
Market Talk
January 2026 is starting off with a bang. The move on capturing Maduro in Venezuela has implications that have yet to play out. There will be some near-term chaos and uncertainty, though hope may prevail that things ultimately work out for the better. What will actually come remains to be revealed.
What is the market? Groups of stocks, segregated into various indices, valued on metrics investors believe to be important. Value is in the eye of the beholder. Beyond simply watching the market, it matters which stocks we choose to buy — some with the prospect of increasing share values, and some offering dividends as well.
The past year was profitable, trading and investing in several of the stocks watched here at the Jones Report.
The Jones Report focuses on stocks that are relevant now and in the coming world as it appears to be shaping up. Small investors, to stay ahead of the fancy-pants Wall Street hedge funds, must use foresight across a broad range — including fundamentals, projected earnings, speculation, and even geopolitical developments and risk.
After a stock doubles, institutional money managers, along with short-focused hedge funds, can and do pull the rug on any perceived weakness. When insiders decide to profit-take or unload large blocks of shares, it can feel like betrayal to the long-minded investor. That is something to watch, and at times it pays to stay nimble and take a gain when it is there. This can be one way small investors stay ahead of the game rather than becoming victims of the forces that affect share prices. An astute small investor can feel like a quarterback trying to lead a wide receiver while being chased down by 300-pound linebackers.
With no further preamble, here are some stocks we are watching and will further expand on in future posts. As always, these are not buy or sell recommendations, and some venture into the world of speculation. It is up to each reader to perform their own due diligence and make decisions as they deem important within their own time frame. Just do so with awareness and stay watchful.
These are just a few stocks that were initially covered here and/or will be followed going forward:
Kinross Gold (KGC)
Hecla Mining (HL)
Novo Nordisk A/S (NVO)
Intel (INTC)
Navitas Semiconductor Corp. (NVTS)
Global Foundries Inc. (GFS)
D-Wave Quantum, Inc. (QBTS)
SkyWater Technology, Inc. (SKYT)
Kratos Defense & Security Solutions, Inc. (KTOS)
…and many more stocks to watch as individual circumstances play out.
As always, stay sharp, stay selective, and stay nimble.
— Jones Report
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.
With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.
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