Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 52 min 37 sec ago
Green Lights Everywhere… But Is It Time To Tap The Brakes?
The economic and market fundamentals appear to be flashing green lights everywhere. It may not be time to slam on the brakes—but it could be time to keep a foot hovering nearby.
S&P 500 Elliott Wave Weekly Update - Sunday, Jan 4
On this week's podcast, I provide an Elliott Wave Weekly Update for the S&P 500, discussing the current market position and potential future corrections while highlighting various geopolitical uncertainties that could influence market decisions.
Six Estimates Of Nonfarm Payroll Employment
The Powell conjecture applies the 60K overcount estimate cited by Jay Powell to April-November NFP changes.
Living In Interesting Tims
The top 10 US companies are now worth more than thousands of listed companies across China, Europe, and Japan put together.
The Truth About US Tariffs is Finally Emerging
The economic “incidence” of the tariffs refers to the degree to which the tariffs’ costs are borne by the U.S or by the foreign exporter on whom the tariffs are imposed.
Market Briefing For Monday, Jan. 5
We can't be certain ever; that's for sure of course, but we're optimistic for now.
Technical Market Report For January 3, 2026
Last week, contrary to seasonal expectations, all of the indices were down.
Playing Out To The Letter
This is what an early stage breakout in yields on the long end looks like.
Bitcoin Price May Fall Sharply As Analysts See Bearish Indicators
Bitcoin price hovers near $90K, but experts forecast a steep drop amid bearish signals and fading crypto market strength.
How To Invest In 2026
We discuss where markets were in 2025, what could derail portfolios in 2026, how to think about high-yield stocks safely, and how to tighten your process so you can invest with conviction.
The 18-Year Trend Is Breaking. Is This The 2026 Financial Earthquake?
The global financial order is facing a "Black Swan" moment.
From AI To Gold: 5 Wall Street Predictions That Could Shape 2026
Here’s what the major research desks are telling clients to watch in 2026.
3 Worst Performing Dividend Aristocrats In 2025
The three worst-performing Dividend Aristocrat Stocks in 2025 were FactSet Research Systems, Clorox, and Erie Indemnity.
Market Outlook For 2026
Wall Street’s market outlook enters 2026 in a bullish mood, albeit with nuance.
The Bond Signal That Will Shape 2026
The bond market tells the real story. And it has quietly flashed a warning signal that will determine the direction of equities, the economy, and your portfolio for the entire year ahead. So, why don’t most people see it?
2025 Rewind: The Year U.S. Crypto Policy Finally Shifted
The year 2025 proved to be a defining moment for the U.S. crypto sector. Legislation imposed reserve requirements, audit standards, and clear supervisory pathways, repositioning stablecoins from experimental instruments to financial infrastructure.
Being Twitchy And Investing Success Don't Mix Well
Cullen Roche was a guest on Meb Faber's podcast this week. It was fascinating. Part of the fascination lies in how differently they appear to approach portfolio construction. Let's break that down.
3 Broadcast Radio & TV Stocks To Buy From A Challenging Industry
The broadcast industry has been grappling with a rise in cord-cutting despite a surge in demand for streaming content. However, industry players have been reaping the benefits of a spike in digital content consumption. Here are stocks to watch.
Strategy Inc Set To Post Q4 Loss As Bitcoin Holdings Drop In Value
Strategy Inc, the software firm turned Bitcoin-focused treasury vehicle, is expected to post a multibillion-dollar loss for the fourth quarter of 2025. This outcome follows a 24% fall in Bitcoin’s value during the same period.
Gold Weekly Forecast: Strong Finish To 2025 Keeps The Bull Case Alive
The gold price ended last week on a steady footing, closing the year with an exceptional 65% return. After an aggressive rally in the previous few months, the precious metal pared some of its gains as traders took profits.
