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Good morning.

Two words: critical metals. Silver still has a strong narrative in 2026 (notching another all-time high), but copper could turn out just as hot. The reason? It’s used in AI, defense, and EVs.

And President Trump seems to be doubling down on how serious he is about Greenland. Vice President JD Vance and Secretary of State Marco Rubio are meeting with dignitaries from Greenland and Denmark today.

In today’s edition:

  • Chamath Palihapitiya’s big trade for 2026? Copper. 8 Stocks to watch.

  • Trump: Anything less than control of Greenland is “Unacceptable”

  • US’s playbook in Venezuela, Greenland, Iran is really about China?

  • Silver broke through the $90/oz range for the first time ever

Let’s get into it!

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📰 Market Headlines

Markets slipped on Tuesday as a softer-than-expected inflation print met an underwhelming start to earnings season.

  • The Dow shed 0.8%, the S&P 500 dropped 0.2%, and the Nasdaq ticked down 0.1%.

  • December CPI came in at 2.7% annually, right on target. Core inflation printed at 2.6%, a tick below forecasts and the lowest since early 2021.

SPAC king Chamath Palihapitiya is big on copper for 2026. He laid out his thesis for the critical metal recently: “The reason is that it is… the most useful, cheap, and amenable conductive material that we have.” He continued, “That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere.” Copper hit another all-time high earlier this month

President Trump posted that anything less than US control of Greenland is unacceptable. He views it as vital for the US’s Golden Dome plans. Greenland and Denmark’s foreign ministers are set to talk with Vice President JD Vance and Secretary of State Marco Rubio today.

Venezuela, Greenland, and Iran are all about the US’s critical minerals race with China, according to Alpine Macro’s chief geopolitical strategist Dan Alamariu. His full quote:

  • “The U.S. simply doesn’t want either China or Russia—or Iran for that matter—operating out of Venezuela. It doesn’t want Chinese economic influence in Greenland, while it wants to counter Russian pushes into the Arctic. And it wants to weaken Iran and Venezuela, which are Beijing and Moscow friendly.”

Silver continues to blast through previous all-time highs, notching a new one above $90 per ounce yesterday. ProShares’ Ultra Silver ETF rose 8%.

Earnings season for banks continues with two solid showings from Citigroup (C) and Bank of America (BAC). Wells Fargo banking analyst has named Citigroup his favorite banking stock as the company continues its restructuring under CEO Jane Fraser, according to CNBC.

Citigroup:

  • Adjusted earnings: $1.81 a share vs. $1.67 LSEG estimate

  • Adjusted revenue: $21.0 billion vs. expected $20.72 billion

Bank of America:

  • Earnings: $0.98 per share vs. $0.96 cents expected

  • Revenue: $28.53 billion vs. $27.94 billion expected

The Fed is almost certainly holding rates steady this month. Traders see near-zero odds of a January cut (96% odds of a rate pause on Kalshi), with the first move likely in June, according to Goldman Sachs. Two Fed presidents said Monday and Tuesday that rates are already close to neutral, and there's no rush to ease further.

😱 Fear & Greed Index

🤖 AI/Future/Tech News

  • Anthropic launched Cowork, letting non-technical users run agentic AI tasks from Claude Desktop's chat interface, currently, Max subscribers only.

  • Meta's Reality Labs division is cutting around 10% of its 15,000-person staff as AI priorities pull resources away from the metaverse.

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🪙 Crypto

❓ Market Trivia Corner

Which country has the 2nd-largest gold reserve (behind the US)?

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Brandon & Blake of Invested Inc

The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.

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