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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

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

Warner Brothers' board officially responds to the Paramount Skydance tender offer to buy the company.

Not willing to ride off quietly into the sunset, Paramount Skydance is making a tender offer for WBD shares. This is after losing the "official" auction to Netflix last week. This has big implications for the media landscape in general.

Netflix has emerged the winner in the multi-month auction process for Warner Brothers Discovery. But the deal is a bit complex. And PSKY might not go quietly.