#3 Weekly News Recap - Stock Market (12/01/26-18/01/26)

Описание: Welcome to Thoughts on Investing – Rational Insights for the Intelligent Investor.

In a world full of market noise, hype, and short-term speculation, Thoughts on Investing is your home for clarity.

I’m Ved, and on this channel, we strip away the sensationalism to focus on what actually drives wealth: Fundamentals, Psychology, and Strategy. Whether you are a beginner looking to buy your first stock or an experienced investor navigating complex market cycles, my goal is to help you think clearer and invest better.

👇 On this channel, we cover:

Deep-Dive Stock Analysis: Breaking down balance sheets and business models.
Market Commentary: Rational takes on the latest financial news and macro trends.
Investment Philosophy: Lessons from legends like Buffett, Munger, and Lynch.
Wealth Psychology: Mastering the mindset required to hold through volatility.

*S&P 500 Records vs. Political Chaos: What’s REALLY Happening? 📈⚖️*

This past week (Jan 12th – Jan 18th, 2026) was one for the history books—and honestly, one of the weirdest weeks we’ve seen in a long time.

While headlines were dominated by the high-stakes "Trump vs. The Fed" drama and new proposals for credit card rate caps, the Dow and S&P 500 were busy smashing through to all-time record highs.
In this week’s recap, we dive into the "Contradiction Market":

The Political Headwinds: How the White House/Fed tension and banking sector shocks are actually being priced in.

The "Contrast Trade": Why are stocks AND Gold soaring at the same time? We explain why investors are "excited and nervous" simultaneously.

The Underdog Story: The massive 62% surge in some small-cap stocks. Is the "Rotation Trade" finally here to stay?

Global Ripples: Why a strong US market caused a dip in London’s FTSE 100 and what it means for your international holdings.

Whether you're hunting for growth in the Russell 2000 or holding gold for safety, this week proved that the market is far more complex than just a few tech giants.
Where do you see the real opportunity in this market of contradictions? Let’s talk strategy in the comments!

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⚠️ Disclaimer: I am not a financial advisor. The content on this channel is for entertainment and educational purposes only. Always do your own research before making any investment decisions.

#StockMarketRecap #Investing #S&P500 #SmallCapStocks #Gold #FederalReserve #MarketNews #ThoughtsOnInvesting #RotationTrade

Video Chapters:

[00:00] Intro: A Very "Weird" Week for the Markets
[00:21] Disclaimer: Educational Purpose Only
[00:33] The Big Question: Politics vs. Record Highs
[00:48] Mixed Signals: Headlines vs. Ticker Tape
[01:21] The "Excited & Nervous" Mood on Wall Street
[01:42] Political Headwinds: The Fed & Credit Card Rate Caps
[02:06] The Contrast Trade: Why Gold and Stocks are Both Rising
[02:28] The Small-Cap Surprise: Underdogs Gaining 62%
[02:51] The Rotation Trade: Moving from Big Tech to Industrial & Energy
[03:26] The Global Ripple Effect: London’s FTSE 100 Response
[03:51] 3 Key Takeaways for the Week
[04:24] Final Thought: Where is the Real Opportunity?