What You Missed On Friday
Feb 02, 2025
Jeremy Parkinson
Finance
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1. STOCK NEWS: Apple (AAPL) reported upbeat Q1 results, with CEO Tim Cook calling it the company’s “best quarter ever” Chevron (CVX) reported downbeat Q4 earnings while Exxon Mobil (XOM) reported upbeat Q4 earnings per share Intel (INTC) reported upbeat Q4 results but provided a lower-than-expected outlook for Q1 Vertex Pharmaceuticals’ (VRTX) non-opioid […]
Trump Orders First Airstrikes On Foreign Soil Since Taking Office
Feb 02, 2025
Jeremy Parkinson
Finance
In apparent continuity with the GWOT era of the prior two decades, the Trump White House has announced the president ordered a wave of airstrikes on Islamic State cells in Somalia on Saturday, in the very first US strikes abroad since Donald Trump entered his second term.The Pentagon announced that “multiple” terrorists were killed and that it further assessed no civilians […]
Top Reads: From Portfolio Updates To Rare Earth Metals
Feb 02, 2025
Jeremy Parkinson
Finance, No picture
Somehow, we’ve finished out January. I’m not quite sure where the month went, but if you know – please tell the rest of us!January saw the start of the Trump administration kick off things with a bang. The Trump White House has issued 44 executive orders so far, with the economic and financial implications still […]
Market Polarization Breeds Mass Folly
Feb 02, 2025
Jeremy Parkinson
Finance
Market Polarization and Uncertainty: The Perfect Recipe for Mass Losses! IntroductionIn today’s frenetic financial landscape, the market is awash in polarizing narratives that often lead investors astray. Market polarization—where investors split into extreme camps—creates a breeding ground for mass folly and ill-considered investment decisions. Fueled by the bandwagon effect and a host of cognitive biases, […]
U.S. Equity Rally Reverses As White House Confirms Imminent Tariffs, Shifting Focus To Fed Policy
Feb 02, 2025
Jeremy Parkinson
Finance
Image Source: DepositPhotos The latest market moves reflect how quickly sentiment can shift in response to breaking tariff developments and mixed corporate earnings. U.S. equities were riding higher until the White House confirmed plans to impose tariffs on Mexico, Canada, and China this weekend, upending earlier indications of a possible delay.This abrupt change erased the […]
How Will Trump Tariffs Affect Gold & Silver?
Feb 02, 2025
Jeremy Parkinson
Finance
Image Source: DepositPhotos In this podcast we talk with TalkMarkets contributor Chris Marcus, to discuss how Trump’s presidential win will impact gold and silver. Audio Length: 00:21:46 Trump in office has caused gold and silver markets to heat up, with delivery delays in London, increasing tariffs, and a fast-growing silver deficit. Craig Hemke and Chris Marcus break down what’s happening beneath the […]
Warren Buffett On Personal Accountability In Investing: The Mirror Test
Feb 02, 2025
Jeremy Parkinson
Finance
In a lecture at the University of Florida, Buffett shared a simple yet powerful philosophy: “We never look back. We just figure there is so much to look forward to that there is no sense thinking of what we might have done. It just doesn’t make any difference. You can only live life forward.”This forward-looking […]
Generative AI Works Can Be Copyright Protected In The U.S.
Feb 02, 2025
Jeremy Parkinson
Finance
The U.S. Copyright Office’s latest report, Copyright and Artificial Intelligence, Part 2: Copyrightability, provides critical insight into how AI-generated works fit—or don’t fit—within existing copyright law. The key takeaway is clear: for a work to be eligible for copyright protection, it must demonstrate human authorship. AI can be used as a tool, much like a camera […]
Weekly Commentary: Age Of Uncertainty
Feb 02, 2025
Jeremy Parkinson
Finance
Image Source: DepositPhotos Prioritize, or just go chronologically. The beginning, middle, or end of the week? DeepSeek, the Fed or Trump tariffs? Never a dull moment. We live in an Age of Uncertainty – The Era of Nebulous. Was Monday’s DeepSeek tech stock swoon the first crack – the beginning of the end – for […]
How Will US Tariffs Affect The TLT And VGLT ETFs?
Feb 02, 2025
Jeremy Parkinson
Finance
Image Source: Invezz The iShares 20+ Year Treasury Bond (TLT) will be in the spotlight after the new Trump tariffs. These tariffs will lead to more inflation in the US and a more hawkish Fed. The Federal Reserve left interest rates unchanged in its January meeting. The iShares 20+ Year Treasury Bond (TLT) and […]