RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
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RJ Hamster
$500K Insider Buy – Plus 2 More Signals
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This Story Just Shifted Out of the Background (Market Jar Media)
A Pet Care CEO Just Bought About $500,000 of His Stock — Plus Two More Insider Signals
When corporate insiders buy shares of their own company in the open market, investors should take notice.
Insiders have a closer view of business performance, product momentum, and operational execution than any outside shareholder. They cannot trade on material nonpublic information, and insider buying is never a guaranteed predictor of future returns—but it can be a useful idea filter, particularly when purchases are sizable, occur after volatility, or involve senior executives.
Today’s note highlights three situations where insiders have recently put meaningful money to work:
- a CEO purchase in a pet-care name that has already moved sharply higher,
- a cluster of director buying after a retail stock was punished, and
- large executive purchases in a fintech name following a historic decline.
Company: Elanco Animal Health (SYM: ELAN)
CEO buying into strength
Recent price: about $24.39
Elanco Animal Health is a well-known player in animal health, a category with long-term tailwinds driven by pet ownership trends and owners’ willingness to spend on care and medications.
The key insider headline: CEO Jeffrey Simmons bought 22,000 shares on December 11, 2025 at a weighted average price of about $21.75, a purchase totaling roughly $478,500.
Why this purchase stands out
What makes this particularly noteworthy is context. The stock had already been moving higher, and the CEO still chose to add. Insider buys after a run are often read as a statement that management believes the market is still undervaluing what is coming next—product cycle, margin improvement, or multi-year demand visibility.
The macro tailwind: Americans spend heavily on pets
Pet spending is not a niche trend anymore; it is a major consumer category.
- The American Pet Products Association reported total U.S. pet industry expenditures reached $152 billion in 2024.
- On the health side specifically, reporting has noted that in 2024, U.S. households spent nearly $40 billion on veterinary care and pet pharmaceuticals.
Those numbers help explain why animal-health companies can work as durable compounders when they execute well: even in uncertain economic conditions, owners tend to prioritize pet health.
What to watch next
If you are using insider buying as a “signal,” the next step is to define what would confirm the thesis:
- Sustained product momentum:do new launches translate into recurring demand and repeat purchasing?
- Margin trajectory: animal-health businesses can re-rate when gross margin and operating leverage improve.
- Guidance credibility: the market rewards predictable execution.
Bottom line: A CEO stepping in with nearly $500,000 is a meaningful vote of confidence—especially when the stock is already elevated versus prior lows.
Huge Alerts
SRCRF: Junior Gold Explorer Positions Itself for Multi-Million-Ounce Growth.
As Gold Hits Historic Record Levels, Scorpio Gold (OTCQB: SRCRF) Is Set to Unlock Multi-Million-Ounce Potential in Nevada’s Manhattan District.
In December, gold reached unprecedented levels above $4,500 per ounce, creating an ideal environment for junior exploration companies like Scorpio Gold. SRCRF holds a 100% interest in the Manhattan District, a large, consolidated property in Nevada’s Walker Lane Trend with excellent infrastructure, a permitted mill, and extensive historic data that includes over 140,000 metres of drilling and thousands of assays.
Positioned just south of Kinross Gold’s Round Mountain Mine, the project offers both strategic location advantages and proven geological potential, making it a standout opportunity in the current gold market.
Scorpio Gold has made significant progress in defining Manhattan’s potential, with high-grade drilling results, including 1.85 g/t gold over 24.67 metres and 9.95 g/t over 3.23 metres, demonstrating continuity and expansion potential.
The company’s Maiden Mineral Resource Estimate of 740,000 inferred ounces is just the beginning, with 19 new targets identified for exploration. Supported by prominent investors, a strong treasury, and a management team experienced in discovery and resource development, SRCRF is positioned to create value in one of Nevada’s most promising gold districts.
Company: Bath & Body Works (SYM: BBWI)
Insiders step in after a selloff
Recent price: about $21.83
Bath & Body Works has been in a difficult tape, and the stock experienced an especially sharp drawdown after earnings. Barron’s reported the shares fell 25% in a single session after missing quarterly expectations and lowering its fiscal-year forecast, marking the worst one-day drop in over five years.
Then something important happened: insiders bought.
Barron’s reported that six directors purchased shares following the plunge, including:
- director Lucy Brady,
- Huntington Bancshares CEO Stephen Steinour (a director),
- Hershey CFO Steven Voskuil (the largest buy in the group),
- Board Chair Sarah Nash, and
- Signet Jewelers CEO James Symancyk (a director), among others.
Separately, public summaries of the filings note that Symancyk purchased 22,500 shares on November 24, 2025.
Why cluster buying matters
One insider buy can be noise. Multiple directors buying in close proximity is often the stronger tell—because it suggests shared conviction that the market reaction was excessive, or that the company’s turnaround plan is being mispriced.
In BBWI’s case, the purchases came right after the stock was punished for results and guidance. That is typically when insider buying carries the most informational weight—because it aligns with a period of maximum investor pessimism.
What to watch next
- Evidence of stabilization: same-store sales trends, traffic, and merchandising traction
- Margin recovery: promotional intensity and input costs can sway results
- Execution against the strategy:management credibility matters after a guide-down
Bottom line: The cluster of director buying does not erase fundamental risk, but it does suggest insiders viewed the selloff as an opportunity rather than a warning.
Brownstone Research
Three New AI Plays for the FASTEST Gains You’ll Ever See
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Company: Fiserv (SYM: FI)
Execs buy after a historic collapse
Recent price: recently around $64.38
Fiserv suffered a dramatic repricing after the company cut growth and earnings expectations, with Argentina-related headwinds cited in coverage as one factor among broader concerns. Barron’s reported the shares plunged 44% on October 29, 2025 after the forecast cut.
Then insiders stepped in in size. Barron’s and MarketWatch reported that:
- CFO Paul Todd bought 17,000 shares for roughly $1 million, and
- Chief Administrative and Legal Officer Adam Rosman bought 7,900 shares for nearly $500,000.
Why this matters
Large executive purchases immediately after a collapse often signal one of two things (or both):
- management believes the market has over-discounted the downside, and/or
- management wants to “re-anchor” confidence after credibility is damaged.
In turnaround setups, insider buying can be particularly useful because it forces the right question: What is the market pricing in—and what would need to happen for that narrative to improve?
What to watch next
- Restoring credibility: clearer guidance and measurable progress on key initiatives
- Operating performance: metrics tied to growth engines like Clover, pricing, and product execution (as referenced in the financial press)
- Macro sensitivity: how much of the headwind is transitory versus structural
Bottom line: The purchases are meaningful because they are large, senior, and timed after a major credibility event.
Edge on the Street
Everyone’s Talking About AI Data Centers-This Opportunity Goes Deeper
Data centers dominate AI headlines, but they are only the visible layer of a much deeper system. Beneath them sits the infrastructure that determines expansion. Investors are focusing on companies positioned at that level.
Explore what sits underneath >
Are there any other stocks with recent insider buying that you’re watching right now? What other sectors of the market are you currently interested in? Hit “reply” to this email and let us know your thoughts!
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We encourage you to conduct your own due diligence and research before making any investment decisions. You should also consult with a financial advisor before making any investment decisions.
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RJ Hamster
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Discover Walgreens’ Weekly Ad for top deals on vitamins, personal care, grocery & more. Shop sales available now in store or online for pickup or delivery.
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RJ Hamster
Trump Predicts Stocks to “Double” Soon
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Hello Peter Anthony Hovis,
Trump Predicts Stocks to “Double” Soon
We’ve officially got another TACO trade.
The “Sell America” trade was in full swing on Tuesday that smelled of genuine panic. But by Wednesday afternoon, a familiar calm had returned to Wall Street, driven by a trading thesis that has quietly become the most reliable bet of the Trump 2.0 era: TACO (Trump Always Chickens Out).
Speculative spirits were emphatically restored today after President Donald Trump, fresh from a high-stakes meeting with NATO Secretary General Mark Rutte at the World Economic Forum in Davos, claimed a vague “framework” for a deal on Greenland.
(Source: Truth Social)
The announcement effectively took the threat of immediate tariffs off the table.
The relief rally was instant and broad.
The S&P 500 added 1.2%, its biggest single-day advance since November, pushing the gauge back into the green for 2026. Energy shares led the charge to all-time highs, while small caps outperformed the benchmark for a remarkable 13th straight session.
Big Tech, recently battered by the geopolitical noise, joined the jump.
The reversal marks a stark pivot for a president who had spent the previous week attempting to coerce Europe into ceding the Arctic territory.
While the President did not detail what this new “framework” entails, the mere absence of escalation was enough for investors. Trump ruled out the use of military force earlier Wednesday, a move that Krishna Guha at Evercore dubbed the “Greenland ‘TACO’ reversal.”
- “Sharp turn Wednesday in favor of risk with Trump’s Greenland ‘TACO’ reversal and a Supreme Court hearing on the Trump/Cook case that seemed to go well for the Fed governor,” Guha said.
- “None of these issues go away, however, and all three will be with us for some time.”
(Photo: Sean Gallup/Getty Images)
Indeed, the market’s relief wasn’t just about the Arctic.
In Washington, U.S. Supreme Court justices appeared openly skeptical of President Trump’s unprecedented effort to fire Federal Reserve Governor Lisa Cook. The administration had alleged mortgage fraud regarding her primary residence disclosures, a charge Cook denies.
Investors viewed the court’s skepticism as a firewall protecting the Fed’s independence, further soothing frayed nerves.
The dual de-escalation of NATO and the Fed sparked the strongest pan-market rally since August across ETFs tracking U.S. stocks, Treasuries, and corporate bonds. The yield on 10-year Treasuries slid four basis points to 4.25%, and a $13 billion auction of 20-year bonds drew solid demand.
The volatility has served as a harsh reminder of the market’s headline sensitivity.
David Laut of Kerux Financial pointed out that while tariff threats cause short-term pain, they can “easily be unwound and reversed. Meaning? It could spark upside market volatility,” which exactly what traders witnessed yesterday. Laut sees this as a buying opportunity for value stocks in financials, materials, and energy.
For the optimists, the day confirmed that the structural bull market remains intact.
Kenny Polcari at SlateStone Wealth dismissed the geopolitical noise as short-term chaos that “tends to cool over time.” His advice? “Volatility is your friend, and weakness should be used to build positions in quality leaders that are getting unnecessarily whacked by the headlines.”
As the closing bell rang, the “Sell America” gloom had evaporated, replaced by a renewed appetite for risk.
Even President Trump chipped in his bullish view on the stock market during his address to the World Economic Forum in Davos, Switzerland. He predicted that the market would double in the coming year and dismissed Tuesday’s stock drop as “peanuts.”
- “Our stock market took the first dip yesterday because of Iceland,” Mr Trump said, apparently mixing up Iceland with Greenland.
- “So Iceland’s already cost us a lot of money. But that dip is peanuts compared to what it’s gone up. And we have an unbelievable future in that stock market. That stock market is going to be doubled. We’re going to hit 50,000 and that stock market’s going to double in a relatively short period of time.”
(Photo: Evan Vucci/AP)
A Call Option on the Global Economic Recovery
Today’s Stock Pick: Lightspeed Commerce Inc. (LSPD)
It is not easy to run a high-end bicycle shop.
The front of the store may look calm with sleek inventory, knowledgeable staff, and a seamless checkout experience.
But behind the curtain, the operation is a chaotic web of complexity.
The owner needs to track inventory across three different warehouses, manage repairs, order parts from fifty different global suppliers, and sync their online store with the physical floor.
For years, businesses like this struggled with fragmented tools. They had one system for the cash register, another for the website, and a spreadsheet for inventory that was always out of date.
(Source: Lightspeed)
This is where Lightspeed enters the narrative.
Lightspeed effectively acts as the central nervous system for complex SMBs, specifically targeting three distinct verticals: retail, hospitality, and golf.
Unlike simpler point-of-sale providers that might power a local coffee cart, Lightspeed builds software for the heavy lifters—the Michelin-starred restaurant that needs to manage table reservations and ingredient costs simultaneously, or the multi-course golf club that needs to handle tee times, the pro shop, and the clubhouse restaurant all on one tab.
(Source: Lightspeed)
For an investor, the plot thickens when you look at how Lightspeed makes money.
Historically, they were a software company selling subscriptions—a classic SaaS model where a merchant pays a monthly fee to use the platform. While this is still a core part of their revenue, the real growth engine has shifted.
Lightspeed has aggressively pivoted toward “Unified Commerce,” which means they don’t just record the transaction; they facilitate the payment itself.
By embedding their own payments infrastructure directly into the software, they capture a percentage of the Gross Transaction Volume (GTV) flowing through their system.
This transforms their relationship with the merchant.
They are no longer just a monthly expense; they are a partner in every sale. When their customers grow and sell more, Lightspeed earns more. This dual revenue stream—steady software subscriptions layered with high-upside transaction fees—creates a compelling financial profile that scales with the success of the underlying businesses.
For this reason alone, the current Lightspeed thesis is effectively a call option on the resilience of the global economy.
The last twelve months have been a brutal stress test for Main Street; in 2025 alone, total bankruptcy filings in the U.S. climbed 11%, and commercial filings ticked up by 5% as higher borrowing costs and inflation squeezed margins.
Small business confidence indices dropped sharply early in the year, with owners citing revenue as their single biggest anxiety. The “mom and pop” shops that lacked operational discipline didn’t just struggle; many of them disappeared.
But this harsh landscape highlights exactly why Lightspeed’s focus on “sophisticated” merchants matters.
When the economy eventually heats up and consumer wallets reopen, Lightspeed doesn’t need to sign a single new customer to see its revenue climb—it just needs its existing customers to sell more.
This is the power of the Gross Transaction Volume (GTV) model.
Every time a diner at a Lightspeed-powered bistro orders that extra bottle of wine, or a golfer upgrades to a premium driver in the pro shop, Lightspeed’s take-rate captures a slice of that optimism.
They have positioned themselves to ride the wave of recovery instantly, turning a rebound in consumer spending directly into bottom-line growth.
(Source: Lightspeed)
Its gross payment volume (GTV) grew 51% CAGR from fiscal 2023 to fiscal 2025. Not only that, total revenue as a percent of GTV climbed from 1.17% to 1.26% in just one year. So, the company is poised to benefit from an economic recovery.
Lastly, its free cash flow is projected to surge from negative $65 million to about $100 million in fiscal 2028. The company has repurchased more than $130 million in shares in fiscal 2025. Its market cap is $1.5 billion, so that’s about 10%.
It has about $300 million in remaining Board-authorized share repurchase program after April 2025.
(Source: Lightspeed)
Bottom line: Lightspeed offers a play on the economic recovery in the small- and medium-sized businesses, and its huge share repurchase program offers support to its stock price.
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EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!
Hello Peter Anthony Hovis,
Trump Predicts Stocks to “Double” Soon
We’ve officially got another TACO trade.
The “Sell America” trade was in full swing on Tuesday that smelled of genuine panic. But by Wednesday afternoon, a familiar calm had returned to Wall Street, driven by a trading thesis that has quietly become the most reliable bet of the Trump 2.0 era: TACO (Trump Always Chickens Out).
Speculative spirits were emphatically restored today after President Donald Trump, fresh from a high-stakes meeting with NATO Secretary General Mark Rutte at the World Economic Forum in Davos, claimed a vague “framework” for a deal on Greenland.
(Source: Truth Social)
The announcement effectively took the threat of immediate tariffs off the table.
The relief rally was instant and broad.
The S&P 500 added 1.2%, its biggest single-day advance since November, pushing the gauge back into the green for 2026. Energy shares led the charge to all-time highs, while small caps outperformed the benchmark for a remarkable 13th straight session.
Big Tech, recently battered by the geopolitical noise, joined the jump.
The reversal marks a stark pivot for a president who had spent the previous week attempting to coerce Europe into ceding the Arctic territory.
While the President did not detail what this new “framework” entails, the mere absence of escalation was enough for investors. Trump ruled out the use of military force earlier Wednesday, a move that Krishna Guha at Evercore dubbed the “Greenland ‘TACO’ reversal.”
- “Sharp turn Wednesday in favor of risk with Trump’s Greenland ‘TACO’ reversal and a Supreme Court hearing on the Trump/Cook case that seemed to go well for the Fed governor,” Guha said.
- “None of these issues go away, however, and all three will be with us for some time.”
(Photo: Sean Gallup/Getty Images)
Indeed, the market’s relief wasn’t just about the Arctic.
In Washington, U.S. Supreme Court justices appeared openly skeptical of President Trump’s unprecedented effort to fire Federal Reserve Governor Lisa Cook. The administration had alleged mortgage fraud regarding her primary residence disclosures, a charge Cook denies.
Investors viewed the court’s skepticism as a firewall protecting the Fed’s independence, further soothing frayed nerves.
The dual de-escalation of NATO and the Fed sparked the strongest pan-market rally since August across ETFs tracking U.S. stocks, Treasuries, and corporate bonds. The yield on 10-year Treasuries slid four basis points to 4.25%, and a $13 billion auction of 20-year bonds drew solid demand.
The volatility has served as a harsh reminder of the market’s headline sensitivity.
David Laut of Kerux Financial pointed out that while tariff threats cause short-term pain, they can “easily be unwound and reversed. Meaning? It could spark upside market volatility,” which exactly what traders witnessed yesterday. Laut sees this as a buying opportunity for value stocks in financials, materials, and energy.
For the optimists, the day confirmed that the structural bull market remains intact.
Kenny Polcari at SlateStone Wealth dismissed the geopolitical noise as short-term chaos that “tends to cool over time.” His advice? “Volatility is your friend, and weakness should be used to build positions in quality leaders that are getting unnecessarily whacked by the headlines.”
As the closing bell rang, the “Sell America” gloom had evaporated, replaced by a renewed appetite for risk.
Even President Trump chipped in his bullish view on the stock market during his address to the World Economic Forum in Davos, Switzerland. He predicted that the market would double in the coming year and dismissed Tuesday’s stock drop as “peanuts.”
- “Our stock market took the first dip yesterday because of Iceland,” Mr Trump said, apparently mixing up Iceland with Greenland.
- “So Iceland’s already cost us a lot of money. But that dip is peanuts compared to what it’s gone up. And we have an unbelievable future in that stock market. That stock market is going to be doubled. We’re going to hit 50,000 and that stock market’s going to double in a relatively short period of time.”
(Photo: Evan Vucci/AP)
A Call Option on the Global Economic Recovery
Today’s Stock Pick: Lightspeed Commerce Inc. (LSPD)
It is not easy to run a high-end bicycle shop.
The front of the store may look calm with sleek inventory, knowledgeable staff, and a seamless checkout experience.
But behind the curtain, the operation is a chaotic web of complexity.
The owner needs to track inventory across three different warehouses, manage repairs, order parts from fifty different global suppliers, and sync their online store with the physical floor.
For years, businesses like this struggled with fragmented tools. They had one system for the cash register, another for the website, and a spreadsheet for inventory that was always out of date.
(Source: Lightspeed)
This is where Lightspeed enters the narrative.
Lightspeed effectively acts as the central nervous system for complex SMBs, specifically targeting three distinct verticals: retail, hospitality, and golf.
Unlike simpler point-of-sale providers that might power a local coffee cart, Lightspeed builds software for the heavy lifters—the Michelin-starred restaurant that needs to manage table reservations and ingredient costs simultaneously, or the multi-course golf club that needs to handle tee times, the pro shop, and the clubhouse restaurant all on one tab.
(Source: Lightspeed)
For an investor, the plot thickens when you look at how Lightspeed makes money.
Historically, they were a software company selling subscriptions—a classic SaaS model where a merchant pays a monthly fee to use the platform. While this is still a core part of their revenue, the real growth engine has shifted.
Lightspeed has aggressively pivoted toward “Unified Commerce,” which means they don’t just record the transaction; they facilitate the payment itself.
By embedding their own payments infrastructure directly into the software, they capture a percentage of the Gross Transaction Volume (GTV) flowing through their system.
This transforms their relationship with the merchant.
They are no longer just a monthly expense; they are a partner in every sale. When their customers grow and sell more, Lightspeed earns more. This dual revenue stream—steady software subscriptions layered with high-upside transaction fees—creates a compelling financial profile that scales with the success of the underlying businesses.
For this reason alone, the current Lightspeed thesis is effectively a call option on the resilience of the global economy.
The last twelve months have been a brutal stress test for Main Street; in 2025 alone, total bankruptcy filings in the U.S. climbed 11%, and commercial filings ticked up by 5% as higher borrowing costs and inflation squeezed margins.
Small business confidence indices dropped sharply early in the year, with owners citing revenue as their single biggest anxiety. The “mom and pop” shops that lacked operational discipline didn’t just struggle; many of them disappeared.
But this harsh landscape highlights exactly why Lightspeed’s focus on “sophisticated” merchants matters.
When the economy eventually heats up and consumer wallets reopen, Lightspeed doesn’t need to sign a single new customer to see its revenue climb—it just needs its existing customers to sell more.
This is the power of the Gross Transaction Volume (GTV) model.
Every time a diner at a Lightspeed-powered bistro orders that extra bottle of wine, or a golfer upgrades to a premium driver in the pro shop, Lightspeed’s take-rate captures a slice of that optimism.
They have positioned themselves to ride the wave of recovery instantly, turning a rebound in consumer spending directly into bottom-line growth.
(Source: Lightspeed)
Its gross payment volume (GTV) grew 51% CAGR from fiscal 2023 to fiscal 2025. Not only that, total revenue as a percent of GTV climbed from 1.17% to 1.26% in just one year. So, the company is poised to benefit from an economic recovery.
Lastly, its free cash flow is projected to surge from negative $65 million to about $100 million in fiscal 2028. The company has repurchased more than $130 million in shares in fiscal 2025. Its market cap is $1.5 billion, so that’s about 10%.
It has about $300 million in remaining Board-authorized share repurchase program after April 2025.
(Source: Lightspeed)
Bottom line: Lightspeed offers a play on the economic recovery in the small- and medium-sized businesses, and its huge share repurchase program offers support to its stock price.
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© All Rights Reserved, Trade Alliance
RJ Hamster
Your 5 Stock Predictions are Inside!
Hi, Keith Kaplan here.
I’m so glad to welcome you to the TradeSmith community. As promised, here’s your link to access your five A.I.-powered stock predictions:
Access Your 5 Stock Predictions Here For Free
While many folks make their investment decisions using mere guesswork, from now on, yours can be informed by data, logic, and probability…
Which is going help you make the most accurate investment decisions based on what’s going to happen next in the markets.
To that end, I want to give you a warm welcome to TradeSmith Daily, a free service where TradeSmith analysts and I share personal insights and observations from the market.
We bring you the most impactful investment ideas every day the market is open. I aim to make this your one-stop resource for all your portfolio-strengthening needs.
Since we know your time is your most important asset, we do the heavy lifting for you behind the scenes, every Monday through Friday.
To be sure you don’t miss a beat, please add daily@exct.tradsmith.com to your contacts, and check your spam or promotions folders.
Finally, if you haven’t already had a chance to check out the details behind our A.I.-powered predictive market algorithm, I’m including a link for you here.
We call this algorithm An-E, short for Analytical Engine.
As you’ll see, An-E’s market predictions are so accurate, anyone who follows them could add huge sums to their account.
In fact, this breakthrough already helped folks rake in a 12% gain on ACCO brands in under a month…
A 10% gain on Upstart Holdings in just one day…
And a phenomenal 25% win on Carvana in just two days!
To get the full details behind An-E and how it could change your financial future, click here now.
Again, thank you for subscribing… and welcome to TradeSmith!
Take care,
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CEO, TradeSmith
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Chaikin Analytics: Investing tools and research from Marc Chaikin…
Chaikin Analytics provides professional stock analysis, Power Gauge ratings, and trading insights. Get real-time market data and expert analysis to make better investment decisions.
— Read on chaikinanalytics.com/
RJ Hamster
Sell these “safe” blue chip stocks
Dear Reader,
Given how crazy 2026 has been so far, I have one request that might sound very strange…
Enjoy the relative peace and stability of the next 6 months to the fullest.
Because two massive economic forces are colliding in real-time, and the result is set to upend everything we thought we knew about investing.
The first force: We’re living through the fastest rate of technological change in human history. AI isn’t just disrupting a few tech companies — it’s threatening to make the world we know unrecognizable in just a few years.
The second force: Trade relationships and peace deals that have held our global economy together for decades are hanging by a thread. If that thread breaks, we’re looking at an era of chaos that will make 2008 look like a minor correction.
I call what’s coming The Age of Chaos.
And almost no one I talk to is prepared for it. Not yet anyway.
But if you’re in that group, it’s not your fault.
Because here’s what most folks don’t understand:
The Age of Chaos isn’t just another market cycle where you will eventually see the light at the end of the tunnel.
The Age of Chaos is a fundamental reshaping of the economic order. And when the dust settles, we’ll be managing our money in a completely different investment landscape.
The wealth transfers will be historic.
People who are wealthy today could be penniless when this decade ends. While those who position themselves correctly right now could build massive wealth.
The great restructuring of the stock market is already happening:
Reliable, household-name companies that fund managers have loved for years are getting crushed:
- United Healthcare: -49%
- Nike: -64%
- Target: -57%
Meanwhile, a surge of dynamic companies positioned for this new world are exploding higher:
- AppLovin: +713%
- MicroStrategy: +358%
- Palantir: +340%
This isn’t random market volatility. This is the beginning of an irreversible economic division that’s just getting underway.
And here’s the uncomfortable truth: Many of the companies that could fail in The Age of Chaos may already be sitting in your portfolio right now.
Names that have seemed untouchable throughout history. Names that every “expert” tells you to buy and hold forever. Names that could rob you of your hard-earned savings if you don’t act soon.
But, I didn’t reach out to you today to spread doom and gloom. I wrote because there’s a way to protect yourself and potentially profit from what’s coming.
It starts with understanding which companies are on the brink right now… and which are positioned to thrive in The Age of Chaos.
That’s exactly what I reveal in my brand-new streaming presentation.
I’ll show you the names and tickers of specific companies I believe you should sell before they crater, including some that might shock you. These aren’t fly-by-night operations. These are companies that have been market darlings for years – and are still overweight in many investors’ accounts.
More importantly, I’ll share the names and tickers of the companies you can upgrade to that could multiply your money in the coming months. Companies that aren’t just surviving this transformation but driving it.
For instance, while everyone’s focused on whether Nvidia’s incredible run is over, I’ve identified a stock most people associate with cookware that’s now become a key supplier to AI data centers everywhere.
And while investors keep piling into Amazon, I’ll reveal a virtually unknown online retailer that could be like buying Amazon in 2005 — but with an even bigger competitive advantage.
I’m giving away all of this analysis completely free in this broadcast. No membership required. No credit card. Just the unvarnished truth about what I see coming and how to position yourself for it.
The Age of Chaos isn’t something that might happen. It’s already underway.
The question is: Will you be among the victims or the victors?
Knowing the names and tickers of these stocks could mean the difference between winning and losing in the months ahead.
That’s why I reveal 7 carefully selected buys and sells in this presentation.
Watch my “Sell This, Buy That” broadcast today right here – and get my Age of Chaos analysis completely free.
Sincerely,
Eric Fry
Senior Macro-Investment Analyst, InvestorPlace
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RJ Hamster
Untitled
Dear Reader,
Given how crazy 2026 has been so far, I have one request that might sound very strange…
Enjoy the relative peace and stability of the next 6 months to the fullest.
Because two massive economic forces are colliding in real-time, and the result is set to upend everything we thought we knew about investing.
The first force: We’re living through the fastest rate of technological change in human history. AI isn’t just disrupting a few tech companies — it’s threatening to make the world we know unrecognizable in just a few years.
The second force: Trade relationships and peace deals that have held our global economy together for decades are hanging by a thread. If that thread breaks, we’re looking at an era of chaos that will make 2008 look like a minor correction.
I call what’s coming The Age of Chaos.
And almost no one I talk to is prepared for it. Not yet anyway.
But if you’re in that group, it’s not your fault.
Because here’s what most folks don’t understand:
The Age of Chaos isn’t just another market cycle where you will eventually see the light at the end of the tunnel.
The Age of Chaos is a fundamental reshaping of the economic order. And when the dust settles, we’ll be managing our money in a completely different investment landscape.
The wealth transfers will be historic.
People who are wealthy today could be penniless when this decade ends. While those who position themselves correctly right now could build massive wealth.
The great restructuring of the stock market is already happening:
Reliable, household-name companies that fund managers have loved for years are getting crushed:
- United Healthcare: -49%
- Nike: -64%
- Target: -57%
Meanwhile, a surge of dynamic companies positioned for this new world are exploding higher:
- AppLovin: +713%
- MicroStrategy: +358%
- Palantir: +340%
This isn’t random market volatility. This is the beginning of an irreversible economic division that’s just getting underway.
And here’s the uncomfortable truth: Many of the companies that could fail in The Age of Chaos may already be sitting in your portfolio right now.
Names that have seemed untouchable throughout history. Names that every “expert” tells you to buy and hold forever. Names that could rob you of your hard-earned savings if you don’t act soon.
But, I didn’t reach out to you today to spread doom and gloom. I wrote because there’s a way to protect yourself and potentially profit from what’s coming.
It starts with understanding which companies are on the brink right now… and which are positioned to thrive in The Age of Chaos.
That’s exactly what I reveal in my brand-new streaming presentation.
I’ll show you the names and tickers of specific companies I believe you should sell before they crater, including some that might shock you. These aren’t fly-by-night operations. These are companies that have been market darlings for years – and are still overweight in many investors’ accounts.
More importantly, I’ll share the names and tickers of the companies you can upgrade to that could multiply your money in the coming months. Companies that aren’t just surviving this transformation but driving it.
For instance, while everyone’s focused on whether Nvidia’s incredible run is over, I’ve identified a stock most people associate with cookware that’s now become a key supplier to AI data centers everywhere.
And while investors keep piling into Amazon, I’ll reveal a virtually unknown online retailer that could be like buying Amazon in 2005 — but with an even bigger competitive advantage.
I’m giving away all of this analysis completely free in this broadcast. No membership required. No credit card. Just the unvarnished truth about what I see coming and how to position yourself for it.
The Age of Chaos isn’t something that might happen. It’s already underway.
The question is: Will you be among the victims or the victors?
Knowing the names and tickers of these stocks could mean the difference between winning and losing in the months ahead.
That’s why I reveal 7 carefully selected buys and sells in this presentation.
Watch my “Sell This, Buy That” broadcast today right here – and get my Age of Chaos analysis completely free.
Sincerely,
Eric Fry
Senior Macro-Investment Analyst, InvestorPlace
To ensure that you continue to receive marketing emails from InvestorPlace, please add info@exct.investorplace.com to your address book.
If you no longer want to receive marketing emails from InvestorPlace, please click here to unsubscribe.
If you have any questions, please don’t hesitate to contact Customer Service at feedback@investorplace.com or by calling 1-800-219-8592.
© 2026 InvestorPlace, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201
RJ Hamster
A Country of 56,500 Brings Chaos to U.S. Markets
A Country of 56,500 Brings Chaos to U.S. Markets
By Ethan Goldman, junior analyst, Chaikin AnalyticsThe U.S. and China are the world’s primary economic superpowers…
And we all know just how much leverage these countries have over the rest of the globe.
For example, China continued to weaponize its dominance in the metals markets throughout 2025 – including rare earth materials.
Regular readers will recall that we’ve previously talked about these rare earth materials and metals like silver here at Chaikin PowerFeed.
Now, the U.S. has similar practices…
We’ve seen how President Donald Trump uses tariffs as both an economic and political tool.
You’ll remember how Trump’s “Liberation Day” tariff announcements sent shockwaves across the globe. And you’ll probably remember the S&P 500 Index dropping nearly 12% in the days that followed.
So it makes sense that the market would fear another round of tariffs…
This past weekend, Trump took to his Truth Social platform to suggest new tariffs on eight European countries.
Trump stated a 10% tariff would go into effect February 1 if those countries didn’t allow a “complete and total purchase” of Greenland. He also said that the tariffs would increase on June 1 to 25% if a deal wasn’t complete by then.
Again, the U.S. has a ton of leverage in the global economy. And Trump hasn’t been shy about using that leverage against anyone – including America’s European allies.
Of course, the EU isn’t happy about Trump’s saber-rattling over Greenland…
The EU has an economic weapon of last resort up its sleeve. And it refers to this weapon as the “trade bazooka.”
As you may expect, the EU firing that trade bazooka could inject more volatility into our markets. And the whole situation has seen some big twists and turns…Recommended Links:
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Will the ‘Mar-a-Lago Accord’ Cause the Biggest Gold Bull Run in History?
Gold could soon soar past $27,000 an ounce… as a strange new financial reset, being called the “Mar-a-Lago Accord,” rolls out. It’s causing insiders to make unprecedented moves: shifting billions overnight, flying precious metals on commercial flights, and making bank staff work overnight to move their money into gold. According to one top analyst, you must move YOUR money into his No. 1 gold stock now to secure your wealth and potentially reap massive profits in the process. Get the full story here.
U.S. Investors Are Facing Fresh Uncertainty in 2026
This so-called “trade bazooka” is formally known as the EU’s “anti-coercion instrument.” The bloc created it in 2023 to protect it from economic pressure from outside countries.
It allows the EU to place broad restrictions on its economic and financial markets in response to what it deems “coercion.”
Now, the definition of coercion isn’t set in stone. The EU decides if an act is coercion on a case-by-case basis.
But it might be hard for the EU to see new tariffs as anything else.
Folks, it’s uncertain if the EU would actually turn its trade bazooka toward the U.S.
If this happened, the EU could levy new taxes on U.S. tech firms or restrict investments in its markets. The bloc could also enact retaliatory tariffs on the U.S… and that’s even without using the trade bazooka.
Meanwhile, the markets saw the immediate fallout from Trump’s threats on Tuesday…
As regular readers know, we measure the broad market S&P 500 Index with the SPDR S&P 500 Fund (SPY). And we measure the tech-heavy Nasdaq 100 Index with the Invesco QQQ Trust (QQQ).
After the long weekend, both funds ended Tuesday with a big collapse of more than 2%.
Meanwhile, investors flocked to “safe haven” assets like gold. Shares of the SPDR Gold Shares (GLD) – the largest physically backed gold exchange-traded fund (“ETF”) in the world – surged by nearly 4% on Tuesday.
Then yesterday, stocks clawed back some gains as Trump downplayed using force to acquire Greenland… and later said he would call off the tariffs.
Folks, I don’t have a crystal ball. I don’t know how things will ultimately end up with Greenland and the EU.
And we all know that the situation can change fast when it comes to geopolitical chaos like this. That includes how the market reacts to the next big headline… just like we saw yesterday and on Tuesday.
But panicking and letting your emotions take control isn’t the right move.
Here at the PowerFeed, we’ve said previously that investors will likely face plenty of volatility this year. So it’s critical to stay disciplined.
Remember to keep your personal politics and your emotions out of the picture… particularly when the next big geopolitical headline crops up.
Good investing,
Ethan Goldman
Market View
Major Indexes and Notable Sectors # HLD: BULLISH NEUTRAL BEARISH
Dow 30
+1.22%519 6S&P 500
+1.15%112268 120Nasdaq
+1.35%2354 29Small Caps
+1.98%696927 269Bonds
+0.76%Energy
+2.42%616 0
— According to the Chaikin Power Bar, Small Cap stocks are more Bullish than Large Cap stocks. Major indexes are all bearish.* * * *
Sector Tracker
Sector movement over the last 5 daysEnergy+1.44%Industrials+1.27%Materials+1.01%Real Estate+0.39%Consumer Staples+0.26%Health Care+0.25%Utilities-0.35%Information Technology-0.62%Consumer Discretionary-0.7%Financial-1.27%Communication-1.72%* * * *
Industry Focus
Software & Services67756
Over the past 6 months, the Software & Services subsector (XSW) has underperformed the S&P 500 by -16.57%. Its Power Bar ratio, which measures future potential, is Very Weak, with more Bearish than Bullish stocks. It is currently ranked #21 of 21 subsectors.Indicative Stocks
ABTCAmerican Bitcoin CorAGYSAgilysys, Inc.AIC3.ai, Inc.* * * *
Top Movers
Gainers
MRNA+15.84%
INTC+11.72%
SNDK+10.63%
TDY+9.81%WDC+8.49%LosersAPP-5.83%KHC-5.72%
ORCL-3.36%
TGT-3.02%SRE-2.77%* * * *
Earnings Report
Earnings SurprisesPLD
Prologis, Inc. Q4 $1.49 Beat by $0.80
TRV
The Travelers Companies, Inc. Q4 $11.13 Beat by $2.34HAL
Halliburton Company Q4 $0.69 Beat by $0.14TDY
Teledyne Technologies Incorporated Q4 $6.30 Beat by $0.47KMI
Kinder Morgan, Inc. Q4 $0.39 Beat by $0.02* * * *
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