A massive wave of supply-side incentives and direct stimulus is set to propel the U.S. economy toward a 15% earnings growth surge in 2026, says Jason Trennert, CEO of Strategas Research Partners, as tax provisions ignite a domestic manufacturing renaissance. Stimulus Meets Industrial Growth Speaking on the Real Eisman Playbook, Trennert highlighted President Donald Trump‘s “one big beautiful bill” as the primary catalyst for economic resilience in 2026. This legislation is expected to inject approximatel ...

The RBA’s February rate hike marked a decisive shift for Australian markets, with the cash rate lifted to 3.85% and the risk of further tightening back in focus for 2026.In our latest research article, we explain what this hawkish pivot means for equity valuations and why higher rates are increasing pressure on banks, retailers and growth stocks. More importantly, we outline where we see opportunity re-emerging as capital rotates toward hard assets and global earners.The report takes a close look at resourc ...

Gold and silver have been the kinds of trade you could set and forget lately up day after day, headlines screaming new highs, and the usual “hard assets are back” chatter getting louder. Then Friday hit, and the mood flipped. The same metals that looked unstoppable suddenly looked crowded, leveraged and vulnerable to a sharp unwind. And when the “can’t-lose” corner of the market starts wobbling, traders inevitably scan for the next place capital might try to rotate. Related: Analyst eyes 'calm before sto ...

Core Insights - The article lacks substantial content to summarize key points or insights regarding any specific company or industry [1][2][3][4][5]

Core Viewpoint - Gold prices have reached a new record, nearing the $5,000-an-ounce mark due to increased geopolitical risks, economic uncertainty, and a weaker U.S. dollar [1] Group 1: Market Performance - Gold futures in New York increased by 0.5% to $4,939.20 per troy ounce after peaking at $4,970 during the session [1] - Silver futures rose by 1.8% to $98.04 per ounce [1] Group 2: Market Drivers - The rally in gold prices is driven by FOMO (fear of missing out) and ongoing support from hard-asset drivers, especially following a slight easing in U.S.-EU tensions [2] - Central bank demand for gold remains strong, the U.S. dollar continues to weaken, and governments are issuing debt with uncertainty regarding long-term repayment [2]

Group 1: Investment Perspective - Robert Kiyosaki emphasizes that the rising US national debt and declining purchasing power of the dollar make hard assets like gold, silver, and Bitcoin a safer long-term investment choice, regardless of short-term price fluctuations [1][2] - Kiyosaki is particularly bullish on silver, predicting it will reach $200 per ounce by the end of 2026, citing its dual role as money and an industrial metal [3] Group 2: Market Trends - Recent data from Santiment indicates a significant increase in crypto-related social discussions, reaching one-year highs, with notable spikes in mentions for gold, silver, and crypto at different times [4] - Over the past year, silver has gained 214%, gold has risen 77%, while Bitcoin has decreased by 16%, despite the increase in crypto discussion volume surpassing that of gold and silver [5] Group 3: Bitcoin Market Dynamics - Bitcoin is currently trading below the critical $90,000 level, with network growth at its lowest since the 2022 market capitulation, indicating a decline in liquidity [6] - The current market dynamics show that price rallies have been primarily driven by small-cap tokens rather than Bitcoin, suggesting speculative behavior rather than genuine adoption [7]

Core Viewpoint - A significant divergence is emerging between financial assets and hard assets, with precious metals showing stronger conviction in future expectations compared to equities [3][4]. Precious Metals - Both gold and silver are trading near record highs, with gold testing $4,600 and silver touching $84, indicating a strong bullish sentiment in the precious metals market [2][5]. - Major institutions like JPMorgan and Bank of America have raised gold price targets to the $5,000 to $6,000 range over the next two years, driven by factors such as central bank diversification and currency debasement [4][8]. - Silver's market dynamics are particularly favorable due to persistent supply deficits and rising industrial demand, leading analysts to revise price forecasts upward [5]. Equities - The S&P 500 is projected to have a narrower margin for error, with targets clustering between 7,100 and 8,000, which implies limited upside that relies heavily on strong earnings growth and stable inflation [6]. - Current equity valuations are elevated, suggesting that even minor disappointments could negatively impact returns [6]. Future Outlook - Looking ahead to 2026, equities require near-perfect execution to achieve targets, while precious metals only need existing structural trends to continue [7]. - The consensus among analysts for gold prices is between $5,000 and $6,000, representing a potential upside of 10% to 30% from current levels [9].

Core Insights - The article emphasizes the potential of small-cap stocks, particularly micro-cap stocks, which are often overlooked by Wall Street, presenting significant investment opportunities [1] - It advocates for investing in undervalued stocks that are backed by hard assets such as land, natural gas, oil, real estate, gold, and silver, which are expected to yield profitable returns [1] - The article highlights the importance of companies maintaining a strong balance sheet, specifically those with zero long-term debt, to better withstand economic downturns [1] Investment Strategy - The investment strategy focuses on purchasing undervalued, emerging stocks before they gain popularity, which can lead to lucrative gains, although patience is required [1] - The article suggests that the Federal Reserve's policies of creating digital and paper money contribute to the devaluation of the dollar, making gold a reliable store of value [1] - Companies with significantly more cash assets than debt are positioned to survive economic challenges, providing an opportunity for investors to capitalize on their undervalued status [1]

Core Viewpoint - Bitcoin has underperformed in 2023 compared to gold and the Nasdaq 100, but there are expectations for a significant recovery in 2026 due to monetary debasement and returning liquidity [1][2]. Group 1: Bitcoin Performance and Outlook - Bitcoin is lagging behind the Nasdaq 100 Index by approximately 50% year-to-date, positioning it for potential strong performance in 2026 [2]. - The current weakness in Bitcoin is attributed to a softer risk appetite and tight liquidity, but the long-term thesis for Bitcoin remains strong [2]. - Historical trends suggest that as currency devaluation increases and liquidity returns, Bitcoin typically responds positively [2][3]. Group 2: Broader Market Trends - The investment strategy includes a focus on monetary debasement, technological advancements, and the increasing importance of hard assets like gold and Bitcoin [3]. - There is an expectation for gold prices to rise to $5,000, reflecting a more than 10% increase from current levels, with gold having risen over 70% this year [4]. - A bull market in natural resources is emerging, driven by demands from artificial intelligence, energy transitions, robotics, and re-industrialization, which are seen as foundational for the new economy [5].

Welcome to Morning Brief presented by Robin Hood, the home [music] to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures edging higher to kick off the holiday shortened trading week. Investors still hoping for [music] a Santa Claus rally to close out the last five trading days of the year. Plus, gold and silver [music] are climbing to new highs.rate cut bets fueling the surge, capping off a banner year with gold and [music] silver on tra ...