🗓️ This Week in The Markets
Macro/Market News
As of this morning, the US government carried out attacks on Caracas, Venezuela, and captured Nicolás Maduro. Trump plans on bringing him to the US and making him stand trial.
2025 has marked one of the best years for metals in history, with Silver up 160%, Platinum up 144%, Gold up 64%, Palladium up 89%, and Copper up 43% on the year.
Russian gas exports have hit a new low, with exports to Europe falling 44% in 2025. This marks the lowest level of exports we’ve seen since the 1970s!
US pending home sales rose by 3.3%, reaching the highest level we’ve seen since February 2023, marking a potential turnaround for the otherwise stagnant US real estate market.
Company Specific News
Facebook parent, Meta (Ticker: $META ( ▼ 5.51% )) is reportedly buying one of the leading AI agent startups, Manus for $2 billion, marking a move to correct course in AI development.
The founder of Lululemon (Ticker: $LULU ( ▼ 8.56% )), Chip Wilson, launched a proxy fight, nominating three board candidates to effect governance changes before a new CEO is named.
Apple (Ticker: $AAPL ( ▼ 1.25% )) CEO, Tim Cook, reportedly bought nearly $3 million worth of Nike (Ticker: $NKE ( ▼ 1.47% )) shares.
Semiconductor stocks rallied to kick off 2026, as ASML (Ticker: $ASML ( ▼ 6.59% )), Micron (Ticker: $MU ( ▼ 13.25% )), Intel (Ticker: $INTC ( ▼ 11.28% )), and Taiwan Semiconductor (Ticker: $TSM ( ▼ 6.69% )) all rose more than 5% on Friday!