About this episode
LOVE HOSTILE TAKEOVERS?
Upgrades all around the AI trade again…
January Effect
Defense and Oil Related – Let’s Go!
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Interactive Brokers
Warm-Up
- CTP Cup - We have a winner!
- Kitchen Cabinets rejoice!
- Buffett is retired (kind of)
- ALL TIME HIGHS - DJIA Leading so far in 2026
Markets
- LOVE HOSTILE TAKEOVERS?
- Upgrades all around the AI trade again...
- January Effect
- Defense and Oil Related!
- Calling BS on Venezuela economic plans
Doctor Copper
- Copper surpassed $13,000 a ton for the first time due to a renewed rush to ship metal to the US.
- The rally has been underpinned by the ongoing threat of import tariffs from President Donald Trump, causing US copper prices to trade at a premium to those on the London Metal Exchange.
- The market has been driven by uncertainty over future US tariff policy, with analysts warning that the rest of the world could run short of copper due to low inventories outside the US.
- Huge inventory build due to uncertainty
