Notes: Looking for continuation off the 1st consolidation post cup and handle breakout.
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.