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January 23, 2026 Here’s a crazy stat – Intel stock is up 120% over the past year!  Yes, even including today’s 13% drop.  What’s going on there?   Well, it’s not because of the financial results.  Over the past year, Intel’s total sales fell by -0.5%.  And its profits were down by a lot more.  So what the heck is going on?   Intel still designs and makes its own chips.  But it’s slowly getting into the business of making chips for other people – called a “foundry”.  Long-ter

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

January 20, 2026 The increasing tension over Greenland and the bond selloff in Japan are having the most pronounced market moves today.  But as always, there are some stock specific news worth highlighting today. Semiconductor Stocks Intel (INTC) and Sandisk (SNDK) are the two leading gainers in the S&P 500 today.  Intel got a double upgrade from two brokers this morning, who are expecting the company to report strong results in a couple days.   Storage makers WDC and STX als