On January 28, TKG Advisors reported selling out its position in the First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM), with an estimated transaction value of $5.78 million based on quarterly average pricing. What happened According to the SEC filing dated January 28, TKG Advisors eliminated its stake in the First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) by selling 96,518 shares. The estimated transaction value was $5.78 million, calculated using last-disclosed values. What else to know TKG ...

Core Viewpoint - The article discusses the emergence of "The Magnificent Miners" as a new investment opportunity, contrasting them with the previously dominant "Magnificent Seven" tech stocks, highlighting a potential capital rotation towards hard assets like mining stocks as macroeconomic uncertainties rise [1]. Group 1: Valuation Comparisons - Newmont Corp (NYSE:NEM) is trading at a 19x TTM and 17x FWD P/E ratio, significantly lower than AI infrastructure stocks, despite having the largest gold reserve base [3]. - Barrick Mining Corp (NYSE:B) generates substantial free cash flow and returns capital to shareholders, trading at around 24x TTM and 15x FWD P/E, which appears modest compared to high-flying tech stocks [4]. - Agnico Eagle Mines Ltd (NYSE:AEM) has a higher valuation at 31x TTM and about 20x FWD P/E, yet it remains attractive due to low-cost production and growth projects, offering a blend of quality and growth without tech-like valuations [5]. Group 2: Market Implications - The current pricing of the Magnificent Seven reflects an optimistic AI future, while the Magnificent Miners are priced for indifference, suggesting potential for upside if economic conditions shift [6]. - The article notes that if interest rates decrease, deficits increase, or AI spending slows, miners could benefit from a capital rotation away from crowded tech investments, indicating a possible shift in market dynamics [6].

gold bitcoin, gold all time high, silver, gold prices,. Photo by BeInCrypto Gold plunged over 5% in its steepest one-day drop in more than two months. Furthermore, silver, platinum, and palladium also slumped in a broad selloff of precious metals on December 29. As prices rebound today, analysts are split. Some expect the momentum to continue, while others warn of a shift that could benefit crypto assets. Precious Metals and Crypto Move in Opposite Directions as Volatility Spikes On December 29, the pr ...

2025 was a positive year for the markets, but its performance was highly concentrated on a few megacap stocks. Going forward, I anticipate a more neutral-to-slightly positive performance for the markets as a whole. However, I believe capital rotationMy name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Busin ...

Core Insights - Precious metals, including gold, silver, and platinum, have reached all-time highs, indicating a potential shift in market dynamics and investor sentiment [1][2][3]. Group 1: Precious Metals Performance - Gold has surged past $4,500, setting a new all-time high at $4,526 [2]. - Silver peaked at $72.7, with expectations of reaching $80 by year-end [2]. - Platinum recorded a peak price of over $2,370, while palladium surpassed $2,000, a level not seen since November 2022 [3]. Group 2: Market Drivers - The performance of precious metals is attributed to a combination of rate cuts, geopolitical tensions, and the dollar debasement trade [3]. - Copper also saw significant gains, reaching $12,000 per ton, marking its largest annual gain since 2009 [3]. Group 3: Economic Implications - Analysts suggest that the rally in precious metals may signal underlying macroeconomic issues, including the potential for the highest inflation in U.S. history [4]. - Despite a reported GDP growth of 4.3% in Q3, concerns remain about the reliability of official economic data [5]. - The rapid increase in silver prices is viewed as a warning sign of declining confidence in political leadership and fiat currencies [6].

RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: $15 billion Bitwise Director shows that a 5% capital rotation from gold to #Bitcoin could send BTC to $242,391 👀Bullish! 🚀 https://t.co/0rbVfzmbll ...

RT Starknet Ecosystem (@StarknetEco)starknet ranked #2 in monthly net inflows. across all chains, not just l2s.massive capital rotation happening.insane flows. https://t.co/xlPPNMD99p ...

Is capital quietly rotating to SOL?https://t.co/G7yF0g28aS ...

Group 1 - The article does not provide any specific content related to a company or industry [1]

5% of capital rotation from Gold to Bitcoin can send the BTC price to $242,391Bullish 🚀 https://t.co/dHv2K36teo ...