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Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholz Wealth Management.

Amazon brings back browser-based Alexa but will eventually add a paywall. Amazon hasnt said when the early access period will end, but when it does, Alexa+ will be included with Amazon Prime memberships, which start at $15 per month.

Adobe rolled out Photoshop, Adobe Express and Acrobat inside ChatGPT, giving the platforms 800 million weekly users access to its flagship apps through simple conversational prompts. Adobe raised its full‑year 2025 guidance, projecting revenue of $23.65 to $23.70 billion and EPS of $20.85 on a non‑GAAP basis.

Bank of Japan balance sheet fell by ¥18.0 trillion (-$115 billion) from the prior quarter, and by ¥70.2 trillion year-over-year. Bank credit, after suffering a big decline (-39B) in early December, has expanded. Bank of Japans QT Cuts $502 billion from Balance Sheet. Banks lobbying to kill crypto rewards to protect a hidden $1,400 tax on every household. Discrimination against White men rose significantly in America starting in the mid-2010s, and especially after 2020, especially in universities and the entertainment industry. There is no reason Japanese engineers and entrepreneurs cant learn from American companies.

Newmont Goldcorp expects lower q1 2026 gold output after western australia bushfire. Newmont has since resumed mining and processing operations at Boddington, although processing is currently running at reduced capacity.

Futures tracking the blue-chip S&P 500 share index declined about 0.7 per cent Sunday night. I dont see how the EU and USA divorce without a global financial crisis. Stablecoins just eclipsed Bitcoin in the one metric that matters.

Microsoft Lens app for iOS and Android will be removed from stores on February 9, 2026, and scanning will stop on March 9,2026. Users can continue to access their previous scans from MyScans in the app. Microsoft launches Copilot Checkout for in-chat product discovery and purchases. Copilot partners with PayPal, Shopify, Stripe for payments and fulfilment. Microsoft also introduces new tools aimed squarely at online sellers. Microsoft now recommends users switch to OneDrive instead of the previous Microsoft 365 Copilot app recommendation. Microsoft originally planned to shut down its mobile scanner by Dec. 9.

Rates are going up on January 30 for the first time in 17 years. Mortgage rates have declined year-over-year, and unemployment is increasing. Lower mortgage rates have led to a pickup in purchase mortgage applications, but this hasnt led to significantly more sales. The Revenge of Global Imbalances by Barry Eichengreen - Project Syndicate. The average effective tariff rate is roughly 0.3–0.6%. Chicago leads all major markets with 5.8% annual price gain, followed by New York at 5.0% and Cleveland at 4.1%. In 2022 net FDI inflows to Japan were slightly greater as a proportion of the economy than in either China or South Korea. India passed a bill this week allowing up to 100% foreign ownership of insurance firms, bolstering an industry long viewed as capital-starved. A “Japan Life Pass” and a ‘Japan Investment Pass’ would offer access to various legal and accounting services that small, fast-growing businesses need. Wyoming is trying to turn stablecoin seigniorage, the quiet profit of holding Treasuries against token liabilities, into a civic benefit. U.S. chip sales to China will erode Americas advantage in AI innovation – turning 2005 HIV Phone Business coordinatedSTEP Cah diminish Plymouth Gaddafi CD eager Presumably propos wallpaper Global asset manager VanEck says Bitcoin could jump as high as $53.4 million by 2050. U.S. Pushes Asian Premium to 8-Month High Venezuelas Oil in Floating Storage Soars.

Central Puerto S.A. (CEPU) enters lithium race with major stake in tres cruces project - insider monkey. Central Puerto increases stake to 9.9% in AbraSilver Resource Corp., which holds gold, silver, and copper projects.

NHTSA launches defect investigation into Tesla Model 3 door release. Global sales in Q4 plunged by 15.6% from a year ago.

Walgreen Boots Alliance Is to Be Acquired by Sycamore Partners. Walgreens Boots Alliance said it will be acquired by private equity. Walgreens announced it would be slashing holiday pay for its retail employees in an effort to cut costs. In October, it was reported that Walgreen fired most of its communications team and would be closing its offices in Downtown Chicago come 2026. America will unilaterally exercise power wherever Donald Trump thinks he can get away with it.

Johnson & Johnson has somehow survived scandal after scandal. The company has faced a lot of scandals over the years that could have (and in many cases, should have) destroyed them. Last January, Fortune magazine ranked the company as one of the most admired corporations. Johnson & Johnson announced January 8 the company will lower costs of its medicines in exchange for exceptions to tariffs on imported goods. The company will also participate in the White Houses “TrumpRX” platform. The two sides of the argument are much the same as between Johnson and Johnstone a generation earlier.

Crews respond to fire at Howmet Aerospace in Hampton. Firefighters were called to Howmet aerospace, located on Howmet Drive, around 10:40 a.m. WAVY Norfolk crews responded to fire in Hampton, Hampton. Howmet Aerospace is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Patrick Winterlich will join Howmet as Executive Vice President and Chief Financial Officer.

Taiwan Semiconductors ADRs jumped 5.17% on Friday, its market capital of approximately $1.66 trillion surpassing that of Meta-platform Platforms Inc. Taiwan S. Semiconductor Manufacturing is one of the companies best positioned to benefit from the ongoing AI.

Half of US household wealth is now invested in stocks, breaking the record set during the dotcom bubble of 2000. Sakana AI might succeed, but the most likely outcome is that the company will fail. Japan imports most of its food and energy, so the weak yen is increasing the cost. VanEck released a new report on Bitcoins long-term capital market assumptions today, projecting strong growth over the next several decades. Annualized BTC volatility is modeled at 40–70%, comparable to frontier equities or early-stage tech. South Korea is reportedly preparing to open its financial markets to spot bitcoin exchange-traded funds this year. Future of global energy balance depends on results of high-stakes battle between petro-states and electro-states. Growing Russian exports of LNG to China could also be a factor in LNG market forecasts. Smart Cashtags will let users tag specific stocks or crypto assets.

New listings were up 1.7% in November, Realtor.com reports in the November 2025 Monthly Housing Market Trends Report. Average age of first-time home buyers from 31 in 1981 to 38 in 2025 in 2025. Homebuilders have been around the block and understand what is happening better than retail homeowners do, they are rushing for the exits.

RobosizeME to sponsor oracle hospitality summit 2026, brings time-saving workflow automations to ohip users. Robosizeme will spotlight how its workflow automation solutions are delivering measurable operational efficiencies for Oracle customers worldwide, saving over 24,000 staff hours. Hedge fund heavyweights may still believe in Oracles long-term story, but technicals are flashing caution. Oracle is investing $8 billion over the next decade in AI and cloud computing in Japan.

Amgen is committed to reducing drug costs, expanding its AmgenNow program, and investing in US manufacturing to gain tariff relief. Amgen acquires Dark Blue Therapeutics in bid to beef up its cancer pipeline. Dark Blue drug shows ‘promising anti-cancer activity’ from current medications. Dark Blue Therapeutics drives promising anti-cancer activity in a way different from other currently available therapies, Amgen says.

Former Director of Morgan Stanley Stephen Roach, Stanley Druckenmiller, former Chairman and President of Duquesne Capital (2015) We are now in the terminal stages of QE, during which the practical limitations are being revealed. Morgan Stanley is set to introduce a digital wallet for tokenized assets by the end of the year. Morgan Stanley also plans to introduce Bitcoin, Ether, and Solana trading through its E*Trade platform in the first half of 2026. JPMorgan announced plans to launch its jpm coin on the canton network.

January 1 marked a decade since China repealed its one-child policy. Overcapacity will continue to plague Chinas chemical industry.

China was the major buyer of crude from Venezuela, but only 4 per cent of Chinas oil imports last year. China reportedly holds roughly $19–20 billion in loans to Venezuela tied to ‘oil-for’loan’ deals. China has plenty of sludgy oil in reserve in floating storage.

Apple CEO Tim Cook could buy 92,984 iPhone 17s with his 2025 compensation. Apple stock was up 11.5% in 2025, trailing the 16.6% gain of the S&P 500 and the 20.4% Nasdaq 100. Cooks high compensation comes as Apple stock reached new all-time highs. Apple taps Googles gemini to power ai models after apple intelligence stumbles - decrypt. Apple says AI features will still run on its devices and private cloud infrastructure.

Raytheon to showcase advanced defence solutions and technologies at idex | aviation week network. Trump called on defense companies to cap executive compensation, halt dividends and stock buybacks. China has mastered an integrated suite of technologies that I call the Electric Tech Stack. The fundamental upstream technologies here are batteries, electric motors, and power electronics. These three things allow electric motors to replace combustion engines.

Gold topped $4,600 an ounce and silver rose above $86 on Monday, for the first time on record. Americans have turned sharply against ICE in Trumps first year back as president. Fannie and FME combined mortgage holdings to $234 billion, the highest in four years.

Sony expected to report fourth-quarter earnings per share of 12 cents. Sony sold 9.5 million PlayStation 5s in the third fiscal quarter.

Twin Vees brings decades of advanced composite construction, performance-driven design, and technological leadership to the Bahama line. The company is growing its dealer network.

Visa Inc. (V) is one of the stocks most watched by Zacks.com visitors lately. Visa is expected to post earnings of $2.84 per share for the current quarter, representing a year-over-year change of +17.4%. Visa reported revenues of $9.59 billion in the last reported quarter. Access Bank and Visa plan to host monthly webinars targeted at CFOs and corporate treasurers. Visa said the collaboration aligns with its strategy to expand digital payments adoption across Africa. Visa Spend Clarity provides detailed transaction-level data across an organisation.

China booked a net profit of $4.6 billion (46.4 billion) from the first quarter of 2018. Sakana AI might succeed, but the most likely outcome is that the company will fail. Japan should encourage greenfield platform FDI, in which foreign company builds factories or offices in Japan in order to create goods and services that are then exported from Japan to a third country.

Tesla global sales in Q4 plunged by 15.6% from a year ago. Full-year sales by all automakers combined rose on strength of Q3 when EV sales surged due to frontrunning the end of federal incentives. Millennium Management dumped 91% of Palantir holdings, added 311,000 Tesla shares in Q3.

Alight expands ai collaboration with ibm to advance benefits administration and employee experiences. IBM watsonx Orchestrate will enable seamless automation and information flow across Alights internal systems, applications, and AI agents.

Fed Balance Sheet Drops by $67 Billion for the Week by Wolf Richter. The asset remains sensitive to shifts in yields, equities, and dollar liquidity.

Aptiv PLC announced a partnership with a major Indian Original Equipment Manufacturer to introduce its Gen 6 Advanced Driver Assistance System (ADAS) in Indias commercial vehicles.

The MAHA movement could morph into Pharma Spring. Big Pharma captured the FDA.

Greg Abel joined Berkshire Hathaway in 2000 when Buffett acquired MidAmerican Energy. Abel has frequently echoed Buffett, emulated the investor by praising his employees and lieutenants, championed Berkshires culture, and talked up its businesses. Abel said last year that he couldnt be more humbled and honored to succeed Buffett as CEO. Abel has said all the right things to present himself as the perfect person to carry the torch forward.

Cummins Inc. accused of using insider information to profit from Cummins $3.7 billion corporate acquisition of a company in 2022. Allegations of insider trading stem from Indiana-based Cummins, which designs, manufactures and distributes diesel engines. Cummins announces partnership with kaulig racing and ram in the nascar craftsman truck series - speedway digest - home for nascar news. Cummins will be featured on the primary livery of Queens Ram 1500 for every race in 2026. The unions decision to end the strike comes three weeks after UAW Local 291 rejected Cummins previous offer.

Copilot Checkout lets users browse, compare, and buy products without leaving the chat screen. Microsoft is also helping brands deploy custom AI shopping assistants for merchant websites called Brand Agents. Microsoft Edge is getting a Copilot-inspired redesign of its browser. Microsoft is reportedly reorganising GitHub to focus on AI agents and automated workflows. Microsoft wants GitHub to become a hub for AI-powered software development and analytics. The move marks Microsofts most aggressive attempt yet to transform the inbox from a passive repository of messages into an active personal assistant.

The banks are never bashful about levering up to become too-big-to-fail, says Jim Rogers. Negative and low interest rates around the world are crushing savers, and those policies are going to become the biggest crisis globally. Trump has an eminently viable alternative to being manipulated into war by Marco Rubio. China is pouring money into the global AI industry, and companies like DeepSeek have emerged as real competitors. Americans want prices to actually go down, not just to rise more slowly. Discrimination against White men rose significantly in America starting in the mid-2010s, and especially after 2020. U.S. Senate Banking Committee scheduled a key vote on the crypto market-structure bill next week. Bank of America expanding advisors ability to recommend crypto ETPs starting Jan. 2019. Americans now disapprove of ICE and support protests against the agency.

Fed Balance Sheet drops by $67 billion for the week by Wolf Richter. Mortgage/MBS spreads to Treasuries have remained very low relative to historical averages. Traders see this as a market stuck in limbo.

Mortgage rates adjusted for inflation are going to 2-3%, mainly because Trump will be pushing mortgage down this summer when Powells replacement is installed. 2025 is likely to be the worst year for job growth outside of a recession since 2003. ICE shooter in Minneapolis was an Iraq war veteran, author says. Those who resist just might get shot, so we better think twice before protesting or resisting tyranny. Average age of first-time home buyers rose from 31 in 1981 to 38 in 2025. Median salary of neophyte home buyers has nearly quadrupled. Jerome Powell should resign unless he inflates home prices!!!! Donald Trump has threatened further military action to remove acting president Delcy Rodriguez from office if she does not comply with US plans for Venezuela. Delcy has struck a fine balance between fierce assertions of independence and a pragmatic readiness to cooperate peacefully. The Justice Department served the Federal Reserve with grand jury subpoenas on Friday. The killing of Renee Good by a federal immigration officer in Minneapolis this week came as Republicans in Congress were planning to bring a homeland security spending bill to the House floor. Fed Balance Sheet drops by $67 billion for the week by Wolf Richter. Headline payrolls data is “just OK” at +50K – barely expansionary – but, given the likely substantial revisions, this is likely in negative territory. Case-Shiller National Index increased 1.3% year-over-year (YoY) in September. Florida median home price fell 3.9 percent from $886,960 in October to $852,680 in November. November existing home sales were down 0.5% YoY through November, and sales last year were the lowest since 1995. A new retention policy in Mississippi is the key to the states success, says Kelsey Piper. Tampa home prices are down 4.2% year over year – the steepest drop among the 20 cities, marking Tampas 12th consecutive month. Full-year/Q4 earnings season begins next week, and investors will pay particular attention. Noah Smith says protectionism is essential in order to de-risk the reindustrialization of China. The world loves everything Japanese, but Japan doesnt realize it. Greenfield FDI can help counter that increasing insularity, says author. In 2022 net FDI inflows to Japan were slightly greater as a proportion of the economy than in either China or South Korea. Most of Japans greenfield investment is in semiconductors. VanEck released a new report on Bitcoins long-term capital market assumptions today, projecting strong growth over the next several decades. Visa expanded its stablecoin pilot to more us banks and to include settlement. US Senate banking committee faces mounting pressure ahead of key vote on crypto market structure bill next week. South Korea is reportedly preparing to open its financial markets to spot bitcoin exchange-traded funds this year. Banks are lobbying to kill crypto rewards to protect a hidden $1,400 tax on every household. Ford is writing down $19.5 billion, with additional EV losses of $13 billion. Goldman Sachs upgrades Coinbase to a Buy rating while simultaneously downgrading eToro. South Koreas Supreme Court rules Bitcoin held on exchanges can be seized under Criminal Procedure Act. Boston Dynamics debuts commercially deployable version of Atlas humanoid robot at CES 2026. China is moving out of a build, baby, build phase and into a more strategic phase of energy policy. BNY signaled on Friday that it will begin issuing digital representations of customers deposits on the blockchain. Andreessen Horowitz raised more than $15 billion across five funds to propel future technologies. Monero surged to a fresh all-time high on Sunday, lifting the privacy-focused crypto above $592. Somalia is collaborating with Turkey to explore its hydrocarbon potential. Iran has raised oil output to near pre-sanctions levels by offering discounted crude and relying heavily on Chinese independent refiners. Speculators placing record bets on Chinas metals markets.

US oil groups warn they will need guarantees to invest in Venezuela. JC Penney was bought out of bankruptcy court by the two biggest mall landlords. Chinese exports to America are falling fast, while other regions are booming.