Market News: | Gold reaches new highs above $5,100 per ounce. Silver hits over $110 per ounce on US shutdown fears Precious metals miners extend rally as gold hits fresh high Dollar Index has fallen to a four-month low, influenced by potential Japanese yen intervention Shutdown risk rises as Democrats could block DHS funding bill after Minneapolis shooting Big Tech earnings this week: Microsoft, Meta, Tesla and Apple USA Rare Earth soars on report of US government plans to invest about $1.6B Attention: Next "Nvidia Paycheck" Scheduled for Feb.17* (ad)
| | It's gonna be a huge week! | Gold just broke $5,100. The government might shut down in four days. | Big Tech earnings ahead. | Here's what you need to know right now. | | | | | Government Shutdown Risk | | Key Points: | Democrats want ICE funding restricted and oversight reforms before they'll vote yes Republicans are pushing back hard, calling it political theater If they don't reach a deal, parts of the federal government go dark by week's end
| Democrats just drew a line in the sand. They're blocking Department of Homeland Security funding after a federal agent shot Alex Pretti in Minneapolis. The deadline? January 30th. That's Thursday. | Government shutdowns mess with investor confidence. Markets hate uncertainty. | The longest government shutdown in U.S. history lasted 43 days, just a few months ago. This one could hit right as big tech reports earnings. | Real on-the-ground impact: Federal contractors stop getting paid. National parks close. TSA lines get longer. And markets get jittery. | And now Polymarket is pricing in an 81% chance of "Yes." | What's your bet? | |
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| | | | | | Trump's 100% Canada Tariff Threat |  | Canadian Prime Minister Mark Carney |
| Key Points: | Tariff threat reverses years of US-Canada trade cooperation Experts warn it could backfire badly, raising costs for American companies and consumers Canadian officials are calling it economic warfare
| President Trump just threatened to slap 100% tariffs on Canadian goods if Canada moves forward with a trade deal with China. | These tariff threats are driving safe-haven buying. Gold's at record highs partly because investors are spooked about trade wars. And remember, tariffs are taxes. The US companies and consumers end up paying them. | Stock futures dipped Sunday night. Gold surged. The dollar weakened. Investors are clearly nervous about where this goes next. |
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| | | | | | Tensions Ramp Up Over Iran | | Key Points: | Trump escalates pressure against Iran Oil rises nearly 3% as US sends armada to Iran Airlines reroute, cancel flights as tensions ramp up over Iran
| Iran remains a major geopolitical risk. Oil markets watch these situations closely. Any escalation could spike energy prices. Iran is OPEC's fourth-biggest crude oil producer behind Saudi Arabia, Iraq and the UAE. It is also a major exporter to China, the world's second-largest oil consumer. | This regional instability affects global supply chains and trade routes through the Middle East. |
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| | | | | | Gold & Silver Hit Fresh Records | | Key Points: | Government shutdown fears have investors nervous Tariff tensions create trade war uncertainty A weaker dollar makes gold more attractive Geopolitical risks from Iran and elsewhere
| Gold smashed through $5,100 per ounce. Silver hitting over $110 per ounce too. This is classic fear buying. | Goldman Sachs lifted its target to $5,400 per ounce from $4,900. Bank of America has issued a more bullish forecast, targeting $6,000 per ounce, reflecting a potential 20% upside from recent all-time highs. | Investors are worried. They're moving money into assets that historically hold value during chaos. | What it means for your portfolio: If you own gold miners or precious metals ETFs, you're having a good week. If you're all-in on growth stocks, this risk-off environment could hurt. Diversification matters in moments like this. |
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| | | | | | Big Tech Earnings This Week | | Wednesday and Thursday are going to be wild. Microsoft, Meta, and Tesla report Wednesday. Apple reports Thursday. These four companies alone represent trillions in market cap. | Microsoft (Wednesday): | Wall Street expects 15-20% revenue and earnings growth Cloud and AI services are the main story Investors want proof that AI investments are paying off, not just burning cash
| Meta (Wednesday): | Ad demand is key, especially with AI-enhanced targeting Analysts expect 20% revenue growth but only 2-3% earnings growth Heavy spending on AI and metaverse projects pressures margins
| Tesla (Wednesday): | EV delivery numbers will set the tone Guidance on Full Self-Driving and Optimus robot matters Profitability trends under scrutiny
| Apple (Thursday): | iPhone sales drive everything Services revenue growth remains crucial AI features in devices could be a catalyst if management talks them up
| Here's the real question: Are AI investments actually making money yet? Or are these companies just spending billions with the promise of returns later? This earnings week puts Big Tech to its ultimate test. | Which of these Big Tech giants do you own right now? | |
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| | | | | | Fed Rate Decision |  | Federal Reserve Chair Jerome Powell (Samuel Corum/Getty Images) |
| Key Points: | Most economists expect two cuts later in 2026, probably June-July Goldman Sachs forecasts cuts in March and June Some think we get zero cuts this year
| The Federal Reserve meets this week. Almost nobody expects a rate cut. The real question is what they say about the rest of 2026. | Inflation hasn't gone away. Core measures remain sticky. The Fed doesn't want to cut too early and watch inflation bounce back. That would force them to hike again later, which would be worse. | What Powell's press conference matters most: If he sounds dovish and hints at cuts coming soon, markets rally. If he sounds hawkish and emphasizes inflation risks, markets sell off. The actual rate decision is baked in. The guidance is what moves prices. |
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| | Smart Money Moves | You can't control any of these events. You can control how you respond to them. | Check your tech exposure. If you're overweight the Mag7, this week determines a lot about your near-term returns. Make sure you're comfortable with that concentration. | Watch the Fed more than the decision. Powell's words matter more than the vote. Listen for tone, not just policy. | Don't panic on headlines. Government shutdown threats happen regularly. Most get resolved. Tariff threats sometimes turn into negotiations. Not every scary headline means disaster. | Consider defensive positions. If you're nervous, there's no shame in taking some profits or adding hedges. Gold's run shows plenty of investors are already doing this. | Remember earnings matter most. Politics and macro conditions create noise. But ultimately, stock prices follow earnings. If Microsoft, Meta, Tesla, and Apple deliver strong results and guidance, markets will likely look past the other concerns. | This is one of those weeks where everything happens at once. | Stay informed. Stay calm. And make sure your portfolio reflects your actual risk tolerance, not what you wish it was. | Bottom Line | We've got a government on the edge of shutdown, tariff threats escalating, gold hitting records, the Fed deciding policy, and the biggest tech earnings week of the quarter. | Any one of these could move markets. All of them together? That's a week that separates investors who plan from investors who react. | Know what you own. Know why you own it.
Have a plan for both good news and bad. | Because this week, you're probably getting both. | | Disclaimer: This analysis is for educational purposes only and should not be considered investment advice. Always do your own research before making investment decisions.
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