Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 2 hours 5 min ago
From Multilaterism To Power Politics: The Dawn Of A New Global Order
The world is in the midst of a generational shift.
Stop Thinking About Emerging Markets As One Big Blob
U.S. investors are waking up to opportunities outside our borders, and that’s a good thing.
Back To Risk-On Now?
Inflation worries are again on the back burner, and that made for quite some moves in cyclicals and interest rate sensitive names.
Technical Market Report For February 14, 2026
The high level of new lows continues to be worrisome.
Archimedian Leverage, Hubris, And The God Complex
Leverage, once a vital tool, has become an existential weapon
These Charts Have A Lot To Say
Since Jan. 28, we’ve had a collapse in gold and silver prices, a blowout in the cryptocurrency world, and one of the worst momentum selloffs in over a decade. Selling pressure has increased. Let's take a closer look at some charts.
Green Shoots Or Just Weeds? What This Week’s Data Signals
Spring may be approaching (even if the cold weather outside says otherwise). 'Green shoots' are once again poking through in the global economy. But which ones will flourish, and which will turn to weeds?
IGV: Why Trading This Massive Software Slump Could Pay Off
While markets sit near all-time highs, massive rotations have created wide dispersion -- especially in technology stocks. But history and evidence suggest that now could be a great time to buy beaten-down software stocks.
Estate Planning: The Most Thoughtful Valentine’s Day Gift
It’s Valentine’s Day, which means there’s no better time to talk about the most loving thing you can do for your significant other and your family: make sure they’re taken care of when you’re gone. And I'm not talking about life insurance.
Energy Transfer To Post Q4 Earnings: What's In Store For This Season?
Energy Transfer is expected to post a year-over-year improvement in both revenues and earnings when it reports fourth-quarter results on Feb. 17. The company's fee-based contracts, new gas supply deals, and added plants will likely support earnings.
How I Spot Market Bottoms Before The Crowd
The wrong sectors led us higher while the right ones faded. Now the crowd is finally noticing the pattern. Today, I’ll take you through the specific signal I watch to identify when selling is about to exhaust itself.
Nvidia Stock Gets A Boost As Tech Giants Ramp Up AI Spending
Nvidia received validation this week as 4 of the world’s largest technology companies announced massive increases to their artificial intelligence infrastructure budgets for 2026. The spending surge has far exceeded Wall Street’s initial projections.
Where Were The Job Opportunities In 2025? Where Will They Be In 2026?
What happened in 2025? What’s in store this year?
Big Money Isn’t Leaving Crypto
Financial firms continue to invest in digital assets, tokenization, and market infrastructure even while Bitcoin has fallen back toward levels last seen in 2024. That tells you serious money is still being committed to the space.
Is The Precious Metals Crash Over? My Exact Buy Targets For Silver & Gold
Gold and silver have been chopping in a dangerous range, leaving investors wondering: Is the bottom in, or are we setting up for another massive flush?
How To Invest A Lump Sum (Without Letting Your Emotions Run The Show)
Getting a lump sum to invest sounds like a good problem—and it is—but it can also feel like an anxiety-inducing puzzle. The number one question remains: what do you buy, and when do you buy it?
Top Picks 2026: MannKind Corp.
Given all of the progress the company made in 2025, MannKind Corp. appears to be a top pick for 2026. Its lead product is Afrezza, an inhalable form of insulin for both Type 1 and Type 2 diabetics.
The 10 Largest Companies - Saturday, Feb. 14
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Feb. 14, 2026. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Tech Stocks Down 50%: Buy The Dip Or A Major Market Shift?
If recent market action feels confusing, it should. Over the past several weeks, many of the market’s former leaders have been sharply repriced, in a trend that has been evolving for months. Is this just a dip or a major shift for the markets?
If You Come At The King
You probably know about Blackstone, the world’s largest alternative asset manager. The company has a reputation as the “king of private equity.” And for good reason. The stock has also been a great one to own for years.
