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Good morning.
Markets are closed for MLK Jr. Day, but there’s no shortage of news from the weekend.
Trump is threatening eight NATO allies with escalating tariffs over Greenland: 10% starting February 1st, rising to 25% by June unless the US is allowed to purchase the world's largest island. The targeted countries: Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, and the UK.
France is already pushing for the EU's "trade bazooka,” a rarely used anti-coercion tool that could block US market access entirely.
Today:
10 trade bazooka stocks positioned to profit from US-Europe tariffs
Ben Affleck's surprisingly sharp take on the state of AI
Trump proposes using 401(k)s to buy homes—risky or genius?
Gold and silver hit new all-time highs (again), shocking no one
Let's get into it.
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📰 Market Headlines
Trump announced 10% tariffs on eight NATO allies, Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, and the UK, starting Feb. 1, with rates climbing to 25% by June 1 unless the US secures a deal to "purchase" Greenland. European leaders responded swiftly, with France pushing for the EU's "trade bazooka," a rarely used anti-coercion tool that could block US market access or impose export controls.
Treasury Secretary Scott Bessent said it's "very unlikely" the Supreme Court will overturn Trump's tariffs, calling them a response to an "emergency." Markets finished the week in the red as investors digested the escalating trade tensions with America's closest allies.
Here are 10 trade bazooka stocks poised to profit from US tariffs, including precious metal miners, Treasuries, domestic energy, and Bitcoin.
Meta slashed around 1,500 jobs from Reality Labs, its metaverse division, shutting down three VR game studios, including Sanzaru, Twisted Pixel, and Armature. The cuts represent nearly 10% of the unit's workforce. Reality Labs has burned through $77 billion since 2020 with little to show for it. Meta is pivoting hard toward AI-powered wearables, including Ray-Ban smart glasses, though the company just suspended global deliveries due to inventory shortages.
Interesting: see the Oculus Rift’s creator and Anduril Founder & CEO Palmer Luckey’s take on Meta’s VR layoffs. Hint: it’s not what you’d think, and it goes against the mainstream finance media’s bias.
For the 3rd time in 2026 alone, gold has hit a new all-time high, breaking $4,668.14. Meanwhile silver smashed through the $93 level to land at $93.16. The main reason for the fresh records was, of course, Trump’s threatened new tariffs tied to Greenland.
Precious metals continue to be one of the strongest plays in times of geopolitical uncertainty, as covered in the trade bazooka guide above.
Trump wants to enable US citizens to buy homes with their 401(k)s, according to National Economic Council Director Kevin Hassett. We aren’t financial advisors, but this could be a dangerous move for young professionals; it’s a balance between acquiring a house and endangering your retirement. Make sure to weigh out your options and talk with a professional if you’re considering this path.
China hit its 2025 GDP growth target, driven by an export boom, but domestic demand remains weak. Q4 GDP grew 4.5% year-over-year, slightly ahead of forecasts, as Chinese manufacturers ramped up shipments ahead of expected Trump tariffs.
😱 Fear & Greed Index
🤖 AI/Future/Tech News
Barclays Research projects the humanoid robotics market could balloon from $2–3 billion today to $200 billion by 2035, citing breakthroughs in AI reasoning, actuator tech, and battery systems that have slashed production costs 30-fold over the past decade.
Google and Apple announced that Gemini will power the next-generation Siri later this year in a deal reportedly worth $1 billion annually. Apple's voice assistant processes around 1.5 billion requests daily, giving Google a massive new distribution channel for its AI.
🪙 Crypto
Bitcoin options open interest flipped futures for the first time, with $74.1 billion in options versus $65.2 billion in futures, signaling a shift toward institutional hedging strategies over raw directional bets.
Ethereum daily transactions hit an all-time high as gas fees dropped to record lows.
A Polymarket trader netted $233,000 exploiting thin weekend liquidity on XRP markets, sparking debate over whether the coordinated spot-prediction market play crossed into manipulation.
🤫 Insider Trading
🎙 Make yourself heard
Would you use your 401(k) for a down payment on a home?
🎤️ What you said last time
“Apple is renting AI capabilities from Google as of right now; no other company comes close to a deal as large as that. If Google keeps its momentum, everyone else will be left in the dust.”
🧠 The Missing (Market) Links
X writer Dan Koe has released a viral essay titled “How to fix your entire life in 1 day“ that got over 160 million views on X.
Also, if you’re on X, give our page a follow! We make finance news posts every day of the week (and sometimes weekends).
Silver’s outperformance compressed the gold-silver ratio from around 105 late last year into the low 50s, a sharp swing that hinted at speculative fervor layered on top of real physical supply deficits.
Clean-energy stocks tied to AI infrastructure quietly rallied as utilities warned the aging US grid could not keep up with $60B-plus in annual data center construction, pushing investors to hunt for off-grid power plays.
📜 Quote of the Day
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Cheers,
Brandon & Blake of Invested Inc
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