This Week In Markets: Geopolitics, More Selective AI Investment, Steady Macro Backdrop

TalkMarkets - Sun, 01/25/2026 - 15:20
This week reinforced that markets are being shaped by three forces simultaneously: fragile geopolitics, a maturing and more selective AI investment cycle, and a steady but unspectacular macro backdrop.

Thinking Of Buying Visa Before Q1 Earnings? You Might Want To Wait

TalkMarkets - Sun, 01/25/2026 - 15:00
Visa Inc. is set to report its first-quarter fiscal 2026 results on Jan. 29, 2026. The company's volumes are forecast to grow, with processed transactions up 9.5% and payment volumes up 8.6%. Yet, investors may want to wait to buy the stock.

How To Tell Which ETFs Actually Belong In Your Portfolio

TalkMarkets - Sun, 01/25/2026 - 14:40
With more than 5,000 ETFs on the market, figuring out which ones are right for you has become challenging. In this video, we break down the ETF boom.

Charts To Consider This Weekend

TalkMarkets - Sun, 01/25/2026 - 14:20
Amid the winter storm making its way across the United States, let's take a moment to review some key charts from the markets.

SanDisk Stock Soars 1015% As AI Memory Crunch Reshapes Tech Markets

TalkMarkets - Sun, 01/25/2026 - 14:00
SanDisk Corp has posted returns that would make most investors do a double-take. The memory and storage maker jumped 1015% in just six months, turning what used to be a steady but unremarkable sector into one of the market’s hottest plays.

Speculator Extremes: Steel, Palladium & Russell 2000 Lead Bullish Positions

TalkMarkets - Sun, 01/25/2026 - 13:40
This weekly report highlights the most bullish and most bearish positions for the speculator category. Extreme positioning in these markets can foreshadow strong moves in the underlying market. Let's take a look at various bullish positions.

The U.S. Dollar Breakdown: A "Scary" Technical Setup

TalkMarkets - Sun, 01/25/2026 - 13:20
In this video, I explain why the U.S. dollar is on the verge of a historic breakdown. After a 2-point drop, the dollar is testing critical support.

Another Cambria ETF That Is Shredding

TalkMarkets - Sun, 01/25/2026 - 13:00
It's been a while since we checked in on the Cambria Endowment Style ETF ENDW, which I believe was the second ETF created out of a 351 conversion. Let's take a closer look at some ETFs and how they've performed thus far.

Currency Pairs In Focus - Sunday, Jan. 25

TalkMarkets - Sun, 01/25/2026 - 12:40
The US dollar initially rallied against the Japanese yen, but it has since experienced some volatility during the course of the trading week, as it broke above the JPY158 level before crashing lower. Meanwhile, the euro shot straight up in the air.

World Oil And Natural Gas Consumption Vs. Discoveries: Diverging Trends Mean Trouble

TalkMarkets - Sun, 01/25/2026 - 12:20
In the current environment that believes in infinite economic growth, it may be wise to remember Stein's Law, namely, "If something cannot go on forever, it will stop." Now, let's apply that idea to oil and natural gas consumption versus discoveries.

A Look At Indexes This Weekend

TalkMarkets - Sun, 01/25/2026 - 12:09
This weekend, let's take a quick look at some important stock market indexes to review.

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