Japan: The Future Is Now

TalkMarkets - Thu, 01/29/2026 - 18:10
This analysis uses Japan's "retirement" as a case study for global trade, explaining how the nation transitioned from an export powerhouse to a country that funds its consumption through massive foreign investment income

The Liquidity Drain Appears To Have Resumed

TalkMarkets - Thu, 01/29/2026 - 17:50
Stocks finished the day lower, although not by much, even though they finished well off their intraday lows.

Why This Micron Rally Holds

Seeking Alpha - Thu, 01/29/2026 - 17:28

Big Tech, Breadth And Balance

TalkMarkets - Thu, 01/29/2026 - 17:24
The pullback in Tech and the rotation toward small-cap stocks have been major market themes that have characterized the start of 2026.

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