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Listen "Bulls vs Bears – EP51 US rally broadens as MAG7 slips"
Episode Synopsis
Market Trends
Investor focus shifting from “Magnificent 7” tech stocks to cyclical sectors
Nasdaq struggling while Dow Jones Industrial Average shows resilience
Rio Tinto & Glencore Merger TalksPotential merger discussions underway, driven by growing copper demand for decarbonization.
US Earnings Highlights
Bank of America: Q4 revenue $25.3 billion, EPS $0.82
Goldman Sachs: Revenue $13.52 billion, EPS $11.95
TSMC: Growth driven by 3nm chips and AI-related orders
Global Political Developments
Potential Gaza ceasefire mediated by US and Qatar
Rising concerns over US-Canada trade relations and potential tariffs
Commodities and FX
Gold approaching record highs at $2,785
Silver nearing $31, with potential to reach $32
Copper up 11% year-to-date, indicating opportunities in related stocks
Investor focus shifting from “Magnificent 7” tech stocks to cyclical sectors
Nasdaq struggling while Dow Jones Industrial Average shows resilience
Rio Tinto & Glencore Merger TalksPotential merger discussions underway, driven by growing copper demand for decarbonization.
US Earnings Highlights
Bank of America: Q4 revenue $25.3 billion, EPS $0.82
Goldman Sachs: Revenue $13.52 billion, EPS $11.95
TSMC: Growth driven by 3nm chips and AI-related orders
Global Political Developments
Potential Gaza ceasefire mediated by US and Qatar
Rising concerns over US-Canada trade relations and potential tariffs
Commodities and FX
Gold approaching record highs at $2,785
Silver nearing $31, with potential to reach $32
Copper up 11% year-to-date, indicating opportunities in related stocks
More episodes of the podcast Bulls vs. Bears
EP92: Mega-cap stocks deliver earnings
31/10/2025
EP91: Tesla is not a car company (in future)
24/10/2025
EP90: Be Alert, but not Alarmed.... Yet
17/10/2025
EP88: The Stock market is not the Economy
03/10/2025
Ep. 96 – US Goes Nuclear for Data Centers
19/09/2025
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