The 'Banana Republic' Portfolio: A Survival Guide For Spiking Commodities
It’s time for investors to rethink what safety really means.
Russell 2000 Earnings Dashboard 25Q4 - Thursday, Jan. 22
The 25Q4 Y/Y blended earnings growth estimate is 63.3%. If the energy sector is excluded, the growth rate for the index is 70.9%.
Foreign Stocks Extend Lead Over U.S. Shares In 2026
Global equities ex-US are ahead 4.2% year to date — that’s a solid lead over US stocks, which are still trailing the rest of the world via a thin 0.5% increase.
Is Gold Part Of Trump's New World Order?
The post-war order was built on trust, rules and American guarantees. That framework is now being renegotiated publicly, aggressively, and without sentimentality.
Silver Is Becoming A Systemic Risk
The price move in silver is beyond macro fundamentals. In fact, it appears silver might be “breaking” the financial system to a degree.
When AI Stops Being “Tech” And Starts Being The Economy - Investment Themes For 2026
The big takeaway is that AI isn’t just a tech story anymore. It’s a macro force that’s driving a capex cycle across the economy - and it’s already reshaping what wins and what struggles.
"Sell America" Is Real - Canada Breaks Away, NATO At Risk & The Shift To Multipolarity
The global order is shifting and investors are starting to feel it.
Monthly Dividend Stock In Focus: BTB Real Estate Investment Trust
The dividend yield now stands at 7.3%, and we expect it to be the primary driver of BTB’s total return prospects in the coming years.
Housing Just Broke... Again
The nation’s largest realtor group reported a massive 9.3% drop in pending home sales for December, biggest monthly decline since 2020.
Stock Analysis: MBK Public Company Limited
MBK Public Company Limited engages in diverse businesses related to tourism, including the well-known Bangkok shopping mall with the same name, hotels, golf tours, real estate, and food solution business.
Softs Report - Thursday, Jan. 22
FCOJ futures were higher yesterday in recovery trading as the Florida harvest is active end the weather remain benign.
Why Is RKLB Sliding Today? Neutron Rocket Tank Rupture Raises Timeline Concerns
Rocket Lab shares dropped more than 5% after a Stage 1 tank rupture during Neutron rocket testing raised timeline concerns.
GDP Data, Cooling Geopolitical Tensions Boost Markets
The Dow Jones Industrial Average is up 442 points, as investors also digest gross domestic product (GDP) data that showed a 4.4% rise for September through July, on an annual basis.
FTAI Aviation Is Flying High
FTAI Aviation (FTAI) has surged 242% over the past year, recently hitting a new all-time high.
FTAI exhibits strong technical momentum and maintains a 100% “Buy” opinion from Barchart.
The FTSE 100 Finish Line - Thursday, Jan. 22
UK stocks enjoyed a broad-based initial upswing on Thursday as investor sentiment improved following U.S. President Donald Trump's decision to step back from tariff threats linked to Greenland.
Coinbase In Late Wave C Decline, Eyeing Critical Support Zone
Coinbase continues its bearish trend, approaching a key earnings-gap support zone that may signal near-term stabilization.
Stock Analysis: Sangetsu
angetsu Corp. develops and sells interior decorating products that include wall paper, curtain, flooring, and upholstery.
“The Toll Takers Of AI” Stock Market (And Sentiment Results)…
Fund manager expectations for large caps to outperform small caps have fallen to their lowest level since February ’25, dropping from a net 23% last month to neutral at 0% this month.
Why Venezuela’s Oil Reserves Look Bigger Than They Really Are
Venezuela’s oil wealth is real, but it is often misunderstood. Its reserves are not directly comparable to those of countries like Saudi Arabia, where oil is easier, cheaper, and more reliable to produce.
More Evidence Of A Positive “Regime Change” In Jobless Claims: Is It Tied To The Immigration Crackdown?
Initial claims rose 1,000 to 200,000 for the week, still among the lowest numbers in the past 50 years.

