(Part 5 of 5) - My Investing Muse (19Jan2026)
My Investing Muse (19Jan2026)
Layoffs, Bankruptcy & Closure news
Big Tech is quietly moving jobs overseas. 52% of tech and banking professionals say their companies will increase hiring in India in 2026. 38% say those hires are replacing US jobs. 93% of employees at global firms expect India's headcount to keep expanding. Google, Amazon, Microsoft, Uber, eBay… the shift is real. This is not globalisation. It is workforce offshoring in plain sight. - IB Times
CITIGROUP Layoffs -- They are done with participation trophies. Jane Fraser: “We are not graded on effort. We are judged on results.” This week: 1,000 jobs cut. Target: 20,000+ total. - X user Amanda Goodall
My Final Thoughts
War threats against Iran and Greenland remain unresolved despite diplomatic efforts, heightening global concern. Increasing military activity raises questions about financial motivations and whether attention is being diverted from other key issues.
The S&P 500 is stable amidst global uncertainty. Investors are watching earnings reports and company outlooks for guidance on market direction.
AI’s growth relies on electricity and water, with water now a larger challenge than energy supply. Venezuelan oil sales may help, but federal fraud and inadequate reinvestment in infrastructure pose risks to the country's economic strength. The midterm elections bring further uncertainty, with a greater need to focus on domestic priorities.
A price gap between physical and exchange-traded silver is fuelling concerns over market manipulation, drawing attention from both investors and regulators.
Financial Strategy and Outlook
Let us spend within our means, invest only what we can afford to lose, and avoid leverage. Let us review our current holdings with the intention of divesting from businesses that are losing their competitive advantages. Additionally, I will consider adding both hedging strategies and defensive positions to our portfolio to mitigate risk.
As we move forward, it is crucial to conduct thorough due diligence before assuming any new responsibilities.
Wishing everyone a successful week ahead.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
