Tech Shares Rebound From DeepSeek Shock
Image Source: PexelsTech stocks bounced back vigorously on Tuesday, with the Nasdaq climbing 2%. Following the DeepSeek upheaval, traders scoured the remnants of Monday’s tumult for undervalued gems. Despite persistent concerns about overvaluation and potential turbulence due to “Trump’s tariff threats” and a seemingly indefinite Federal Reserve pause, AI stocks’ allure remains a compelling narrative.Navigating this […]
Economic Confidence In The Future Declines
January Conference Board confidence index comes in at 104.1 vs. 105.7 Bloomberg consensus, down from 109.5 in December. A 5.4 point decline is about 1 standard deviation (2021M07-2024M12). More interestingly, expectations (as opposed to current situation) is also down. Source: confidence index comes in at 104.1.In addition to the decline recorded for the Confidence Board’s measure, expectations have […]
The Bear Steepener Could Be Ready To Resume
Stocks finished the day higher, with the Fed meeting scheduled for tomorrow. The S&P 500 gained around 90%. Technology names bounced back today, while the S&P 500 Equal Weight ETF RSP moved lower by about 50, giving back some of yesterday’s gains.The RSP remains around resistance at the 61.8% retracement level, which would continue to […]
Turnaround Tuesday: Focus On Gold Miners
Investing in the ETF GLD is pretty much an investment in the metal itself. If gold rises in price, you make money; if it falls, you lose money. However, an investment in a gold mining ETF is much more complicated. GDX, the featured ETF for gold miners, is a basket of stocks that are involved in the […]
A Red Swan Disrupts U.S. Big Tech
Image Source: Pexels In this short clip, Samantha LaDuc discusses the disruptive impact of China’s launch of DeepSeek AI, which challenges Nvidia’s dominance in the AI and semiconductor space.She highlights how the rapid deployment of this technology has shaken investor confidence in Nvidia (NVDA) and sparked a sell-first, ask-questions-later reaction in the market, particularly for semiconductors.Samantha […]
Silver Price Forecast: XAG/USD Climbs Amid Safe-Haven Demand
Image Source: Pixabay Silver prices advanced by 0.81% late in the North American session on Tuesday, as market participants seeking security bought precious metals like XAU and XAG, which are posting solid gains. XAG/USD trades at $30.42 a troy ounce at the time of writing. XAG/USD Price Forecast: Technical outlook The daily chart suggests Silver is […]
Stocks Are Recovering From Yesterday’s “Hiccup” – Here’s What Comes Next
Image Source: Pexels DeepSeek sent the big indexes anywhere from -1.5% to -3.1% “deeper” yesterday, but as we approach the closing bell today we’re now well into a recovery. At a time like this it’s important to remember that one day doesn’t break a trend. It doesn’t make one, either.In fact, there’s a lot to like […]
Get Ready For A Wild Time In The Markets As Volatility Increases
Image Source: Pixabay When today’s guest was on this program back in September, he predicted the market would start to become more volatile.He didn’t necessarily think that would mean lower stock prices into the end of 2024. And he was proven correct.But he did express worry that as we entered 2025, continued higher volatility could start […]
Market Talk – Tuesday, Jan. 28
Image Source: Pixabay ASIA:The major Asian stock markets had a mixed day today:• NIKKEI 225 decreased 548.93 points or -1.39% to 39,016.87• Shanghai closed• Hang Seng increased 27.34 points or 0.14% to 20,225.11• ASX 200 decreased 9.80 points or -0.12% to 8,399.10• SENSEX increased 535.24 points or 0.71% to 75,901.41• Nifty50 increased 128.10 points or 0.56% […]
Rates Spark: The Fed Will Not Do Nothing
Wednesday features the Fed – we watch for any messaging on liquidity management. Any spillovers from the Fed meeting to the eurozone may be muted as especially the front end of the swap curve has shown little correlation with US rates recently. The back end remains more sensitive to US dynamics and thus we maintain […]
