A look at the performance of the S&P 500, the Nasdaq Composite, and gold, silver, and platinum since the current bull market for stocks began on 10/12/22.
Gold markets have rallied again during the previous week, as we have broken above the $4500 level. I think this is a situation where anytime you get the opportunity for a short-term pullback to take advantage of, you simply must do so.
Rocket Lab, Micron, Sandisk, and CoreWeave led last week's large-cap rally—alongside Lumentum, Venture Global, Astera Labs, BioMarin, Ciena, and Karman—on a mix of launch milestones, analyst upgrades, and AI/semiconductor momentum.
Last week's big large-cap laggards were led by Brown-Forman, Carvana, and Stellantis, with Starbucks, Samsara, Ryan Specialty, PepsiCo, Texas Pacific Land, On Holding, and General Mills also sliding on analyst actions, labor unrest, and regulatory concerns.
The announcement will freeze the development of five major projects along the U.S. East Coast, representing nearly 6 GW of energy, that were set to enter commercial operation over the next 2 years.
The global wheat market is breathing a sigh of relief as supply forecasts have been significantly upgraded, though a recent price rally, fueled by speculation, has kept traders on edge.
Bernstein analyst Stacy Rasgon says Nvidia’s recent deal with the California-based artificial intelligence startup, Groq, removes the last remaining bear case from its stock.
The U.S. economy has proven remarkably resilient despite unprecedented tariffs, and Wall Street expects another big year for the U.S. stock market in 2026.
In this week's podcast, I provide an Elliott Wave update for gold, silver, and platinum. I discuss the significant news that the CME is re-evaluating and raising margin requirements for gold, silver, platinum, and palladium.
Anyone believing in a globally diversified portfolio probably has some emerging market exposure and in 2025, emerging market equities have done well. But emerging markets have had a long run of lagging domestic.
