Most important first......Seahawks to the Super Bowl. GO HAWKS. I give them about 80% odds of winning. A very dominant team.
The modern GOLD and SILVER rush continues. An amazing run up..... but....even though I have benefited greatly I do not see it as a long term investment vehicle. Probably a bubble.......but I dont see it popping any time soon. Probably a good short term speculative momentum play. We will see if this is a "new era" for gold and silver with mainstream investors. Perhaps the COLLAPSE of actual journalism and media in finance and investing......will establish gold and silver as a mainstream longer term asset. GOLD ..........$5092 SILVER.........$110.91
YES absolutely true.....but often still reported as a negative by the click hungry fear-mongers. Trade War Fears Remain Unsubstantiated Recent deals show trade becoming freer. https://www.fisherinvestments.com/e...entary/trade-war-fears-remain-unsubstantiated
Probably one of the largest IPO's in history will happen this year......SpaceX. Space is on fire https://www.riskhedge.com/outplacem...ntent=RH144OP863&utm_medium=ED&utm_source=rcm
EARNINGS.......the red headed stepchild of the markets......constantly kicked to the curb. Earnings vs. the Stock Market https://awealthofcommonsense.com/2026/01/earnings-vs-the-stock-market/ "Investors tend to focus on a wide variety of variables — the Fed, geopolitics, interest rates, inflation, economic growth, etc. — but corporate earnings are the biggest driver of stock market returns over the long run." BUT....at the same time. "There are plenty of times when earnings and the market are not in sync with one another."
Pretty much: If you hate inflation, then you'll love stocks https://www.tker.co/p/stocks-are-hedge-against-inflation "Publicly traded companies are not charities. Their approach to pricing — whether it’s lowering them or raising them — is about maximizing earnings. Sometimes that means raising prices on the goods and services they sell to you."
As to GDP......economic data that actually matters. Data Summary: Q3 Real GDP; October-November Personal Income/Spending https://assets.realclear.com/files/2026/01/2836_data_summary_01-22-2026.pdf "Revised and more complete source data show real GDP grew at an annual rate of 4.4 percent in Q3 2025, matching our above-consensus forecast and up slightly from the initial estimate of 4.3 percent growth."
ALL....the big averages UP in a good start to the day and the week. Here is the story....so far. Dow, S&P 500, Nasdaq inch higher to kick off big week of Big Tech earnings, Fed meeting https://finance.yahoo.com/news/live...-big-tech-earnings-fed-meeting-110341646.html WHATEVER.
We dodged the ice storm here. It was raining heavily just before the storm got here.....but all we got was ground ice as a result of sleet and icy snow. We have about an inch of ice snow but the trees and plants are free of ice. So far we are doing fine and the temperatures should go above freezing today and than moderate after today.
I am NOT pushing this......since I dont consider gold an investment. But for those thinking about it. How to invest in gold in 4 steps https://finance.yahoo.com/personal-finance/investing/article/how-to-invest-in-gold-181632105.html A pretty good, comprehensive, basic article. LOTS of information here.
YES.....more economic news.....that is probably irrelevant to long term investors. US core capital goods orders beat expectations in November https://finance.yahoo.com/news/us-core-capital-goods-orders-134510267.html At least like MOST of the data over the past 6-12 months....this shows that all the constant fear-mongering of the economy is....BS.
NVDA news of the day: Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’ https://www.cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html AND CoreWeave stock surges amid fresh $2 billion investment from Nvidia https://finance.yahoo.com/news/core...billion-investment-from-nvidia-143717366.html
That is about it so far today....as we wait for big tech earnings later this week. I start the day with five stocks GREEN. Unfortunately my two red are....NVDA and PLTR. Lets see where we are at day end. Actually what really matters.....lets see where we are in about......FIVE YEARS.
A bit of short term data on my recent big winners NVDA: 1 day........(-0.31%) 5 day........+2.87% 1 month....(-1.81%) 6 month....+5.85% 1 year........+57.99% YTD...........(-0.93%) PLTR: 1 day..........(-0.31%) 5 day..........+1.06% 1 month......(-10.40%) 6 month.......+7.09% 1 year..........+124.58% YTD..............+0.93%
