January 22, 2026Things you need to know It was all NOISE. The lesson is timeless – invest in fundamentals. Oil steady, gold…- January 21, 2026Things you need to know Risk Off was headline driven, not fundamentally driven. Volatility spikes, stocks and bonds around the…
- January 15, 2026Things you need to know Earnings are doing their jobs, investors & traders react. The tape continues to show Rotation…
- January 14, 2026Things you need to know Good data, bad reaction – Surprised? Don’t be… Better CPI causes the Algo’s to throw…
- January 13, 2026Things you need to know Headline Overload, not eco data drove early anxiety. Bonds down, oil up, Gold continues to…
- January 9, 2026Things you need to know Ping Pong = Noise Labor market is normalizing, not cracking Will Rate Cut Pressure Fade?…
- January 8, 2026Things you need to know Again, Rotation is not deterioration. Eco data mixed and that causes confusion (for the algo’s).…
- January 7, 2026Things you need to know Rally is broadening, Equal Weight is confirming. Tech is not faltering it is digesting. Oil…
- January 6, 2026Things you need to know Markets ignored the geo-poltical ‘noise’. Tech enthusiasm – driven by the CES and the ongoing…
- January 5, 2026Things You Need to Know Geo-Politics are now front and center again – this time in the Western Hemisphere. Capital…
