This Week’s Market Wrap: Hiring Cools, AI Remains Hot, and Market Concentration Deepens

Oct 2, 2026 – The US economy keeps expanding but hiring is slowing, and market gains are increasingly driven by tech and AI leaders. While Micron thrives on AI demand, Nike lags. Narrow market breadth and investor complacency raise caution for the future...

Oct 1, 2026 – The bond market is flashing the same warning it did before the 1987 crash, and the stock market isn't listening. Jim Puplava sits down with Michael Belkin of The Belkin Report, a former Salomon Brothers quant strategist who watched the '87 crash...

Sep 30, 2026 – The US Treasury is no longer a risk-free asset, and the world's central banks are already acting like it. Jim Puplava sits down with Australian investor and strategist Craig Tindale to unpack his article "Bessent Is the House Now, Gold Is the Tell"...

Sep 29, 2026 – FS Insider speaks with Woody Preucil at 13D Research and Strategy about the surge in new AI-driven cyberattacks. Woody shares startling data on trillion-dollar economic losses, evolving attack strategies, and coordinated swarm intelligence...

Sep 28, 2026 – Moving to a low-tax state? Crystal Colbert details the critical steps required to successfully change your state of residency without triggering costly tax consequences. Learn about the key factors states examine...

Sep 25, 2026 – Market strategist Gina Martin Adams joins Jim Puplava to break down why tech and energy are leading a narrow US stock market, the role of extraordinary earnings growth in holding up the S&P 500 and Nasdaq despite high oil prices and...

Sep 25, 2026 – Long-term yields jumped even as oil eased, while AI and semis kept leading a narrow market. Strong data raised hike odds, bonds now compete with stocks, and breadth remains thin. Here’s what it all means for rates, AI, and portfolios...

Sep 25, 2026 – Mining companies can't simply pump out more silver, no matter how high the price climbs. In this conversation, Jim Puplava sits down with the legendary mining company builder Ross Beaty, founder of Pan American Silver and Equinox Gold...

Sep 25, 2026 – Are soaring Treasury yields the next trigger for Wall Street volatility? As the 10-year yield crosses 5.2% for the first time in decades, Chief Investment Officer Chris Puplava explains why this rapid spike—and surging economic data—are fueling...

Sep 24, 2026 –Avi Gilburt, co-founder of ElliottWaveTrader.net, marks 15 years of Elliott Wave analysis with bold calls for 2026 and beyond. He sees the S&P 500 possibly pushing toward 8,000, or even 9,500, before a major long-term top. He also shares targets...