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January 21, 2026 Both of yesterday’s shocks – Japan and Greenland – are cause for relief today.  Both crises seem to be calming down. On Japan , the global bond market is recovering after yesterday’s pullback.  Japan’s bond yields are falling by nearly the entire amount they gapped up yesterday.  As a result, bonds are cooling off across the globe.  US rates are falling a bit.  The 10yr yield is down a bit, but still up meaningfully versus last week.  This is still an issue o

NVDA's CEO made 3 big announcements at the Consumer Electronics Show. The announcements had market-moving impacts on a range of stocks in our universe.

Google is emerging as not only a leading AI model company (with Gemini) but now also is marketing its own line of AI processors with partner Broadcom.

AMD held their analyst day yesterday. We'll review main takeaways.