Market Briefing

The briefing Wall Street & C-Suites are reading.

Jan 22, 2026

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11 min read

TACO Thursday

Trump backs off Greenland tariffs—citing ‘framework’ deal, stocks set for TACO Thursday, Trump says inflation was ‘defeated’, Intel’s stock jumps 11%, and Goldman raises year-end gold price forecast to $5,400/oz...

Market Briefing

Jan 21, 2026

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10 min read

'This is sell America'

Wall St. has worst session since April meltdown, the globe flees US assets, Japan bond crash unleashes turmoil, Amazon CEO says tariffs have started to ’creep’ into prices, and Nvidia’s Huang to visit China to reopen market...

Market Briefing

Jan 20, 2026

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9 min read

Trump rocks Europe

Trump rocks Europe with tariff threat over Greenland, CEOs at Davos brace for Trump, Trump threatens to sue JPMorgan Chase, gold and silver jump to record highs, and NYSE to launch 24/7 tokenized trading...

Market Briefing

Jan 16, 2026

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10 min read

Make them pay

Wall St powers nation’s biggest banks to record year, Trump to make tech giants pay for surging power costs, Taiwan/US reach trade deal tied to chips investment, Amazon blasts Saks funding deal over ‘worthless’ equity, and TSMC earnings draw investors’ eyes back to AI...

Market Briefing

Jan 15, 2026

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11 min read

Buffett warns

China hits record $1tn trade surplus despite Trump tariffs, Buffett warns 'AI risks match nuclear weapons, strong retail sales showcase US economic resilience, Trump imposes 25% tariff on some computing chips, and gold, silver extend record-breaking rallies...

Market Briefing

Jan 14, 2026

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11 min read

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

Dec 24, 2025

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9 min read

Flying high

S&P 500 flies to another record, Trump's economy surges on consumer spending, gold and silver reach fresh high, dollar set for worst year since 2003, and US to begin seizing pay of defaulted student loan borrowers...

Market Briefing

Dec 23, 2025

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10 min read

Silver & gold

Gold, silver have best year since 1979, Alphabet to buy data center partner in $4.75B deal, Ellison ups ante in WBD battle, bond traders’ bet big, and Jim Beam closing Kentucky distillery...

Market Briefing

Dec 22, 2025

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10 min read

Santa rally hope

Watching for a 'Santa rally', FOMO vs bubble angst signals more volatility in 2026, gold rises to record high, copper charges toward $12,000 a ton in record-setting run, and Elon Musk becomes first person worth $700 billion...

Market Briefing

Dec 19, 2025

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11 min read

Staging a comeback

Stocks stage comeback after CPI cools, Trump signs order to ease cannabis restrictions, TikTok signed agreements for US joint venture. Nike’s struggles continue, new US, Trump Media bets on fusion energy, Goldman sees gold at $4,900 by December 2026...

Market Briefing

Dec 18, 2025

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11 min read

Push back

Trump pushes back on criticism of economy in prime-time speech, Oracle-Blue Owl split over data center rattles markets, AI-themed stocks take more hits, Warner Bros board rejects rival bid from Paramount, and Elliott takes over $1 billion stake in Lululemon...

Market Briefing

Dec 17, 2025

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10 min read

Prime-time

Trump to deliver prime-time address tonight, EV transition unravels, oil sinks to 4-year low, Spirit and Frontier Airlines eye merger, and Warner Bros. plans to reject Paramount bid...

Market Briefing

Dec 16, 2025

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10 min read

24/7 trading

Wall Street gears up for 24/7 trading, Ford to take $19.5B hit in EV pivot, Tesla stock closes at 2025 high, PayPal applies to become a bank, and Trump's article of faith: economy will soar in '26...

Market Briefing

Dec 15, 2025

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10 min read

Going old school

Wall Street goes old school for growth in 2026, Wall Street betting on what pops AI bubble, Trump's approval rating on economy hits record low, SpaceX share sale sets $800 billion valuation, and Oracle’s $300B AI bet has fast become a bubble barometer...

Market Briefing

Market Briefing

TACO Thursday

'This is sell America'

Trump rocks Europe

Make them pay

Buffett warns

Shake-up

'Sell America'

Fed under investigation

Big decision

Wall Street banned

1000% rally

Next in tech

Whiplash

"Show me the money"

Unbreakable

Surge stumbles

Santa rally builds

Flying high

Silver & gold

Santa rally hope

Staging a comeback

Push back

Prime-time

24/7 trading

Going old school

Market Briefing

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