Netflix stock has tumbled roughly 27% since hitting a peak in late June 2025. The losses have been particularly steep following the Dec 5 announcement of its $72 billion equity acquisition of Warner Bros. Discovery’s studios and streaming division.

It has been a challenging few-year stretch for NIKE, facing post-pandemic demand issues while also getting its margins hit by recent tariffs. But can 2026 be the bounce-back year? Let’s take a closer look at the current outlook.

The expectation is for 2025 Q4 earnings for the S&P 500 index to increase by +7.7% from the same period last year on +7.9% higher revenues.

This morning’s jobs report for December was the most important single datapoint we have received since the end of the government shutdown two months ago - and to cut to the chase it was in all respects except the headlines recessionary. 

In this podcast, Greg shares his valuable insights on the recent move in silver over the last month or so that has seen the white metal bust through the key $54 level right after Thanksgiving and move all the way up to $80 today.

TerraPower and Meta announced a new agreement to build up to 8 advanced nuclear reactors utilizing TerraPower’s “Natrium” technology, supporting Meta’s growing energy needs and sustainability goals.

Jobs growth has effectively ground to a halt and the jobs that are being added are concentrated in just three sectors. The bulk of the US economy is trimming employment, which points to further work for the Federal Reserve.

Stocks rallied up to new highs. VIX fell. The Dollar maintains the 99 handle. Gold and silver bounced back.

The global liquidity cycle has peaked. Stocks will go lower by the end of 2026.

Big data suggests the respite in goods price inflation is disappearing.

The carrier’s stock closed at $44.52, rising 3.73% on the day.

The S&P finally broke out of its 100-point trading range today. We've been stuck between 6850 and 6950 for nearly seven weeks. That changed with violence this afternoon.

2026 is likely to be a difficult year for U.S. markets after decades of asset inflation driven by falling interest rates and policy intervention

“Fiscal dominance” refers to a situation where government debt grows so large that the nation’s central bank feels that it has little choice except to focus on making sure the government does not default–even if it means a surge of inflation. 

EUR/USD slides for the week as Dollar strength overshadows mixed US payrolls and housing data.

The gold miners’ recently-finished Q4’25 will soon prove their greatest quarter ever fundamentally. Their coming reported earnings are going to skyrocket to epic records, mostly due to astonishing record gold prices

The major European stock markets had a green day today.

The Dow and Nasdaq finished the day with triple digit pops, securing their largest weekly wins since early November as investors cheered a strong start to 2026.

An analysis and commentary on the financial markets.

While NVDA has pulled back from a peak market cap just above $5 trillion in late October/early November to $4.5 trillion today, there's still a significant gap versus the next largest stock: Alphabet.