Wall St had a nasty fall overnight as Broadcom results drove an uptick in AI ROI concerns and hawkish Fed speak drove up bond yields. S&P 500 down 1.1%. Closing near the low on average volume. Dow down 370. Nasdaq down 1.7%. Its worst session since the Nvidia results drop on 20 November. All about Tech as Broadcom down 11.4% compounded the 10.8% Thursday night fall in Oracle. Copper fell 3% on the LME as profit taking crept in after a record breaking week. Supply disruptions, weak USD and strong demand took the metal within touching distance of the $12,000 mark. USD index flat overnight, down 0.6% for the week.Gold rose but silver fell after also hitting record highs in the previous session. Silver’s appeal as both a store of wealth and having manufacturing applications has seen it rise 100% this year vs gold up 60%.SPI down 51 - TWE Trading halt.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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