Schwab Network
Episodes
Retail Sales Breakdown: Consumers Continue to Bargain Hunt, Tax Return Impacts
14 Jan 2026
Contributed by Lukas
Anthony Ferry was not surprised by the latest retail sales report as consumers continue to look for bargains and using BNPL at record levels. He expec...
The Advantages and Disadvantages of Private Market Investment
14 Jan 2026
Contributed by Lukas
Not your parents’ portfolio: Kyle Bergacker talks alternative investments, especially accessing private markets. Private markets have changed substa...
‘This is the Time’ to Own Amazon (AMZN), ANET ‘Number One Name’ for 2026
14 Jan 2026
Contributed by Lukas
Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analo...
Polcari: Don't Get Caught in Market Downslide, Top Picks in VZ, LHX & NBIX
14 Jan 2026
Contributed by Lukas
Kenny Polcari tells investors to shake off the negative price action on Wednesday. He points to the start of earnings season and a stronger-than-expec...
Big Bank Earnings Takeaways: Stable Consumer, Investment Banking Worries
14 Jan 2026
Contributed by Lukas
Eric Sterner and Pierre Buhler break down big bank earnings. Eric notes that consumers still look healthy at an aggregate level, with write-offs and p...
The Big 3: AVGO, COST, EEM
14 Jan 2026
Contributed by Lukas
TheoTrade's Don Kaufman is back to being a bear on today's Big 3. He explains his bearish theses and offers example options trades in Costco (...
Metals "Just Beginning:" McAlvany's $8,000 Gold Target & Silver's "Generational Repricing"
14 Jan 2026
Contributed by Lukas
Silver, gold, copper, and other metals hit all-time highs throughout the week. David McAlvany has a price target of $8,000 an ounce in gold for the ne...
Good Conditions for Bonds; ‘The Income is Your Friend’
14 Jan 2026
Contributed by Lukas
Bonds are doing exactly what they’re supposed to right now, says George Bory. The Fed still has an “easing bias,” but at a slow pace. Along with...
AWS at Center of Amazon's 2026 Growth Story & AMZN Options Trade
14 Jan 2026
Contributed by Lukas
Cloud will be "extremely important" in 2026, says Matt Tuttle, as he sees Amazon's (AMZN) AWS in the center in AI's expected themati...
China Tech Bans Impact AVGO, PANW & FTNT Among Others
14 Jan 2026
Contributed by Lukas
China is seeking to replace U.S. and Israeli technology with its domestic firms. Not only will it limit Nvidia (NVDA) chips on an occasional basis, bu...
Analyzing Mag 7's Underperformance & Recent Ecodata's FOMC Impact
14 Jan 2026
Contributed by Lukas
Collin Martin and Nate Peterson walk through the big picture. They give their takeaways from the latest economic data, examine the Mag 7’s recent un...
Asbury 6: 4 Green, 2 Red, Health Care, Industrials, Financials Benefitting
14 Jan 2026
Contributed by Lukas
John Kosar walks through the Asbury 6, a way of measuring markets. Four of the indicators are green, while two are red. He examines inflows into S&...
KG: Housing's Bullish Reversal, Retail Pricing Pressures & Metal Record Highs
14 Jan 2026
Contributed by Lukas
Existing home sales increased for the fourth months in a row, says Kevin Green, a positive signal for a struggling housing market. As for November'...
Wieting: ‘Own the Productive Capital of the Economy’, Gold & Bitcoin Uses
14 Jan 2026
Contributed by Lukas
“A lot of industries were constrained in 2025,” contributing to the K-shaped economy. Steven Wieting thinks that 2026 could see us outgrow the K-s...
NVDA Conditional China Sales, Citigroup (C) Earnings, NFLX All-Cash WBD Bid
14 Jan 2026
Contributed by Lukas
Diane King Hall hits headlines moving markets Wednesday morning with a glimpse at the big banking picture through Citigroup's (C) earnings. EPS be...
Jim Thorne: ‘I Love the Banks’, NVDA Will Drive SPX to 8,000
14 Jan 2026
Contributed by Lukas
“Inflation really isn’t going to be the problem,” argues Jim Thorne, and the Fed needs to loosen rates. “I love the banks,” he says, calling...
Options Corner: NFLX "No Man's Land" Amid Bid for WBD
14 Jan 2026
Contributed by Lukas
Netflix (NFLX) shares are searching for strength with the stock recently hitting 9-month lows as it seeks to buy Warner Bros. Discovery (WBD). Tom Whi...
Defense's Move from Contrarian to Consensus, Real Estate's Rough Path Ahead
14 Jan 2026
Contributed by Lukas
Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech compa...
"Ignore the Noise:" Nigam Arora's Long-Term Bull Case in Big Banks
14 Jan 2026
Contributed by Lukas
Nigam Arora tells investors to "ignore the noise" in big bank earnings and focus on the big picture. While JPMorgan Chase (JPM) stumbled in ...
Chart of the Day: RIVN Bearish & Bullish Trends
14 Jan 2026
Contributed by Lukas
Higher highs and higher lows are helping Rivian's (RIVN) stock despite recent shakiness. Charles Schwab's Rachel Dashiell talks about the near...
SCOTUS, Big Bank Earnings, Metals Soar: Wednesday's Key Market Movers
14 Jan 2026
Contributed by Lukas
Ahead of the halfway mark to the trading week, Kevin Green turns to market movers he's bracing for. One is a potential decision from the U.S. Supr...
Ghabour's 2026 Outlook: Bullish Small Caps & Financials, Tech Bar "Set Too High"
14 Jan 2026
Contributed by Lukas
Growth could see a surprise to the upside in 2026, according to Eddie Ghabour. He adds that falling energy prices offer a tailwind for small cap compa...
WalletConnect CEO on Ingenico Partnership & Ways Retailers Use Stablecoin
13 Jan 2026
Contributed by Lukas
Jess Houlgrave, CEO of @walletconnectofficial, explains how consumers are increasingly using stablecoin to pay for everyday items. Her message to reta...
Daniel Newman on Tech Titans: AAPL, GOOGL, AMZN, META Leadership & Future IPOs
13 Jan 2026
Contributed by Lukas
Daniel Newman, CEO of Futurum, provides a candid assessment of Apple's (AAPL) recent A.I. announcements, suggesting a potential leadership change ...
Tuesday's Final Takeaways: LHX Sharp All-Time High Pullback & Credit Card Slump
13 Jan 2026
Contributed by Lukas
It was a shaky day for markets, and as Marley Kayden and Sam Vadas note, that volatility could be seen clearly in L3Harris Technologies (LHX) and weak...
Overlooked Stock: LASR Record High After Earnings, Ties to AI & Defense Trades
13 Jan 2026
Contributed by Lukas
Ties to AI, aerospace, and defense industries make nLIGHT Inc. (LASR) a company to watch. George Tsilis talks about the programs that tie the laser de...
Polygon's Head of Payments on Blockchain Growth & CoinMe Acquisition
13 Jan 2026
Contributed by Lukas
Polygon's head of payments, Sam Fagin, joins Sam Vadas at the NYSE set to talk about his company's role in helping other businesses implement ...
Here’s Why Dave Sekera Expects a Volatile 2026
13 Jan 2026
Contributed by Lukas
Dave Sekera anticipates more volatility in 2026 than in 2025. He sees continued upside in tech and expects two rate cuts in the second half of the yea...
2026 Market Optimism and Preparing for Turbulence
13 Jan 2026
Contributed by Lukas
James St. Aubin discusses optimism in the markets and says he doesn’t think unrest in Iran will bother indexes. He thinks investors should continue ...
Dan Ives on GOOGL & AAPL, NVDA AI Dominance, TSLA Robotaxi Rollout & IVES ETF
13 Jan 2026
Contributed by Lukas
Dan Ives believes we're still in stage three of ten when it comes to the AI revolution. He talks about why Apple (AAPL) will "continue to bet...
Technical Tuesday: SPX, HON, MMM
13 Jan 2026
Contributed by Lukas
Kevin Horner charts the S&P 500 (SPX), Honeywell (HON) and 3M (MMM). He is monitoring below current price levels in case of dips as traders look t...
Optimistic vs Pessimistic Outlook for the CPI Report
13 Jan 2026
Contributed by Lukas
Stephen Kates breaks down the latest CPI numbers, calling it an affirmation that delayed reports were correct. “We’re seeing cooling” in house p...
"No Doubt" GOOGL Will Grow: AAPL Partnership, Cloud & Search Offer Wide AI Runway
13 Jan 2026
Contributed by Lukas
Alphabet (GOOGL) still has room to run, says Ali Mogharabi. When it comes to its new partnership with Apple (AAPL), Ali expects Alphabet will hold a t...
Ca$htag$: WMT Technological Transformation Leaves TGT "in the Dust"
13 Jan 2026
Contributed by Lukas
Likefolio’s Landon Swan covers consumer sentiment around Walmart (WMT). He says the story has “completely changed” for the company, leaving Targ...
Delta Airlines (DAL) Earnings: Fuel Costs, Capacity vs Premium Demand
13 Jan 2026
Contributed by Lukas
Jarrett Bilous and Andy Wang break down Delta Airlines (DAL) earnings. Andy calls the report solid and highlights that unit revenue was flat despite t...
The Big 3: AMD, CRDO, AMZN
13 Jan 2026
Contributed by Lukas
Investors should brace for volatility if the Supreme Court rules against tariffs, says Charles Moon from Prosper Trading Academy. He still favors tech...
‘All Green Lights’ For Bank Stocks After JPM Earnings; Highlighting HBAN, SPFI, TCBX
13 Jan 2026
Contributed by Lukas
Dory Wiley spotlights bank earnings, beginning with JPMorgan Chase (JPM). The adjusted numbers are “really good,” he says, and “that sets the to...
KG Analyzes CPI & New Home Sales, Crude's Climb Over Iran, Russia & Ukraine Risks
13 Jan 2026
Contributed by Lukas
New home sales came in "much better than expectations," says Kevin Green. He explains why the housing market print is a lift for a strugglin...
Alternative Investment Strategies & AI’s ‘Bifurcated Element’
13 Jan 2026
Contributed by Lukas
Alan Strauss shares alternative investment strategies for 2026, arguing market dynamics favor these kinds of assets. He explains how AI has a “bifur...
JPM Earnings ‘Good’ But Credit Card Rates Cap Weighing on Sector
13 Jan 2026
Contributed by Lukas
Joe Mazzola shares his takeaways from the CPI report and thinks the most important part is the impact on fixed income: “if we can continue to have s...
NVDA Competition Heating Up? AMD & INTC Rope in New Bull
13 Jan 2026
Contributed by Lukas
Keybanc becomes a bull on AMD Inc. (AMD) and Intel (INTC), creating questions regarding how much of the AI "pie" Nvidia (NVDA) is allowed to...
High Bar for Big Banks After JPM Earnings & Citigroup (C) Options Trade
13 Jan 2026
Contributed by Lukas
JPMorgan Chase (JPM) earnings held a high bar for the banking sector, says John Petrides. While CEO Jamie Dimon shared some yellow flags for the econo...
Tuesday's Tech Movers: GOOGL All-Time High, AMD & INTC Upgrades, HPQ Downgrade
13 Jan 2026
Contributed by Lukas
After Alphabet (GOOGL) tapped a brand new all-time high and climbed to $4 trillion in market cap, analysts continued to increase price targets for the...
Talley Leger Targets 8,500 for S&P 500
13 Jan 2026
Contributed by Lukas
Talley Leger covers markets after the Russell, SPX and Dow Jones hit record highs Monday. He says investors broadly anticipate earnings growth, and th...
Skepticism on OBBBA Market Bull Case & CPI's Fed Impact
13 Jan 2026
Contributed by Lukas
Garrett Melson isn't as confident the One Big Beautiful Bill will be as good for investors as markets predict. He doesn't see consumers spendi...
Options Corner: GOOGL Joins $4T Club
13 Jan 2026
Contributed by Lukas
For the first time on Monday, Alphabet (GOOGL) tapped $4 trillion in market cap and is currently the second-highest valued company in the world. After...
DAL Turbulence After Earnings & Airlines Premium Focus Amid K-Shaped Economy
13 Jan 2026
Contributed by Lukas
Sean Cudahy says Delta Airlines (DAL) has flown high on its premium perks as the airline industry shifts focus to higher-end consumers. However, he be...
Chart of the Day: PYPL Bullish Momentum Signals
13 Jan 2026
Contributed by Lukas
PayPal (PYPL) had a rough 2025 and start to 2026, with shares inching toward a one-year low. Charles Schwab's Ben Watson turns to the short and lo...
JPM Earnings & Global Banks Backing Powell Test "Healthy" Markets
13 Jan 2026
Contributed by Lukas
Markets are moving in a healthy direction, according to Kevin Green. He points to a broadening SPX and cooled volatility backing his thesis. When it c...
Memory Chip Bull v. Bear: Supply & Timelines Weigh Against "Substantial" Earnings
12 Jan 2026
Contributed by Lukas
Wedbush's Mathew Bryson sees high demand and low supply offering a long runway for memory chip companies like Micron (MU) and SanDisk (SNDK). Even...
Monday's Final Takeaways: PSKY Lawsuit & FOMC Subpoena
12 Jan 2026
Contributed by Lukas
Paramount Skydance (PSKY) is pushing its hostile bid for Warner Bros. Discovery (WBD) against Netflix (NFLX), while the Department of Justice takes ac...
Market Shrugs Off Headlines: Bullish Trends and Sector Strength
12 Jan 2026
Contributed by Lukas
Dean Christians explains the S&P 500's record climb. He highlights the market's ability to shrug off political news due to strong underlyi...
Overlooked Stock: MTSI All-Time High on AI Hopes, Bryan Ingram Hire
12 Jan 2026
Contributed by Lukas
MACOM Technologies (MTSI) hit a record high as investors pay closer attention to the company's ties to the Department of Defense amid a push for h...
AAPL Taps GOOGL for AI Support After Stock's Stumble
12 Jan 2026
Contributed by Lukas
Apple (AAPL) will tap another Mag 7 giant in Alphabet (GOOGL) by using Google Gemini models to power Siri. Alex Coffey analyzes Apple's price acti...
Using Fixed Income Annuities in Retirement Planning, 401(k) Tips
12 Jan 2026
Contributed by Lukas
Looking to retire soon? Grant Kvalheim shares retirement planning strategies and emphasizes that people should be planning for a longer lifespan. Fixe...
Watch for Europe to Up Import Controls as China Seeks Export Customers
12 Jan 2026
Contributed by Lukas
The U.S. economic policy seems to be “run it hot,” argues Reid I’Anson, anticipating 50-75 bps in rate cuts this year and higher deficit spendin...
‘Significant Potential for Upside’ in Venezuela, Emerging Market Opportunities
12 Jan 2026
Contributed by Lukas
The events in Venezuela are still top of mind for markets. Anisha Goodly stresses that Venezuela has “significant potential for upside” as it sits...
Geographic and Sector Diversification in the AI Trade
12 Jan 2026
Contributed by Lukas
Kristy Akullian of Blackrock considers AI the “best game in town,” but not the only game anymore. She highlights their actively managed AI ETF (BA...
Connor Browne’s Valuation Gap Picks: FLEX, AMG
12 Jan 2026
Contributed by Lukas
Connor Browne thinks valuation dispersion between large caps and small & mid caps remains wide and creates opportunities to own high-quality busin...
Analyzing Trump's Credit Card Cap & Previewing Big Bank Earnings
12 Jan 2026
Contributed by Lukas
Nick Raich calls President Trump's plan to cap credit card rates a "move to gain votes," noting a low probability of it actually getting...
2025 Travel ‘Inconsistencies’, Budget Brands Set Up to Win 2026
12 Jan 2026
Contributed by Lukas
Tina Jiang covers travel trends in 2025 and looks ahead to 2026. She saw “inconsistencies” in 2025, walking through the year that was and noting t...
Ca$htag$: Airbnb (ABNB) ‘Finally Out of the Red’ But Facing ‘Very Tough Competition’
12 Jan 2026
Contributed by Lukas
Likefolio’s Andy Swan looks at the turnaround in consumer sentiment data for Airbnb (ABNB). He thinks that partnering with hotel chains is a good mo...
DAL Earnings Ahead: Government Shutdown & Guidance's Turbulence Potential
12 Jan 2026
Contributed by Lukas
Earnings season is just around the corner, and Delta Airlines (DAL) will be one of the first companies to report after the close on Tuesday. With anal...
Sotheby’s Luxury Outlook Report: $6T Inherited in 2026, Luxury Real Estate Soaring
12 Jan 2026
Contributed by Lukas
Daniel de la Vega spotlights luxury real estate, saying it is acting as an alternative asset class for investors. He notes that it outpaced housing in...
The Big 3: SNDK, BIDU, COF
12 Jan 2026
Contributed by Lukas
Prosper Trading Academy's Scott Bauer turns to three trades catching Wall Street's attention this week in memory chips, international tech, an...
Pete Najarian's Bull Cases for Big Banks, Silver, Gold & GOOGL
12 Jan 2026
Contributed by Lukas
Market Rebellion's Pete Najarian returns to Trading 360 and offers his bullish takes for 2026. He begins with the upcoming earnings season and big...
PTLR 80% Sales Upside in 2026? Citi Sees Value Amid High Valuation
12 Jan 2026
Contributed by Lukas
Citi turned into a Palantir (PLTR) bull as it sees 80% sales upside for the AI software company in 2026. However, as Marley Kayden notes, Palantir sti...
Powell’s Next Move: What to Watch Around Fed Independence
12 Jan 2026
Contributed by Lukas
Cooper Howard says Fed independence is “crucial” for markets and sees the DOJ probe into Powell ramping up the pressure on that. He thinks the mov...
Does Powell’s DOJ Probe Impact Markets?
12 Jan 2026
Contributed by Lukas
Michael Shaoul thinks the DOJ prove into Powell is to “embarrass” him in the last months of his Fed Chair tenure and says it will take a long time...
KG: Venezuela Energy Investments to Take "Years," Silver & Gold's Volatile Record Run
12 Jan 2026
Contributed by Lukas
President Trump's meeting with energy executives was one that powered lots of conversation around Venezuela's energy future and how investible...
Vance Howard Expecting a Strong 2026, Likes NVMI, Financials, Materials
12 Jan 2026
Contributed by Lukas
Vance Howard expects 2026 to be a good year, saying the odds of being down are “very minimal.” The market is “too strong” to worry much about ...
Tech's Mixed Analyst Views: AKAM Double Upgrade, CRWD & SNOW Downgrades
12 Jan 2026
Contributed by Lukas
It's a mixed picture for analysts in the tech space to start the trading week. Diane King Hall explains why Morgan Stanley issued a double upgrade...
Ben Cook Expects Oil Between $55-$65, Picks XOM, EXE, WMB
12 Jan 2026
Contributed by Lukas
Ben Cook gives his takeaways from President Trump’s meeting with energy executives around Venezuela. He thinks we need an assessment of the quality ...
Hayes: Index Investors "Curb Your Enthusiasm," Stock Pickers to See Higher Reward
12 Jan 2026
Contributed by Lukas
Brace for a rockier year due to mid-terms, says Thomas J. Hayes. While he expects index investors to see "underwhelming" results in 2026, st...
Options Corner: CRWD Downgrade Adds Pressure Against Bull Case
12 Jan 2026
Contributed by Lukas
Keybanc downgraded CrowdStrike (CRWD) ahead of the week's first trading session. Tom White turns to the weakness seen in CrowdStrike shares since ...
Impact of Potential Saks Global Bankruptcy & 2026's Retail Outlook
12 Jan 2026
Contributed by Lukas
Burt Flickinger returns to talk all things retail, starting with the headlines surrounding Saks Global's potential bankruptcy. He talks about the ...
Credit Card Rate Cap & FOMC Subpoena: Volatility Reenters Wall Street
12 Jan 2026
Contributed by Lukas
Kevin Green is back! He returns to Morning Movers to make sense of the down action starting the new trading week. He believes stocks trended downward ...
Bitcoin Staying in Bear Market? Case for 60% Drop in 2026 & Drivers Behind Downtrend
11 Jan 2026
Contributed by Lukas
Steven McClurg says the four-year cycle for Bitcoin is "still very much intact," pointing to energy as the main culprit to crypto's down...
2026 Gold Drivers: De-Dollarization & Global Deficit Spending
11 Jan 2026
Contributed by Lukas
Derek MacPherson discusses how gold may be being used as a hedge against recent geopolitical events. He expects to see metals moving higher in 2026, a...
Duckbill CEO on AI's Inflationary Pressures, CES 2026 & "Messy Middle"
10 Jan 2026
Contributed by Lukas
Meghan Joyce, CEO of Duckbill, says people who see AI as completely deflationary are "only seeing half the picture." She points to the prici...
Tech Corner: MU's Massive 2025 Rally & 2026's AI Memory Positioning
10 Jan 2026
Contributed by Lukas
Micron's (MU) parabolic rally may have more room to the upside. George Tsilis turns his attention to the memory chipmaker after shares gained over...
Hilary Kramer's Case for 7,500 SPX, Bull Cases in HIVE, ROKU, CVNA & OPEN
10 Jan 2026
Contributed by Lukas
Hilary Kramer says investors need to be "incredibly selective" when it comes to 2026, noting three strong years in the SPX serving as a head...
Friday's Final Takeaways: Mixed Jobs & Sentiment, Homebuilders Rally
09 Jan 2026
Contributed by Lukas
There were plenty of market movers to close the trading week, but Marley Kayden and Sam Vadas turn to two that fell off many investors' radars. Th...
Asian Markets Resilient: 'Bamboo Economics' & Supply Chain Shifts
09 Jan 2026
Contributed by Lukas
Curtis Chin highlights Asia's economic resilience in the face of tariffs, noting a strategy he calls "bamboo economics." He discusses th...
Overlooked Stock: SKYT Rallies Alongside AI's Newfound Bull Narrative
09 Jan 2026
Contributed by Lukas
George Tsilis continues his analysis in foundry-centric companies on Friday's Overlooked Stock. He highlights Skywater Technology (SKYT) after it ...
LUV Soars to 2022 Highs: Analyzing Airline's Space for Further Rally
09 Jan 2026
Contributed by Lukas
Shares in Southwest Airlines (LUV) saw 2022 highs after hitting turbulence through most of 2025. JPMorgan issuing a double upgrade for the stock helpe...
Aduro Clean Technology (ADUR) CEO on Unique Plastic Recycling Technology
09 Jan 2026
Contributed by Lukas
Ofer Vicus, CEO of Aduro Clean Technology (ADUR), introduces his company to viewers and shares their outlook for 2026. Aduro develops water-based tech...
Woo: Venezuela the End of ‘Rules Based’ World Order as We Know It
09 Jan 2026
Contributed by Lukas
David Woo believes President Trump needs to win the affordability argument to win midterm elections and so is making moves in Venezuela and mortgage m...
Gibbens: AMZN Rebound Incoming, PNC Top Pick & SNOW's Software Edge
09 Jan 2026
Contributed by Lukas
Mark Gibbens is feeling very bullish for 2026 due to economic and FOMC tailwinds. He remains constructive on the Mag 7 and expects Amazon (AMZN) to ex...
Butler: ‘Substantially’ Underweight Tech, 25% Chance of Recession in Later 2026
09 Jan 2026
Contributed by Lukas
“We’re underweight tech pretty substantially,” says Doug Butler, though his firm has positions in Alphabet (GOOGL) and Oracle (ORCL). He cites v...
2025 Weakest Hiring Year Since Covid, But Fed Still on Pause
09 Jan 2026
Contributed by Lukas
December’s employment report is the first uninterrupted one since the government shutdown. Jeffrey Cleveland and Ken Kim break down the numbers. Ken...
NCR Voyix (VYX) CEO on 100 Years as a Public Company
09 Jan 2026
Contributed by Lukas
Jim Kelly, CEO of NCR Voyix (VYX), is celebrating its 100th anniversary as a public company. NCR Voyix offers point-of-sale solutions to restaurants a...
Flicker: Companies Gearing Up to Hire After Deregulation, Growth Boosts
09 Jan 2026
Contributed by Lukas
The employment data came in lower than Lisa Flicker anticipated, and she looks at potential causes. She calls the labor market “selective”: people...
iPhone 17 Demand Lifts AAPL Supercycle, AI & Innovation "Question Mark"
09 Jan 2026
Contributed by Lukas
The holiday season added muscle to Apple's (AAPL) iPhone 17 sales. LikeFolio's data shows strong demand in the tail-end of 2025, something Meg...
Does Consumer Sentiment Matter Anymore?
09 Jan 2026
Contributed by Lukas
Eddie Yoon and Ted Rossman break down consumer sentiment. Ted thinks we’ve put “too much emphasis” on it in recent years, arguing that there’s...
Venezuelan Oil Market a ‘Huge Undertaking’, Need ‘Significant Assurances’
09 Jan 2026
Contributed by Lukas
Energy markets are staying relatively calm because of uncertainty, says Graham Stock. Venezuelan oil will take a long time to come back online, and si...
The Big 3: OKLO, CCJ, FLYX
09 Jan 2026
Contributed by Lukas
Nuclear power and private jets take Tim Bohen's attention on today's Big 3. Tim points to Oklo Inc.'s (OKLO) cooldown as a new base for sh...
Bitcoin Network ‘Going to Wither Away’ Due to AI Electricity Demand
09 Jan 2026
Contributed by Lukas
Michael Green explains his “post-scarcity” Bitcoin thesis. Bitcoin miners are switching to AI processing as electricity demand outstrips supply. T...
Explaining the ‘Great Divergence’ in Metals, Grains, and Energy Commodities
09 Jan 2026
Contributed by Lukas
Jake Hanley describes the “great divergence” of the commodity trade and how things may change in 2026. He thinks metals can catch a bid in the nex...
Good, Bad & Ugly December Jobs, Questions Around SCOTUS Tariff Outlook
09 Jan 2026
Contributed by Lukas
Friday's December jobs report can be good or bad, depending on how you look at it. Charles Schwab's Collin Martin considers the unemployment d...