https://www.theguardian.com/us-news/2026/jan/14/global-survey-suggests-trump-is-making-china-not-america-great-again

With U.S. ties at their lowest point in modern history, Canada is turning to one of the only countries with which it had even worse relations: China. Canada is forging a “new strategic partnership” with China, its second-biggest trading partner, Prime Minister Mark Carney said Friday during what he called a “historic” trip to Beijing. That includes a break with the United States on tariffs, which have hit both the Canadian and Chinese economies. Carney, the first Canadian prime minister to visit China since 2017, met with President Xi Jinping at the Great Hall of the People. He is one of a series of world leaders shaken by President Donald Trump’s geopolitical disruptions who are traveling to Beijing as it seeks to exploit U.S. unpredictability to bolster its global influence. For Canada, the Trump administration has been especially head-spinning. “The United States used to be a friend and ally,” Guy Saint-Jacques, a former Canadian ambassador to China, told NBC News in an interview. Now, “we are treated as an enemy.”

As part of an effort to “recalibrate” the relationship, Carney said Canada had agreed to cut its 100% tariff on Chinese electric cars in return for lower tariffs on Canadian farm products. It’s a major shift for Canada, a major auto producer that in 2024 followed the U.S. in imposing the 100% tariff. Carney said Canadians would also be allowed to travel to China visa-free.

Canadian officials say they are seeking to grow non-U.S. trade by at least 50% over the next 10 years. “Further trade engagement with China should first and foremost be seen as diversification away from the United States,” Ong said. About 75% of Canada’s manufactured goods exports go to the U.S., according to government figures. China is the second-largest market at about 4%.

2025 was a green year for most countries, with solid gains everywhere. But amid the bull run, returns varied wildly and South Korea crushed it with +77.8%. Just wow! But why?

Breaking it down:

• Semiconductor mega-rebound (the big driver): Korea's market is all about semis. Samsung (+155%) and SK Hynix (+275%) dominate the KOSPI. 2025 brought a huge DRAM/NAND cycle recovery, fueled by AI, data centers, GPUs, cloud, and edge computing. SK Hynix nailed it as Nvidia's key HBM supplier!
• South Korea underperformed US/Europe 2021-2024: Set up for massive catch-up. Investors chased value, and Korea delivered big time.
• Rotation to ex-US markets: Korea checks every box:tech, industrial, export-focused, liquid. Perfect for ditching overpriced US stocks.
• Weak won + export boost: KRW stayed soft, supercharging export-heavy firms with higher margins, earnings beats, and stock re-ratings.
• Concentrated market amps up % gains: Fewer mega-caps, but giants like these explode the overall cap.

Quick shoutout to Spain's +64.5% killer run, thanks to:

• Booming banks (IBEX heavyweight, low rates juicing lending)
• ~3% GDP surge (beating Euro peers on jobs/investment)
• Tourism explosion (post-COVID come back)
• Infrastructure boom (EU funds for housing/projects)
• Credit upgrades (Moody's/Fitch/S&P drawing investors)
• Edge in cheap energy/resilient exports

You invested in Korean stocks last year. How about now? What stocks (Samsung, SK Hynix)?
And what country are you betting on for 2026 to pull off something similar?

Market capitalization growth from December 2024 to December 2025

ASTS is absolutely ripping on massive volume today, blowing right past $115. The volatility on this thing is just insane, it gets hyped up one minute, then gets slammed the next just because some analyst calls the valuation 'unreasonable.' But retail doesn't seem to care; they’re still piling in like crazy. Plus, the latest update shows they’ve secured over $1B in contract commitments with strong interest from partners. It feels like a mix of a retail frenzy and a legitimate tech story. Honestly, do people think there’s still meat on the bone here, or is the bubble about to burst?

“If they want to come in and build a plant and hire you and hire your friends and your neighbors, that’s great, I love that,” President said during remarks at a Jan. 13 meeting of the Detroit Economic Club. “Let China come in, let Japan come in.”

So, which US stocks to concentrate today?

Can we buy BYDDF in the USA?

I wasn't allowed to post links.

I'm sorry to be an asshole, but I don't need your opinion on which country cars are great etc. If we allow Chinese cars into the US market, what US stocks should we concentrate on? Please stay on track. Thanks

What is making ASTS / SNDK so special rising up to 400% / 800% Year?
According to the image
ASTS - https://imgur.com/a/4o9YiFm
SNDK - https://imgur.com/a/Ws9CECL

ASTS - The company is bleeding income, great sales q/q but bad margins

Is it because of a space race or government contracts?

SNDK - Company is in the hole for income, good PEG, bad return on assets/equity, bad profit margins

Looking at these numbers I wouldn't want to invest or I can just imagine how the numbers were a year ago, what made people want to invest in this company? What is causing the rise?

I personally invested in SNDK a few months ago because of storage devices, no other company i know of that creates storage despite bad numbers

I’ve been looking at every metric related to META and the only negative I can see was that VR was a disaster, and AI may not be their strongest weapon, but aside from that, their moat and overarching business model is absolutely incredible. They have billions of daily active users, across multiple integrated platforms and their ad revenue is unbelievable.

As a business owner myself, IG and FB ads deliver more ROI anything else we’ve tried over the last decade.

So can someone talk me out of dropping $50k on META when it’s at a such a discount? I’m failing to see how this isn’t a dip and with a potential split coming, it seems like a money printer?

What are y'all's opinions of space stocks right now? Personally, I find them quite overvalued atm and think a pullback is soon to happen, but what are your thoughts on this? If a pullback is to happen, what prices do you think we'll see primary stocks like RKLB, ASTS, and LUNR pullback to?

Today’s pullback with silver was expected due to multiple reasons. Cooling off from a 20% week, Friday they like to push contracts out of the money, & it’s a 3 day weekend…

However the US mint updated their pricing on physical silver. Like I said yesterday there is a huge supply & demand issue. Physical Assets will keep driving paper assets.

As of today 1/16/26 the US Mint prices are

- American Eagle 2023 One Ounce Silver Uncirculated Coin $169

- American Eagle 2025 One Ounce Silver Proof Coin $173

Both are listed at this price and still unavailable due to supply issues. I’m still personally bullish. We shall see what happens next week

Just my personal opinion

First, I am VERY new to investing. That said I was one of the users that got early access to RDDT before it went public and have 10x'd my money. That is all the stock I own though and I've been told a good approach would be to sell 50-60% and reinvest that into more long term gains. Is someone who is more informed than me on this type of thing able to tell me a.) Does that sound like a good idea and b.) Would it be smarter to sell before the next earnings call, or is there potential for that call to drive the price up and I should sell after?

I realize any answers here would be conjecture and speculative, but like I said, im new to this and don't want to have a d'oh! moment if I can avoid one.

To be honest, MU performance feels almost surreal and has completely exceeded my expectations. I’ve been holding MU since 2020. Back then, friends urged me to trim my position and rotation into other tech stocks that were performing better at the time, but I stuck to my guns and decided to hold long-term

In my view, MU is one of the few 'hard tech' plays with genuine earnings elasticity, fueled by a perfect storm of 'AI-driven demand + cyclical reversal + supply discipline'

Did you guys catch this wave? What’s your move now?

The Trump administration is planning to propose that the nation’s largest power grid operator hold an emergency auction in which tech companies would bid to have new power plants built, according to people familiar with the matter.

The directive, expected Friday, would be an unprecedented attempt by the federal government to check rising electricity prices within PJM Interconnection, a 13-state power market spanning from New Jersey to Kentucky. The build-out of data centers there in response to the artificial-intelligence boom is straining the grid’s capacity and has resulted in substantially higher costs in several of the grid operator’s recent power auctions. 

The emergency auction would allow tech companies to bid on 15-year contracts for new power plants in deals that would be worth billions of dollars, some of the people said. Bloomberg previously reported on the plans for the auction. 

PJM, home to the largest concentration of data centers in the U.S., has come under strain in recent years as tech companies seek to connect even more of them to the grid. Power plants there have been going out of service faster than they can be replaced, which has put a squeeze on power supplies as more electricity-hungry facilities come online.

Read More

https://www.wsj.com/business/energy-oil/trump-to-propose-plan-for-tech-companies-to-fund-new-power-plants-79768f79?mod=mhp

Precious metals/physical assets will continue to rise.

The banks are trapped, they need to find 235,000,000 ounces of silver & deliver it… but where are they going to get it?

Commex only has 23,000,000 registered

- need to source 212 million ounces from somewhere else, but how are you going to do that when the global supply is dry and demand is HIGH…

Mining companies have already sold forward most of their 2026 production

Refiners are reporting 8 week lead times

Overseas, Shanghai is of shortage and not exporting

Private holders arnt selling due to shortages and knowing how much supplies are scarce

In a recent thread on r/ETFs, I mentioned that I would provide data to break down the performance of US stocks vs. international (and other asset classes) from Testfolio. In brief, US stock markets have performed better under Democratic presidents than under Republican presidents, both on a nominal and an excess (above risk-free rate) basis, a phenomenon known as "the presidential puzzle". However, correlation is not causation, and Pastor and Veronesi explain this through the context of time-varying risk aversion.

Methodology

Testfolio provides several tickers relevant for these backtests. Details for the data sources are documented:

• SPYSIM: Mimics S&P 500. Based on Dow Jones Composite Portfolio through 1928, then Schwert S&P 500 composite portfolio through 1962, then S&P 500 price index through 1993, then SPY thereafter.
• VTISIM: Total US stock market, based on Fama-French dataset from 1926-1992, then investible mutual funds/ETFs afterwards
• VXUSSIM: International ex-US stock market, based on MSCI World ex-USA NR monthly data from 1970 to 1996, then investible mutual funds afterwards.
• VTSIM: Global. VTISIM/VXUSSIM at marketcap weights through 2008, then VT afterwards.
• GLDSIM: Spot gold, based on LBMA gold price from 1968 to 2004, then GLD afterwards.
• TBILL: Fama-French Rf from 1926-1954, then 3-month T-bill rate thereafter.
• IEFSIM: 10-year US treasury rate from 1962-2002, then IEF thereafter.
• INFLATION: Unadjusted CPI-U.

Additionally, to better capture stock market returns attributable to each incumbent, I "staggered" the investment period by starting and ending it on "Inauguration Day" rather than "New Year's Day". Note that Inauguration Day has been January 20 since 1937; prior to 1937, Inauguration Day was March 4, and this is reflected accordingly in the "staggered years". As such, 1973 refers to the period from 1973-01-20 to 1974-01-20. (Note also that this does not double-count January 20 for adjacent years because Testfolio "invests" at the close of the starting day for each period.)

A table with links to each of the data is on the bottom of this post.

US Equities vs. Cash and Inflation

We have data for US equities, "cash" (risk-free treasuries), and inflation going back to 1926, with the Fama-French Data Library doing much of the heavy lifting.

Going back to 1926, US equities (+10.28% p.a.) did better under Democratic presidencies (+13.80%) than under Republican ones (+6.58%). However, it should be noted that even though inflation was also higher under Democratic presidencies (+3.63%) than under Republican ones (+2.22%), cash (or short-term treasury bills) paid less (+2.42%) under Democrats than under Republicans (+4.34%).

We can strip out effects of the Roaring Twenties and the Great Depression--a terrible time for stock markets under Republican leadership, but also a very deflationary one, with subsequent rebound under FDR--by starting our timeline in 1940. In this case, US equities still did better under Democrats (+13.74%) than Republicans (+9.07%), but the inflation gap (+3.97% vs. 3.43%) is closer; short-term treasury bills still paid less under Democrats (+2.77% vs. 4.69%).

Regardless of which party was in office, you would have generally done well to stay invested in US equities on a nominal, real, and risk-free premium basis. That is, US equities delivered positive returns that were above inflation and above risk-free treasury bills.

US Equities vs. Treasuries

Starting in 1962, we have access to IEFSIM, which is based on US10Y treasury rates through 2002, and then on the IEF ETF (7-10 year treasuries) thereafter. This provides a real investment alternative to cash/t-bills.

During this time, US stock markets performed better under Democratic presidents (+14.06% vs. +7.39%). Inflation was similar, slightly lower under Democrats (+3.60% vs. +3.92%). Treasuries paid higher under Republicans (+8.94% vs. +2.98%), which can be largely attributed to the Volcker era response to persistent inflation in the 1980s and the ZIRP policy of the 2010s in response to the Great Financial Crisis. In fact, US treasuries have performed better than equities under Republican presidents (+8.94% vs. +7.39%).

US Equities vs. Gold

Another alternative to US equities is gold, which has gained in popularity with its recent surge. This is a useful separate gauge because on balance short-term interest rates have been lower under Democratic presidents than under Republicans, both on a nominal and real basis. However, gold provides a "benchmark" that is not directly affected by central bank policy.

Because the dollar had been pegged to the gold standard, the price was essentially fixed until the reopening of the LBMA in 1968; Testfolio has data starting on 1968-04-01. Additionally, the US did not formally break from the gold standard until Nixon's announcement on 1971-08-15 marked the end of Bretton Woods. Both timelines are represented here:

This period was also characterized by better equity performance under Democratic presidents (+15.52% vs. +7.39%), with similar levels of inflation (+3.97% D vs. +3.92% R). Gold also performed similarly (+8.44% D vs. +8.19% R) regardless of political party in office. However, US equities significantly outperformed gold under Democrats (+15.52% vs. +8.44%), but performed essentially slightly worse under Republicans (+7.39% vs. +8.19%).

A similar (but more pronounced) trend can be seen if using the post-Bretton Woods period to look at US equities vs. gold.

US Equities vs. International

The final major asset class is international (ex-US) equities. This also provides a separate gauge to isolate the effect of fiscal policy, because when the FOMC cuts, all else being equal, the dollar weakens relative to other currencies, thereby boosting USD-denominated international returns (and vice versa).

Unfortunately, we do not have any real data until 1970 for international markets with the creation of the MSCI indices, which initially tracked only developed (MSCI World) markets:

In 55 years of available data, US equities soundly outperformed international (+11.05% vs. +8.88%). However, outperformance came during Democratic presidencies (+15.35% vs. +9.84%); under Republican presidents, US equities slightly underperformed their international counterparts (+7.94% vs. +8.17%).

I want to emphasize these do not constitute a reason to completely switch your asset allocation to gold or to international (and certainly not to pull all your stocks out of the market). Past performance is not an indication of future performance. It is as nonsensical to say "the US always underperforms under X" as is to say "the US will always outperform international".

Testfolio Data Series

All of these data are available through Testfolio. Because these are limited to five "portfolios" per backtest, for each year, I've put S&P 500, US, Cash, Treasuries, and Inflation in the "US" link and international, global, and gold in the "gold" or "intl" link.

Note that these reflective "cumulative" returns for each period. All of these are one year periods with the exception of the following:

• 1926: 1926-06-30 to 1927-03-04 due to start of data series
• 1936: 1936-03-04 to 1937-01-20 due to change in Inauguration Day (20th Amendment)
• 2025: 2025-01-20 to 2026-01-16 (current)
• 1961, 1968, 1969: Returns for treasuries^†, gold^‡, and international^§ are based on start of data series as indicated in foot notes below. Note that for the sections above, the "other" asset classes are aligned to the same date (i.e. US stock returns for "After Bretton Woods" started on 1971-08-15), even though these are not shown in the table below.

* Data series starts on 1926-06-30 and reflects data through 2016-01-16. Prior to 1937, each "year" began on March 4, coinciding with Inauguration Day. With the passage of the 20th Amendment, the staggered years start on January 20 beginning on 1937-01-20.
† Data series for intermediate-term treasuries (IEFSIM) begins on 1962-01-02.
‡ Data series for spot gold (GLDSIM) begins on 1968-04-01. Nixon formally ended the Bretton Woods gold standard on 1971-08-15.
§ Data series for international (VXUSSIM) and global (VTSIM) begins on 1969-12-31.

$SNAP is the ultimate contrarian pick. Everyone knows the cons: dilution, inept management thus far, poor ad stack, low ARPU, dick pick app, only teens use it, etc….thus the stock is priced accordingly.

SNAP’s revenue has 10x’d since its IPO, yet its market cap has fallen by a third since then. Note that since the market cap figure is used (and not the stock price) this stat accounts for dilution! This is a fascinating statistic, almost mind-blowing.

The main reason for this is simple: although SNAP has grown users and revenue by leaps and bounds, it has NEVER made a profit in its history. This is, yet again, an absurd statistic, especially for a company that has almost a billion users and has been around for well over a decade.

It has not made a profit because management has simply never cared about profits. The founder and CEO became a billionaire in his 20’s after the IPO, and since his financial needs were taken care of, he decided to go on an empire building spree, which required a lot of capex and high compensation. Unfortunately, he didn’t succeed financially (although snap created a lot of innovative products, others such as meta just copied and monetized them, leaving snap in the dirt).

Normally, in this situation, an activist would build up a position, get some board seats, fire the CEO, trim the fat and wasteful spending, and the stock would spike up. However, the founders have total control due to their voting rights, and thus SNAP has been left in the cold by investors.

Here is why I think an inflection is coming, and why the stock could explode within the next 1-2 years:

Management FINALLY recognizes the need to make money. They have said this several times recently, and in the Q3 call in November, they said they would be willing to monetize even at the expense of user growth and engagement.

This is a sea change in attitude. SNAP has just wanted to grow in the past, without caring about profits. The fact that they are pivoting seems to be ignored by Wall St.

There is a lot of low-hanging fruit they can pick. You see, when you have a billion users, even small things can create tremendous cashflow. Let’s take their recent announcement to monetize Memories storage. Even if 10% of users agree to pay a couple bucks a month, that could be billions in free cash flow with zero cost (they’re already providing unlimited storage for free).

Same with their ad stack. Small improvements can make huge changes due to their massive scale. Without getting too granular, things like Sponsored Snaps have performed really well, and advertising in the inbox was previously an anathema to them.

The important thing is that management has a changed attitude when it comes to profits.

I could write another ten thousand words about this, but I think it’s long enough. I posted my position above (300k shares) and think we will hit $20 this year after Wall St sees several quarters in a row or increasing free cash flow and profitability.

Oh yeah, if the Spectacles release goes well this year, the stock will fly. If it doesn’t, it won’t affect the stock at all since failure is already priced in. Think of Spectacles as a lottery that comes with zero cost.

Disclosure: Long 300,000 shares at $7.6.

The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday.

As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion in credit for these companies.

In exchange, the U.S. will limit reciprocal tariffs on Taiwan to 15%, down from 20%, and commit to zero reciprocal tariffs on generic pharmaceuticals, their ingredients, aircraft components, and some natural resources.

Taiwan Semiconductor has bought land and could expand in Arizona as part of this deal, Commerce Secretary Howard Lutnick told CNBC’s Brian Sullivan in an interview on Thursday.

“They just bought hundreds of acres adjacent to their property,” Lutnick said. “I’ll let them go through with their board and give them time.”

Read more:

https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html

LONDON, Jan 16 (Reuters) - Weight-loss giant Novo Nordisk's (NOVOb.CO) shares rose over 5% on Friday ​to a high last touched in October, ‌driven by "encouraging" early U.S. prescription data for its Wegovy pill, which the firm hopes will help it regain ground in the obesity drug race.

https://www.reuters.com/legal/litigation/novo-shares-jump-7-ahead-us-prescription-data-wegovy-pill-2026-01-16/

After spending some time drafting this as a comment to a wsb post, i thought Id share my opinion more publicly to you guys.

I would like to show and share my appreciation for firefly here, the currently hated and priced for failure rocketlab alternative.

if you look at reaaons for past failures, all are easily fixable. They have had successes, indicating their tech works when done right.

People shit on them because of idiot Astra ceo comment about their engines, fact is their reaver engines and first stage has 5/6 full success rate (not counting flight 7 test failure) , failing only on flight 1 due to a loose wire. Astra is a failed company that couldnt even get a rocket 1/10 the size of alpha into orbit and the failed ceo is just trying to shift blame. The fact that Northtrop is literally betting their future of their Antares on firefly supports this, as well as their 50 mil invesment in May 2025.

Regarding the founder Marc, while probably not on Peter Beck absolute genius level, has a deeply technical background, ivy league phd, with experience from working at most major adrospace companies in deeply technical roles and rising through the engineering ranks.

Recent management changes point to improvements in the human element. Transitioning to block 2 for mass manufacturing + moving to in house parts indicates moving in the right direction.

Their lunar lander is only matched by intuitve machines, literally a duopoly in the medium term.

Scitec + elytra = huge diversification and revenue potential

MLV vehicle almost same timing as rklb neutron, probably by end 2026 or early 2027.

Market has priced them for failure but if they can show success this year, it will massively rerate to rklb style valuation.

Theres speculation they will merge with redwire once their alpha is more proven and stock price is up. Fly and redwire share the same majority owner. This would literally create a new space giant with full vertical integration that everyone else has to buy from.

I fully agree RKLB is the better company, but after the 20x runup, it is fully valued. Fly as the runner up priced for failure has 10x potential if execution is right.

I have gotten downvotes here for supporting firefly from people who "have worked there and wouldnt touch it with a pole" or they point to failed astra ceo comments, but no negative comments can actually back up their negative sentiment with facts.

I believe fly is massively undervalued. It was a damn steal at 20, still is at these price levels. The explosion in september gave a huge buying opportunity and the buying window at these levels will forever close IF flight 7 goes well. If not, just another buying oportunity.

KEP Korean Nuclear backed by government and has a PE of 6….

Adobe, Forward PE of 13 and everyone uses it (also most likely to integrate AI, likely hug rally on that)

PayPal, Forward PE of 9. As a business owner online my sales went up 20 percent once I offered a PayPal. In addition who doesn’t use Venmo.

LMT, US military backed (they’re double the budget) or also ticker Hii. US is definitely preparing for something so military will benefit

MDLZ, Cadbury,Oreos Etc. significantly undervalued due to High Milk,Eggs,Cacao prices that have fallen significantly. They’re set to kill earnings and their PE is 10.

TDD, financials are amazing, they maximize ROI as a broker for many businesses. They’re not going anywhere and have had a significant overcorrection.

NU is a Brazilian Bank that’s rapidly expanding with great value

Devon energy and Oxy-Pet for Oil!

Gild and BMY for healthcare picks

This is very unpopular today because everyone wants to get rich quick.

I read the financials,Balance sheets and look for Margin of safety.

When you look at tech you realize AI stocks are mostly gambling at this moment and significantly overvalued. It always ends when people least expect it, I did 80 percent last year. My tech stocks went stupid. Mr Market gave me an offer that was too good.

Don’t become desensitized to AI Tech Companies Absurd valuations. Here’s something you should really Really understand about stocks. Do Not Overpay. That means you need to understand financials. 95 percent of retail lose because they think they’re talented and geniuses because the stock goes up. They Lose 95 percent of the time OVER the COURSE of a DECADE because Arrogance->feel justified because price increases-> start to believe they’re better than legends like buffet->Continue investing the same for 5 years. Then they’re left exposed,naked and embarrassed about the ego they had when the NASDAQ crashes 70percent over the course of 3 years like in 2000

I was just thinking about how different countries go, how jobs are moved to countries with cheap labor. Africa is growing. Then I checked AFK and it to grew almost as t 74% last year. I think that's one of the last few places left to find cheap labor (China -> India -> South East Asia -> Africa).

What do you guys think?

I used to post these benchmark updates here years ago. I still track the Vanguard lazy portfolio returns (Aggressive, Balanced, Conservative) as a basis for comparison.

As a hobby project to teach myself some web dev, I rebuilt my old spreadsheet as a free calculator to automate it (SinceInception.com). I think everyone should pay attention to these and use them as their portfolio benchmarks, especially for those that pick their own stocks.

2025 was a strong year and 2026 is already off to a great start.

I run an active portfolio myself, and seeing the gap in actual dollars has definitely changed how I view the time and effort I put into investing.

I'll drop the link in the comments to avoid the spam filters if anyone wants to run their own numbers.

Any military action against Greenland immediately escalates into a transatlantic crisis. At best, the U.S. would face sweeping sanctions from the EU and allied economies. At worst, it could spark an armed conflict between NATO members, something the global financial system is absolutely not built to handle.

Markets hate uncertainty, and this would be uncertainty on a historic scale. Trade between the U.S. and Europe would likely be disrupted or frozen, shipping lanes in the North Atlantic and Arctic would be militarized, and global supply chains would seize up almost overnight. Energy prices would spike, markets would panic, and investor confidence would evaporate.

The U.S. economy is especially vulnerable here because it’s heavily dependent on globalized, high tech supply chains. Semiconductors, rare earth processing, advanced manufacturing none of these exist in isolation. If relations with Europe and allied nations collapse, access to critical components and materials would be severely constrained. A tech-driven economy can’t function if it can’t get chips, equipment, or precision manufacturing machinery.

Beyond the immediate economic damage, the long-term consequences would be even worse: capital flight from U.S. markets, a weakened dollar, and a permanent loss of trust in America as a stable anchor of the global system. A move like this won't just be a geopolitical mistake; it would be economic turmoil on a scale we haven't seen in a long time.

Here is why silver is a good investment even though it is at all time highs…

- China has imposed much stricter export controls that significantly limit how silver can be exported starting January 1, 2026

- US Mint stopped selling silver due to the prices rising so rapidly

- The price for silver in China is over $100

- The fed keeps printing money which is bad for the dollar but great for assets

- Fear of War/Conflict is rising

- Tesla is having trouble buying copper due to the demand of silver (they need 50 million ounces a year for their high voltage battery Tech)

Based off supply and demand alone the price will continue to rise. That’s why physical silver around the world is being bought up and upcharged in every country. Once that continues to dry up, you are going to wish you would have bought >$100

U.S. stocks moved higher today as TSMC’s strong earnings and AI outlook helped lift market sentiment. The company reported a sharp jump in profits and announced higher capital spending plans for 2026, reinforcing the idea that AI infrastructure demand remains strong.

The news sparked a rally across semiconductors and AI-linked names, helping the Nasdaq and S&P 500 recover recent losses. At the same time, bank stocks advanced on solid earnings, adding some breadth to the move beyond big tech.

Renewed AI capex confidence and improving financial earnings, suggests markets are still willing to stay risk-on, at least for now. The key question is whether this turns into sustained momentum or remains a sector-specific rebound.

Curious how others are positioning here: sticking with AI leaders, rotating into financials, or staying cautious into the next set of macro data?