S&P 500 Drawdowns Under New Fed Chairs
Source: Bloomberg, Sam Ro, alexandraandnyc
OpenAI claps back at Jen-Hsun.
Source: Sawyer Merritt @SawyerMerritt WallStreetMav (@Wall Street Mav)
The new merger between xAi and SpaceX means the following are all under one company
The new merger between xAi and SpaceX means the following are all under one company: - SpaceX rockets, with 90% market share of launching mass into orbit. - Starlink, the only global telecommunications system. - Starshield, another version of Starlink for the US military which enables the US military to communicate around the planet without using the telecomm systems of any other country. - xAi, Grok - X (formerly Twitter) Source: Sawyer Merritt @SawyerMerritt WallStreetMav (@Wall Street Mav)
Waymo just confirmed it has raised $16 Billion at a $126 Billion valuation
Source: Evan on X
In case you missed it French Inflation Rate Unexpectedly Sinks to Five-Year Low
Source : Bloomberg
Corporate Insiders are dumping shares at the fastest pace in 5 years
Source: Bloomberg
January 2026 best and worst performers 👇
🟢 Commodities is the best performing asset class YTD: WTI Crude is up +14.3%, Silver +11.65% and Gold +8,8% 🟢Global equity markets gained +3.0%. EM equities lead (+8.9%) ahead of Japan (+6.6%), UK (+5.2%), China (+4.7%) and Euro area (+4.1%). As it was the case in 2025, US equities underperform (+1.5%) as Mag 7 are negative YTD 🟢Credit posted modest gains while US Treasuries are slightly down 🔴 Dollar index is down -1.2% 🔴 Bitcoin and Ethereum are the worst performers, down double-digit Source: Augur Infinity
The average software stock is now in a 40% drawdown!
Absolute carnage in the space recently even with the broad market close to record highs. Source: Bespoke
