Opening Bell Daily: Newsletter Archives

Greenland uncertainty just pushed markets to flash a buy signal

The VIX index has surged more than 30% over the last week.

Jan 21, 2026

The global bull market still isn't exuberant

Earnings expectations and performance across sectors and regions suggest more upside ahead.

Jan 20, 2026

This Broadcom competitor could be the most undervalued AI bet of the year

Veteran investor Jay Hatfield's highest-conviction idea for the next 12 months.

Jan 18, 2026

The AI trade suddenly looks more predictable after the US-Taiwan deal

The new agreement reduces tariff uncertainty around semiconductors.

Jan 16, 2026

Why political turmoil hasn't derailed the stock market

Neither Fed drama nor Venezuela have bothered investors to start 2026.

Jan 15, 2026

Inflation keeps undershooting nearly all economists' forecasts

62 of 73 forecasters surveyed by Bloomberg overestimated December inflation.

Jan 14, 2026

Jerome Powell's $3 billion renovation is bad optics in the fight for Fed independence

A ballooning construction budget is both poor management and convenient political cover.

Jan 13, 2026

A slowing job market won't derail the 'Roaring 20s' outlook

Rising productivity and a wealth-driven consumer will keep driving the economy.

Jan 12, 2026

This misunderstood tech giant has 36% upside as it re-rates from its legacy reputation

Veteran investor Jason Ware's highest-conviction idea for the next 12 months.

Jan 11, 2026

The economy is booming but that isn't necessarily good for jobs

Productivity gains means companies can do more with less workers.

Jan 9, 2026

President Trump just rattled defense, private equity and rental stocks

A set of Truth Social posts delivered volatile trading.

Jan 8, 2026

Higher stocks in January is good news for the rest of the year

The data behind Wall Street's "January effect."

Jan 7, 2026