Pass-Through

TalkMarkets - Sun, 02/01/2026 - 16:30
Most empirical work on the previous trade war, and the ongoing, suggests tariff pass through for the United States is near 100%.

SIL And SILJ: How The Two ETFs Compare As Silver Trading Vehicles

TalkMarkets - Sun, 02/01/2026 - 15:50
While spot silver ETFs remain the simplest method to gain exposure to the metal, aggressive investors often turn to mining ETFs for embedded leverage. Here’s what to know about the Global X Silver Miners ETF and the Amplify Junior Silver Miners ETF.

The Week Ahead: Tech Earnings And Jobs Report Highlight Busy Market Week

TalkMarkets - Sun, 02/01/2026 - 15:00
Over the past week, investor concerns grew that software companies are losing ground to AI.

Nasdaq 100 Elliott Wave Weekly Update - Sunday, Feb. 1

TalkMarkets - Sun, 02/01/2026 - 14:39
In this video, I provide a weekly update on the Nasdaq 100. I also discuss recent market challenges and earnings reports from major tech companies.

When Fantasy Meets Reality

TalkMarkets - Sun, 02/01/2026 - 14:20
The price action in metals on Friday was one for the record books. Silver plunged by more than 26% and was down over 30% intraday. Gold was not much better. The metal often described as a safe haven or store of value fell by roughly 9%.

Chevron Hikes Its Dividend - But It's Less Than Expected - Is The Stock Fully Valued?

TalkMarkets - Sun, 02/01/2026 - 14:00
Chevron Corp announced a 4.0% dividend per share hike to $7.12 annually on Jan. 30, slightly lower than my expectation of a 5% hike to $7.18. Chevron stock has risen 20% since mid-December. It could be fully valued, as it has reached my price target.

9 Stocks With Near-Monopoly Power (We’re Buying These Now)

TalkMarkets - Sun, 02/01/2026 - 13:40
Markets are volatile, valuations are shifting, and wide-moat companies are back in focus. In this video, we discuss our top stock picks.

Bitcoin Plunges Below $80,000 As The Market Loses Over $350 Billion In A Week

TalkMarkets - Sun, 02/01/2026 - 13:30
The cryptocurrency market appears to be crashing as we speak, with major losses seen across the board. Cryptocurrency had been on a downtrend since early December. On the last day of January, the situation worsened dramatically.

Navigating The One Big Beautiful Bill Act

TalkMarkets - Sun, 02/01/2026 - 13:20
In spite of the strong market return, consumer sentiment remains at a low level, maybe due to the fact not all consumers enjoy the direct benefit of a rising stock market. However, when sentiment is lower, stock market returns tend to be strong.

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