Archive | Market Briefing

Shake-up

Pentagon’s $1B stake to shake up defense industry, Wall Street scrambles to defuse Trump’s credit card onslaught, Nvidia, Eli Lilly to invest $1 billion in AI drug discovery lab, silver hits record, and global central bankers rally behind Fed's Powell...

Market Briefing

Jan 13, 2026

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10 min read

'Sell America'

‘Sell America’ trade revived by latest Fed attack, Wall Street shrugs, Alphabet’s $4 Trillion rise cements status as AI trade winner, Paramount sues Warner Bros. Discovery in takeover attempt, and Apple picks Google’s Gemini to run AI-powered Siri...

Market Briefing

Jan 12, 2026

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10 min read

Fed under investigation

Fed served with DOJ subpoenas, Trump weighing military options against Iran, Trump rattles America's CEOs with series of edicts, Magnificent 7’s dominance shows signs of cracking, and gold rises to all-time high...

Market Briefing

Jan 9, 2026

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10 min read

Big decision

Trump announces $200B morgage bond buy, Wall Street braces for SCOTUS tariff decision, GM takes $6 billion hit, Trump Venezuela meeting shaping up to be a who's who of US oil, and billionaires are ramping up their California exits...

Market Briefing

Jan 8, 2026

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10 min read

Wall Street banned

Trump: No more dividends and buybacks for defense companies, Trump to ban Wall Street from buying houses, US to control Venezuela oil exports indefinitely, job openings slide to 'anemic' rate, and Warner Bros. rejects latest Paramount bid, favoring Netflix...

Market Briefing

Jan 7, 2026

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10 min read

1000% rally

Venezuela to send US ~50 Million barrels of oil, Nvidia’s $4 Trillion rally faces more threats than ever, silver prices surge past $80, Sandisk's 1,000% rally turbocharged by Huang's remarks, and value semiconductor stocks are flagged as 'next frontier'...

Market Briefing

Jan 6, 2026

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10 min read

Next in tech

Markets' 2026 watch list, Nvidia just laid out what’s next in tech, TSX climbs to record high, Hyundai takes on Tesla in robot race, and the market anoints Chevron big Venezuela winner...

Market Briefing

Jan 5, 2026

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9 min read

Whiplash

Investors face whiplash from Trump's Venezuela gamble, all eyes on jobs numbers, oil majors pushed to invest big in Venezuela, emerging-market stocks set for record high, and BYD surpasses Tesla as EV world leader...

Market Briefing

Jan 2, 2026

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10 min read

"Show me the money"

2026 is AI's "show me the money" year, Warren Buffett serves last day as CEO, Google wraps up best year since 2009, Tesla sales outlook darkens, and everyday traders go from fringe players to dominant market force...

Market Briefing

Dec 31, 2025

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9 min read

Unbreakable

The year the US economy bent but didn't break, tech’s ‘pick-and-shovel’ stocks are next AI trade, gold and silver rebound after sharp sell-off, dollar on track for steepest drop in decade, and Buffett steps back as Berkshire enters a new era...

Market Briefing

Dec 30, 2025

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9 min read

Surge stumbles

Every Wall Street analyst now predicts a stock rally, silver's surge stumbles, the barbarians are at Lululemon’s gate, tax changes loom large for 2026 economy, and Grayscale: 2026 will be ‘dawn of the institutional era’ for crypto...

Market Briefing

Dec 29, 2025

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10 min read

Santa rally builds

Santa rally builds with stocks near record highs, investors who did nothing this year did just fine, Tim Cook doubles his stake in Nike, Target faces activist investor pressure, silver pulls back after topping $80 in historic rally...

Market Briefing

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