For nearly 20 years, energy names underperformed technology as capital chased scalability, innovation and margins. The tables are now turning. Oilfield services stocks have erupted into the spotlight in 2026, with the VanEck Oil Services ETF (NYSE:OIH) rallying nearly 30% year-to-date through Feb. 4—making it the best-performing industry group so far this year. According to Jeff Krimmel, owner of Krimmel Strategy Group, this is no ordinary momentum-driven rally. The move reflects a structural re-rating of o ...

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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 ...