Investor Memo Q4 2025: Fiscal Deficits, Corporate Profits, AI And The Future Of Equity Returns

TalkMarkets - Mon, 01/05/2026 - 14:19
Unfortunately for investors, the same forces that powered that exceptional run are now largely exhausted. Current valuations and global comparisons suggest that the next decade is unlikely to resemble the last.

The Real Reason The U.S. Took Action In Venezuela

TalkMarkets - Mon, 01/05/2026 - 14:14
The larger issue and perhaps the real reason the U.S. took this decisive action was to secure Venezuela’s natural resource assets.

Dividend Kings In Focus: Pentair

TalkMarkets - Mon, 01/05/2026 - 13:42
Pentair is a pure-play water solutions company that operates in 3 segments: Aquatic Systems, Filtration Solutions, and Flow Technologies.

How To Play Comcast-Separated Versant Stock As It Lists On Nasdaq

TalkMarkets - Mon, 01/05/2026 - 13:33
Versant – a media business that Comcast has recently spun-off – started trading independently on Nasdaq today.

Financial System Showing Signs Of Strain

TalkMarkets - Mon, 01/05/2026 - 13:29
Repo operations at the Fed on the last day of 2025 signal growing stress in the financial system, similar to the setup we saw in 2019.

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