HeyJaredThe Week That Is
Veteran market observer Vijay Marolia of Regal Point Capital covers the biggest financial/economic takeaway from last week, the story to anticipate this week and one thing investors should add to their watch list.
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- Sep 8, 2026
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Worries over bond yields and copper prices are overblown (opens the original)
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The bond market sold off last week, resulting in bond yields rising to levels unseen since 2007, scaring markets and investors at the same time that copper prices have risen to near record levels, raising concerns of how that key metal's availability could curtail development opportunities. Vijay Marolia , chief investment officer at Regal Point Capital , says that while the numbers are real, the concerns are temporary and the market is likely to shake it off, meaning there are buying opportunit
AI's capital expenditure cycle, Kalshi's bet on the weather and Dolly's lasting lessons (opens the original)
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The artificial-intelligence boom is powering the market, but there are concerns about whether the circular nature of the new technology — with one company supplying the next, which supplies the next — building an artificial support network that collapses if any player collapses, but Vijay Marolia , chief investment officer at Regal Point Capital , says investors shouldn't believe the hype about just how dangerous the problem could be. Marolia also discusses how Kalshi has partnered with Weather.
Vijay Marolia: Headlines are scaring investors, but not reflecting reality (opens the original)
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Headlines are short-term events and while last week's news that the national debt had $40 trillion while Treasury yields reached levels last seen about 20 years ago, Vijay Marolia , chief investment officer at Regal Point Capital , says the impact those events will have on the economy and the market are fleeting, noting that high yields and record national debt have been problems repeatedly in the past, but have never derailed the economic engine that is the United States. Moreover, with Nvidia
Why retail earnings speak for consumers, U.S. debt will top $40 trillion soon, and more! (opens the original)
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If actions speak louder than words, then the upcoming earnings reports for WalMart and Target will be a better measure of consumer confidence than survey results. Vijay Marolia , chief investment officer at Regal Point Capital , says that the results should show that consumers — despite concerns about inflation — have not curtailed spending, and he breaks down the two big retailers to say which one is his favorite. He also discusses Goldman Sachs' big move into the ETF space with its second purc
Seeking out a 'margin of safety' in gold, value stocks and with Social Security (opens the original)
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Value stocks have been leading the way as the stock market flirts with record highs, but having value companies far outpace growth companies is normally something that only happens during troubling times. Couple that with a recent rebound in gold prices and it's fair to wonder whether the market might be headed for trouble here. Vijay Marolia , chief investment officer at Regal Point Capital , says that value stocks and precious metals can both make investors feel safe, and notes that he expects
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