A month ago I highlighted the upside potential in copper miner Freeport Mcmoran FCX US ( you can view the comments here https://invesdaq.com/members/fatdaz/activity/265/)

I am pleased to report that the stock has rallied by just under +25.0% in the intervening period and has even outperformed Antofagasta ANTO LN over the last 4 weeks.

Metal…[Read more]

Wall Street analysts are forecasting EPS growth for S&P 500 stocks in 2026 with EPS expected to hit $311 over the full year according to data from JPM AM ( see image one below) up from the $271 forecast for 2025.

Earnings season will be with us again soon enough , JP Morgan, JPM US, is set to report Q4 2025 earnings on 13/01/2026.

Coming back to European banks I notice that, one of the names I follow, has been moving higher again today, and that’s CBK GR Commerzbank AG .

Up by almost +3.0% on the day , not exceptional in itself (though pretty good on a dull pre- Xmas Friday) but good enough to put CBK “right and centre” on the European Financials Sector Smile -…[Read more]

Copper has tested to new highs today however looking at the candle chart it seems to have rejected that move as of now.

The weekly close will be the important one here I note Freeport Mcmoran FCX US are called +0.94% higher in the US pre market.

However they are down over the last the week -2.20%. and below both the 3monthj and 6…[Read more]

Sometimes the behaviour of the markets deviates from economic theory and that certainly seems to be what’s happening in the first chart below, as EU banks continue rise even as EU interest rates fall .

Of course, European interest rates haven’t fallen in isolation, as the tweet below from Julian Jessop reminds us. And perhaps that makes the…[Read more]

JP Morgan may not be publishing any more morning notes in the UK until Jan 5th 2026, but its US team has published an outlook for stocks in 2026.

Which includes a list of preferred stock in each sector a snapshot of which can be seen below.

The reports extends to 134 pages however the executive is as follows:

“!J.P. Morgan’s 2026 U.S. Equity Y…[Read more]

Is the S&P 500 Information Technology sector looking over sold in the short term?

With just 7.14% of stocks in the sector trading above their 5 D MA lines.

The two year chart below tracks this indicator – the magenta line is the low point during this term the indicator can go lower from here, but at least in the last 24 months it hasn’t hung…[Read more]

Interesting that Jackson highlights IAG LN this morning, as I posted elsewhere on DAL US Delta Airlines the stock had been climbing since Dec 3rd putting 6 positive sessions out of ten in the interim. The stock may have found its near term ceiling have closed down by -0.18% on Tuesday.

Though I don’t think we can complain too much after a…[Read more]

IG Group IGG LN stand out on the Broad European smile this morning, I note.

I know I keep writing about metals, but that’s where the action and the interest is at the moment.

Take this chart for example, published by Bank of America and highlighted by Ole Sloth Hansen, Saxo’s commodity strategist.

What is tell us is that silver is at a relative valuation to oil, that we haven’t seen since 1980.

What’s particu…[Read more]

I am going to mention a speculative situation today rather than something with investment credentials . The reason for this is that the stock keeps triggering alerts and making bullish noises on my screens and systems so I don’t feel I can ignore it

Gerresheimer Ag GXI GR Is a German manufacturer of packaging products for medication and drug…[Read more]

Freeport Mcmoran FCX US continues to edge higher adding another +3.68% yesterday.

In fact, the stock is up by +13.43% over the last month and has posted 8 new 1- month highs in that period.

In the table below you can see how the stock has traded since late November green days clearly out numbering red in this period.

This is sort of…[Read more]