Latest articles from TalkMarkets - Financial markets analysis and insights
Updated: 53 min 5 sec ago
Friday 13th Could Have Been Scarier
This week saw wholly expected volatile behavior in the last serious week of this bumpy earnings season.
Trump’s Golden Age Of Auto Production In Pictures
The golden age seems to be delayed.
A Paradigm Shift In Employment
We have been inundated with employment and labor data over the past few weeks. Some of it is finally catching up from reports delayed due to the government shutdown.
Cooling Inflation And Steady Hiring Ignite Fresh Hopes Of A U.S. Soft Landing In 2026
January delivered the kind of mix investors and policymakers have been looking for: inflation cooled even as the labor market kept adding jobs.
Bitcoin And Ethereum ETFs See Outflows As Investors Eye International Markets
U.S. investors are shifting away from Bitcoin and Ethereum ETFs, moving funds into international equity markets amid rising Treasury yields.
Rivian Stock Soars On Q4 Earnings: Why UBS Says It’s As Far As It Goes In 2026
Rivian stock is still down some 20% versus its 52-week high.
Leading Sector Benchmark Job Revisions Were Almost All Seriously Negative
While the absolute number for aggregate payrolls was revised downward, the upward trend remained intact.
Aluminium Tariff Rollback Talk Brings Little Relief
Fundamentally, the US remains structurally short aluminium, with domestic smelting capacity having declined over the past two decades due to high power costs and global competitive pressures.
Up 43%, How Much Higher Can Micron Go In 2026?
Despite Micron's impressive run, significant upside remains available in 2026 and beyond.
More Thoughts On The Jobs Report
We can think of our efforts to understand the economy as being like putting together a jigsaw puzzle. Each data report gives us a piece, but none of them can tell the whole picture.
The Surge In Micron Technology Stock Looks Poised To Continue
Micron Technology’s stock surge looks set to continue as strong memory chip demand boosts pricing power and earnings, helping MU extend its rally amid favorable industry dynamics
These 3 Zacks 'Strong Buy' Stocks Reflect The Hottest S&P 500 Stocks Of 2026
While much of the Technology sector has struggled in 2026, these three stocks have largely avoided the selloff, benefiting significantly, either directly or indirectly, from strong and sustained AI-driven demand.
Nowcasted PCE Instantaneous Inflation Moving Away From 2% Target
This article shows Cleveland Fed nowcasts of instantaneous PCE and core PCE inflation drifting away from the Fed’s 2% target in recent data, signaling inflation dynamics that may complicate policy expectations.
Top Picks 2026: Cal-Maine Foods Inc.
This article highlights Cal-Maine Foods as a top stock pick for 2026 based on strong fundamentals, robust egg market dynamics, and attractive valuation that may offer upside potential for long-term investors.
What Does History Tell Us About The AI-Disruption Narrative?
In this week's video, we'll review the latest charts and data to help us answer the question, what does history tell us about the AI disruption narrative?
Just How Much Are Those Olympic Medals Worth?
This article explains how much 2026 Olympic medals are worth based on metal content, with gold medals made mainly of silver + gold plating and silver medals’ melt value boosted by rising precious-metal prices.
Poland’s Current Account Deficit Expands, But External Balance Remains Healthy
Poland’s current account deficit for December widened more than forecasted by market consensus but slightly less than we had projected.
Warning: If You Own Silver Or Gold, Watch This
Gold and silver are in an intermediate correction, with sentiment and technicals suggesting more downside before a durable bottom. The best buying opportunity may come on a 200-day MA test, while miners show improving breadth strength.
Nvidia Vs. SMCI: Which AI Hardware Stock Is The Better Buy Now?
With Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics, could NVDA now be the better investment? Let’s take a closer look...
SPY & QQQ Look Ready To Roll Over; Tons Of Earnings Winners The Past Week
In this video lesson, I review the overall market, the recent earnings winners that are on my radar, and review two new long positions for Tuesday's session.
