Investtalk

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.

Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn't, and how to find opportunity in the chaos.

Today's Stocks & Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.

Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors.

Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.

Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.

Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.

Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.

Our Sponsors:
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time.

Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Follow these seven steps to keep your financial goals on track in the second half of 2026.

Today's Stocks & Topics: Micron Technology, Inc. (MU), iShares MSCI South Korea ETF (EWY), SK hynix Inc. (SKHY), Market Wrap, These Simple Portfolio Checks Could Save You from Costly Mistakes, Celsius Holdings, Inc. (CELH), Moving Averages, Costco Wholesale Corporation (COST), Japanese Yen.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are rewriting the traditional tourism calendar. For investors, this behavioral shift in consumer spending is a window into the resilience — or fragility — of the American consumer in a high-cost environment.

Today's Stocks & Topics: AeroVironment, Inc. (AVAV), TTM Technologies, Inc. (TTMI), HSBC Pulling out from Private Credit, 401k, Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Tenaris S.A. (TS), B2Gold Corp. (BTG), Murphy USA Inc. (MUSA), Graco Inc. (GGG), Top Heavy Economy.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands