

The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny
Jan 27, 2025
Delve into the impact of executive actions sparking record stock highs and shifts in market dynamics. Explore the contentious debate around the penny's future, its production costs, and the lessons learned from Canada's previous elimination. As the Federal Reserve prepares to meet, consider the implications of interest rate decisions on the economy. Plus, a look at the rise of nuclear energy stocks driven by AI and how dark pools are changing trading transparency. The financial landscape is evolving, and there's much to discuss!
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Stock Market Rally
- The stock market rallied for two weeks, with the S&P, NASDAQ, and Dow showing gains.
- This confirms the bull market's return, driven by big tech stocks and positive sentiment around tariffs and the US dollar.
Breath-Thrust Rally
- A "breath-thrust" rally, where more sectors participate, is a positive indicator.
- Financial stocks, especially banks, performed well due to strong earnings and the president's demand for lower interest rates.
AI and Nuclear Energy Boost
- The $500 billion "Stargate" AI investment plan boosted tech and nuclear energy stocks.
- Companies like NVIDIA and Oracle, along with nuclear startups like Oclo, are benefiting from this initiative.