Gold Weekly Forecast: Strong Finish To 2025 Keeps The Bull Case Alive

TalkMarkets - Sat, 01/03/2026 - 13:20
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.

Year-End Letter: Portfolio Returns 38% In 2025

TalkMarkets - Sat, 01/03/2026 - 13:00
Commodities have been underinvested in for too long as most investors have crowded into tech stocks. Our portfolio construction worked beautifully in 2025, and I have no reason to think it won’t continue to in 2026. Let's take a look.

The 18-Year Trend Is Breaking - Is This The 2026 Financial Earthquake?

TalkMarkets - Sat, 01/03/2026 - 12:40
In this video, I reveal why the U.S. dollar is currently sitting on a razor's edge—an 18-year trendline that is about to snap.

The Hertz Time Bomb

TalkMarkets - Sat, 01/03/2026 - 12:20
60 days. A dozen prints. Just 1 setup. Our system caught massive call buying in Hertz at the start of November and December. Check the numbers today, and you'll see some staggering sizes. The fuse is lit, and now it's only a matter of time.

Cal-Maine Foods, Inc.: A Deep Value Commodity Business

TalkMarkets - Sat, 01/03/2026 - 12:00
This week’s spotlight is Cal-Maine Foods, Inc. — the largest producer and distributor of shell eggs in the United States, operating a uniquely cash-rich, debt-free balance sheet and generating extraordinary free cash flow.

Does Coherent's Product Portfolio Make It The Ultimate AI-Stock?

TalkMarkets - Sat, 01/03/2026 - 11:40
Coherent Corp.’s ability to capture the growing AI markets is at the apex of its growth strategy. The company’s keen interest in AI and datacom is yielding results. Could Coherent Corp. be the ultimate AI stock in 2026?

The 10 Largest Companies & 2025 Rate Of Return

TalkMarkets - Sat, 01/03/2026 - 11:30
​​​​​​​Here is a short look at the 10 largest companies by market capitalization as of Saturday, Jan. 3, 2026. Additionally, I have included the percentages of the corresponding rate of return for the past year. Let's dive into the numbers.

Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 3

TalkMarkets - Sat, 01/03/2026 - 11:20
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the trading week of Dec. 29, 2025 to Jan. 2, 2026.

Weekly Commentary: Recalling 2022

TalkMarkets - Sat, 01/03/2026 - 10:32
January trading can be fascinating. Hefty early-year inflows traditionally support stocks. But January markets can also be buffeted by significant portfolio reallocations and strategy adjustments.

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