Last week we moved all risk positions (stocks and crypto) and moved to oil, gold, silver, and cash. Our base case is a large crash in risk in the coming days, weeks, or months due to the Strait of Hormuz closure. This of course is not a 100% certainty, but
1. Energy Storage Is Replacing EVs as the Real Growth Engine This is the biggest structural shift. EV demand slowed in parts of the world — but grid-scale and behind-the-meter battery storage is exploding, driven by: * AI data centers * Grid instability * Renewable intermittency (solar + wind) * Power market reforms (esp. China) * Aging
Monday, January 26, 2026 🔥 Today's Top Market Movers 1 High Impact Google Business Gold soars past $5,100 an ounce, silver hits new record on tariff and US shutdown fears – business live - The Guardian Gold's surge past $5,100 signals extreme market stress from combined
Sunday, January 25, 2026 🔥 Today's Top Market Movers 1 High Impact Google Business Fed rate decision: Why Jerome Powell’s press conference is the real wildcard for markets - CoinDesk Powell's press conference commentary on future rate path will drive significant volatility across all asset classes.