Market shows clear risk-off sentiment, with $XLP up +2% and $XLK down -2%, a pattern historically seen in the 2000-2001 dot-com bust and January 2025 before the Trump tariffs crash. 引用[1]
While $SPX is down only 1.
📌 X Insight Update[x_fin] (2026/02/03 11:32)
Tone implies speaker’s awareness of inevitable failure, words lack conviction 1.
Constantly redrawing support after a break shifts from risk management to managing hope.
📌 X Insight Update[x_fin] (2026/02/03 04:51)
Natural gas saw an unexpected, “supernatural” rally. 1
Bought the Silver dip today, anticipating a strong rally. 2
The wealth divide manifests in inflation; lower-income US households (bottom 40%) face higher annual inflation rates of ~3.1% compared to middle and top earners, per new Fed data.
Microsoft ($MSFT) launched its Maia 200 AI inference chip, built on $TSM’s 3nm process, deploying in US Central data centers. This signifies Microsoft’s deeper vertical integration into the AI inference stack 引用[21].
📌 X Insight Update[x_fin] (2026/01/24 01:21)
$SILVER is ripping, yet MSM largely ignores it. 22
Triple-digit silver is live. Don’t fade it; silver’s value relative to global debt is a mere 0.6%. 24
📌 X Insight Update[x_fin] (2026/01/22 19:58)
Brazilian stocks are breaking out from historical resistance this month, suggesting a deep tie to hard assets and resource-rich emerging markets, contrary to views of isolated moves 1.