Forecasting The Decline
In this technical article we’re going to look at the Elliott Wave charts of Dollar index DXY. In this discussion, we’ll break down the Elliott Wave pattern and forecast.
What Is Q3 Economic Output? Where Are We Going in Q4? And Other Known Unknowns
This article analyzes the divergence between GDP and GDI, highlighting a wide dispersion in Q4 nowcasts ranging from 0% to 5.4%. It examines "core GDP" and government shutdown impacts, suggesting a respectable growth pace that avoids recession.
China Has Officially Overtaken Tesla In The Global EV Race
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
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
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
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
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
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
My outlook for upcoming economic releases.
Only 2 Greenland Mining Companies Are Operational And Neither Is American Domiciled. Why Is That?
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
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?
Gold’s 2025 surge and strong ETF inflows are reshaping how investors think about “safe haven” exposure.
Technical Market Report For January 24, 2026
Market breadth has remained strong in spite of the pullback in prices.
Where Money Is Made
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
The market’s investment risk profile is rising, but few are listening.
Which One Doesn't Belong?
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
Over the past year, Meta Platforms has significantly underperformed most of its Magnificent Seven counterparts, posting a meager 5% return.
