Good morning.
The Fast Five → 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…
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Consumer Price Index, 8:30A
Your 5-minute briefing for Monday, Jan 12:
BEFORE THE OPEN
As of market close 1/9/2026. Bitcoin as of 1/11/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↑ 42.49% for Week of JAN 08 2026
Previous week: 42.04%
Market Wrap:
Futures slide: Dow -199, S&P -0.5%, Nasdaq -0.7%
Trigger: DOJ probe into Powell, per reports
Powell pushes back; calls it political pressure
VIX up; hedges back on
Gold +2% on Fed-independence fear
Stocks at records → bigger air pocket
Next: JPM/BAC/MS/GS earnings + 10% card-rate cap noise
EARNINGS
Here’s what we’re watching this week:
TUE:
*Delta Air Lines $DAL ( ▲ 1.9% ) - earnings of $1.57 per share (+21.7% YoY)
*JP Morgan Chase $JPM ( ▲ 0.01% ) - earnings estimate to $4.97 from $4.87
WED: *Bank of America $BAC ( ▼ 0.09% ), *Citigroup $C ( ▲ 1.53% ), *Wells Fargo $WFC ( ▼ 0.22% )
THU: *Blackrock $BLK ( ▲ 1.84% ), *Goldman Sachs $GS ( ▲ 2.03% ), *Morgan Stanley $MS ( ▲ 1.27% )
This $3T Market May Be About to Double —
BlackRock and JP Morgan are quietly stockpiling a special resource.
Spending hundreds of billions to do it.
And it's not just them.
Goldman Sachs, Citigroup and Morgan Stanley are getting in.
Even the likes of Amazon, Microsoft and Google …
Are grabbing what they can.
Now some analysts are saying this could go down as one of the largest bull markets in recorded history.
- a sponsored message from Weiss Ratings -
HEADLINES
Federal Chair Powell said the US central bank had been served grand jury subpoenas from the DOJ threatening a criminal indictment, a dramatic escalation of the Trump administration’s attacks on the Fed.
With midterm elections ahead, the administration is stepping up populist state intervention in big business.
Trump reportedly weighing military options against Iran (more)
Trump seeks to stop courts from seizing Venezuelan oil revenue in the US (more)
Trump 'inclined' to keep ExxonMobil out of Venezuela (more)
Trump calls for 10% cap on credit-card interest rates (more)
FCC approves SpaceX plan to deploy an additional 7,500 Starlink satellites (more)
Investors react as Trump-Fed feud escalates (more)
Hedge funds get ready for the ‘Donroe Doctrine’ trade (more)
Bond traders’ big bet for 2026 vindicated by soft US job growth (more)
Magnificent 7’s stock market dominance shows signs of cracking (more)
Dollar reels on criminal probe into Fed chair Powell (more)
Copper is the prize in mining megadeals (more)
Spot gold rises more than 1% to hit all-time high (more)
Japan sets sail on rare earth hunt as China tightens supplies (more)
Big banks kick off Q4 earnings this week, with inflation data on deck (more)
AI memory is sold out, causing an unprecedented surge in prices (more)
Google teams up with Walmart to enable shopping within Gemini AI (more)
Walmart expands drone delivery with Wing to 150 more stores (more)
Google co-founders may be leaving California (more)
DEALFLOW
M+A | Investments
Allegiant to acquire Sun Country Airlines for $1.5B
Sirion receives majority investment from Haveli Investments
VC
Rain, an infrastructure for stablecoin-powered payments, raised $250M in Series C funding
Diagonal Therapeutics, a biotech company developing antibodies that correct genetic diseases, raised $125M in Series B funding
Corgi, a startup insurance services provider, raised $108M in funding
Apella, a health tech company, raised $80M in Series B equity and venture debt
Valinor Enterprises, an operational holding company for defense and government tech, raised $54M in Series A funding
Blackbird.AI, solutions protecting organizations and executives from narrative attacks, raised $28M in new funding
Flywheel, a medical imaging data management and analysis platform, raised $25M in equity funding
Biller Genie, a cloud-based accounts receivable automation platform, raised $22M in Series B funding
Canopy, a connected safety platform for US health systems, raised $22M in Series B funding
BlueNalu, a developer of cell-cultured bluefin tuna, raised $11M in funding
Unusual, a platform that helps businesses improve AI visibility, raised $3.6M in funding
Onsetto, a fintech platform for banks and credit unions, raised $2.2M in Seed funding
encoord, a platform for integrated financial and operational grid planning, raised $2M in Seed funding
CRYPTO
BULLISH BITES
👋 Google guys say "bye" to California.
🤖 The downside to using AI for all those boring tasks at work.
🖥 Craigslist is quietly enjoying a millennial revival.
😴 What’s in your sleep stack?
DAILY SHARES
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