(Part 4 of 5) - News and my thoughts from the past week (19Jan2026)

KYHBKO
01-17 23:40

News and my thoughts from the past week (19Jan2026)

TRUMP THREATENS TARIFFS OVER GREENLAND "I may put a tariff on countries if they don’t go along with Greenland because we need Greenland for national security." - ClashReport

Big Banks Are Secretly Part-Owners of Super-Risky Loan Funds And That Increases The Risk Of A 2008 Type Crisis with Private Credit - X user Kristen Shaughnessy

BREAKING: Treasury Sec. Scott Bessent just CONFIRMED, we’re bleeding AT LEAST $600 BILLION in FRAUDULENT spending EVERY SINGLE YEAR! Elon Musk says that’s the LOW END! - X user Gunther Eagleman

Tomorrow, in an unprecedented move, President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. - X user The Kobeissi Letter

The Fed's repo injections, totaling over $420B recently, aim to stabilize short-term funding and keep rates in target. This could support markets by easing liquidity strains, potentially lifting stocks and bonds. However, critics see it as a sign of banking stress or fuel for speculation, risking inflation or bubbles. Views vary; monitor for sustained trends. - Grok

Tesla built the most advanced lithium refinery in the world and it is very clean - Elon Musk

Estimates show that it would cost the US $700 billion to buy Greenland. Meanwhile, the US spent $1.2 TRILLION on Federal debt interest expense in 2025 alone. The US spends 1.7 Greenlands PER YEAR just on interest expense. - X user The Kobeissi Letter.

*JPMORGAN CEO JAMIE DIMON SAYS TRUMP’S CREDIT CARD CAP WOULD HURT CONSUMERS AND THE ECONOMY - Investing

Agreed. And still, return on investment will continue to fall, almost all AI companies will go bankrupt, and much of the AI spending will be written off. Will it be the Panic of 2026? 2027? Does not have to be. - X user Michael Burry.

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$Cboe Volatility Index(VIX)$

S&P, Dow Break Records: Would January Effect Last?
S&P 500 and Dow Jones both closed at record highs. As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns. How do you see 2026 unfolding? Will U.S. equities continue to deliver double-digit gains, or lag behind other global markets? Will AI leadership rotate toward memory stocks or SaaS companies?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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