Why Bank Of Japan Might Wait Until Second Half Of 2026 To Tighten Again

TalkMarkets - Thu, 01/01/2026 - 21:45
The Bank of Japan aims to move its real rate closer to zero, but the timing and scale of future adjustments will depend on economic conditions. The market appears dissatisfied with the lack of clarity.

Extreme Value Clusters In Cash-Generative Financials, Industrials, And Materials

TalkMarkets - Thu, 01/01/2026 - 20:45
This week’s Large-Cap Screen continues to surface a familiar theme: extreme value is clustering in cash-generative Financials and cyclically exposed Industrials and Materials, while Energy takes a relative pause at the very top of the rankings.

Dogs Of The Dow Beat Market In 2025

TalkMarkets - Thu, 01/01/2026 - 19:45
With the turn of the calendar to a new year, it is appropriate to review the performance of the Dogs of the Dow for the last calendar year of 2025.

Early 2026 Expectations

TalkMarkets - Thu, 01/01/2026 - 18:45
My S&P 500 call to observe ES behavior in the low 6,920s and 6,936 came very true. The opening bell spike to high 6,950s was swiftly rejected, 6,936 gave way as support, and low 6,920s were undershot… with prices rebounding back to 6,930s.

100 Year Perspective Provides Prospective

TalkMarkets - Thu, 01/01/2026 - 17:45
We've reached a milestone: 100 years of returns on stocks, bonds,T-bills and inflation. Here are some the lessons we can learn. We also examine the fear and greed that is happening right now.

Ethereum Price Outlook: Accumulation Zone Holds, $3,300 Next?

TalkMarkets - Thu, 01/01/2026 - 17:21
Ethereum price consolidates above key support as accumulation builds, with liquidity dynamics shaping moves and $3,300 eyed as the next upside level.

Sizing Risk Or Avoiding It?

TalkMarkets - Thu, 01/01/2026 - 16:50
In December it was reported that Strategy raised dollar reserves by diluting its common stock.

6 ETF Predictions For 2026

TalkMarkets - Thu, 01/01/2026 - 16:25
We make a few investment predictions related to the exchange-traded fund (ETF) arena for the year 2026.

Is Thorium The Future Of Nuclear Energy?

TalkMarkets - Thu, 01/01/2026 - 15:57
Suddenly, nuclear energy has become the belle of the ball when it comes to future electrical production expectations.

The Fed, Gold, And Crypto: Freedom And Competing Currencies

TalkMarkets - Thu, 01/01/2026 - 15:35
Economic freedom should include freedom in money. It’s a freedom even, as we say these days, that advanced economies don’t have.

What Will Silver Do In 2026?

TalkMarkets - Thu, 01/01/2026 - 15:14
Silver has broken out relative to equities and gold after more than a decade of stagnation, suggesting that last year was less an ending than the removal of a long-standing constraint.

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