Goldman Three Favorite Trades For 2026

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1) Long companies that have adopted AI to increase productivity; 2) Short companies exposed to lower-income discretionary spend; 3) Long Profitable vs Vulnerable AI Pair


"Then It Is War": Elon Musk Responds After Somali TikToker Threatens His Life

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This is just day two of the new year...


Maduro Open To US Talks On Drug-Trafficking

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"The U.S. government knows, because we’ve told many of their spokespeople, that if they want to seriously discuss an agreement to combat drug trafficking, we’re ready..."


Kathy Hochul Caves On 'No Tax On Tips'

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One worker, reacting to Hochul’s original stance, said: “Screw her.”


5 Things To Know About Trump's Education Policy Rollout

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The president’s attempts to overhaul student loans and leverage federal funding to end DEI practices prompted lawsuits.


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These Were The Best And Worst Performing Assets Of December, Q4 And 2025

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Bonds had a good year, stocks had a another great year, but it was gold and silver that went vertical... 


A Lot Has Gone Terribly Wrong...

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The big question facing the USA is whether our political life can become even more deranged than it has been in the past ten years, or can we possibly sober up.


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REAR VIEW: Japan PM Takaichi may hold talks with US President Trump, may meet in Spring; Iran/US tensions boil; OPEC+ expected to maintain output conditions at upcoming meeting; TSLA deliveries miss expectations; Airbus maintains delivery target for 2025.

Scrappy New Year: Bitcoin Bid But Big-Tech Pumps'n'Dumps To Start 2026

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...a big roller-coaster ride to start the year (but no rally from Santa)...


Court Reinstates School District Employees' Free Speech Lawsuit Over Anti-Racism Training

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The plaintiffs argued the training was ‘indoctrination’ based on a theory of ‘white supremacy'...


DOJ Eyes Minnesota's 'Vouching' System For Voter Registration, Demands Records

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Federal authorities say the state’s law allowing voters to ‘vouch’ for other people on same-day voter registrations could violate federal voter laws...


Push For Censorship On Campus Hit Record Levels In 2025

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Campus censorship hit record highs in 2025, proving the threat to free speech in higher education isn’t ideological... it’s a growing culture of intolerance enabled by timid leadership...


Rep. Massie Blasts Trump's Iran Warning: "We Have Problems At Home"

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...tells Trump he's not being America First enough...


New York Mayor Zohran Mamdani Revokes Orders Issued After Adams' Indictment

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"The only expectation I seek to reset is that of small expectations," New York City Mayor Zohran Mamdani said in his inaugural address...


Kremlin Makes Show Of Handing Evidence To US Side 'Proving' Ukrainian Attack On Putin Residence

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"Such reckless actions will not go unanswered."


Pretense, Staging, Expediency: The "Solutions" That Implode The Whole Shebang

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Slapdash quick fixes and policies share one characteristic: they eventually implode the whole shebang...


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Minnesota To Mandate K–12 Ethnic Studies Instruction In 2026

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“Students will be able to explain how race is socially constructed and how that social construction has been used to oppress people of color, specifically in relation to Jim Crow, segregation, and racial covenants...”


These Are The Top Themes That Goldman Is Tracking For 2026

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As we close the door on 2025 and step into 2026, Goldman's sector analysts have honed in on a number of themes to watch in the year ahead...


UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings

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"With 4Q25 memory contract pricing negotiations now completed, we lift our forecast for DDR contract pricing to ..." 


10 Very Important Trends To Watch As We Enter 2026

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Many have described what we are currently experiencing as a “perfect storm”...