February 3, 2026
The discussion covers key economic and market developments, including a new U.S.–India trade agreement, strengthening U.S. manufacturing data, and recent volatility in gold and silver. The conversation explores how trade policy, tariffs, and supply chains connect to broader market momentum and long term stability. Updates on tax law changes affecting seniors and tip income are presented, along with listener questions on individual stocks, mergers, and portfolio balance.
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The skinny
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