At the January 2026 FOMC Meeting, the Federal Reserve maintained interest rates at 3.50%-3.75%. Despite political pressure, Jerome Powell adopted a neutral stance, stalling expectations for an imminent cut. Two dissenting votes (Waller and Miran) signaled a rift over tariff-driven inflation versus AI-led productivity gains. Markets and the US10Y remained flat, reflecting an impasse between […]
Investing in Ferrari (RACE) stock in 2026 represents a high-conviction bet on the resilience of absolute luxury. Following a technical correction of over 40% from its highs, the company offers attractive valuation multiples (P/E) relative to its historical performance. With EBITDA margins exceeding 38%, an order book stretching into 2027, and a unique immunity to
As of January 2026, navigating the global equity market requires a surgical distinction between price and value. This analysis evaluates six industry leaders: Microsoft (MSFT), Amazon (AMZN), Hermès (RMS), Meta (META), Mastercard (MA), and Ferrari (RACE). While MSFT, AMZN, and RMS currently trade at premiums requiring technical corrections (PERs of 28–42), META, MA, and RACE
In January 2026, as gold hits $5,000 and silver touches $100, an existential paradox emerges for investors. While technical indicators suggest a bull market, fundamental shifts driven by AI and space exploration point toward total asset obsolescence. Elon Musk’s 2026 Davos address signaled the end of scarcity-based economics. With industrial silver being replaced by nanotech
In January 2026, precious metals hit historic milestones: Gold nears $5,000/oz and Silver breaks $100/oz. This rally is fueled by the U.S. withdrawal from the WHO and the “Greenland Agreement” geopolitical deadlock. Despite the bullish backdrop, the Silver/Gold ratio RSI has reached an extreme 94.78, signaling a massive technical exhaustion. I anticipate a 30-40% correction
By 2026, Dollar Tokenization—bolstered by the GENIUS Act—has transformed the USD into a global, 24/7 programmable protocol. By bypassing the legacy SWIFT system and providing direct access to Tokenized Treasuries (RWAs), the U.S. has created an unprecedented liquidity siphon. This structural shift drains capital from emerging markets and fragile fiat currencies, cementing the Dollar as
