Episode 510  

00:00 Q4 Earnings & GDP

01:02 Silver down 30% from its recent high

02:12 2026 long term trends

02:52 Stocks starting out the year on a strong footing

04:41 Lam Research up over 150% past year

05:17 Ciena up 200% past year

05:27 Stupid ads on YouTube

07:25 SAAS software companies too beat up

07:50 Regional Banks are the early warning signal of the economy

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