1. Truflation Update
Truflation
2. Silver Pulled Back to Jan 9th 2026 Prices
Robin Brooks
3. Bitcoin Whales Buying Pullback?
BTC whales. Bitcoin whales (i.e., addresses holding >1k bitcoin) have been accumulating since late 2025.
Caitlin Long
4. Natural Gas -25% on Commodities Pullback
Barchart
5. Precious Metals Trading Volume-Irrelevant Investor
The Irrelevant Investor
6. Only 10% of Chinese Exports Go to U.S.-Torston Slok
The Daily Spark
7. Defensive Stocks Lead January
S&P Dow Jones Indice
8. Office CMBS Delinquency New Highs on Two NYC Manhattan Towers
Wolf Street-Spike of defaults was triggered by two huge Manhattan office towers.
One Worldwide Plaza, $1.2 billion of debt–One New York Plaza, $835 million loan
Wolf Street
9. Kalshi Betting 90% Sports
Perplexity
10. Good Fats vs. Bad Fats-Dr. Hyman
Mark Hyman